Latest revenue
$150.4M
as of 2026-03-29
Latest net income
$14.9M
as of 2026-03-29
Net margin
9.9%
as of 2026-03-29
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Detective, Guard & Armored Car Services (4 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think ARLO is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.39B
- Enterprise value
- $1.24B
- P/E (trailing)
- 93.1×
- Forward P/E
- —
- P/B
- 8.72×
- Dividend yield
- 0.0%
- 52-wk high
- $19.94
- 52-wk low
- $11.05
- Beta
- —
- Shares out
- 108.6M
5-year trend
What this company does
Item 1. Business Overview Arlo Technologies, Inc. (“we” or “Arlo”) is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and award-winning app-controlled devices to create a personalized security ecosystem. Arlo’s deep expertise in cloud services, cutting-edge artificial intelligence (“AI”) and computer vision analytics, wireless connectivity and intuitive user experience design delivers seamless, smart home security for Arlo users that is easy to setup and engage with every day. Our highly secure,…
AI summary unavailable — showing raw filing excerpt
Generated from ARLO's filing dated 2026-02-27
Key risks
Table of Contents Item 1A. Risk Factors Investing in our common stock involves substantial risk. You should consider carefully the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including our financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” when evaluating our business and before deciding whether to invest in shares of our common stock. We describe below what we believe are currently the material risks and uncertainties we face, but they are not the only risks and uncertainties we face. Additional risks and uncertainties that we are…
AI summary unavailable — showing raw filing excerpt
Generated from ARLO's filing dated 2026-02-27
Profitability
Gross margin
44.0%
19.9%Operating margin
1.1%
116.8%Net margin
2.8%
147.2%Return on equity
11.7%
138.6%Return on assets
4.8%
147.0%Leverage
Debt / equity
1.43×
27.0%Debt / assets
58.8%
11.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-29 | $150.4M | +26.3% | $14.9M | +1881.7% | 9.9% |
Q4 2025 2025-12-31 | $141.3M | +16.2% | $6.6M | +235.8% | 4.7% |
Q3 2025 2025-09-28 | $139.5M | +1.4% | $6.9M | +254.8% | 4.9% |
Q2 2025 2025-06-29 | $129.4M | +1.5% | $2.3M | +119.8% | 1.8% |
Q1 2025 2025-03-30 | $119.1M | -4.1% | $-835.0K | +91.3% | -0.7% |
Q4 2024 2024-12-31 | $121.6M | — | $-4.9M | — | -4.0% |
Q3 2024 2024-09-29 | $137.7M | +5.9% | $-4.4M | -296.3% | -3.2% |
Q2 2024 2024-06-30 | $127.4M | +10.8% | $-11.6M | -57.0% | -9.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Detective, Guard & Armored Car Services · SIC 7381
Your notes
Keep private notes on ARLO — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$70.5M
Net activity
−$70.5M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ARLO
Institutional value
$817.2M
Total shares held
58.6M
Distinct holders
156
-98 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.0M | $242.5M | +240.2K (+1.4%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | $77.2M | — | New |
| 3 | WASATCH ADVISORS LP | 5.4M | $77.2M | +103.8K (+1.9%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $63.3M | — | New |
| 5 | PRIMECAP MANAGEMENT CO/CA/ | 2.3M | $33.0M | -460.2K (-16.6%) | Trimmed |
| 6 | EMERALD ADVISERS, LLC | 2.0M | $28.7M | -40.9K (-2.0%) | Trimmed |
| 7 | Nuveen, LLC | 1.5M | $21.1M | +426.4K (+40.4%) | Added |
| 8 | Herald Investment Management Ltd | 1.4M | $19.6M | +70.0K (+5.4%) | Added |
| 9 | EMERALD MUTUAL FUND ADVISERS TRUST | 1.3M | $17.9M | +18.0K (+1.5%) | Added |
| 10 | Hosking Partners LLP | 1.2M | $16.5M | +516.2K (+80.2%) | Added |
| 11 | ROYCE & ASSOCIATES LP | 1.1M | $15.4M | +92.6K (+9.4%) | Added |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 1.1M | $15.0M | -149.2K (-12.4%) | Trimmed |
| 13 | OP Asset Management Ltd | 889.3K | $13.6M | +804.8K (+952.3%) | Added |
| 14 | Swedbank AB | 950.0K | $13.5M | -1.4M (-60.4%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 732.5K | $10.4M | — | New |
| 16 | JANE STREET GROUP, LLC | 705.2K | $10.0M | — | New |
| 17 | UBS Group AG | 687.2K | $9.8M | +106.4K (+18.3%) | Added |
| 18 | Granite Investment Partners, LLC | 650.9K | $9.3M | -35.2K (-5.1%) | Trimmed |
| 19 | Bank of New York Mellon Corp | 605.6K | $8.6M | -9.6K (-1.6%) | Trimmed |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 517.9K | $7.4M | +11.4K (+2.3%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ARLO's latest filing finishes processing.
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