Arlo Technologies, Inc. · Detective, Guard & Armored Car Services

ARLO

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 21% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Watch out for

Share count growing 8.1% a year

Money moves

Insiders sold $1.2M in the last 30 days, all through pre-planned sales
Institutions added 1% to their holdings in the quarter ending June 2026 (142 bought, 119 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$12.38-4.9% that day

Company value: $1.3B; Share price times all shares
Price vs profit (P/E): 44.2x; You pay about $44 for each $1 of yearly profit
Price vs sales: 2.3x; Company value is 2.3 times a year of sales
Cash vs value: 8%; Cash as a share of company value

From ARLO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$155.9M+21% vs a year earlier

Oct '23Tap a barJun '26

Last 12 months: $587.1M, up 16% from the 12 months before. Over 5 years, sales grew about 8.2% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ARLO. Starting points are the company's recent numbers.

Sales growth+16% a yearRecently: +16% a yearProfit margin5%Last 12 months: 5.2%P/E at the end40xToday: 44.2x. Many steady companies trade at 12x to 25xShare count change+9% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.2B

Profit in 5 years$62M

Price these guesses point to$14.90+20% vs $12.38 todayAbout +3.8% a year, before dividends

What today's price needs: with a 5% margin and a 40x P/E, sales would have to grow about 12% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.13.1%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.8%
MissProfitable every yearSteady profits, not one good year.2 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$78.7M
MissShare count not growingNot diluting owners. Falling means buybacks.+26.4% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.44.0%

Revenue: $529.3M; +3.6% vs prior year
5-year growth: +8.2%/yr; revenue, per year
Current ratio: 1.51x; short-term assets / bills due
Free cash flow: $78.7M; 14.9% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 28, 2026

Reported Aug 6

Revenue: $155.9M; +20.5% YoY
EPS: $0.03; vs $0.03
Op. margin: 1.6%; +0.1 pts
Gross margin: 48.2%; +3.3 pts
Free cash flow: $11.4M
Share count: +2.6%; vs a year ago

Insider rating

Last 90 days

45Mixed

Pre-planned sales of $1.2M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 1
Normal week: 1.2
vs normal: 0.8x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.0%

Institutions added 1.0% to their holdings. 142 bought, 119 sold. 7 quarters of net buying in a row.

Shares held by institutions110.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.6%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Total liabilities $216.1M

Shares outstandingLatest reported

108M

Earnings reports

Last 12

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedFeb 26
Results filedNov 6, 2025
Results filedAug 7, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 9 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$1.2M1 insider, 1 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Kurtis Joseph BinderCHIEF FINANCIAL OFFICER	Sell	97K	$12.46	$1.2M	346K	Sep 29Filing ↗
-21.8% of their holdings $12.44 to $12.58 across 2 trades Traded Sep 28 to Sep 29 Pre-planned sale (10b5-1) Filed same day