LearnGlossaryMarketStocksSuperinvestorsSign in

ARLO

Arlo Technologies, Inc.

Technology · $1.4B market cap

Verdict

We can't put a fair value on ARLO right now. It has fewer than 5 profitable years and uneven cash flow, not enough history to project from yet.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth-12.1% a year✗
Sales growth5.8% a year✗
Free cash flow growth37.4% a year✓
Return on invested capital-14.9%✗

Follow ARLO

Track it on your watchlist and see the full analysis. Free.

Create a free account

Superinvestors

1 of the investors we track holds ARLO. In Q2 2026, 1 added and 1 sold out. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$10.1M

752,200 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Sold out: Polen Capital Management

Insider activity

Since Sep 1, 2026: no open-market purchases and 1 sale worth $77K. Why purchases matter

Sales

Rothstein Amy M

director · 2026-09-01

Sold

$77K

About Arlo Technologies, Inc.

Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the…

Communication Equipment

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works