Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
ARLO 
Arlo Technologies (ARLO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/11/2025: ARLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
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
| 2 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.1% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.81B 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 1.76 | 52 Weeks Range 7.84 - 19.25 | Updated Date 09/11/2025 |
52 Weeks Range 7.84 - 19.25 | Updated Date 09/11/2025 | ||
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 - | When - | Estimate - | Actual - |
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 21.32 | Enterprise Value 1622153465 | Price to Sales(TTM) 3.56 |
Enterprise Value 1622153465 | Price to Sales(TTM) 3.56 | ||
Enterprise Value to Revenue 3.19 | Enterprise Value to EBITDA -7.98 | Shares Outstanding 104371000 | Shares Floating 100430662 |
Shares Outstanding 104371000 | Shares Floating 100430662 | ||
Percent Insiders 4.19 | Percent Institutions 94.44 |
Upturn AI SWOT
Arlo Technologies
Company Overview
History and Background
Arlo Technologies was spun off from Netgear in 2018. Originally a product line within Netgear starting around 2014, Arlo became a separate publicly traded company focused on smart home security solutions.
Core Business Areas
- Smart Home Security Cameras: Design, development, and marketing of wireless security cameras for indoor and outdoor use.
- Subscription Services: Cloud-based video recording, storage, analytics, and monitoring plans.
- Accessories: Offering a range of accessories like solar panels, mounting kits, and batteries to complement their camera systems.
Leadership and Structure
The leadership team is headed by Matthew McRae (CEO). The organizational structure is typical of a technology company, with departments covering engineering, marketing, sales, and operations.
Top Products and Market Share
Key Offerings
- Arlo Pro Series: Wireless, rechargeable cameras with high-definition video and advanced features. Competitors include Ring, Blink, Google Nest. Market share data is dynamic and varies by region, Arlo is considered a major player. Revenue from Arlo cameras makes up a significant portion of total revenue.
- Arlo Ultra Series: High-end wireless cameras with 4K resolution and advanced features. Competitors include Ring, Google Nest. The higher price point positions this product towards the premium market. Revenue from Arlo cameras makes up a significant portion of total revenue.
- Arlo Essential Series: More affordable wireless cameras targeting budget-conscious consumers. Competitors include Blink. The lower price point positions this product towards the entry-level market. Revenue from Arlo cameras makes up a significant portion of total revenue.
- Arlo Security System: Complete home security solutions with multi-sensors and professional monitoring. Competitors include ADT, SimpliSafe, Ring Alarm. Revenue from Arlo's total monitoring services is a major portion of total revenue.
Market Dynamics
Industry Overview
The smart home security market is growing rapidly, driven by increasing consumer awareness and demand for enhanced security and convenience. Key trends include AI-powered analytics, cloud storage, and integration with smart home ecosystems.
Positioning
Arlo Technologies is positioned as a premium brand in the smart home security market, known for its high-quality cameras and advanced features. It competes with larger companies like Ring (Amazon), Google Nest, and ADT, as well as smaller players like Blink.
Total Addressable Market (TAM)
The global smart home security market is projected to reach hundreds of billions by the end of the decade. Arlo is positioned with its product lines that range from affordable to professional monitoring.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality cameras with advanced features
- Subscription-based revenue model
- Established presence in retail channels
Weaknesses
- Relatively high price point compared to competitors
- Reliance on subscription revenue can be a vulnerability
- Competition from larger companies with greater resources
- Need to continuously innovate to stay ahead of the competition
Opportunities
- Expansion into new geographic markets
- Development of new products and services, such as home automation
- Partnerships with other smart home ecosystem providers
- Increased adoption of AI-powered security solutions
Threats
- Intense competition from established players and new entrants
- Rapid technological advancements could render existing products obsolete
- Economic downturn could impact consumer spending
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- Ring (AMZN)
- Google Nest (GOOGL)
- ADT (ADT)
- Blink (AMZN)
Competitive Landscape
Arlo's advantages include its premium brand and advanced features. Disadvantages include its higher price point and competition from larger, well-funded companies.
Growth Trajectory and Initiatives
Historical Growth: Requires access to financial data and varies over the past years.
Future Projections: Requires access to analyst estimates. Arlo's future growth relies on factors such as its rate of subscription growth.
Recent Initiatives: Arlo is focused on expanding its subscription services, improving its AI capabilities, and entering new markets. They continue to release new hardware for consumers.
Summary
Arlo Technologies is a reputable player in the smart home security market, known for its high-quality cameras and growing subscription model. The company faces stiff competition from tech giants and must continue innovating to maintain its position. Its reliance on subscription growth and premium pricing could pose challenges. Successfully expanding into new markets and improving its AI features will be crucial for its future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Analysis
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.arlo.com |
Full time employees 360 | Website https://www.arlo.com | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.