ARLO TECHNOLOGIES INC (ARLO)
Information Technology · consumer electronics / smart home security · NYSE
Arlo Technologies provides a comprehensive smart home security ecosystem combining hardware cameras and doorbells with recurring AI-enhanced cloud subscription services.
What ARLO TECHNOLOGIES INC does
Arlo Technologies designs and manufactures smart home security products, including wire-free and cloud-connected security cameras, video doorbells, and floodlights. The company complements its hardware ecosystem with a recurring revenue model through its subscription-based Arlo Secure services, which offer advanced cloud storage, AI-powered object detection, and emergency response features.
Themes: smart home security, subscription services, Internet of Things (IoT), AI-powered surveillance
Fundamentals
- Price$12.15 as of 2026-10-08 close
- Market cap$1.3B as of 2026-07-31 (share count; price 2026-10-08)
- 1-year return-29.6% 2025-10-08 close $17.26 → 2026-10-08 close $12.15
- P/E43.94 as of 2026-10-08
- ROE+11.7% FY2025, SEC XBRL
- Debt / equity0.00 as of 2026-09-03
- Revenue growth (YoY)+10.8% as of 2026-09-03
- Beta1.48 as of 2026-09-03
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
How ARLO compares in its sector
- price-to-earnings ratiomiddle range 253 covered Information Technology peers, as of 2026-10-08
- return on equitymiddle range 370 covered Information Technology peers, as of 2026-09-03
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
How ARLO TECHNOLOGIES INC looks technically
ARLO TECHNOLOGIES INC (ARLO) is trading 9.9% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed above its 200-day average about 24 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend), though sellers have been pushing harder than buyers lately — pressure, not a trend. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative). It made a new 20-day low about 2 trading days ago. It is 39.1% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 9.9% below its 200-day average, the long-term trend line — a long-term downtrend | -9.9% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $13.53 | $13.53 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $13.49 | $13.49 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 10 calendar days ago — the swings before that are what the structure reading is measured on | 10 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that downward direction; the labelling fails if price closes above 12.38. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible downward five-wave sequence, in wave 4 (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 24 trading days ago — a "golden cross", a bullish long-term signal | 24 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 11, below the 25 that marks a real trend), though sellers have been pushing harder than buyers lately — pressure, not a trend | 10.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30) | 38.9 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($11.62 to $13.78) — its "stochastic" reading is 25 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 24.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 10 trading days ago (its momentum flipped negative) | 10 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $19.94 | $19.94 |
|---|---|---|
| From the 52-week high | it is 39.1% below its 52-week high (its highest price of the past year) | -39.1% |
| Above the 52-week low | it is 10.0% above its 52-week low (its lowest price of the past year) | +9.9% |
| Below the 52-week high | it is 39.1% below its highest point of the past year | 39.1% |
| Since a 20-day breakout | it made a new 20-day low about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $23.77 (set on 2018-08-27) | $23.77 |
| Given back of the 52-week move | over the past year its closes ranged ($11.23 to $19.44), and it has recovered only a small part of its fall from last year’s high — 11% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $16.30 to $16.57. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 11.2% |
| From the all-time high | it is 48.9% below its all-time high | -48.9% |
| Nearest price level | it is sitting right on a support level at $12.10 — a price it turned at three times since 2024-10-17, most recently on 2026-06-11. Since 2024-10-08 it has 4 such levels below the current price and 13 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.4% |
| All-time low | its lowest closing price on record is $1.20 (set on 2020-03-16) | $1.20 |
| Above the all-time low | it is 912.5% above its all-time low | +912.5% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 52nd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.5466 between its high and its low — about 4.5% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.5466 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $11.97 and $13.95 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $11.97 – $12.96 – $13.95 |
| Typical daily range (% of price) | its price moves about 4.5% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.5% |
| Stretch from the 200-day average | it is trading 2.5 daily ranges below its 200-day average price (9.9% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.5 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.37× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
1
