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/ARLO
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Arlo Technologies Inc

Arlo Technologies Inc

ARLO
$13.19USD+1.46%+0.19 today

MARKET CAP

1.4B

P/E (TTM)

13.8x

FWD P/E

14.5x

DAY RANGE

$13 – $13

52W RANGE

$11
$20

AI Summary

Stalk
Sell NowHigh

ARLO has decisively broken below a critical support cluster on expanding volume, confirming bearish distribution and signaling that seller control may accelerate. The primary Support Failure pattern underscores loss of buyer absorption, and price is extended below declining EMAs and major SMAs. Medium-term bias is firmly bearish, with the former support zone around 13.30–13.60 now acting as resistance. A Sell Now posture into this area aligns with continuation participation in the prevailing downtrend.

  • Q2 revenue jumped to $156M, a 21% year-over-year increase
  • Paid accounts rose by 298K to 6.3M, ARPU $967 up 15% LTV
  • Product gross margins compressed in the mid-to-high teens
Full analysis →
STATEMENT·Income statement
USD · GAAP
METRICFY 2021FY 2022FY 2023FY 2024FY 2025TREND
Sales, Adj.$435.1M$490.4M$491.2M$510.9M$529.3M
YoY %+21.8%+12.7%+0.2%+4.0%+3.6%
P / Sales2.0x0.7x1.7x2.2x2.9x
EV / Sales2.1x0.9x2.0x2.4x3.0x
Gross Profit, Adj.$108.0M$136.0M$167.6M$187.5M$232.8M
YoY %+95.0%+25.9%+23.2%+11.9%+24.2%
Margin %24.8%27.7%34.1%36.7%44.0%
EV / Gross Profit8.6x3.1x5.9x6.5x6.8x
EBITDA, Adj.$-45.0M$-52.1M$-18.9M$-28.3M$12.2M
YoY %+52.4%-15.7%+63.7%-49.6%+143.0%
Margin %-10.4%-10.6%-3.9%-5.5%2.3%
EV / EBITDA-20.6x-8.1x-51.9x-43.0x129.5x
EBIT$-60.1M$-56.9M$-23.6M$-31.5M$8.3M
YoY %+42.7%+5.4%+58.5%-33.6%+126.2%
Margin %-13.8%-11.6%-4.8%-6.2%1.6%
EV / EBIT-15.4x-7.4x-41.6x-38.7x191.1x
Net Income$-56.0M$-56.6M$-22.0M$-30.5M$14.9M
YoY %+44.7%-1.1%+61.1%-38.4%+148.9%
Net Margin-12.9%-11.5%-4.5%-6.0%2.8%
EPS (GAAP)-$0.68-$0.65-$0.24-$0.31$0.14
YoY %+47.7%+4.4%+63.1%-29.2%+145.2%