Arlo Technologies, Inc.

Arlo Technologies, Inc.(ARLO)の株式分析

$12.440

+0.653 (+5.25%)終値時点

Loading chart…
高値
12.440
始値
11.850
出来高加重平均価格
12.20
出来高
2.65M
時価総額
1.27B
安値
11.720
売買代金
32.29M
EV/EBITDA(TTM)
-78.34

Arlo Technologies, Inc. is a smart home security platform company. It is focused on transforming the ways in which people protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem. Its specialization in cloud services, artificial intelligence and computer vision analytics, wireless connectivity and intuitive user experience design delivers smart home security for its users that is easy to set up and engage with every day. It has launched 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. Arlo Secure is a subscription service that offers advanced AI-based detection and DIY home security.

www.arlo.com/en-us

AI分析 of Arlo Technologies, Inc. (ARLO)

買い

Arlo Technologies is a good buy right now due to its current price of $12.40, which is significantly below the analyst price targets of $17 and $20. The company has shown strong revenue growth, with Q2 2026 revenue reaching $156 million, a 20% year-over-year increase, and a positive net income of $14.88 million in Q1 2026. The main risk is the current RSI of 44.30, indicating potential weakness in momentum, but the overall growth trajectory and positive analyst sentiment suggest a favorable investment opportunity.

アナリスト評価(5)

上値余地 +109.00%
買い
4 買い
1 中立
0 売り
現在: 12.44
安値
26.00
平均
26.00
高値
26.00

Piper Sandler

2026-07-27

目標株価

$17

オーバーウェイト

William Blair

2026-07-07

目標株価

—

アウトパフォーム

Oppenheimer

2026-05-18

目標株価

$20

アウトパフォーム

Raymond James

2026-05-08

目標株価

$19

アウトパフォーム

BWS Financial

2025-08-11

目標株価

$26

買い

バリュエーション指標

Arlo Technologies, Inc.(ARLO)の現在の予想PERは13.79で、5年平均は7.85です。

予想PER

適正
5年平均 P/E
7.85
現在のP/E
13.79
割高
38.07
割安
-22.36

予想EV/EBITDA

適正
5年平均 EV/EBITDA
-16.95
現在のEV/EBITDA
-78.34
割高
104.30
割安
-138.21

予想PSR

適正
5年平均 P/S
1.95
現在のP/S
2.08
割高
2.65
割安
1.25

Alphio AI による ARLO の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ARLO

$15.95

シナリオ価格

基

基本

基本 · 50%ARLO

$15.77

シナリオ価格

弱

弱気

弱気 · 25%ARLO

$14.57

シナリオ価格

ARLO を保有するクジラ

B

Brandes Investment Partners, LP

+ を保有ARLO

+1.08%

3か月リターン

R

Rice Hall James & Associates, LLC

+ を保有ARLO

+0.56%

3か月リターン

イベントタイムライン

2026-08-06 (ET)

17:30:00

Arlo Technologies Q2 Revenue Reaches $156M, Exceeds Expectations

17:30:00

Sees Q3 Revenue of $140M-$150M

17:30:00

Raises FY26 Revenue Outlook to $580M-$600M

2026-05-08 (ET)

16:30:00

Dow Jones Slightly Up, Nasdaq Surges After Jobs Report

12:00:00

Nasdaq Rises as Chip Stocks Rebound

ニュース

ARLO のよくある質問 — Alphio AI が回答

Arlo Technologies, Inc. is a smart home security platform company. It is focused on transforming the ways in which people protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem. Its specialization in cloud services, artificial intelligence and computer vision analytics, wireless connectivity and intuitive user experience design delivers smart home security for its users that is easy to set up and engage with every day. It has launched 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. Arlo Secure is a subscription service that offers advanced AI-based detection and DIY home security. It operates in the Technology sector (HOUSEHOLD AUDIO & VIDEO EQUIPMENT industry).

Arlo Technologies is a good buy right now due to its current price of $12.40, which is significantly below the analyst price targets of $17 and $20. The company has shown strong revenue growth, with Q2 2026 revenue reaching $156 million, a 20% year-over-year increase, and a positive net income of $14.88 million in Q1 2026. The main risk is the current RSI of 44.30, indicating potential weakness in momentum, but the overall growth trajectory and positive analyst sentiment suggest a favorable investment opportunity.

5 analysts cover ARLO: 4 rate it Buy, 1 Hold and 0 Sell. The average price target is 26.00.

コミュニティ

もっと見る ↗

投稿はまだありません

登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める