ARLO

Arlo Technologies

ARLO.US arlo.com + Research + Basket
CIK 0001736946
Employees 376
Phone 408 890 3900
Fiscal year end December
IPO Aug 03, 2018
Address 5770 Fleet Street, Carlsbad, CA, United States, 92008
14.84
-0.38 (-2.50%)
USD · NYSE
52-week range
11.05
16.89
Trading at 65% of the 52-week range
Market Cap
1.64B
P/E Ratio
49.10
Forward P/E
13.85
Book Value
1.47
Div. Yield
N/A
% Institutions
102.89%
% Insiders
3.14%

1 Year

-16.2%

3 Year

+63.8%

10 Year

-32.9%
Description

Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells delivers smart home protection, including automated privacy shield, 360-degree coverage, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; ARLO PRO 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including AI-powered recognition and detection; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.

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People

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Directors & Officers

Name Title Year Born
Mr. Matthew Blake McRae CEO & Director 1974
Mr. Kurtis Joseph Binder CFO & COO 1970
Mr. Brian Busse J.D. General Counsel & Corporate Secretary 1969
Mr. Samir Kapoor Chief Technology Officer 1972
Ms. Lily Knowles Senior Vice President of Marketing & Customer Care NA
Ms. Antoinette Switzer Senior Vice President of Worldwide Human Resources NA
Mr. Scott McManigal Senior Vice President of Design & Experience NA
Mr. Michael A. Werdann Chief Revenue Officer 1968
Ms. Sinead Curran Senior Vice President of Global Finance NA
Mr. Evan Samuel Schwartz Senior Vice President of Aloe Care NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Apr 17, 2026 Kurtis Joseph Binder N/A Sale 25.00K $15.19 $379.75K SEC
Apr 06, 2026 Kurtis Joseph Binder N/A Sale 25.00K $13.99 $349.75K SEC
Mar 12, 2026 Kurtis Joseph Binder N/A Sale 179.42K $13.78 $2.47M SEC
Mar 12, 2026 Matthew Blake Mcrae N/A Sale 153.43K $13.78 $2.11M SEC
Mar 12, 2026 Brian Busse N/A Sale 25.53K $13.78 $351.73K SEC
Mar 04, 2026 Kurtis Joseph Binder N/A Sale 9.67K $15.11 $146.04K SEC
Mar 03, 2026 Brian Busse N/A Sale 6.97K $14.93 $104.00K SEC
Mar 03, 2026 Kurtis Joseph Binder N/A Sale 12.54K $14.93 $187.21K SEC
Mar 03, 2026 Matthew Blake Mcrae N/A Sale 27.93K $14.93 $417.01K SEC
Feb 06, 2026 Brian Busse N/A Sale 31.41K $12.29 $385.99K SEC
Feb 06, 2026 Matthew Blake Mcrae N/A Sale 95.33K $12.29 $1.17M SEC
Feb 05, 2026 Matthew Blake Mcrae N/A Sale 18.09K $12.38 $223.89K SEC
Feb 04, 2026 Brian Busse N/A Sale 15.92K $12.65 $201.41K SEC
Feb 04, 2026 Matthew Blake Mcrae N/A Sale 58.60K $12.65 $741.34K SEC
Jan 30, 2026 Brian Busse N/A Sale 8.25K $12.81 $105.62K SEC
Jan 30, 2026 Matthew Blake Mcrae N/A Sale 35.48K $12.81 $454.52K SEC
Jan 09, 2026 Brian Busse N/A Sale 18.84K $13.69 $257.93K SEC
Jan 09, 2026 Kurtis Joseph Binder N/A Sale 55.04K $13.69 $753.54K SEC
Jan 09, 2026 Matthew Blake Mcrae N/A Sale 90.09K $13.69 $1.23M SEC
Dec 01, 2025 Matthew Blake Mcrae N/A Sale 257.24K $14.28 $3.67M SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 17.51M Jun 30, 2026 16.27% $0.00 2.71%
Brandes Investment Partners & Co 10.75M Jun 30, 2026 9.99% $1.02 5.23%
Wasatch Advisors LP 5.92M Jun 30, 2026 5.50% $0.52 9.02%
Vanguard Portfolio Management, LLC 5.83M Jun 30, 2026 5.42% $0.00 7.41%
State Street Corp 4.89M Jun 30, 2026 4.55% $0.00 13.36%
Vanguard Capital Management, LLC 4.62M Jun 30, 2026 4.29% $0.00 3.73%
Rice Hall James & Associates, LLC 3.73M Jun 30, 2026 3.47% $2.45 2.00%
Geode Capital Management, LLC 2.74M Jun 30, 2026 2.54% $0.00 10.42%
Jupiter Topco LLC 2.56M Jun 30, 2026 2.38% $0.01 0.00%
Renaissance Technologies Corp 2.05M Jun 30, 2026 1.90% $0.04 0.02%
Emerald Advisers, LLC 2.02M Jun 30, 2026 1.88% $0.64 0.13%
Needham Investment Management, LLC 2.00M Jun 30, 2026 1.85% $0.81 13.35%
PRIMECAP Management Company 1.94M Jun 30, 2026 1.80% $0.02 -16.23%
HHG PLC 1.62M Mar 31, 2026 1.50% $0.01 74.01%
Swedbank AB 1.58M Jun 30, 2026 1.47% $0.02 66.54%
Arnhold & S. Bleichroeder Advisers, LLC 1.50M Jun 30, 2026 1.40% $0.02 1,526.38%
Awm Investment Company Inc 1.47M Jun 30, 2026 1.36% $1.72 15.88%
Northern Trust Corp 1.47M Jun 30, 2026 1.36% $0.00 13.50%
Nuveen, LLC 1.37M Jun 30, 2026 1.27% $0.00 -7.53%
Royce & Associates, LP 1.34M Jun 30, 2026 1.25% $0.15 24.21%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 6.40M 5.95% ▲ 0.03% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 3.26M 3.03% ▲ 0.00% Sep 30, 2026
3 iShares Russell 2000 ETF 2.79M 2.59% ▼ 1.14% Sep 30, 2026
4 Vanguard Information Technology ETF 2.61M 2.42% ▲ 0.23% Sep 30, 2026
5 Janus Henderson Venture D 2.08M 1.94% ▲ 0.36% Aug 31, 2026
6 Brandes Global Small Cap Equity Cl F 1.89M 1.75% ▲ 0.00% Sep 30, 2026
7 Brandes Small Cap Value R6 1.82M 1.69% ▲ 1.41% Sep 30, 2026
8 Wasatch Small Cap Value 1.72M 1.60% ▲ 3.91% Jun 30, 2026
9 Needham Aggressive Growth Retail 1.69M 1.57% ▲ 0.06% Sep 30, 2026
10 PRIMECAP Odyssey Aggressive Growth 1.58M 1.47% ▼ 14.62% Jun 30, 2026

