Reading the tape
NYSE: ARLO
Arlo Technologies, Inc.
Industrials · Security & Protection Services
Market Cap
$1.61B
52w High
$19.94
52w Low
$10.00
P/E
104.19
Volume
868.96K
Outstanding Shares
108.96M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 43.9%Revenue (TTM): 3.6%FCF (TTM): 37.6%P/FCF: 42nd pct
What changed
The stock rose 43.9% over the last year. Revenue grew 3.6% over the trailing twelve months. Operating margin moved from -6.83% to 1.15%. Free cash flow grew 37.6% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 42nd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 1.15%. Revenue grew 3.6% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Arlo Technologies, Inc., together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.
CEOMatthew Blake McRae
SectorIndustrials
IndustrySecurity & Protection Services
Employees360
IPO dateAug 3, 2018
Valuation
Forward P/E—
EV/EBITDA67.26
Enterprise value$1.32B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth16.22%
Gross margin43.99%▲19.86%vs FY2024
Operating margin1.15%▲116.79%vs FY2024
ROE11.68%▲138.62%vs FY2024
Analyst consensus
RatingBuy
Target price$17.50▲18.64%
8
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $0.19 · Revenue est $139.73M
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