Arlo Technologies, Inc.

Arlo Technologies, Inc. (ARLO) Stock Analysis

$11.820

-0.245 (-2.07%)At close

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High
12.065
Open
11.910
VWAP
11.87
Volume
1.24M
Mkt Cap
1.27B
Low
11.721
Amount
14.66M
EV/EBITDA, TTM
-78.62

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.

AI analysis of Arlo Technologies, Inc. (ARLO)

Buy

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.

Analyst Ratings (5)

+119.97% upside
Buy
4 Buy
1 Hold
0 Sell
Current: 11.82
Low
26.00
Average
26.00
High
26.00

Piper Sandler

2026-07-27

Price Target

$17

Overweight

William Blair

2026-07-07

Price Target

—

Outperform

Oppenheimer

2026-05-18

Price Target

$20

Outperform

Raymond James

2026-05-08

Price Target

$19

Outperform

BWS Financial

2025-08-11

Price Target

$26

Buy

Valuation Metrics

The current forward P/E ratio for Arlo Technologies, Inc. (ARLO) is 13.79, compared to its 5-year average forward P/E of 7.80.

Forward P/E

Fair
5Y Average P/E
7.80
Current P/E
13.79
Overvalued
38.06
Undervalued
-22.46

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-17.21
Current EV/EBITDA
-78.62
Overvalued
104.51
Undervalued
-138.93

Forward P/S

Fair
5Y Average P/S
1.95
Current P/S
2.09
Overvalued
2.65
Undervalued
1.25

Alphio AI Price Scenarios for ARLO

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ARLO

$15.95

Scenario price

B

Base

Base · 50%ARLO

$15.77

Scenario price

B

Bear

Bear · 25%ARLO

$14.57

Scenario price

Whales holding ARLO

B

Brandes Investment Partners, LP

+ HoldingARLO

-0.60%

3M Return

R

Rice Hall James & Associates, LLC

+ HoldingARLO

-2.00%

3M Return

Events Timeline

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

News

ARLO FAQ — answered by Alphio AI

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.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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