Financial Highlights

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Market Cap: $1.64B
EBITDA: $14.47M
P/E Ratio: $49.10
PEG Ratio: $0.55
Book Value: $1.47
Earnings/Share: $0.31
Profit Margin: 5.20%
Operating Margin: -3.56%
ROA (TTM): 1.37%
ROE (TTM): 22.07%
Revenue (TTM): $587.15M
Revenue/Share (TTM): $5.52
Earnings Growth (YOY): -6.70%
Revenue Growth (YOY): 20.50%

Valuation Metrics

Enterprise Value: $1.34B
Trailing P/E: 49.10
Forward P/E: 13.85

Shares Statistics

Shares Outstanding: 107.61M
Shares Float: 104.58M
% Insiders: 3.14%
% Institutions: 102.89%
Shares Short: 13.72M
Shares Short (Prior Month): 12.40M
Short Ratio: 9.37
Short % Float: 15.36%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$529.30M
Cost of Goods Sold
adjust
$-296.46M
Gross Profit
subtotal
$232.84M
SG&A
adjust
$-66.10M
R&D
adjust
$-73.65M
Other Operating Expense
adjust
$-87.02M
Operating Income
subtotal
$6.07M
Other / Non-Operating Items
adjust
$8.86M
Net Income
subtotal
$14.93M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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