Arlo Technologies, Inc. (ARLO)Industrials | Building Products & Equipment | Carlsbad, United States | NYSE
12.16 USD
-0.28
(-2.251%) ⇩
(Oct. 16, 2026, 4 p.m.
EDT)
After hours: 12.16 |
Hot Take ↕ | Oct. 10, 2026, 9:07 a.m. EDT
The investment case here is a classic turnaround story with a massive valuation gap between current reality and analyst expectations. Fundamentally, the company is showing signs of life with 20.5% revenue growth and a healthy 22% return on equity, while the balance sheet remains fortress-like with minimal debt. This supports a solid long-term buy rating, though the 44x trailing P/E suggests the market has already priced in perfection and is skeptical of the path forward. The short-term outlook is murky due to conflicting signals. While the statistical forecast model offers almost no directional guidance (low confidence, negligible expected move), the options market is telling a different story: traders are aggressively buying calls at the $15 strike, betting on a recovery toward the $21 analyst mean. Conversely, the stock is technically struggling, trading below both its 50-day and 200-day averages, which creates a headwind for immediate momentum. The lack of a dividend adds to the speculative nature of the trade. Investors should view this as a high-risk, high-reward recovery play where the catalyst is execution on the senior monitoring expansion, but the current price action lacks the conviction to push it into a strong buy territory yet. |
| Model | MAE |
|---|---|
| AutoETS ✓ | 0.099437 |
| AutoARIMA | 0.099440 |
| MSTL | 0.102687 |
| AutoTheta | 0.104637 |
Forecast horizon: 45 days | Selected: AutoETS
| Forecast Reliability | |
|---|---|
| Score | 40% |
| H-stat | 3.15 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.780 |
| Excess Kurtosis | -0.44 |
| Attribute | Value |
|---|---|
| Sector | Industrials |
| Debt to Equity Ratio | 4.876 |
| Revenue per Share | 5.515 |
| Market Cap | 1,308,577,792 |
| Trailing P/E | 43.43 |
| Forward P/E | 11.86 |
| Beta | 1.60 |
| Profit Margins | 5.20% |
| Website | https://www.arlo.com |
As of Oct. 10, 2026, 9:07 a.m. EDT: Speculators are positioning for a moderate upside move, evidenced by heavy call volume at the $15 strike (new flow) and significant open interest there. However, put open interest is concentrated near the money ($12-$13), suggesting a floor or hedging demand rather than a bearish bet. Implied volatility is elevated relative to longer-dated strikes, indicating near-term uncertainty despite the bullish flow.
| Attribute | Value |
|---|---|
| 52 Week Change | -0.32854778 |
| Address1 | 5,770 Fleet Street |
| All Time High | 23.77 |
| All Time Low | 1.2 |
| Ask | 12.35 |
| Ask Size | 600 |
| Audit Risk | 1 |
| Average Daily Volume10 Day | 1,772,320 |
| Average Daily Volume3 Month | 1,362,365 |
| Average Volume | 1,362,365 |
| Average Volume10Days | 1,772,320 |
| Beta | 1.597 |
| Bid | 12.06 |
| Bid Size | 400 |
| Board Risk | 4 |
| Book Value | 1.474 |
| City | Carlsbad |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 6 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 12.16 |
| Current Ratio | 1.402 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,790,726,400 |
| Day High | 12.536 |
| Day Low | 12.0 |
| Debt To Equity | 4.876 |
| Display Name | Arlo |
| Dividend Yield | 0.0 |
| Earnings Call Timestamp End | 1,793,908,800 |
| Earnings Call Timestamp Start | 1,793,908,800 |
| Earnings Growth | -0.067 |
| Earnings Quarterly Growth | -0.031 |
| Earnings Timestamp | 1,793,908,800 |
| Earnings Timestamp End | 1,793,908,800 |
| Earnings Timestamp Start | 1,793,908,800 |
| Ebitda | 14,472,000 |
| Ebitda Margins | 0.02465 |
| Enterprise To Ebitda | 81.203 |
| Enterprise To Revenue | 2.002 |
| Enterprise Value | 1,175,175,808 |
| Eps Current Year | 0.94714 |
| Eps Forward | 1.02571 |
| Eps Trailing Twelve Months | 0.28 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 20 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 13.1634 |
| Fifty Day Average Change | -1.0033998 |
| Fifty Day Average Change Percent | -0.076226495 |
| Fifty Two Week Change Percent | -32.85478 |
