# Arlo Technologies, Inc. (ARLO)

> Source: Nexqual · https://nexqual.com/ARLO · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Arlo Technologies, Inc. (ARLO), nexqual.com/ARLO" · informational, not investment advice.

**Price:** USD 12.44 (+5.25% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 11.82 · day 11.72–12.44 · 52w 11.05–19.94 · market cap $1.34B · NYQ

## Key facts
- 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)
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
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)
|  | 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) |

## Peers (Building Products & Equipment)
ROCK (Gibraltar Industries, Inc.) USD 39.25 +5.80% · 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 -1.40%

## More
Full page: https://nexqual.com/ARLO · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt