Arlo Technologies, Inc. (ARLO) Stock Price & Analysis
Arlo Technologies, Inc. (ARLO) closed at USD 12.44 on Thursday, October 15, 2026, up 5.25% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 11.82; the Oct 15, 2026 session ranged USD 11.72–12.44 on volume of 2,646,664 shares. Market capitalization is $1.34B, with a 52-week range of USD 11.05–19.94 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ARLO.md
Key facts (ARLO)
- 1 of 80 tracked superinvestors hold ARLO (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.71 on a 1–5 scale) (7 analysts), mean target USD 21 (range 18–25).
- Total return with dividends: 1Y -29.6% vs S&P 500 +18.1%; 5Y +91.7% vs S&P 500 +85.1%.
- Next earnings: 2026-11-05, EPS estimate USD 0.2, revenue estimate $145M.
Superinvestors (SEC 13F-HR, Q2 2026) (ARLO)
1 of 80 tracked investors hold ARLO. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.02% | $10.1M | Added +713.2% |
Analysts (ARLO)
Consensus Buy (mean 1.71 on a 1–5 scale), 7 analysts; mean target USD 21 (low 18, high 25).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | Piper Sandler | Target raised | Overweight | $17 → $18 |
| 2026-07-27 | Piper Sandler | Initiated | Overweight | $17 |
| 2026-07-07 | William Blair | Initiated | Outperform |
Total return (dividends reinvested) (ARLO)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -29.6% | +91.7% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -29.7% | +13.9% |
| Volatility (annualized) | 52.0% | 59.9% |
| Max drawdown | -42.2% (Oct 2025→Feb 2026) | -70.0% (Feb 2022→Dec 2022) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 12.44 |
|---|---|
| Change | ▲ 5.25% (up) |
| Previous Close | USD 11.82 |
| Open | USD 11.85 |
| Day Range | USD 11.72 – 12.44 |
| 52-Week Range | USD 11.05 – 19.94 |
| Volume | 2,646,664 shares |
| Market Cap | $1.34B |
| Exchange | NYQ |
Technical Analysis (ARLO)
Nexqual's technical model rates ARLO "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 48.32 (neutral) |
| vs SMA50 | Below (USD 13.23) |
| MACD | -0.32 (negative) |
Analyst Ratings (ARLO)
Wall Street analysts rate ARLO "Buy" based on 7 analysts, with a mean price target of USD 21 (range USD 18–25), per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 21 |
| High Target | USD 25 |
| Low Target | USD 18 |
| Buy / Hold / Sell | 7 / 0 / 0 |
Earnings (ARLO)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.2 |
| Revenue Estimate | $144.93M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.28 vs est 0.2 ▲ beat |
| 2026-03-31 | USD 0.28 vs est 0.19 ▲ beat |
| 2025-12-31 | USD 0.22 vs est 0.16 ▲ beat |
| 2025-09-30 | USD 0.16 vs est 0.15 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (ARLO)
| Total Revenue | $587.15M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +20.50% |
| Gross Margin | +44.61% |
| Operating Margin | -3.56% |
| Profit Margin | +5.20% |
| ROE | +22.07% |
| Debt / Equity | 0.05 |
| Current Ratio | 1.4 |
| Total Cash | $141.13M |
| Total Debt | $7.73M |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (ARLO)
Nexqual rates Arlo Technologies, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Mixed — Revenue +3.6% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 45%, operating -4% |
| Balance Sheet | Strong — $141M cash vs $8M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $79M (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 22%, ROA 1.4% |
Ownership (ARLO)
| Insider Ownership | +3.14% |
|---|---|
| Institutional Ownership | +102.14% |
| Shares Outstanding | 107.61M |
| Float | 104.58M |
| Short % of Float | +13.66% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (ARLO)
Arlo Technologies, Inc. is led by Matthew Blake McRae (age 51), CEO & Director, per Nexqual as of October 16, 2026 at 05:19 UTC.
| CEO & Director | Matthew Blake McRae (age 51) |
|---|---|
| CFO & COO | Kurtis Joseph Binder (age 55) |
| Chief Technology Officer | Samir Kapoor (age 53) |
| Senior Vice President of Marketing & Customer Care | Lily Knowles |
| Senior Vice President of Worldwide Human Resources | Antoinette Switzer |
Major Backers & Investors (ARLO)
Notable institutional backers of Arlo Technologies, Inc. include Brandes Investment Partners L.P., Wasatch Advisors LP, Rice, Hall, James & Associates LLC, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Brandes Investment Partners L.P. | 9.9% |
| Wasatch Advisors LP | 4.48% |
| Rice, Hall, James & Associates LLC | 3.44% |
| Jupiter Topco LLC | 2.36% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | 1.91% |
| Renaissance Technologies | 1.89% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 24.75% |
| Vanguard Group | 16.17% |
| State Street | 4.51% |
| Geode Capital | 2.52% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ROCK | Gibraltar Industries, Inc. | USD 39.25 | ▲ 5.8% |
| NPKI | NPK International Inc. | USD 10.67 | ▼ 5.49% |
| NX | Quanex Building Products Corpor | USD 19.32 | ▲ 2.49% |
| APOG | Apogee Enterprises, Inc. | USD 41.26 | ▼ 1.69% |
| SWIM | Latham Group, Inc. | USD 6.25 | ▲ 2.63% |
| JBI | Janus International Group, Inc. | USD 4.22 | ▼ 1.4% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
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