ARLOIndustrials · Building Products & EquipmentThe 7 Wall Street analysts covering Arlo Technologies, Inc. hold a median 12-month price target of $21 — +45.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 31 Oct 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
Quality (98): The business earns solid, repeatable profits on what it owns.
Momentum (42): The shares have been drifting down relative to others.
Size (38): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +45.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 20 Oct 2026 | Piper Sandler | Maintains | Overweight | $18 → $16 |
| 7 Aug 2026 | Piper Sandler | Maintains | Overweight | $17 → $18 |
| 7 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ARLO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Arlo Technologies, Inc. returned −23.5% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 14% of US stocks
Cheaper than 43% of US stocks
Cheaper than 9% of US stocks
Cheaper than 2% of US stocks
Higher than 69% of US stocks
Higher than 33% of US stocks
Higher than 59% of US stocks
Higher than 28% of US stocks
Higher than 60% of US stocks
Higher than 83% of US stocks
Higher than 54% of US stocks
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.
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 $1.6B and an enterprise value of $1.5B.
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.
Trailing P/E: 52.4×; forward P/E: 14.3× — 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.
Data provided by Twelve Data
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 →
Arlo Technologies announced equity grants to new employees under its 2018 Equity Incentive Plan, in accordance with NYSE Rule 303A.08.
Why it matters — The announcement provides ARLO watchers with information about equity awards made as part of new employee compensation.
Arlo Technologies’ board approved a program to repurchase up to $100 million of the company’s common stock through December 31, 2028. The company said it will use open-market purchases in a manner it deems in the best interests of the company and its stockholders.
Why it matters — The authorization gives ARLO watchers an update on the company’s planned capital-allocation program.
Arlo Technologies announced an investor and analyst conference call for Thursday, November 5, 2026, at 5:00 p.m. ET to discuss its third-quarter 2026 results. The company said it will release the results after the market closes that day.
Why it matters — The announcement gives ARLO watchers the date and timing for the company’s third-quarter results and related discussion.
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.
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.
The 7 Wall Street analysts covering Arlo Technologies, Inc. have a median 12-month price target of $21, with estimates ranging from $16 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. 95 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Arlo Technologies, Inc. ranks 95 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 Quality (98 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +45.1% from the last close, and Ticker Nerd's factor model ranks Arlo Technologies, Inc. 95 out of 100 as at 31 Oct 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: $16 to $25 over the next 12 months.
Arlo Technologies, Inc. returned -23.5% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (PRNewsWire, 27 Oct 2026): "Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08". Arlo Technologies announced equity grants to new employees under its 2018 Equity Incentive Plan, in accordance with NYSE Rule 303A.08.
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