| Since a doji | 6 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 6 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-10-08 0.4% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.4% |
|---|---|---|
| Open gap | it gapped 2.0% below the previous close 1 session ago and has not traded back through the level it left behind at 12.8 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.0% |
| Gap filled | a 2.4% gap down opened on 2026-09-01 has been "filled" 25 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 25 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 14.9 percentage points (the stock lost 13.9% while the market gained 1.0%) | -14.9% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 8.9 percentage points (the stock lost 5.1% while the market gained 3.8%) | -8.9% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 29.9 percentage points (the stock lost 12.4% while the market gained 17.5%) | -29.9% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 44.6 percentage points (the stock lost 29.6% while the market gained 15.0%) | -44.6% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bearish state: trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 12% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is moderate, spanning 5.7% of the share price. | -11.7% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 10% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $13.52 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP. | -10.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 9% below the average price paid since it last reported on 2026-08-06 (its 10-Q), so the typical buyer over that stretch is under water. That average is $13.40 — a volume-weighted average of daily closes over 45 sessions, not a true tick-by-tick VWAP. | -9.3% |
Rising wedge, bearish — broke down · entry $13.11 · 87 sessions in
Price levels it has turned at before
ARLO last closed at $12.15 on 2026-10-08. Since 2024-10-08 it has turned at 4 prices below its last close and 13 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $12.10 | Support | 0.4% below the last close | turned there three times · 2024-10-17 to 2026-06-11 |
| $12.37 | Resistance | 1.9% above the last close | turned there 7 times · 2024-11-07 to 2026-09-28 |
| $12.81 | Resistance | 5.4% above the last close | turned there three times · 2025-11-20 to 2026-08-21 |
| $11.04 | Support | 9.2% below the last close | turned there five times · 2024-11-18 to 2026-02-12 |
| $13.28 | Resistance | 9.3% above the last close | turned there six times · 2025-05-23 to 2026-03-27 |
| $10.81 | Support | 11.0% below the last close | turned there twice · 2025-01-02 to 2025-01-13 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes above $12.38.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
On past moves of this shape the leg has usually ended somewhere between $12.38 and $12.78 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
This reading has stood for 2 trading days, since 2026-10-07.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Recent golden cross (50-day crossed above 200-day) · Pulled back from the 12-month high · Broke down to a new 20-day low · trendless / choppy (low ADX) · lagging the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$21.00 range $18.00 – $25.00
Analyst estimates, as of 2026-10-05. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for ARLO
- Consensus EPS estimate$0.1971 next reporting period, as of 2026-10-05
- Estimate change, 30 days$0.00 (0.0%) from $0.1971, on 2026-09-01, 34-day window
- Readings revised upward13% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Intense competition from well-capitalized technology companies in the consumer security market.","Dependence on continuous innovation and consumer demand for smart home and connected security devices.","Risk of potential data privacy breaches and cybersecurity threats regarding stored user video data."]
What changed in the latest 10-Q
AI-assisted comparison of ARLO's 10-Q filed 2026-08-06 against the prior one filed 2026-05-07.
Management's Discussion & Analysis (MD&A)
- Notes:
- The provided texts are identical and both truncated at the same point ("Part II—"), precluding comparison of any MD&A content beyond the introductory forward-looking statements paragraph.
Risk Factors
- Added:
- Newer filing states total revenue of $155.9 million and income from operations of $2.5 million for the three months ended June 28, 2026, compared to $129.4 million and $1.9 million for the three months ended June 29, 2025.
- Newer filing states total revenue of $306.3 million and income from operations of $10.0 million for the six months ended June 28, 2026, compared to $248.5 million and $0.5 million for the six months ended June 29, 2025.
- Removed:
- Older filing states total revenue of $150.4 million for the three months ended March 29, 2026, compared to $119.1 million for the three months ended March 30, 2025.
- Older filing states income (loss) from operations of $7.6 million for the three months ended March 29, 2026, compared to $(1.5) million for the three months ended March 30, 2025.
- Reworded:
- Cumulative registered accounts updated from 13,052 (as of March 29, 2026) in the older filing to 13,569 (as of June 28, 2026) in the newer filing, with the year-over-year percentage change updated from 19.4% to 20.8% and the prior-year comparison from 10,930 (March 30, 2025) to 11,237 (June 29, 2025).
