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ARLO · Arlo Technologies, Inc.

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$11.86 +0.03 (+0.25%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.28B
Shares
107.53M
Volume · Nov 13 2.03M Avg daily vol (3M) 1.69M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$11.86 Open$12.13 Day$11.67–12.13 52W close$11.23–15.93 Avg vol 30d2.2M Short int14.1M · 13.2% of shares · 7.0d Short vol38% Last earningsNov 5, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 5

Up next

Next earnings call
Feb 25, 2027 Est · unconfirmed · in 15 wks
Q3 2026 earnings call transcript
call held Nov 5, 2026
Play latest call

Latest documents

2026
Nov 5
Quarterly report 10-Q FY2026 Q3, ended Sep 27
ARR reaches $369.9 million as revenue grows

Arlo generated nine-month revenue of $455.5 million and operating income of $11.0 million. ARR reached $369.9 million, while third-quarter subscriptions and services revenue increased $16.1 million or 20.1%.

Revenue $149.18M ▲ 6.9% Net income $862K ▼ 87.5% Diluted EPS $0.01 ▼ 83.3%
Read from the MD&A section
4 source passages
Arlo is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and award-winning app-controlled devices to create a personalized security ecosystem. As of September 27, 2026, the Arlo platform had approximately 14.2 million cumulative registered accounts across more than 100 countries around the world coupled with approximately 6.6 million cumulative paid accounts and annual recurring revenue (“ARR”) of $369.9 million. For the nine months ended September 27, 2026 and September 28, 2025, we generated total revenue of $455.5 million and $388.0 million, respectively, and income from operations was $11.0 million and $1.4 million, respectively. Subscriptions and services revenue increased by $16.1 million or 20.1%, and $52.2 million or 23.0%, for the three and nine months ended September 27, 2026, respectively, compared with the prior year periods. Open the document at this passage
Nov 5
Current report 8-K
Subscriptions revenue and adjusted EBITDA surge

Arlo Technologies reported third-quarter subscriptions and services revenue of $96.0 million, up 20.1% year over year, and adjusted EBITDA of $26.9 million, up 57.6%. It authorized a $100 million stock repurchase program through December 31, 2028.

Financial results
4 source passages
Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the third quarter ended September 27, 2026. Record subscriptions and services revenue of $96.0 million, growing 20.1% year over year, accounting for 64.4% of total revenues. Adjusted EBITDA of $26.9 million, growing 57.6% year over year with adjusted EBITDA margin of 18.0%. Announced the authorization of a new stock repurchase program of up to an aggregate of $100 million through December 31, 2028. Open the document at this passage
Oct 27
Current report 8-K
Other events

Arlo Technologies’ Board of Directors authorized the repurchase of up to $100 million of its common stock through December 31, 2028.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$596.79M
Trailing 12 months
Net income (TTM)
$24.53M
Trailing 12 months
Revenue growth YoY
+6.9%
Year over year
Operating margin
2.6%
Trailing 12 months
P / E (TTM)
51.6
Trailing earnings · reciprocal yield 1.9%
FCF yield
—
TTM · current market cap
Return on invested capital
15.7%
Trailing 12 months
Net cash
$79.59M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+0.9%
Year over year · more shares
Price change (1Y)
-21.3%
Trailing year
Short interest
13.2%
Latest settlement · 7.0 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▼10% $121.57M −$4.86M '24 Q4* ▼4.1% $119.07M −$835,000 '25 Q1 ▲1.5% $129.41M $3.12M '25 Q2 ▲1.4% $139.53M $6.87M '25 Q3 ▲16.2% $141.30M $5.76M '25 Q4* ▲26.3% $150.38M $14.88M '26 Q1 ▲20.5% $155.94M $3.03M '26 Q2 LATEST ▲6.9% $149.18M $862,000 '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Nov 5, 2026
Q3 FY26

TL;DR. Arlo delivered strong recurring-revenue growth, expanding margins and adjusted EBITDA, and authorized a $100 million share repurchase program while targeting roughly 30% ARR growth in 2027. Product revenue and inventory turns declined, operating expenses rose, tariffs threaten margins, Comcast's full-year impact would not be expected until 2028, and acquisition integration may not deliver anticipated benefits.

Bullish
  • + Subscriptions and services revenue reached a record $96.0 million, growing 20.1% year over year and representing 64.4% of total revenue.
  • + ARR reached $369.9 million, growing 14.5% year over year.
  • + Non-GAAP gross margin reached 49.0%, increasing 760 basis points year over year.
  • + Adjusted EBITDA increased 57.6% year over year to $26.9 million, with an 18.0% margin.
  • + Arlo authorized a new stock repurchase program of up to $100 million through December 31, 2028.
  • + Management expects to target roughly 30% ARR growth in 2027.
Bearish
  • − Product revenue declined to $53.1 million because the timing of Amazon's Prime Day and related promotions affected industry-wide average selling prices.
  • − Non-GAAP operating expenses increased 13% year over year to $46.5 million as Arlo invested in strategic-partner support, research and development, sales and marketing, and the Arlo Secure 7 launch.
  • − Inventory turns declined from 6.4 times to 4.7 times year over year.
  • − Tariffs could increase product costs, reduce sales and pressure product margins.
  • − Comcast's full-year impact would not be expected until 2028.
  • − Arlo may fail to integrate acquired businesses, technologies or personnel or realize their anticipated benefits.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg −8%
below
RSI (14) 42
neutral
MACD trend Negative
52-week position 13%
near low
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −12%
trailing
YTD return −15%
this year
Relative strength −12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $13 › 200d $13 — 200d above 50d
Institutional flow Distributing
233 of 263 funds reported for Sep 30 · net -2.4M sh shares · +33 new
Insider flow Accumulating
Net +$100.4K over 90 days · 0% sells
Short interest Rising
13.15% of shares out · ▲ +3.1% MoM · 7.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
263 holders — mid 3-yr range
Squeeze score 64
elevated · 0–100
Fundamentals
Excellent
Revenue growth +4%
Y/Y
Gross margin 44%
expanding
EPS growth +145%
Y/Y
Free cash flow $76.0M
Valuation P/E 51.6
in line
Buyback $100.0M
authorized
Balance sheet $146.4M
net cash
Quant / Vol
risk profile
Very High
Volatility 56%
annualized · 1-yr
Max drawdown −26%
past year
ATR 7.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 8 of last 8
Latest guidance · from the Earnings Call filed Aug 6, 2026
Non-GAAP net income per dilutive share · third quarter Non-GAAP $0.17 – $0.23
Previous outlook earlier release · from the 8-K filed Feb 26, 2026

