Arlo Technologies Gelecekteki Büyüme
Future kriter kontrolleri 0/6
Arlo Technologies kazanç ve gelirinin sırasıyla yıllık 1.3% ve 3.7% oranında artması tahmin edilirken, EPS'nin yıllık 10.8% oranında büyümesi bekleniyor.
Anahtar bilgiler
1.3%
Kazanç büyüme oranı
10.78%
EPS büyüme oranı
| Electronic kazanç büyümesi | 26.2% |
| Gelir büyüme oranı | 3.7% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Good |
| Son güncelleme | 10 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • Aug 24
Arlo: Subscriber Momentum Is Undeniable
Summary Arlo Technologies offers compelling value and diversification as the market faces elevated valuations and potential correction risk. ARLO's core bull thesis centers on rapid subscriber growth, low churn (~1%), and high customer LTV approaching $1,000, supporting a recurring revenue model. Expansion into senior care via the Aloe Care acquisition increases ARLO’s TAM estimate to $285 billion by 2034, enhancing long-term growth prospects. With ~$140 million in cash and no debt, ARLO maintains strategic flexibility for M&A and organic growth, supporting my reiterated 'Buy' rating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 17
ARLO: Subscription Platform And Services Mix Will Drive Future Upside
Analysts have modestly adjusted their fair value framework for Arlo Technologies, maintaining a fair value estimate of $21.40. They also highlight fresh support from new coverage and price targets around $20 that emphasize the company’s subscription driven model and perceived mispricing relative to its services mix.Anlatı Güncellemesi • Jun 03
ARLO: Recurring Subscription Platform Will Drive Multiyear Upside Potential
Analysts have trimmed the fair value estimate for Arlo Technologies by $0.10 to $21.40, as they factor in updated assumptions on growth, margins and a higher expected P/E multiple supported by recent research citing the shift to a recurring revenue model and subscription-focused economics. Analyst Commentary Bullish Takeaways Bullish analysts point to Arlo Technologies' shift from a low-cost hardware model to a premium, service-first platform as a core driver of its recurring revenue profile, which they see as better aligned with a higher P/E multiple.Analiz Makalesi • May 11
Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies, Inc. ( NYSE:ARLO ) just released its first-quarter report and things are looking bullish. The...Anlatı Güncellemesi • Apr 26
ARLO: New Buyback Program Will Drive Multiyear Upside Potential
Analysts kept their $21.50 price target for Arlo Technologies unchanged, citing broadly steady assumptions around the discount rate, revenue growth, profit margin and future P/E as support for maintaining their valuation view. What's in the News The board adopted amended and restated bylaws that update references to the registered office and agent, modernize electronic communication and document transmission, and expressly allow remote-only stockholder meetings as determined by the board (Company filing).Anlatı Güncellemesi • Apr 11
ARLO: Share Repurchases Will Support Future Upside Over Multiyear Horizon
Analysts have kept their price target for Arlo Technologies steady at $21.50, with small tweaks to inputs like discount rate, revenue growth, profit margin, and forward P/E. These adjustments reflect refined views rather than a change in the overall valuation outlook.Anlatı Güncellemesi • Mar 28
ARLO: Share Repurchases And Samsung Partnership Will Support Future Upside
Analysts have trimmed their price target for Arlo Technologies from $23.20 to $21.50, citing updates to key assumptions including a higher discount rate, a revised profit margin outlook, and a different future P/E expectation. What's in the News Arlo Technologies announced a share repurchase program authorizing up to $50 million of buybacks, with the program running through December 31, 2027, unless changed by the Board of Directors (Key Developments).Analiz Makalesi • Nov 20
Arlo Technologies, Inc. (NYSE:ARLO) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have had a horrible month, losing 27% after a relatively good period...Analiz Makalesi • Sep 14
Why Arlo Technologies, Inc. (NYSE:ARLO) Could Be Worth Watching
Arlo Technologies, Inc. ( NYSE:ARLO ), is not the largest company out there, but it saw a decent share price growth of...Anlatı Güncellemesi • Aug 08
Home Security Adoption And ADT Partnership Will Expand Ecosystem
Arlo Technologies’ future P/E has more than doubled while its net profit margin has sharply contracted, suggesting that analysts now expect significantly higher growth or valuation multiples despite weaker profitability, leading to an increased consensus price target of $21.40 (up from $19.00). What's in the News Issued earnings guidance for Q3 2025 with expected revenue of $133 million–$143 million and net income per diluted share of $0.04–$0.10.Analiz Makalesi • Jun 17
Arlo Technologies, Inc. (NYSE:ARLO) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have continued their recent momentum with a 26% gain in the last month...Yeni Anlatı • May 27
Premium Service Plans And IoT Security Will Advance Expansion
Strong subscription and software growth, driven by premium plans and AI features, is accelerating recurring high-margin revenue and expanding long-term profitability.Analiz Makalesi • Apr 04
Arlo Technologies, Inc. (NYSE:ARLO) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely
The Arlo Technologies, Inc. ( NYSE:ARLO ) share price has fared very poorly over the last month, falling by a...Analiz Makalesi • Mar 24
What Is Arlo Technologies, Inc.'s (NYSE:ARLO) Share Price Doing?
