ARLO
Neutral signalScored 2026-10-04 Drivers: trend, fundamentals. Insiders: neutral. Moteurs : tendance, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Arlo Technologies, Inc.
- Nom
- Arlo Technologies, Inc.
- Secteur
- Technology
- Industrie
- Communication Equipment
- Bourse
- NYSE
- Capitalisation
- $1.4B
- Employés
- 376
- PDG
- Matthew Blake McRae
- Site web
- https://www.arlo.com
- Marché
- AMRCBWLPDXPEGEONSSCPCT
Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the Arlo Essential Indoor camera, the versatile Arlo Go 2 (supporting both LTE and Wi-Fi), and the mobile, wire-free Arlo Go LTE camera. For indoor monitoring, they offer the wired Arlo Q and Q Plus models. Specialized devices include the Arlo Baby monitor, equipped with air quality and temperature sensors, motion and audio detection, and superior night vision capabilities. The Arlo Chime, designed to complement the Arlo Video Doorbell, provides customizable ringtones and siren functionality. Arlo's advanced camera range features models like the Arlo Ultra and Ultra 2 (with integrated spotlights and pristine two-way audio with advanced noise cancellation), the Arlo Pro 3 and Pro 4 (boasting integrated spotlights and color night vision), and the wire-free Arlo Floodlight Camera. The Arlo Video Doorbell delivers direct video calls to mobile devices and customizable alerts, while other offerings include the Arlo Essential Spotlight, Essential XL Spotlight, and Essential Wire-Free Video Doorbell. The company also offers a suite of accessories, including various charging solutions, mounting options, and protective device skins. Complementing its hardware, Arlo provides the intuitive Arlo app for iOS and Android, enabling seamless device connectivity. Subscribers can also opt for Arlo Secure, a service offering unlimited camera coverage and advanced emergency response capabilities. Arlo's products are accessible through a diverse distribution network, encompassing retail outlets, wholesale partners, broadcast channels, wireless service providers, and specialized security solution firms, in addition to its official website. Established in 2018, Arlo Technologies, Inc. maintains its corporate headquarters in Carlsbad, California.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 35 000 titres (~524 265,71 $ US)
- Insiders
- Rothstein Amy M
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$2,360,610
Avg sell (VWAP, 90d window) $13.66 vs last close $12.80 (-6.3%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$2,360,610 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-09-01
- Liquidity
- Thin $15,936,741/day · 20d vol
- Last synced
-
2026-10-06 21:10:06
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-29 | Binder Kurtis Joseph | Sell · S · 10b5-1 | 13,358 | $12.58 | $168,005 | Form 4 |
| 2026-09-28 | Binder Kurtis Joseph | Sell · S · 10b5-1 | 83,211 | $12.44 | $1,034,995 | Form 4 |
| 2026-09-01 | Rothstein Amy M | Sell · S · 10b5-1 | 6,149 | $12.55 | $77,150 | Form 4 |
| 2026-08-07 | Rothstein Amy M | Sell · S · 10b5-1 | 9,251 | $16.13 | $149,219 | Form 4 |
| 2026-08-05 | Rothstein Amy M | Sell · S · 10b5-1 | 2,100 | $16.00 | $33,600 | Form 4 |
| 2026-08-04 | Binder Kurtis Joseph | Sell · S · 10b5-1 | 27,297 | $15.52 | $423,707 | Form 4 |
| 2026-08-04 | Rothstein Amy M | Sell · S · 10b5-1 | 5,010 | $15.34 | $76,847 | Form 4 |
| 2026-08-03 | Binder Kurtis Joseph | Sell · S · 10b5-1 | 13,971 | $15.01 | $209,638 | Form 4 |
| 2026-08-03 | Rothstein Amy M | Sell · S · 10b5-1 | 12,490 | $15.01 | $187,450 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Signal
Neutral signalScored 2026-10-04 Drivers: trend, fundamentals. Insiders: neutral. Moteurs : tendance, fondamentaux. Initiés : neutre.
