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ARLO Stock Forecast: Arlo Technologies, Inc. Price Predictions for 2026-2027

Last close, 8 Oct 2026
$12
+1.67% on the day

The 7 Wall Street analysts covering Arlo Technologies, Inc. hold a median 12-month price target of $21 — +72.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 8 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$1.4B
Ticker Nerd rank
97 / 100
Median analyst target
$21
Analysts covering
7
Revenue$155.9M+20.5% y/y
Operating income$2.5M
Net income$3.0M
Free cash flow$8.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−4.9%
1M
−13.9%
YTD
−13.2%
1Y
−29.6%
From 52W high
−37.5%
From 52W low
+8.2%
$11
$19
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ARLO stock analysis: one number for the whole business

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.

Where the model ranks itAs at 8 Oct 2026
97 / 100

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
Quality
98
Growth
89
Value
85
Issuance
74
Accruals
61
Volatility
60
Size
41
Momentum
36

Revisions (99): Analysts have, on balance, been raising their forecasts.

Momentum (36): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

ARLO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ARLO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25Jan 26Apr 26Jul 26Oct 26ARLOHigh $25Median $21Low $18

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says7 analysts
7 Buy0 Hold0 Sell
Low $18Median $21High $25

The green dot is the last close — the median target sits +72.8% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
7 Aug 2026Piper SandlerMaintainsOverweight$17 → $18
27 July 2026Piper SandlerInitiatesOverweight$17
27 July 2026Piper SandlerInitiatesOverweight—
7 July 2026William BlairInitiatesOutperform—
7 July 2026William BlairInitiatesOutperform—
18 May 2026OppenheimerInitiatesOutperform—
11 Nov 2025BWS FinancialMaintainsBuy—
11 Aug 2025BWS FinancialMaintainsBuy—
8 Aug 2025Raymond JamesMaintainsOutperform—
9 June 2025BWS FinancialMaintainsBuy—
24 Apr 2025BWS FinancialMaintainsBuy—
28 Feb 2025BWS FinancialMaintainsBuy—
8 Nov 2024BWS FinancialMaintainsBuy—
27 Sept 2024BWS FinancialMaintainsBuy—
9 Aug 2024BWS FinancialMaintainsBuy—
22 July 2024Roth MKMMaintainsBuy—
9 July 2024BWS FinancialMaintainsBuy—
10 May 2024BWS FinancialMaintainsBuy—
10 May 2024Craig-HallumMaintainsBuy—
10 May 2024Roth MKMMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

ARLO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 8 Oct 2026, Arlo Technologies, Inc. returned −29.6% against +16.2% for the S&P 500, dividends included.

ARLO vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Jan 26Apr 26Jul 26Oct 26ARLOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ARLO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+12.8%
Analysts raising
6
Analysts cutting
0
Fundamentals

Arlo Technologies, Inc. (ARLO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
45.7×

Cheaper than 16% of US stocks

Price / sales
2.3×

Cheaper than 48% of US stocks

Price / book
8.7×

Cheaper than 11% of US stocks

EV / EBITDA
86.0×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
20.5%

Higher than 70% of US stocks

Earnings growth (YoY)
−3.1%

Higher than 33% of US stocks

Gross margin
48.2%

Higher than 59% of US stocks

Operating margin
−3.6%

Higher than 29% of US stocks

Net margin
5.2%

Higher than 60% of US stocks

Returns & dividend
Return on equity
22.1%

Higher than 83% of US stocks

Return on assets
1.4%

Higher than 54% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Arlo Technologies, Inc. (ARLO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Arlo Technologies, Inc. has a market value of $1.4B and an enterprise value of $1.2B.

  • Revenue in the twelve months to 30 June 2026: $587.1M. The latest quarter grew 20.5% year on year.

  • Net income over the same four quarters: $30.5M, a 5.2% net margin.

  • Diluted earnings per share, trailing twelve months: $0.27.

  • Free cash flow in the twelve months to 30 June 2026: $66.9M.

  • Arlo Technologies, Inc. spent $59.7M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 107.6M.