| Fifty Two Week High | 19.94 |
| Fifty Two Week High Change | -7.7800007 |
| Fifty Two Week High Change Percent | -0.39017054 |
| Fifty Two Week Low | 11.05 |
| Fifty Two Week Low Change | 1.1099997 |
| Fifty Two Week Low Change Percent | 0.10045245 |
| Fifty Two Week Range | 11.05 - 19.94 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,533,303,000,000 |
| Float Shares | 104,583,989 |
| Forward Eps | 1.02571 |
| Forward P E | 11.855203 |
| Free Cashflow | 62,496,248 |
| Full Exchange Name | NYSE |
| Full Time Employees | 376 |
| Fullday Change | -0.27999973 |
| Fullday Change Percent | -2.2508018 |
| Fullday Price | 12.16 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,790,812,800 |
| Gross Margins | 0.4461 |
| Gross Profits | 261,923,008 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.03142 |
| Held Percent Institutions | 1.0210199 |
| Implied Shares Outstanding | 107,613,304 |
| Industry | Building Products & Equipment |
| Industry Disp | Building Products & Equipment |
| Industry Key | building-products-equipment |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | 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 delivers smart home protection, including automated privacy shield, 360-degree coverage, 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 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view 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; 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 AI-powered recognition and detection; 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. |
| Long Name | Arlo Technologies, Inc. |
| Market | us_market |
| Market Cap | 1,308,577,792 |
| Market State | CLOSED |
| Max Age | 86,400 |
| Message Board Id | finmb_571928689 |
| Most Recent Quarter | 1,782,604,800 |
| Net Income To Common | 30,542,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 1,469,997,732 |
| Number Of Analyst Opinions | 6 |
| Open | 12.45 |
| Operating Cashflow | 78,245,000 |
| Operating Margins | -0.035550002 |
| Overall Risk | 5 |
| Payout Ratio | 0.0 |
| Peg Ratio | 0.49 |
| Phone | 408 890 3900 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 12.16 |
| Post Market Time | 1,792,181,367 |
| Previous Close | 12.44 |
| Price Eps Current Year | 12.838652 |
| Price Hint | 2 |
| Price To Book | 8.2496605 |
| Price To Sales Trailing12 Months | 2.228713 |
| Profit Margins | 0.052020002 |
| Quick Ratio | 1.053 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | none |
| Region | US |
| Regular Market Change | -0.28 |
| Regular Market Change Percent | -2.2508 |
| Regular Market Day High | 12.536 |
| Regular Market Day Low | 12.0 |
| Regular Market Day Range | 12.0 - 12.536 |
| Regular Market Open | 12.45 |
| Regular Market Previous Close | 12.44 |
| Regular Market Price | 12.16 |
| Regular Market Time | 1,792,180,802 |
| Regular Market Volume | 1,358,692 |
| Return On Assets | 0.0136899995 |
| Return On Equity | 0.22068001 |
| Revenue Growth | 0.205 |
| Revenue Per Share | 5.515 |
| Sand P52 Week Change | 0.13723719 |
| Sector | Industrials |
| Sector Disp | Industrials |
| Sector Key | industrials |
| Share Holder Rights Risk | 7 |
| Shares Outstanding | 107,613,304 |
| Shares Percent Shares Out | 0.113400005 |
| Shares Short | 12,199,505 |
| Shares Short Previous Month Date | 1,788,134,400 |
| Shares Short Prior Month | 11,597,299 |
| Short Name | Arlo Technologies, Inc. |
| Short Percent Of Float | 0.1366 |
| Short Ratio | 9.25 |
| Source Interval | 15 |
| State | CA |
| Symbol | ARLO |
| Target High Price | 25.0 |
| Target Low Price | 18.0 |
| Target Mean Price | 21.0 |
| Target Median Price | 21.0 |
| Total Cash | 141,131,008 |
| Total Cash Per Share | 1.311 |
| Total Debt | 7,729,000 |
| Total Revenue | 587,145,024 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.28 |
| Trailing P E | 43.42857 |
| Trailing Peg Ratio | 0.5519 |
| Triggerable | 1 |
| Two Hundred Day Average | 13.4172 |
| Two Hundred Day Average Change | -1.2572002 |
| Two Hundred Day Average Change Percent | -0.09370064 |
| Type Disp | Equity |
| Volume | 1,358,692 |
| Website | https://www.arlo.com |
| Zip | 92,008 |