- Cumulative paid accounts updated from 6,005 (as of March 29, 2026) in the older filing to 6,303 (as of June 28, 2026) in the newer filing, with the year-over-year percentage change updated from 22.6% to 23.2% and the prior-year comparison from 4,897 (March 30, 2025) to 5,115 (June 29, 2025).
- Annual recurring revenue (ARR) updated from $356,921 thousand (as of March 29, 2026) in the older filing to $364,959 thousand (as of June 28, 2026) in the newer filing, with the year-over-year percentage change updated from 29.2% to 15.6% and the prior-year comparison from $276,357 thousand (March 30, 2025) to $315,655 thousand (June 29, 2025).
- Smart security devices shipped updated from over 44.1 million in the older filing to over 45.6 million in the newer filing.
- Platform account figures updated from approximately 13.1 million cumulative registered accounts and approximately 6.0 million cumulative paid accounts as of March 29, 2026 in the older filing to approximately 13.6 million cumulative registered accounts and approximately 6.3 million cumulative paid accounts as of June 28, 2026 in the newer filing.
- ARR figure in the Business and Executive Overview updated from $356.9 million in the older filing to $365.0 million in the newer filing.
- Older filing states 'we have not experienced a material impact on our financial position to date and do not expect them to have a material detrimental impact' regarding tariff measures; newer filing removes the clause about not experiencing a material impact to date.
- Newer filing adds six-month revenue and income from operations comparisons; older filing did not include six-month figures.
- Older filing includes a revenue breakdown table for the three months ended March 29, 2026 and March 30, 2025 (subscriptions and services revenue of $90,099 thousand and $68,849 thousand, products revenue of $60,283 thousand and $50,217 thousand); the newer filing text is truncated before the corresponding breakdown table for its periods.
- Older filing uses the possessive form 'suppliers ability' in the tariff discussion; newer filing uses 'suppliers’ ability'.
- Notes:
- The newer filing text is truncated and does not include the complete Results of Operations section or the full revenue breakdown table, limiting comparison of table contents beyond the narrative prose.
- Only the provided section texts were compared; the newer filing's truncation means possible changes in the omitted portions cannot be assessed.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 9 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 2 sells ($1M) — 1 selling insider
- Last 90 days · read to 2026-10-040 buys · 9 sells ($2M) — 2 selling insiders
- Last 180 days · read to 2026-10-040 buys · 13 sells ($4M) — 2 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-09-29. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about ARLO's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding ARLO as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 25,112,540
- Reported value $338,517,042
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 4 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about ARLO's institutional holders → See what each manager we track holds →
Short interest (FINRA)
ARLO had 12,399,928 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
ARLO had 11.5% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 8.47 days to cover at the same settlement.
- Reported short interest (shares) 12,399,928
- Short interest (% of shares outstanding) 11.5%
- Prior settlement (shares) 11,597,299
- Reported change 6.92%
- Days to cover (reported) 8.47
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Google Nest (GOOGL)
- Amazon Ring (AMZN)
- Wyze Labs
- Eufy Security (Anker Innovations)
- Vivint Smart Home (VVNT)
- ADT (ADT)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does ARLO TECHNOLOGIES INC (ARLO) do?
Arlo Technologies designs and manufactures smart home security products, including wire-free and cloud-connected security cameras, video doorbells, and floodlights. The company complements its hardware ecosystem with a recurring revenue model through its subscription-based Arlo Secure services, which offer advanced cloud storage, AI-powered object detection, and emergency response features.
What sector is ARLO TECHNOLOGIES INC (ARLO) in?
ARLO TECHNOLOGIES INC (ARLO) is classified in the Information Technology sector. Its industry is consumer electronics / smart home security. It trades on NYSE.
Who are ARLO TECHNOLOGIES INC's (ARLO) competitors?
Notable peers of ARLO TECHNOLOGIES INC (ARLO) include Google Nest, Amazon Ring, Wyze Labs, Eufy Security (Anker Innovations) and Vivint Smart Home. This peer set is informational only — not financial advice.
Is ARLO TECHNOLOGIES INC (ARLO) overbought or oversold right now?
ARLO TECHNOLOGIES INC (ARLO) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 39, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on ARLO come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.