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ARLO · NYSE · Communication Equipment

Arlo

Connects security cameras, cloud video, and paid safety services for homes and businesses.

$12.89

After-hours close+0.00 (+0.01%)

At close$12.89(−1.39%)

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Profile

Arlo Technologies, Inc.ARLOInformation Technology

Sells connected cameras, video doorbells, home security systems, and paid services such as Secure, Total Security, Safe, and SmartCloud. The business spans the Americas, EMEA, and APAC, with the revenue mix now tilted toward subscriptions and services rather than hardware alone.

Runs a smart security platform built around cloud services, AI and computer-vision analytics, wireless connectivity, a mobile app, and connected devices. Product families include Arlo Secure, Arlo Total Security, Arlo Safe, SmartCloud, cameras, video doorbells, floodlight cameras, and home security systems.

Sells through retail, wholesale distribution, wireless carriers, security solution providers, and a direct store across the Americas, EMEA, and APAC. The current mix is service-led, with subscriptions and services carrying more of the business than standalone device sales.

Execution depends on turning the installed device base into paid accounts while maintaining privacy, security, and app reliability. Competitive pressure comes from larger smart-home ecosystems and security vendors; products are made outside the United States, and Verisure is a material European partner.

Company facts

CEOMatthew McRae

ListedAug 3, 2018

ExchangeNYSE

HeadquartersCarlsbad, CA

CountryUnited States

Employees376

CIK0001736946

ISINUS04206A1016

Key statistics

Market cap$1.40B

EPS (ttm)$0.2700

P/E (ttm)47.74

ROE21.2%

P/B8.79

P/S2.38

Dividend yield—

Beta1.45vs XLK −0.26

Year to date −2.6% · Average volume (30d) 1.2M

Analysts

Price target, next 12 months$19.00+47.4%Median of 11 analysts · vs the Aug 28 close

ConsensusBuy9 of 11 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $12.89

High$20.00+55.2%

Median$19.00+47.4%

Low$17.00+31.9%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Jul 26, 2026	Piper Sandler	Initiate	Overweight		$17
Jul 7, 2026	William Blair	Initiate	Outperform
May 18, 2026	UBS	Target		$17	$20
May 8, 2026	Raymond James	Target			$19

Earnings

EPS

Estimate$0.20

ReportedDue Nov 5, 2026

Revenue

Estimate$144.9M

ReportedDue Nov 5, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	$0.20	$0.28	+43.5%	$148.9M	$155.9M	+4.7%	−1.55%
May 7, 2026Q1 FY26	$0.19	$0.28	+47.4%	$139.7M	$150.4M	+7.6%	+2.35%
Feb 26, 2026Q4 FY25	$0.16	$0.22	+37.5%	$135.6M	$141.3M	+4.2%	+27.15%
Nov 6, 2025Q3 FY25	$0.15	$0.16	+6.7%	$135.6M	$139.5M	+2.9%	−12.46%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$119.1M	$129.4M	$139.5M	$141.3M	$150.4M	$155.9M
Gross profit	$52.7M	$58.1M	$56.5M	$65.5M	$72.7M	$75.2M
Operating income	−$1.5M	$1.9M	$872.0K	$4.7M	$7.6M	$2.5M
Net income	−$835.0K	$3.1M	$6.9M	$5.8M	$14.9M	$3.0M
Diluted EPS	−$0.01	$0.03	$0.06	$0.05	$0.13	$0.03
Gross margin	44.3%	44.9%	40.5%	46.4%	48.3%	48.2%
Operating margin	-1.2%	1.5%	0.6%	3.3%	5.0%	1.6%

Fiscal years (4-quarter sums)FY21 $435.1M · FY22 $490.4M · FY23 $491.2M · FY24 $510.9M · FY25 $529.3M

Revenue by product · Q2 FY26

Subscriptions And Services$93.0M · 60%

Product$62.9M · 40%

Revenue by geography · Q2 FY26

United States$86.9M · 56%

Spain$38.4M · 25%

Sweden$22.7M · 15%

Other Countries$7.9M · 5%

Balance sheet, Jun 28, 2026Cash & short-term investments $141.1M · Total debt $5.7M · Total assets $374.6M · Shareholders' equity $158.5M

Dividends

No dividends on record.

Ownership

Institutions 103.31%Insiders 2.92%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 108.61M · Float 105.37M · 97.0% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	17.51M	16.12%	13F	Aug 7, 2026
Brandes Investment Partners, LP	10.75M	9.90%	13F	Aug 14, 2026
Wasatch Advisors LP	5.92M	5.45%	13F	Jul 10, 2026
Vanguard Portfolio Management LLC	5.83M	5.37%	13F	Aug 13, 2026
only).	5.36M	5.36%	13D/G	Nov 14, 2024

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 7, 2026	Amy M. Rothstein	director	−9,251	$16.13
Aug 5, 2026	Amy M. Rothstein	director	−2,100	$16.00
Aug 4, 2026	Amy M. Rothstein	director	−5,010	$15.34
Aug 3, 2026	Amy M. Rothstein	director	−12,490	$15.01
Aug 4, 2026	Kurtis Joseph Binder	officer: CHIEF FINANCIAL OFFICER	−27,297	$15.52