Arlo Technologies

ARLO · NYSE

$12.52+$0.27 (+2.20%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $12.25

ARLO analyst rating

BuyConsensus of 4 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy4
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $21.22 (+69.5% upside)

Low: $18.18
Now: $12.52
High: $26.25

Upgrades and downgrades

The latest rating actions, newest first

ARLO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 20, 2026	Maintains	Overweight	$18.00 → $16.00	51%
Piper Sandler	Aug 7, 2026	Maintains	Overweight	$17.00 → $18.00	51%
Piper Sandler	Jul 27, 2026	Initiates	Overweight	$17.00	51%
William Blair	Jul 7, 2026	Initiates	Outperform	—	13%
Oppenheimer	May 18, 2026	Initiates	Outperform	$20.00	56%
BWS Financial	Nov 11, 2025	Maintains	Buy	$26.00	56%

The case for and against

Updated Jan 26, 2026

Bull case

Arlo Technologies Inc. has demonstrated higher-than-expected product revenue amid a transition between product models, indicating effective management of its product lineup. The company's strategic shift towards increasing recurring revenue through subscription services, such as Arlo Secure, positions it for long-term financial growth and the potential to achieve a higher trading multiple. Furthermore, with heightened consumer interest in smart home security solutions, Arlo is well-placed to capitalize on this market demand, despite facing competition from well-capitalized rivals.

Bear case

Arlo Technologies Inc. has reported a decline in gross margin to 41.4 percent, representing the lowest level recorded in 2025, indicating potential challenges in operational efficiency and cost management. The company's struggle with inventory management has led to a lag in converting customers to paid accounts, resulting in slower growth of service revenue relative to its annualized recurring revenue (ARR). Additionally, the ongoing history of operating losses raises concerns about the sustainability of the business model, compounded by risks associated with changing customer demand and competitive pressures within the industry.

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