  • Trailing P/E: 45.7×; forward P/E: 12.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Arlo Technologies, Inc. employs 376 people — $1.6M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 7 Oct 2026

Data provided by Twelve Data

Peers

ARLO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBuilding Products & Equipment
CompanyMarket capTKN rank
ARLOArlo Technologies, Inc.$1.4B
97
ROCKGibraltar Industries, Inc.$1.1B
19
NPKINPK International, Inc.$969.5M
81
APOGApogee Enterprises, Inc.$865.2M
94
NXQuanex Building Products Corp.$849.6M
88
SWIMLatham Group, Inc.$708.8M
68
LMBLimbach Holdings, Inc.$607.6M
50

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 →

News

Latest ARLO news & analysis

Arlo Debuts Essential Solar Security Camera Designed for Year-Round, Low-Maintenance Protection

PRNewsWire · 29 Sept 2026positive

Arlo Technologies announced the debut of an Essential Solar Security Camera with an integrated solar panel and a category-leading battery that can deliver up to six months of power even without sunlight, designed for year-round, low-maintenance protection.

Why it matters — A new solar-powered camera expands Arlo's security product lineup, potentially strengthening its position in the low-maintenance outdoor security market.

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)

PRNewsWire · 23 Sept 2026negative

Levi & Korsinsky, LLP announced it has commenced an investigation into Arlo Technologies, Inc. concerning possible breaches of fiduciary duties by certain officers and directors of the company. The law firm is notifying shareholders of the investigation.

Why it matters — An investigation into possible breaches of fiduciary duties by Arlo's officers and directors could raise governance concerns among the company's shareholders.

Arlo Announces Secure 7 Smart Security Service with New AI-Powered Features to Help Users Stay Ahead of Potential Threats

PRNewsWire · 16 Sept 2026positive

Arlo Technologies announced Arlo Secure 7, the latest version of its AI-powered smart security service. The update introduces new features, including Threat Assessment and Arlo Summary, which are designed to offer users greater insight and proactive protection as part of the Arlo Secure Early Warning System.

Why it matters — The launch of a new service tier with enhanced AI-driven security features signals continued product innovation and potential to strengthen Arlo's competitive position in the smart home security market.

Arlo Technologies, Inc. (ARLO) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

Arlo Technologies, Inc. presented at Citi's 2026 Global TMT Conference, and a transcript of the presentation was published by Seeking Alpha. The item consists solely of the conference presentation transcript delivery.

Why it matters — Investors following ARLO may gain insight into the company's commentary and positioning as shared with the investment community at a major technology, media, and telecommunications conference.

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)

PRNewsWire · 1 Sept 2026negative

Levi & Korsinsky, LLP announced it has commenced an investigation into Arlo Technologies, Inc. concerning possible breaches of fiduciary duties by certain officers and directors. The investigation was announced via a shareholder alert issued on September 1, 2026.

Why it matters — An investigation into potential breaches of fiduciary duties by company officers and directors could raise governance concerns for Arlo shareholders.

FAQ

Frequently asked questions about ARLO stock

What is the ARLO stock price forecast for 2026-2027?

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.

Is ARLO stock a buy right now?

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 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ARLO?

As at 8 Oct 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).

Will ARLO stock go up?

No one can know that. What the data says: the median 12-month target from 7 analysts implies +72.8% from the last close, and Ticker Nerd's factor model ranks Arlo Technologies, Inc. 97 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ARLO stock forecast for 2030?

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.

How has ARLO stock performed over the past year?

Arlo Technologies, Inc. returned -29.6% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Arlo Technologies, Inc. do?

Arlo Technologies, Inc. is a smart home security company that designs and provides connected cameras, video doorbells, floodlight cameras, and home security systems for residential and small business users.

What is the latest news on ARLO?

The most recent item we track (PRNewsWire, 29 Sept 2026): "Arlo Debuts Essential Solar Security Camera Designed for Year-Round, Low-Maintenance Protection". Arlo Technologies announced the debut of an Essential Solar Security Camera with an integrated solar panel and a category-leading battery that can deliver up to six months of power even without sunlight, designed for year-round, low-maintenance protection.

Company

About Arlo Technologies, Inc.

Arlo Technologies, Inc. is a smart home security company that designs and provides connected cameras, video doorbells, floodlight cameras, and home security systems for residential and small business users. The company’s products are built around a cloud-based platform that combines mobile app control, video monitoring, artificial intelligence, computer vision analytics, and wireless connectivity to help users manage and monitor their properties. Arlo also offers subscription services such as cloud video storage, advanced alerts, and emergency response features, extending its hardware into a broader security service offering. Its portfolio serves households and small businesses seeking integrated security devices, software, and monitoring tools in a single ecosystem. Headquartered in Carlsbad, California, Arlo Technologies focuses on the smart home security and connected devices market.

CEO Mr. Matthew Blake McRae · 376 employees · United States · https://www.arlo.com