The 0-100 score behind this signal and the full written analysis are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $1.2M) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $1.2M) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Pulls against a bullish reading. Interesting trend — weekly bias down
- Financial indicators Supports a bullish reading. Current ratio 1.51 · operating margin 1.1%
Suggested stop 12.54, nearest stored support minus 0.5 ATR(2.0% under the last close). Reward/risk to the next stored resistance is 1.30. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 44.0% | 36.7% | 34.1% | 27.7% | 24.8% | |
| Ebit Margin | 3.0% | -5.8% | -4.2% | -11.3% | -11.7% | |
| Ebitda Margin | 3.7% | -5.1% | -3.3% | -10.4% | -10.4% | |
| Operating Profit Margin | 1.1% | -6.8% | -5.1% | -11.6% | -13.8% | |
| Pretax Profit Margin | 3.0% | -5.8% | -4.2% | -11.3% | -12.7% | |
| Continuous Operations Profit Margin | 2.8% | -6.0% | -4.5% | -11.5% | -12.9% | |
| Net Profit Margin | 2.8% | -6.0% | -4.5% | -11.5% | -12.9% | |
| Bottom Line Profit Margin | 2.8% | -6.0% | -4.5% | -11.5% | -12.9% | |
| Current Ratio | 1.511 | 1.486 | 1.552 | 1.434 | 1.439 | |
| Quick Ratio | 1.273 | 1.256 | 1.314 | 1.148 | 1.257 | |
| Solvency Ratio | 0.103 | -0.138 | -0.095 | -0.281 | -0.213 | |
| Cash Ratio | 0.850 | 0.464 | 0.350 | 0.518 | 0.833 | |
| Price To Earnings Ratio | 99.929 | -36.097 | -39.667 | -5.400 | -15.426 | |
| Price To Earnings Growth Ratio | -0.688 | -1.238 | 0.629 | 1.224 | 0.323 | |
| Forward Price To Earnings Growth Ratio | -0.688 | -1.238 | 0.629 | 1.224 | 0.323 | |
| Price To Earnings Diluted Ratio | 99.929 | -36.097 | -39.667 | -5.400 | -15.426 | |
| Price To Earnings Diluted Growth Ratio | -0.688 | -1.238 | 0.629 | 1.224 | 0.323 | |
| Price To Book Ratio | 11.403 | 10.937 | 8.550 | 3.487 | 7.673 | |
| Price To Sales Ratio | 2.754 | 2.160 | 1.798 | 0.624 | 1.986 | |
| Price To Free Cash Flow Ratio | 21.792 | 22.701 | 24.905 | -6.374 | -33.942 | |
| Price To Operating Cash Flow Ratio | 18.518 | 21.512 | 23.054 | -6.653 | -37.260 | |
| Debt To Assets Ratio | 0.022 | 0.062 | 0.060 | 0.086 | 0.075 | |
| Debt To Equity Ratio | 0.053 | 0.182 | 0.165 | 0.268 | 0.232 | |
| Debt To Capital Ratio | 0.050 | 0.154 | 0.141 | 0.211 | 0.188 | |
| Long Term Debt To Capital Ratio | 0.050 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Financial Leverage Ratio | 2.429 | 2.957 | 2.765 | 3.104 | 3.085 | |
| Working Capital Turnover Ratio | 6.084 | 5.841 | 6.156 | 6.010 | 4.107 | |
| Operating Cash Flow Ratio | 0.457 | 0.290 | 0.237 | -0.283 | -0.110 | |
| Operating Cash Flow Sales Ratio | 0.149 | 0.100 | 0.078 | -0.094 | -0.053 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.850 | 0.948 | 0.926 | 1.044 | 1.098 | |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 11.675 | 2.795 | 2.250 | -1.958 | -0.889 | |
| Capital Expenditure Coverage Ratio | 6.657 | 19.087 | 13.453 | -22.867 | -10.228 | |
| Dividend Paid And Capex Coverage Ratio | 6.657 | 19.087 | 13.453 | -22.867 | -10.228 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | 67.257 | -39.676 | -52.069 | -4.819 | -15.865 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 44.0% | ▲7.3% | ▲10.5% |
| Ebit Margin | 3.0% | ▲8.7% | ▲9.0% |
| Ebitda Margin | 3.7% | ▲8.8% | ▲8.8% |
| Operating Profit Margin | 1.1% | ▲8.0% | ▲8.4% |
| Pretax Profit Margin | 3.0% | ▲8.7% | ▲9.2% |