Still-open targets the latest release did not restate under the same label.

EPS - diluted · three months ended March 29, 2026 $0.01 – $0.07
EPS - diluted · three months ended March 29, 2026 $0.17 – $0.23
Prior guidance period ended · from the 8-K filed Aug 6, 2026
Revenue · Third Quarter 2026 $140M – $150M
EPS - diluted · Third Quarter 2026 $-0.06 – $0.00
EPS - diluted · Third Quarter 2026 $0.17 – $0.23
Guided vs delivered · last 8 settled
Revenue Third Quarter 2026
guided $140M – $150M
$149.18M In line
EPS - diluted Third Quarter 2026
guided $-0.06 – $0.00
$0.01 Beat +133.3%
EPS - diluted second quarter 2026
guided $0.00 – $0.06
$0.03 In line
Consolidated revenue Q4
guided $131M – $141M
$141.3M Beat +3.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 2 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
−8% Bearish
RSI (14)
42 Neutral
MACD trend
Negative Bearish
52-week position
13% Bearish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $13 — 200d above 50d
Institutional flow Distributing
233 of 263 funds reported for Sep 30 · net -2.4M sh shares · +33 new
Insider flow Accumulating
Net +$100.4K over 90 days · 0% sells
Short interest Rising
13.15% of shares out · ▲ +3.1% MoM · 7.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
263 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $11 Now $12 · 13% Range high $16
vs 200-day avg -11% vs 50-day avg -8%

Illustrative 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
Adjusted EBITDA margin non-GAAP 19.9% Six Months Ended June 28, 2026 —
Cumulative paid accounts 6.3M Q2 FY2026 —
Days sales outstanding 37 the three months ended June 28, 2026 —
FCF margin non-GAAP 11.1% the first half of 2026 —
Free cash flow (FCF) non-GAAP $33.9M the first half of 2026 —
Free cash flow margin non-GAAP 11.1% Six Months Ended June 28, 2026 —
Headcount 384 the three months ended June 28, 2026 —
Inventory turns 5.2 the three months ended June 28, 2026 —
Weeks of channel inventory: APAC distribution channel 5.5 the three months ended June 28, 2026 —
Weeks of channel inventory: U.S. distribution channel 5.9 the three months ended June 28, 2026 —
Weeks of channel inventory: U.S. retail channel 9.6 the three months ended June 28, 2026 —

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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ARLO
Arlo Technologies, Inc.
this stock
$1.28B -15.2% +3.6% 51.6 13.2%
TT
Trane Technologies plc
 $91.50B +7.4% +5.6% 29.5 2.2%
JCI
Johnson Controls International plc
 $83.63B +16.4% -4.2% 29.8 1.7%
CARR
CARRIER GLOBAL Corp
 $44.34B +2.6% -3.3% — 2.3%
CODGF
Compagnie De Saint Gobain
 $41.97B -14.6% — — 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 section
Ownership
Institutional Holders Reducing
Holders
279
% held
100.0%
Reported
233 of 263
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
268
View
Short & Settlement
Short Interest Rising
Shares short
14.1M
Days to cover
7.0d
Change
+423.4K sh
View
Short Volume
Short vol %
38%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.3K
Value
$16.5K
As of
Oct 2, 2026
View
Off-Exchange
Off-exchange %
38.0%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$100.4K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Financials
Financials
Net income (FY)
$14.9M
EPS diluted
$0.14
View
Buybacks
Authorized
$100.0M
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 5, 2026
This year
17

Arlo generated nine-month revenue of $455.5 million and operating income of $11.0 million. ARR reached $369.9 million, while third-quarter subscriptions and services revenue increased $16.1 million or 20.1%.

View
Proposed Sales
Value
$457.8K
Shares
33.4K
Filed
Nov 4, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
Arlo Delivers Personalization to…
Published
Nov 11, 2026
View

Performance

5D 20D 120D MTD YTD
ARLO -3.9% -2.5% -12.0% -18.0% -15.2%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -6.5% -1.3% -12.5% -17.9% -25.9%

Capital returns

Buyback program · as of Nov 5, 2026
Authorized
$100.00M
Spent (derived)
—
Remaining
—

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.

Key facts CIK 1736946 CUSIP 04206A101 13F (30d) 219 filings 204 filers Visit website Investor relations