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ARLO
$13.05+$0.52 (+4.15%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.4B
109M shares
52-week range
$11.05 – $19.94
22% from low
Sector
SERVICES-DETECTIVE, GUARD & ARMORED CAR SERVICES
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Price (6 mo)
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Change+$6.26
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $472.0M | $370.0M | $357.2M | $435.1M | $490.4M | $491.2M | $510.9M | $529.3M |
| Cost of revenue | $372.8M | $334.2M | $301.8M | $327.1M | $354.4M | $323.6M | $323.4M | $296.5M |
| Gross profit | $99.2M | $35.8M | $55.4M | $108.0M | $136.0M | $167.6M | $187.5M | $232.8M |
| Gross margin | 21.0% | 9.7% | 15.5% | 24.8% | 27.7% | 34.1% | 36.7% | 44.0% |
| R&D | $58.8M | $69.4M | $60.1M | $59.1M | $64.7M | $68.6M | $73.2M | $73.7M |
| Operating income | −$67.7M | −$138.2M | −$104.9M | −$60.1M | −$56.9M | −$24.9M | −$34.9M | $6.1M |
| EBITDA | −$42.2M | −$127.5M | −$94.7M | −$45.0M | −$50.9M | −$16.2M | −$26.2M | $19.6M |
| Net income | −$68.4M | −$86.0M | −$101.3M | −$56.0M | −$56.6M | −$22.0M | −$30.5M | $14.9M |
| Net margin | -14.5% | -23.2% | -28.3% | -12.9% | -11.5% | -4.5% | -6.0% | 2.8% |
| EPS (diluted) | -1.02 | -1.14 | -1.30 | -0.68 | -0.65 | -0.24 | -0.31 | 0.14 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $566M | $0.84 | $0.79–$0.89 | 4 |
| 2027 | $615M | $0.99 | $0.93–$1.08 | 4 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$11.38
Price
$13.05
Implied downside
-13%
Peer comparison
Arlo Technologies, Inc.
Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. Its cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter, from any location with a Wi-Fi or cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.
asia.arlo.com- Employees
- 376
- IPO / List date
- Aug 3, 2018
- HQ
- CARLSBAD, CA
Held by traders on TradeandTell
No one on the platform currently holds ARLO.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,049,418 | $29.2M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded ARLO yet.
