ARLO · Arlo Technologies, Inc.
Arlo Technologies Inc (ARLO)
What's happening
- ARLO is down 2.88% today, trading at $12.15. — Live quote
- Volume today (57,944) is well below its 3-month average of 1,343,720. (Finnhub fundamentals)
- Reports earnings on 2026-11-05, 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.28 actual vs. $0.20 estimated (+38.4%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (13 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $1.26B | $1.55B | $1.95B | $1.79B | $858.4M |
| P/E | 45.25 | 64.29 | 412.55 | -130.30 | -32.42 |
| Price/Book | 7.97 | 9.70 | 15.08 | 15.10 | 8.30 |
| EV/EBITDA | 60.48 | 105.56 | -2319.41 | — | — |
| ROE | 17.60% | 15.08% | 3.65% | -11.59% | -25.61% |
| ROA | 7.45% | 6.67% | 1.35% | -4.29% | -8.93% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 20.5% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-09-29; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Net profit margin is 5.2%. Finnhub fundamentals ↗
- Trailing 52-week price return is -30.9%. Finnhub market metrics ↗
- Trailing P/E is 42.9, a high price relative to reported earnings. Finnhub fundamentals ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on ARLO
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Gross profit | $75.2M | $72.7M | $56.5M | $58.1M | $52.7M | $48.4M | $46.9M | $47.4M |
| Operating income | $2.5M | $7.6M | $872.0K | $1.9M | -$1.5M | -$5.5M | -$12.8M | -$10.6M |
| Net income | $3.0M | $14.9M | $6.9M | $3.1M | -$835.0K | -$4.4M | -$11.6M | -$9.6M |
| EPS (diluted) | $0.03 | $0.13 | $0.06 | $0.03 | $-0.01 | $-0.04 | $-0.12 | $-0.10 |
| EPS (basic) | $0.03 | $0.14 | $0.07 | $0.03 | $-0.01 | $-0.04 | $-0.12 | $-0.10 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $374.6M | $360.2M | $310.5M | $350.9M | $319.7M | $296.6M | $298.4M | $312.4M |
| Total liabilities | $216.1M | $200.8M | $182.7M | $221.6M | $201.5M | $193.2M | $197.5M | $215.5M |
| Stockholders' equity | $158.5M | $159.4M | $127.8M | $129.2M | $118.3M | $103.4M | $100.9M | $96.9M |
| Total current assets | $272.6M | $275.7M | $260.5M | $301.7M | $268.6M | $246.3M | $262.6M | $279.5M |
| Total current liabilities | $194.5M | $181.7M | $172.3M | $212.2M | $182.3M | $173.4M | $176.8M | $197.3M |
| Cash & equivalents | $101.4M | $152.6M | $146.4M | $86.0M | $71.2M | $84.0M | $82.0M | $77.0M |
| Marketable securities (current) | — | — | — | — | — | — | — | — |
| Accounts receivable | $63.6M | $52.2M | $39.7M | $76.7M | $61.5M | $46.1M | $57.3M | $68.6M |
| Inventory | $48.4M | $44.0M | $41.2M | $44.4M | $30.9M | $34.6M | $40.6M | $52.0M |
| Property, plant & equipment | $16.0M | $14.2M | $13.2M | $12.4M | $9.0M | $7.2M | $4.8M | $4.4M |
| Goodwill | $47.9M | $38.5M | $11.0M | $11.0M | $11.0M | $11.0M | $11.0M | $11.0M |
| Intangible assets | $25.7M | $19.5M | $0 | — | — | — | — | — |
| Other non-current assets | $4.1M | $3.6M | $4.2M | $3.6M | $4.5M | $4.7M | $4.3M | $4.2M |
| Accounts payable | $50.8M | $40.2M | $42.8M | $78.2M | $50.2M | $49.2M | $63.8M | $93.7M |
| Accrued liabilities | $92.8M | $89.3M | $92.4M | $94.0M | $90.0M | $81.4M | $85.7M | $78.9M |
| Deferred revenue (current) | $50.8M | $52.2M | $37.1M | $40.1M | $42.1M | $42.8M | $27.2M | $24.6M |
| Other non-current liabilities | $15.9M | $12.9M | $3.6M | $2.2M | $2.6M | $2.4M | $2.4M | $3.7M |