While Arlo Technologies, Inc. ( NYSE:ARLO ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Mar 04
Arlo: The Value In This Name Is Starting To Get Recognized
Summary Shares of Arlo have soared after the company's Q4 earnings print, especially after its FY25 outlook called for substantial ~20% growth in services revenue. The company continues to add new subscribers at a rapid clip, with a better upsell rate into its $25/month Premium tier after its simplification of its subscription offerings. The company's gross margins also continue to improve, despite the company discounting its hardware to negative margin levels in order to encourage new product sales. The stock trades at a reasonable ~20x forward FCF multiple, considering multiple paths to continued margin expansion and subscriber pickups. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Arlo: Timeless Products, Strong Execution
Summary Arlo is a value-oriented pick with strong Q3 results and promising new features in its Security 5.0 platform, boosting premium plan sign-ups. Arlo's services revenue is growing rapidly, eclipsing hardware revenue, and the company has a long-term goal of 10 million paid accounts by 2030. Despite a competitive promotional environment, Arlo's strategy to drive hardware sales at lower margins is justified by its high-margin subscription services and low churn rates. Arlo's valuation multiples (~17x FCF and ~22x P/E) are reasonable given its 20%+ ARR growth and ~30% operating margin growth. I'm reiterating my buy rating here. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 10
Here's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results
It's been a pretty great week for Arlo Technologies, Inc. ( NYSE:ARLO ) shareholders, with its shares surging 16% to...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 626 | 25 | 134 | 147 | 1 |
| 12/31/2027 | 624 | 30 | 113 | 124 | 7 |
| 12/31/2026 | 592 | 20 | 90 | 94 | 7 |
| 6/28/2026 | 587 | 31 | 67 | 78 | N/A |
| 3/29/2026 | 561 | 31 | 64 | 76 | N/A |
| 12/31/2025 | 529 | 15 | 67 | 79 | N/A |
| 9/28/2025 | 510 | 4 | 55 | 66 | N/A |
| 6/29/2025 | 508 | -7 | 57 | 65 | N/A |
| 3/30/2025 | 506 | -22 | 57 | 62 | N/A |
| 12/31/2024 | 511 | -31 | 49 | 51 | N/A |
| 9/29/2024 | 524 | -25 | 51 | 53 | N/A |
| 6/30/2024 | 517 | -22 | 40 | 42 | N/A |
| 3/31/2024 | 504 | -17 | 45 | 48 | N/A |
| 12/31/2023 | 491 | -22 | 35 | 38 | N/A |
| 10/1/2023 | 475 | -45 | 16 | 19 | N/A |
| 7/2/2023 | 473 | -58 | 3 | 6 | N/A |
| 4/2/2023 | 477 | -62 | -14 | -11 | N/A |
| 12/31/2022 | 490 | -57 | -48 | -46 | N/A |
| 10/2/2022 | 515 | -41 | -26 | -25 | N/A |
| 7/3/2022 | 498 | -42 | -31 | -29 | N/A |
| 4/3/2022 | 477 | -54 | -19 | -18 | N/A |
| 12/31/2021 | 435 | -56 | -25 | -23 | N/A |
| 10/3/2021 | 407 | -64 | -24 | -20 | N/A |
| 6/27/2021 | 406 | -67 | -25 | -21 | N/A |
| 3/28/2021 | 374 | -73 | -31 | -28 | N/A |
| 12/31/2020 | 357 | -101 | -50 | -47 | N/A |
| 9/27/2020 | 365 | -66 | -11 | -7 | N/A |
| 6/28/2020 | 361 | -80 | 14 | 15 | N/A |
| 3/29/2020 | 378 | -84 | N/A | -24 | N/A |
| 12/31/2019 | 370 | -86 | N/A | 9 | N/A |
| 9/29/2019 | 370 | -145 | N/A | -14 | N/A |
| 6/30/2019 | 395 | -127 | N/A | -70 | N/A |
| 3/31/2019 | 422 | -111 | N/A | -59 | N/A |
| 12/31/2018 | 465 | -75 | N/A | -18 | N/A |
| 9/30/2018 | 468 | -34 | N/A | -80 | N/A |
| 7/1/2018 | 441 | -15 | N/A | -26 | N/A |
| 4/1/2018 | 409 | 1 | N/A | -2 | N/A |
| 12/31/2017 | 371 | 7 | N/A | -39 | N/A |
| 12/31/2016 | 185 | -14 | N/A | -33 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ARLO 'nin tahmini kazanç büyümesi (yıllık 1.3% ) tasarruf oranının ( 3.7% ) altındadır.
Kazançlar ve Piyasa: ARLO şirketinin kazançlarının (yıllık 1.3% ) US pazarından (yıllık 17.3% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ARLO şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: ARLO şirketinin gelirinin (yıllık 3.7% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ARLO şirketinin gelirinin (yıllık 3.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ARLO 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 12:04 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/28 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Arlo Technologies, Inc. 10 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |