Arlo (ARLO)
Connects security cameras, cloud video, and paid safety services for homes and businesses.
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Sells connected cameras, video doorbells, home security systems, and paid services such as Secure, Total Security, Safe, and SmartCloud. The business spans the Americas, EMEA, and APAC, with the revenue mix now tilted toward subscriptions and services rather than hardware alone.
Runs a smart security platform built around cloud services, AI and computer-vision analytics, wireless connectivity, a mobile app, and connected devices. Product families include Arlo Secure, Arlo Total Security, Arlo Safe, SmartCloud, cameras, video doorbells, floodlight cameras, and home security systems.
Sells through retail, wholesale distribution, wireless carriers, security solution providers, and a direct store across the Americas, EMEA, and APAC. The current mix is service-led, with subscriptions and services carrying more of the business than standalone device sales.
Execution depends on turning the installed device base into paid accounts while maintaining privacy, security, and app reliability. Competitive pressure comes from larger smart-home ecosystems and security vendors; products are made outside the United States, and Verisure is a material European partner.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 26, 2026 | Piper Sandler | Initiate | Rating: —Target: — | Target: $17 |
| Jul 7, 2026 | William Blair | Initiate | Rating: — | |
| May 18, 2026 | UBS | Target | Target: $17 | Target: $20 |
| May 8, 2026 | Raymond James | Target | Target: — | Target: $19 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $141.1M · Total debt $5.7M · Total assets $374.6M · Shareholders' equity $158.5M
- Revenue
- $155.9M
- Operating income
- $2.5M
- Net income
- $3.0M
No dividends on record.
| Institutions | ≈ 103.37% | 111.24M shares | |
|---|---|---|---|
| 266 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.85% | 2.00M shares | |
| 8 holders · as of Sep 2, 2026 | |||
| Adds to | 105.22% | ||
107.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.22%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.27% | 17.51M | as of Jun 30, 2026 |
Brandes Investment Partners, LPInstitution | 9.99% | 10.75M | as of Jun 30, 2026 |
Wasatch Advisors LPInstitution | 5.50% | 5.92M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.42% | 5.83M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.55% | 4.89M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Amy M. Rothstein | director | −6,149 | $12.55 |
| Aug 7, 2026 | Amy M. Rothstein | director | −9,251 | $16.13 |
| Aug 5, 2026 | Amy M. Rothstein | director | −2,100 | $16.00 |
| Aug 4, 2026 | Amy M. Rothstein | director | −5,010 | $15.34 |
| Aug 3, 2026 | Amy M. Rothstein | director | −12,490 | $15.01 |
- Amazon
Ring and Blink set the largest DIY camera ecosystem threat
- Alphabet Class A
Google Nest contests premium cameras, doorbells, and AI alerts
- ADT
Professional monitoring and ADT+ overlap with total home security
- Alarm.com
Cloud security platform overlaps with SmartCloud and service channels
- Resideo Technologies
First Alert and Honeywell Home compete in safety and security devices
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arlo | $13.27 | −0.49% | $1.45B | 49.4 | 15.1 | 2.5 | +20.5% |
| Amazon | $255.42 | −1.17% | $2.78T | 20.8 | 27.4 | 3.6 | +19.6% |
| Alphabet Class A | $358.41 | +0.97% | $4.30T | 17.8 | 26.7 | 9.6 | +24.2% |
| ADT | $6.62 | −0.08% | $5.30B | 9.5 | 6.9 | 1.0 | +1.9% |
| Alarm.com | $52.35 | −1.49% | $2.63B | 23.5 | 17.9 | 2.5 | +9.2% |
| Resideo Technologies | $18.82 | +0.05% | $2.86B | 8.0 | 10.6 | 0.4 | +2.0% |
| Median | 17.8 | 17.9 | 2.5 | +9.2% |