| Common stock & paid-in capital | $107.0K | $108.0K | $105.0K | $105.0K | $104.0K | $103.0K | $101.0K | $100.0K |
| Retained earnings | -$365.1M | -$368.2M | -$383.0M | -$388.8M | -$395.7M | -$398.8M | -$398.0M | -$393.1M |
| Accumulated other comprehensive income (loss) | $0 | -$1.0K | $16.0K | $35.0K | -$8.0K | $5.0K | $34.0K | $236.0K |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $11.4M | $27.9M | $19.8M | $19.2M | $8.8M | $30.9M | $6.7M | $18.4M |
| Investing cash flow | -$39.8M | -$14.3M | $58.2M | $6.2M | -$22.3M | -$14.4M | -$389.0K | $11.5M |
| Financing cash flow | -$21.0M | -$7.3M | -$17.5M | -$10.7M | $721.0K | -$14.6M | -$4.9M | -$15.7M |
| Free cash flow | — | — | — | — | — | $28.1M | $5.6M | $17.4M |
| Capital expenditures | — | — | — | — | — | $2.8M | $1.1M | $961.0K |
| Depreciation & amortization | $2.9M | $1.7M | $2.2M | $899.0K | $858.0K | $829.0K | $2.3M | $710.0K |
| Share-based compensation | $21.7M | $19.7M | $17.2M | $13.1M | $15.0M | $17.0M | $14.5M | $14.7M |
| Deferred income taxes | — | — | -$159.0K | — | — | — | -$65.0K | -$18.0K |
| Change in accounts receivable | $11.5M | $12.5M | -$37.1M | $15.2M | $15.5M | -$11.3M | -$11.3M | $6.9M |
| Change in inventory | $2.3M | $1.8M | -$3.3M | $14.5M | -$4.2M | -$5.6M | -$12.1M | $9.8M |
| Change in accounts payable | $9.7M | -$3.6M | -$35.5M | $28.3M | $1.1M | -$15.0M | -$29.9M | $19.4M |
| Share repurchases | $22.9M | $7.3M | $18.8M | $10.7M | $910.0K | $15.2M | $4.4M | $0 |
| Tax withholding on stock comp | — | — | $0 | $0 | $0 | $0 | $1.8M | $20.5M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Gross profit | $232.8M | $187.5M | $167.6M | $136.0M | $108.0M |
| Operating income | $6.1M | -$34.9M | -$24.9M | -$56.9M | -$60.1M |
| Net income | $14.9M | -$30.5M | -$22.0M | -$56.6M | -$56.0M |
| EPS (diluted) | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 |
| EPS (basic) | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $310.5M | $298.4M | $285.5M | $272.2M | $347.5M |
| Total liabilities | $182.7M | $197.5M | $182.3M | $184.5M | $234.8M |
| Stockholders' equity | $127.8M | $100.9M | $103.3M | $87.7M | $112.7M |
| Total current assets | $260.5M | $262.6M | $250.5M | $232.8M | $303.6M |
| Total current liabilities | $172.3M | $176.8M | $161.5M | $162.3M | $210.9M |
| Cash & equivalents | $146.4M | $82.0M | $56.5M | $84.0M | $175.7M |
| Marketable securities (current) | — | — | — | — | — |
| Accounts receivable | $39.7M | $57.3M | $65.4M | $66.0M | $79.6M |
| Inventory | $41.2M | $40.6M | $38.4M | $46.6M | $38.4M |
| Property, plant & equipment | $13.2M | $4.8M | $4.8M | $7.3M | $9.6M |
| Goodwill | $11.0M | $11.0M | $11.0M | $11.0M | $11.0M |
| Intangible assets | — | — | — | — | — |
| Other non-current assets | $4.2M | $4.3M | $3.6M | $4.1M | $4.3M |
| Accounts payable | $42.8M | $63.8M | $55.2M | $52.1M | $84.1M |
| Accrued liabilities | $92.4M | $85.7M | $88.2M | $98.9M | $97.4M |
| Deferred revenue (current) | $37.1M | $27.2M | $18.0M | $11.3M | $29.4M |
| Other non-current liabilities | $3.6M | $2.4M | $3.8M | $2.9M | $2.4M |
| Common stock & paid-in capital | $105.0K | $101.0K | $95.0K | $89.0K | $84.0K |
| Retained earnings | -$383.0M | -$398.0M | -$367.5M | -$345.4M | -$288.8M |
