Arlo Technologies, Inc. (ARLO)
Industrials · NYQ
Price as at 30 Sept 2026, 16:05 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Arlo Technologies, Inc. trades at $12.54, close to the $11.16 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 60 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 45.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
ARLO earnings and analyst estimates
Recommendation mix, 6 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Arlo Technologies, Inc.
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
ARLO passes 4 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
9 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$27.63M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16.10M · 0.0% of book
- Hosking Partners, Hosking Partners LLP$15.99M · 0.5% of book
- First Eagle, First Eagle Investment Management, LLC$10.14M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$9.41M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in ARLO
Trades in ARLO disclosed by members of Congress and executive-branch officials, latest first:
- Donald J Trump · Executive branchSell · $15,001 - $50,000 · traded 15 May 2026 · disclosed 1 Jul 2026
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 29 Jul 2024 · disclosed 22 Sept 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
ARLO peers
The largest companies in the same industry (Building Products & Equipment), then in the same sector.
- CODGF Compagnie de Saint-Gobain S.A.
- LII Lennox International Inc.
- MAIR Madison Air Solutions Corporation
- MAS Masco Corporation
- BLMOY Belimo Holding AG
- WMS Advanced Drainage Systems, Inc.
- OC Owens Corning
- AAON AAON, Inc.
Every industrials company we cover is on the Industrials hub.
Common questions
Is Arlo Technologies, Inc. (ARLO) undervalued?
Against our fair value estimate of $11.16, ARLO at $12.54 is 11% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own ARLO?
9 of the institutions we track reported a position in ARLO in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is ARLO's P/E ratio?
ARLO trades at 45.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its ARLO data?
Fundamentals for ARLO come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 16:05 UTC and is delayed. Our data quality score for this company is 92/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for ARLO, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.