ARLOIndustrials · Building Products & EquipmentThe 7 Wall Street analysts covering Arlo Technologies, Inc. hold a median 12-month price target of $21 — +60.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 22 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Arlo Technologies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Volatility (41): The share price moves around a lot.
Size (41): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ARLO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +60.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Piper Sandler | Maintains | Overweight | $17 → $18 |
| 27 July 2026 | Piper Sandler | Initiates | Overweight | $17 |
| 27 July 2026 | Piper Sandler | Initiates | Overweight | — |
| 7 July 2026 | William Blair | Initiates | Outperform | — |
| 7 July 2026 | William Blair | Initiates | Outperform | — |
| 18 May 2026 | Oppenheimer | Initiates | Outperform | — |
| 11 Nov 2025 | BWS Financial | Maintains | Buy | — |
| 11 Aug 2025 | BWS Financial | Maintains | Buy | — |
| 8 Aug 2025 | Raymond James | Maintains | Outperform | — |
| 9 June 2025 | BWS Financial | Maintains | Buy | — |
| 24 Apr 2025 | BWS Financial | Maintains | Buy | — |
| 28 Feb 2025 | BWS Financial | Maintains | Buy | — |
| 8 Nov 2024 | BWS Financial | Maintains | Buy | — |
| 27 Sept 2024 | BWS Financial | Maintains | Buy | — |
| 9 Aug 2024 | BWS Financial | Maintains | Buy | — |
| 22 July 2024 | Roth MKM | Maintains | Buy | — |
| 9 July 2024 | BWS Financial | Maintains | Buy | — |
| 10 May 2024 | BWS Financial | Maintains | Buy | — |
| 10 May 2024 | Craig-Hallum | Maintains | Buy | — |
| 10 May 2024 | Roth MKM | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ARLO appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 16% of US stocks
Cheaper than 49% of US stocks
Cheaper than 12% of US stocks
Cheaper than 2% of US stocks
Higher than 70% of US stocks
Higher than 32% of US stocks
Higher than 60% of US stocks
Higher than 29% of US stocks
Higher than 60% of US stocks
Higher than 83% of US stocks
Higher than 54% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Arlo Technologies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
On CNBC's "Mad Money Lightning Round," Jim Cramer said Arlo Technologies is "actually profitable" and "not a bad idea." The segment aired with a headline contrasting Bitcoin with the surging crypto stock.
Why it matters — A prominent commentator publicly affirming Arlo's profitability and viability could raise awareness of the stock among investors.
Arlo Technologies reported record second-quarter results, highlighting growth in subscription services, paid accounts, and total revenue. The company also raised its full-year 2026 outlook during the earnings call.
Why it matters — A stronger-than-expected quarter with raised guidance suggests sustained momentum in Arlo's subscription business, which is central to its long-term revenue growth.
Arlo Technologies published the transcript of its Q2 2026 earnings call on Seeking Alpha. The transcript documents the company's second-quarter 2026 earnings call proceedings.
Why it matters — The transcript gives ARLO watchers direct access to the company's Q2 2026 results and management's commentary during the earnings call.
Arlo Technologies reported quarterly earnings of $0.28 per share for its latest quarter, surpassing the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.17 per share a year earlier.
Why it matters — ARLO watchers would care because the company beat analyst earnings expectations and improved on its year-ago results, indicating stronger-than-forecast quarterly performance.
Zacks Investment Research reported on Arlo Technologies' (ARLO) Q2 earnings for the quarter ended June 2026, noting that while revenue and EPS show how the business performed, the report also examines how key metrics compare with Wall Street estimates and year-ago figures.
Why it matters — ARLO watchers would care because the comparison of key metrics against Wall Street estimates and the prior-year quarter provides a fuller view of the company's operating performance beyond headline revenue and EPS.
The 7 Wall Street analysts covering Arlo Technologies, Inc. have a median 12-month price target of $21, with estimates ranging from $18 to $25. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Arlo Technologies, Inc., 7 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arlo Technologies, Inc. 97 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Arlo Technologies, Inc. ranks 97 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +60.3% from the last close, and Ticker Nerd's factor model ranks Arlo Technologies, Inc. 97 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Arlo Technologies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ARLO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $18 to $25 over the next 12 months.
Arlo Technologies, Inc. returned -22.2% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Arlo Technologies Inc. specializes in creating wireless smart home security products and services.
The most recent item we track (Benzinga, 21 Aug 2026): "Buy Bitcoin, Not This Surging Crypto Stock: Cramer". On CNBC's "Mad Money Lightning Round," Jim Cramer said Arlo Technologies is "actually profitable" and "not a bad idea." The segment aired with a headline contrasting Bitcoin with the surging crypto stock.
Arlo Technologies Inc. specializes in creating wireless smart home security products and services. The company's product line includes various categories such as wire-free smart cameras, video doorbells, and security lights, all designed to enhance home and business security. Arlo offers subscription-based cloud services, providing customers with additional features like video storage and advanced AI detection capabilities. The company predominantly serves the consumer electronics market, but also finds applications in small business security solutions. With a strong focus on ease of installation and use, Arlo Technologies has made significant advancements in integrating with other smart home ecosystems, enhancing the accessibility and convenience of home security. Headquartered in San Jose, California, Arlo leverages cloud computing and IoT technology to offer innovative security solutions, thereby playing a crucial role in the expanding smart home industry as more consumers seek comprehensive, connected security solutions.
CEO Mr. Matthew Blake McRae · 376 employees · United States · https://www.arlo.com