| Accumulated other comprehensive income (loss) | $16.0K | $34.0K | $320.0K | -$107.0K | $0 |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $78.7M | $51.3M | $38.3M | -$46.0M | -$23.2M |
| Investing cash flow | $27.8M | $10.8M | -$50.7M | -$31.8M | $17.7M |
| Financing cash flow | -$42.1M | -$40.8M | -$15.1M | -$13.9M | -$5.0M |
| Free cash flow | — | $48.6M | $35.5M | -$48.0M | -$25.5M |
| Capital expenditures | — | $2.7M | $2.8M | $2.0M | $2.3M |
| Depreciation & amortization | $3.9M | $3.2M | $4.7M | $4.8M | $6.0M |
| Share-based compensation | $62.3M | $68.7M | $47.9M | $48.5M | $38.0M |
| Deferred income taxes | -$159.0K | -$88.0K | $117.0K | $121.0K | -$333.0K |
| Change in accounts receivable | -$17.7M | -$8.2M | -$690.0K | -$13.5M | $1.7M |
| Change in inventory | $1.4M | $4.5M | -$7.8M | $7.9M | -$29.3M |
| Change in accounts payable | -$21.1M | $8.3M | $3.7M | -$32.5M | $22.2M |
| Share repurchases | $45.6M | $4.4M | $0 | $0 | — |
| Tax withholding on stock comp | $0 | $44.7M | $23.6M | $18.2M | $13.2M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding ARLO as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-02-27 to 2026-09-29
Recent transactions
- Insiders have net sold 259,604 shares over the last 182 days, across 0 purchases and 12 sales.
- Most recent: Binder Kurtis Joseph (CHIEF FINANCIAL OFFICER) — Open market sale of 13,358 shares on 2026-09-29.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 2026-09-29 | 13,358 |
| Rothstein Amy M | Reporting person | Open market sale | 2026-09-01 | 6,149 |
| Carter Miller Jocelyn | Reporting person | Grant / award | 2026-06-18 | 14,931 |
| Fallon Catriona M | Reporting person | Grant / award | 2026-06-18 | 14,931 |
| Faison Ralph E | Reporting person | Grant / award | 2026-06-18 | 14,931 |
| Aggarwal Prashant | Reporting person | Grant / award | 2026-06-18 | 14,931 |
| Summers Grady | Reporting person | Grant / award | 2026-06-18 | 14,931 |
| Busse Brian | GENERAL COUNSEL | Open market sale | 2026-03-12 | 25,525 |
| MCRAE MATTHEW BLAKE | CEO | Open market sale | 2026-03-12 | 153,433 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-29 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 13,358 | $12.58 |
| 2026-09-28 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 83,211 | $12.44 |
| 2026-09-01 | Rothstein Amy M | Reporting person | Open market sale | 6,149 | $12.55 |
| 2026-08-07 | Rothstein Amy M | Reporting person | Open market sale | 9,251 | $16.13 |
| 2026-08-05 | Rothstein Amy M | Reporting person | Open market sale | 2,100 | $16.00 |
| 2026-08-04 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 27,297 | $15.52 |
| 2026-08-04 | Rothstein Amy M | Reporting person | Open market sale | 5,010 | $15.34 |
| 2026-08-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 13,971 | $15.01 |
| 2026-08-03 | Rothstein Amy M | Reporting person | Open market sale | 12,490 | $15.01 |
| 2026-07-06 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 16,507 | $12.83 |
| 2026-06-22 | Rothstein Amy M | Reporting person | Open market sale | 5,260 | $13.02 |
| 2026-06-18 | Carter Miller Jocelyn | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-06-18 | Rothstein Amy M | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-06-18 | Fallon Catriona M | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-06-18 | Faison Ralph E | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-06-18 | Aggarwal Prashant | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-06-18 | Summers Grady | Reporting person | Grant / award | 14,931 | $0.00 |
