Arlo Technologies (ARLO)

• Market cap: $929M
• 1 day: -2.17%
• 5 days: -3.64%
• 1 month: -14.43%
• 3 months: -26.09%
• 6 months: -20.96%
• Year to date: -17.87%
• 1 year: -15.00%
• 5 years: 290.04%
• 10 years: -59.23%
• Sector: Industrials
• Industry: Building Products & Equipment

About: Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. It combines a cloud infrastructure and mobile app with various smart connected devices to provide users with visibility, insight, and a means to help protect and connect in real-time with the people and things from any location with a Wi-Fi or a cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.

Employees: 148

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

46% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 59

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

0.29% more ownership

Funds ownership: 89.19% [Q3] → 89.48% (+0.29%) [Q4]

0% more funds holding

Funds holding: 216 [Q3] → 216 (+0) [Q4]

7% less capital invested

Capital invested by funds: $1.08B [Q3] → $1B (-$74.4M) [Q4]

80% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 1 (-4) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $24 166% upside
• Avg. target: $24 166% upside
• High target: $24 166% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

BWS Financial Hamed Khorsand 44% 1-year accuracy 81 / 184 met price target

166% upside $24

Buy Maintained

28 Feb 2025