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ARLO logo ARLO
Upturn stock ratingUpturn stock rating
ARLO logo

Arlo Technologies (ARLO)

Upturn stock ratingUpturn stock rating
$17.85
Last Close (24-hour delay)
Profit since last BUY-1.6%
upturn advisory
Consider higher Upturn Star rating
BUY since 13 days
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Upturn Advisory Summary

08/28/2025: ARLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

5 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $23.2

1 Year Target Price $23.2

Analysts Price Target For last 52 week
$23.2 Target price
52w Low $7.84
Current$17.85
52w High $19.25

Analysis of Past Performance

Type Stock
Historic Profit 18.49%
Avg. Invested days 29
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.86B USD
Price to earnings Ratio -
1Y Target Price 23.2
Price to earnings Ratio -
1Y Target Price 23.2
Volume (30-day avg) 5
Beta 1.85
52 Weeks Range 7.84 - 19.25
Updated Date 08/28/2025
52 Weeks Range 7.84 - 19.25
Updated Date 08/28/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.07

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-08-07
When -
Estimate 0.15
Actual 0.17

Profitability

Profit Margin -1.38%
Operating Margin (TTM) 1.49%

Management Effectiveness

Return on Assets (TTM) -1.73%
Return on Equity (TTM) -6.45%

Valuation

Trailing PE -
Forward PE 27.62
Enterprise Value 1691038097
Price to Sales(TTM) 3.67
Enterprise Value 1691038097
Price to Sales(TTM) 3.67
Enterprise Value to Revenue 3.33
Enterprise Value to EBITDA -7.98
Shares Outstanding 104371000
Shares Floating 100348209
Shares Outstanding 104371000
Shares Floating 100348209
Percent Insiders 4.27
Percent Institutions 94.44

ai summary icon Upturn AI SWOT

Arlo Technologies

stock logo

Company Overview

overview logo History and Background

Arlo Technologies was founded in 2018 as a spin-off from Netgear, focusing on smart home security solutions. It quickly established itself as a leading provider of wireless security cameras.

business area logo Core Business Areas

  • Smart Home Security Cameras: Arlo's core business centers on the design, development, and marketing of wireless security cameras for both indoor and outdoor use, catering to residential and commercial customers.
  • Subscription Services: Arlo offers subscription-based services, including cloud storage, advanced AI-based detection, and emergency response features, providing recurring revenue streams.
  • Accessories: Arlo sells a range of accessories, such as solar panels, mounting brackets, and extended warranties, complementing its core camera offerings.

leadership logo Leadership and Structure

Arlo Technologies is led by Matthew McRae as CEO. The company has a typical corporate structure with departments for product development, marketing, sales, and finance.

Top Products and Market Share

overview logo Key Offerings

  • Arlo Pro Series: Arlo Pro series are wireless, weatherproof security cameras offering features such as 2K HDR video, integrated spotlight, and two-way audio. Competitors include Ring (owned by Amazon), Google Nest, and Blink. Arlo has strong brand recognition.
  • Arlo Ultra Series: Arlo Ultra cameras offer advanced features like 4K HDR video, a wider field of view, and automatic zoom and tracking. Market share is slightly smaller due to higher price point. Competitors are Ring, Google Nest and Wyze.
  • Arlo Go Series: The Arlo Go series are mobile security cameras that operate on a cellular network, ideal for remote locations without Wi-Fi. Competitors include Spartan Camera and Moultrie Mobile, focusing on cellular cameras rather than direct competitors. Revenue and user data are not explicitly published by the company.
  • Arlo Security System: Arlou2019s new all-in-one sensor and key pad, provides users with protection from intrusion, water, light, temperature, and smoke/CO alarms. Competitors are Ring, SimpliSafe and ADT.

Market Dynamics

industry overview logo Industry Overview

The smart home security market is experiencing rapid growth, driven by increasing consumer awareness of security threats, rising disposable incomes, and advancements in technology. It is characterized by intense competition and continuous innovation.

Positioning

Arlo Technologies is positioned as a premium provider of wireless security cameras, focusing on high-quality products, advanced features, and a strong brand reputation. The focus is on the higher end of the consumer and commercial markets.

Total Addressable Market (TAM)

The smart home security market is expected to reach hundreds of billions of dollars over the next few years. Arlo is well-positioned to capture a share of this TAM but it's facing tough competition from low cost competitors such as WYZE.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • High-quality products with advanced features
  • Extensive product portfolio
  • Subscription-based revenue model

Weaknesses

  • Relatively higher price point compared to competitors
  • Dependency on subscription revenue
  • Intense competition
  • Negative earnings

Opportunities

  • Expanding into new geographic markets
  • Developing new products and services
  • Partnering with other smart home device manufacturers
  • Increasing adoption of AI-powered security solutions

Threats

  • Increasing competition from low-cost providers
  • Rapid technological advancements that could render existing products obsolete
  • Data security and privacy concerns
  • Economic downturns that could reduce consumer spending

Competitors and Market Share

competitor logo Key Competitors

  • AMZN
  • GOOGL
  • ADT
  • SSAF

Competitive Landscape

Arlo Technologies competes with both established players and emerging startups in the smart home security market. Its advantages include its brand recognition, high-quality products, and subscription-based revenue model. Its disadvantages include its relatively higher price point and intense competition.

Growth Trajectory and Initiatives

Historical Growth: Arlo Technologies has experienced periods of rapid growth in revenue, driven by strong demand for its products. However, profitability has been a challenge.

Future Projections: Future growth is projected to be driven by continued demand for smart home security solutions, expansion into new markets, and the introduction of new products and services.

Recent Initiatives: Recent initiatives include the launch of new camera models, expansion of subscription services, and partnerships with other smart home device manufacturers.

Summary

Arlo Technologies is a major player in the smart home security market, recognized for its premium wireless cameras and subscription services. While its brand and product quality are strong, Arlo faces stiff competition and profitability challenges. Future success hinges on innovation, market expansion, and managing costs effectively. Investors should carefully consider the risks and opportunities associated with this competitive and rapidly evolving industry.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings (SEC.gov)
  • Market research reports
  • Industry publications
  • Analyst reports

Disclaimers:

The information provided is for informational purposes only and should not be construed as investment advice. Financial data is based on publicly available information and may not be entirely accurate or up-to-date. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Arlo Technologies

Exchange NYSE
Headquaters Carlsbad, CA, United States
IPO Launch date 2018-08-03
CEO & Director Mr. Matthew Blake McRae
Sector Industrials
Industry Building Products & Equipment
Full time employees 360
Full time employees 360

Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including emergency response secure plus plan; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.