Arlo Technologies (ARLO) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of Arlo Technologies $2.75, price $13.66, upside -79.9%, quality 58 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
- Fair value above price? No
- Good quality? Yes
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Arlo Technologies
ARLO · USStretched ValuationStrong overvaluation with only moderate quality.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.
How to read this chart
60‑month range $3.15 – $19.44 · fair‑value band $1.95 – $3.57 · the $13.66 price screens above the $2.75 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 23, 2026.
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Company profile
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.
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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.
Stock analysis
Arlo Technologies (ARLO) currently trades at $13.66, while our model-based Fair Value estimate is $2.75, implying the stock looks roughly 397.5% overvalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of $5.90 per share, and 0 of the 24 models we run sit above the $13.66 price.
Bear case: the Earnings-Based group reads lowest at $0.7800, and 24 of the 24 models stay below the price. Evidence for this calculation is medium.
Scenario range: $1.95 (bear) to $3.57 (bull), the price of $13.66 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 58/100 (solid quality), in the Industrials sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Arlo Technologies reported revenue of $529M in FY2025 versus $435M in FY2021, a compound +5.0%/yr. Reported net income was $14.9M in FY2025.
Key figures
Market cap $1.5B · P/E ratio 48.8 · P/S ratio 1.38 · EPS (TTM) $0.2800 · Net margin 2.8% · Return on equity 23.3% · Return on assets (EBIT) −11.3% · Operating margin 5.9%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 42 out of 100 (medium confidence).
What moves the price
The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat.
The share trades about 30% below its 52-week high and 22% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −20% fair-value upside, at −80%, ARLO screens richer than that median.
Fair Value models
All 24 models by family
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Set up alert →Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 23
Revenue & earnings trend
Growth Forecast
ARLO screens 398% overvalued. Compare with Trane Technologies plc →
Compare Arlo Technologies with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Building Products & Equipment · 250 stocks
Valuation Multiplesvs Building Products & Equipment median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Information Technology sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $437.82 | $214.52 | −51% |
| Johnson Controls International plc JCI | $146.44 | $39.57 | −73% |
| Carrier Global Corporation CARR | $55.26 | $19.18 | −65% |
| Compagnie de Saint-Gobain S.A SGO | €71.22 | €93.50 | +31% |
| Geberit AG GEBN | CHF 548.40 | CHF 297.73 | −46% |
| Lennox International Inc LII | $371.68 | $301.61 | −19% |
| Madison Air Solutions Corporation MAIR | $25.05 | $27.56 | +10% |
| Kingspan Group KRX | €99.40 | €68.89 | −31% |
| Masco Corporation MAS | $69.96 | $55.79 | −20% |
| Carlisle Companies Incorporated CSL | $328.55 | $340.70 | +4% |
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Key figures of Arlo Technologies
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