ARLO · Arlo Technologies, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $30.6M | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 19.6% | Q2 2026 | — |
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| Cumulative paid accounts | 6.3M | Q2 2026 | — |
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| Free cash flow (FCF) non-GAAP | $33.9M | first half of 2026 | — |
| Free cash flow margin non-GAAP | 11.1% | first half of 2026 | — |
| Non-GAAP subscriptions and services gross margin non-GAAP | 84.1% | Q2 2026 | — |
| Annual recurring revenue (ARR) non-GAAP | $356.9M | Q1 2026 | — |
| Non-GAAP gross margin non-GAAP | 45.1% | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARLO
this stock
Arlo Technologies, Inc.
|
$1.54B | +2.4% | +3.6% | 51.2 | 10.9% |
|
TT
Trane Technologies plc
|
$105.66B | +23.4% | +5.6% | 36.4 | 1.4% |
|
JCI
Johnson Controls International plc
|
$93.74B | +28.3% | -4.2% | 27.8 | 1.8% |
|
CARR
CARRIER GLOBAL Corp
|
$52.14B | +18.8% | -3.3% | 41.0 | 2.2% |
|
CODGF
Compagnie De Saint Gobain
|
$47.07B | -4.6% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARLO | -5.9% | +7.7% | +25.5% | -2.7% | +2.4% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -6.3% | +3.2% | +11.7% | -6.6% | -11.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.