| Continuous Operations Profit Margin | 2.8% | ▲8.8% | ▲9.2% |
| Net Profit Margin | 2.8% | ▲8.8% | ▲9.2% |
| Bottom Line Profit Margin | 2.8% | ▲8.8% | ▲9.2% |
| Current Ratio | 1.512 | ▲0.026 | ▲0.027 |
| Quick Ratio | 1.272 | ▲0.017 | ▲0.023 |
| Solvency Ratio | 0.103 | ▲0.241 | ▲0.228 |
| Cash Ratio | 0.850 | ▲0.386 | ▲0.247 |
| Price To Earnings Ratio | 99.929 | ▲136.025 | ▲99.261 |
| Price To Earnings Growth Ratio | -0.688 | ▲0.549 | ▼-0.739 |
| Forward Price To Earnings Growth Ratio | -0.688 | ▲0.549 | ▼-0.739 |
| Price To Earnings Diluted Ratio | 99.929 | ▲136.025 | ▲99.261 |
| Price To Earnings Diluted Growth Ratio | -0.688 | ▲0.549 | ▼-0.739 |
| Price To Book Ratio | 11.403 | ▲0.466 | ▲2.993 |
| Price To Sales Ratio | 2.754 | ▲0.594 | ▲0.890 |
| Price To Free Cash Flow Ratio | 21.792 | ▼-0.909 | ▲15.976 |
| Price To Operating Cash Flow Ratio | 18.518 | ▼-2.993 | ▲14.684 |
| Debt To Assets Ratio | 0.022 | ▼-0.040 | ▼-0.039 |
| Debt To Equity Ratio | 0.053 | ▼-0.129 | ▼-0.127 |
| Debt To Capital Ratio | 0.050 | ▼-0.104 | ▼-0.099 |
| Long Term Debt To Capital Ratio | 0.050 | ▲0.050 | ▲0.040 |
| Financial Leverage Ratio | 2.429 | ▼-0.528 | ▼-0.439 |
| Working Capital Turnover Ratio | 6.084 | ▲0.243 | ▲0.445 |
| Operating Cash Flow Ratio | 0.457 | ▲0.167 | ▲0.339 |
| Operating Cash Flow Sales Ratio | 0.149 | ▲0.048 | ▲0.113 |
| Free Cash Flow Operating Cash Flow Ratio | 0.850 | ▼-0.098 | ▼-0.123 |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | 11.675 | ▲8.880 | ▲8.900 |
| Capital Expenditure Coverage Ratio | 6.657 | ▼-12.430 | ▲5.436 |
| Dividend Paid And Capex Coverage Ratio | 6.657 | ▼-12.430 | ▲5.436 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | 67.257 | ▲106.933 | ▲76.291 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $1.46B | $1.10B | $883.0M | $305.8M | $864.3M | |
| Enterprise value | $1.32B | $1.04B | $843.5M | $245.2M | $714.7M | |
| EV / Sales | 2.49x | 2.04x | 1.72x | 0.50x | 1.64x | |
| EV / Op. cash flow | 16.74x | 20.27x | 22.02x | -5.33x | -30.81x | |
| EV / Free cash flow | 19.70x | 21.39x | 23.79x | -5.11x | -28.06x | |
| EV / EBITDA | 67.26x | -39.68x | -52.07x | -4.82x | -15.87x | |
| Net debt / EBITDA | -7.13x | 2.43x | 2.44x | 1.19x | 3.32x | |
| Current ratio | 1.51x | 1.49x | 1.55x | 1.43x | 1.44x | |
| Income quality | 5.27x | -1.68x | -1.74x | 0.81x | 0.41x | |
| Graham number | $2 | — | — | — | — | |
| Graham net-net | $0 | $0 | $0 | $0 | $0 | |
| Tax burden | 95.3% | 103.7% | 105.6% | 101.8% | 101.2% | |
| Interest burden | 100.0% | 100.0% | 100.0% | 100.0% | 108.5% | |
| Working capital | $88.1M | $85.8M | $89.1M | $70.5M | $92.7M | |
| Invested capital | $121.5M | $117.3M | $116.3M | $101.7M | $128.1M | |
| Return on assets | 4.8% | -10.2% | -7.7% | -20.8% | -16.1% | |
| Operating ROA | 2.0% | -12.0% | -8.9% | -18.4% | -15.8% | |
| Return on tangible assets | 5.0% | -10.6% | -8.0% | -21.7% | -16.7% | |
| Return on equity | 11.7% | -30.2% | -21.3% | -64.6% | -49.7% | |
| Return on invested capital | 4.2% | -28.7% | -20.1% | -49.8% | -42.6% | |
| Return on capital employed | 4.4% | -28.7% | -20.1% | -51.7% | -44.0% | |
| Earnings yield | 1.0% | -2.8% | -2.5% | -18.5% | -6.5% | |
| Free cash flow yield | 4.6% | 4.4% | 4.0% | -15.7% | -2.9% | |
| Capex / Op. cash flow | 15.0% | 5.2% | 7.4% | -4.4% | -9.8% | |
| Capex / Depreciation | 300.8% | 84.0% | 61.1% | 42.2% | 38.0% | |