| 2026-05-08 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 65,000 | $15.70 |
| 2026-04-17 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 25,000 | $15.19 |
| 2026-04-06 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 25,000 | $13.99 |
| 2026-03-12 | Busse Brian | GENERAL COUNSEL | Open market sale | 25,525 | $13.78 |
| 2026-03-12 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 179,419 | $13.78 |
| 2026-03-12 | MCRAE MATTHEW BLAKE | CEO | Open market sale | 153,433 | $13.78 |
| 2026-03-10 | Busse Brian | GENERAL COUNSEL | Option exercise | 50,000 | — |
| 2026-03-10 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Option exercise | 333,334 | — |
| 2026-03-10 | MCRAE MATTHEW BLAKE | CEO | Option exercise | 288,824 | — |
| 2026-03-04 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 9,665 | $15.11 |
| 2026-03-03 | Busse Brian | GENERAL COUNSEL | Open market sale | 6,966 | $14.93 |
| 2026-03-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Open market sale | 12,539 | $14.93 |
| 2026-03-03 | MCRAE MATTHEW BLAKE | CEO | Open market sale | 27,931 | $14.93 |
| 2026-02-27 | Busse Brian | GENERAL COUNSEL | Grant / award | 13,005 | $0.00 |
| 2026-02-27 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Grant / award | 22,204 | $0.00 |
| 2026-02-27 | MCRAE MATTHEW BLAKE | CEO | Grant / award | 50,118 | $0.00 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 06:04 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-29 | 4 | 2026-09-28 | View on SEC.gov → |
| 2026-09-02 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-08-11 | 4 | 2026-08-07 | View on SEC.gov → |
| 2026-08-06 | 10-Q | 2026-06-28 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-06 | View on SEC.gov → |
| 2026-08-05 | 4 | 2026-08-03 | View on SEC.gov → |
| 2026-08-05 | 4 | 2026-08-03 | View on SEC.gov → |
| 2026-07-06 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-06-23 | 4 | 2026-06-22 | View on SEC.gov → |
| 2026-06-23 | 8-K | 2026-06-18 | View on SEC.gov → |
| 2026-06-22 | 4 | 2026-06-18 | View on SEC.gov → |
| 2026-06-22 | 4 | 2026-06-18 | View on SEC.gov → |
Recent news
Headlines about ARLO (Arlo Technologies, Inc.). Links open the publisher — we don’t host full articles.
-
Piper Sandler Maintains Arlo Technologies(ARLO.US) With Buy Rating, Cuts Target Price to $16
Moomoo · 2026-10-20 -
Behavioral Patterns of ARLO and Institutional Flows
Stock Traders Daily · 2026-10-20 -
ARLO Nov 2026 15.000 call (ARLO261120C00015000) interactive stock chart
Yahoo Finance UK · 2026-10-20 -
Arlo Technologies Is Maintained at Overweight by Piper Sandler
Moomoo · 2026-10-20 -
ARLO Maintained by Piper Sandler -- Price Target Lowered to $16.
GuruFocus · 2026-10-20 -
Piper Sandler Maintains Overweight on Arlo Technologies, Lowers Price Target to $16
Benzinga · 2026-10-20 -
ARLO Nov 2026 12.000 call (ARLO261120C00012000) Interactive Stock Chart - Yahoo Finance
Yahoo! Finance Canada · 2026-10-20 -
ARLO Nov 2026 12.000 call (ARLO261120C00012000) interactive stock chart
Yahoo Finance Australia · 2026-10-20
No headlines in this category right now — try “All”.