Is Arlo Technologies (ARLO) overvalued or fairly valued?

MarketChacha shows Arlo Technologies's valuation in context — a trailing P/E of about 61.3, a forward P/E of about 13.1, a price-to-book of about 8.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Arlo Technologies's revenue?

Arlo Technologies reported revenue of $529.3M for FY2025, with net profit of $14.9M, per official filings.

What is the share price of Arlo Technologies (ARLO)?

Arlo Technologies last traded at $12.87 (-2.8% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Arlo Technologies

ARLO · NYSE · Technology · United States

$12.87-2.8%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:29 PM

Snapshot

TickerARLO

ExchangeNYSE

SectorTechnology

IndustryBuilding Products & Equipment

CountryUnited States

Employees376

HeadquartersCarlsbad, United States

Market cap$1.4B

P/E (TTM)61.3

P/B8.8

Volume373.6K

Websitewww.arlo.com

Filings tracked4

About Arlo Technologies

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.

Profile as reported by Yahoo Finance.

Who owns it

Insiders3.2%
Institutions96.8%
Public & other0.0%

373 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.15.69%
Brandes Investment Partners L.P.9.41%
Wasatch Advisors LP5.45%
Vanguard Portfolio Management LLC5.00%
Vanguard Capital Management LLC4.10%
State Street Corporation3.98%
Rice, Hall, James & Associates LLC3.37%
Geode Capital Management, LLC2.28%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Net margin trend-4.5% → 2.8%

Margin has expanded by about 7.3 points — the business is getting more profitable.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $133.2M · EPS 0.18

Est. earnings growth +10.4%

Next fiscal year

Rev $613.5M · EPS 0.98

Est. earnings growth +17.5%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$11.0552-wk range$19.94

Delayed · as reported by Yahoo Finance

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$1.4B

Day change

-2.8%

P/E (TTM)

61.3

Fwd P/E

13.1

P/B

8.8

Beta

1.55

Revenue (FY2025)

$529.3M

Net margin

2.8%

ROE

11.7%

Revenue CAGR (2y)

+3.8%

EPS (FY2025)

0.14

Net profit (FY2025)

$14.9M

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

Ask MarketChacha about ARLO

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$529.3M	$14.9M	0.14	2.8%	11.7%
FY2024	$510.9M	$-30.5M	-0.31	-6.0%	-30.2%
FY2023	$491.2M	$-22.0M	-0.24	-4.5%	-21.3%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$150.4M	$14.9M	0.13	9.9%
2025Q3	$139.5M	$6.9M	0.06	4.9%
2025Q2	$129.4M	$3.1M	0.03	2.4%
2025Q1	$119.1M	$-835,000	-0.01	-0.7%
2024Q3	$137.7M	$-4.4M	-0.04	-3.2%
2024Q2	$127.4M	$-11.6M	-0.12	-9.1%
2024Q1	$124.2M	$-9.6M	-0.10	-7.8%
2023Q4	$130.0M	$-1.1M	-0.01	-0.9%
2023Q3	$115.1M	$-7.4M	-0.08	-6.4%
2023Q2	$111.0M	$-14.2M	-0.16	-12.8%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Shareholder vote results
SEC6/23/2026material
8-K — Results of operations, Exhibits
SEC5/7/2026material
10-Q filing
SEC5/7/2026
8-K — Bylaw/charter change, Exhibits
SEC4/7/2026material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed · as reported by yahoo finance) are delayed and shown for reference only. Verify with the linked sources before acting.