Arlo Technologies (ARLO)

• Market cap: $999M
• 1 day: -1.22%
• 5 days: -8.62%
• 1 month: -19.75%
• 3 months: -11.12%
• 6 months: -17.02%
• Year to date: -11.12%
• 1 year: -22.12%
• 5 years: 368.75%
• 10 years: -55.88%
• Sector: Consumer Discretionary
• Industry: Household Audio & Video 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 filings by fund managers ($100M+ AUM)

42% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

0.31% more ownership

Funds ownership: 89.25% [Q3] → 89.56% (+0.31%) [Q4]

0% more funds holding

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

7% less capital invested

Capital invested by funds: $1.08B [Q3] → $1.01B (-$74.3M) [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: $24 146% upside
• Avg. target: $24 146% upside
• High target: $24 146% upside

1 analyst rating

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

BWS Financial Hamed Khorsand 51% 1-year accuracy 93 / 184 met price target

146% upside $24

Buy Maintained

28 Feb 2025