| Capex / Sales | 2.2% | 0.5% | 0.6% | 0.4% | 0.5% | |
| SG&A / Sales | 28.5% | 28.5% | 24.9% | 25.7% | 22.6% | |
| R&D / Sales | 13.9% | 14.3% | 14.0% | 13.2% | 13.6% | |
| Stock comp / Sales | 11.8% | 13.4% | 9.8% | 9.9% | 8.7% | |
| Intangibles / Total assets | 3.6% | 3.7% | 3.9% | 4.1% | 3.2% | |
| Days sales outstanding | 27d | 41d | 49d | 49d | 67d | |
| Days payables outstanding | 53d | 72d | 62d | 54d | 94d | |
| Operating cycle | 78d | 87d | 92d | 97d | 110d | |
| Cash conversion cycle | 25d | 15d | 30d | 43d | 16d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-09-01 SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain Officers and Directors of Arlo Technologies, Inc. (NYSE: SHAREHOLDER ALERT: Levi and Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain O
- 2026-09-01 SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain Officers and Directors of Arlo Technologies, Inc. (NYSE: ARLO) NEW YORK, Sept. 1, 2026 /PRNewswire/ -- Levi & Korsinsky announces that it has commenced an investigation of Arlo Technologies, Inc. (NYSE: ARLO) concerning possible breaches of fiduciary duties.
- 2026-08-28 17,506,791 Shares in Arlo Technologies, Inc. $ARLO Purchased by BlackRock Inc. BlackRock Inc. bought a new stake in shares of Arlo Technologies, Inc. (NYSE: ARLO) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 17,506,791 shares of the company''s stock, valued at approximately $235,992,000. BlackRock Inc. owned 16.12% of Arlo Technologies as
- 2026-08-26 Arlo Technologies to Present at Upcoming Investor Conferences Arlo Technologies, Inc. (NYSE: [url="]ARLO[/url]), a leading provider of smart home security and monitoring services, today announced that Arlo management will
- 2026-08-26 Arlo Technologies to Present at Upcoming Investor Conferences SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, today announced that Arlo management will present at upcoming investor events. Event: Citi 2026 Global TMT Conference Speaker: Matthew McRae, CEO Date: Wednesday, September 9, 2026 Time: 2:35 p.m. ET Place: New York, NY Event: Piper Sandler Growth Frontiers Conference Speaker: Kurt Binder, CFO and COO Date: Tuesday, September 15, 2026 Time.
- 2026-08-24 Arlo: Subscriber Momentum Is Undeniable Arlo Technologies offers compelling value and diversification as the market faces elevated valuations and potential correction risk. ARLO''s core bull thesis centers on rapid subscriber growth, low churn (~1%), and high customer LTV approaching $1,000, supporting a recurring revenue model. Expansion into senior care via the Aloe Care acquisition increases ARLO''s TAM estimate to $285 billion by 2034, enhancing long-term growth prospects.
- 2026-08-21 Buy Bitcoin, Not This Surging Crypto Stock: Cramer On CNBC''s “Mad Money Lightning Round,” Jim Cramer said Arlo Technologies, Inc. (NYSE:ARLO) is “actually profitable” and is “not a bad idea.”
- 2026-08-07 Arlo Technologies Q2 Earnings Call Highlights Arlo Technologies NYSE: ARLO reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook.
- 2026-08-07 Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call Transcript Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call Transcript
- 2026-08-06 Arlo Technologies (ARLO) Reports Q2 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Arlo Technologies (ARLO) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.