Stock Fundamentals

Company Information

Company Name
Arlo Technologies
Sector
Industrials
Industry
Building Products & Equipment
Exchange
NYSE
ISIN: US04206A1016
CIK: 0001736946
CUSIP: 04206A101
Currency: USD
Full Time Employees: 376
Phone: 408 890 3900
Fiscal Year End: December
IPO Date: Aug 03, 2018
Description:

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.

Address:

5770 Fleet Street, Carlsbad, CA, United States, 92008

Directors & Officers

Name Title Year Born
Mr. Matthew Blake McRae CEO & Director 1974
Mr. Kurtis Joseph Binder CFO & COO 1970
Mr. Brian Busse J.D. General Counsel & Corporate Secretary 1969
Mr. Samir Kapoor Chief Technology Officer 1972
Ms. Lily Knowles Senior Vice President of Marketing & Customer Care NA
Ms. Antoinette Switzer Senior Vice President of Worldwide Human Resources NA
Mr. Scott McManigal Senior Vice President of Design & Experience NA
Mr. Michael A. Werdann Chief Revenue Officer 1968
Tahmin Clarke Investor Relations Executive NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 17, 2026 Kurtis Joseph Binder N/A Sale 25.00K $15.19 $379.75K
Apr 06, 2026 Kurtis Joseph Binder N/A Sale 25.00K $13.99 $349.75K
Mar 12, 2026 Kurtis Joseph Binder N/A Sale 179.42K $13.78 $2.47M
Mar 12, 2026 Matthew Blake Mcrae N/A Sale 153.43K $13.78 $2.11M
Mar 12, 2026 Brian Busse N/A Sale 25.53K $13.78 $351.73K
Mar 04, 2026 Kurtis Joseph Binder N/A Sale 9.67K $15.11 $146.04K
Mar 03, 2026 Brian Busse N/A Sale 6.97K $14.93 $104.00K
Mar 03, 2026 Kurtis Joseph Binder N/A Sale 12.54K $14.93 $187.21K
Mar 03, 2026 Matthew Blake Mcrae N/A Sale 27.93K $14.93 $417.01K
Feb 06, 2026 Brian Busse N/A Sale 31.41K $12.29 $385.99K
Feb 06, 2026 Matthew Blake Mcrae N/A Sale 95.33K $12.29 $1.17M
Feb 05, 2026 Matthew Blake Mcrae N/A Sale 18.09K $12.38 $223.89K
Feb 04, 2026 Brian Busse N/A Sale 15.92K $12.65 $201.41K
Feb 04, 2026 Matthew Blake Mcrae N/A Sale 58.60K $12.65 $741.34K
Jan 30, 2026 Brian Busse N/A Sale 8.25K $12.81 $105.62K
Jan 30, 2026 Matthew Blake Mcrae N/A Sale 35.48K $12.81 $454.52K
Jan 09, 2026 Brian Busse N/A Sale 18.84K $13.69 $257.93K
Jan 09, 2026 Kurtis Joseph Binder N/A Sale 55.04K $13.69 $753.54K
Jan 09, 2026 Matthew Blake Mcrae N/A Sale 90.09K $13.69 $1.23M
Dec 01, 2025 Matthew Blake Mcrae N/A Sale 257.24K $14.28 $3.67M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 17.04M Mar 31, 2026 15.64% $0.00 1.43%
Vanguard Group Inc 10.69M Dec 31, 2025 9.81% $0.00 0.31%
Brandes Investment Partners & Co 10.22M Mar 31, 2026 9.38% $1.03 24.64%
Wasatch Advisors LP 5.43M Mar 31, 2026 4.98% $0.51 1.95%
State Street Corp 4.32M Mar 31, 2026 3.96% $0.00 2.47%
Rice Hall James & Associates, LLC 3.66M Mar 31, 2026 3.36% $2.90 2.33%
Geode Capital Management, LLC 2.48M Mar 31, 2026 2.27% $0.00 3.62%
PRIMECAP Management Company 2.32M Mar 31, 2026 2.13% $0.03 -16.56%
Renaissance Technologies Corp 2.05M Mar 31, 2026 1.88% $0.05 -10.50%
Emerald Advisers, LLC 2.02M Mar 31, 2026 1.85% $0.91 -1.99%
D. E. Shaw & Co LP 1.80M Mar 31, 2026 1.65% $0.02 2.55%
Arrowstreet Capital Limited Partnership 1.76M Mar 31, 2026 1.62% $0.01 -0.72%
Needham Investment Management, LLC 1.76M Mar 31, 2026 1.62% $1.28 14.29%
HHG PLC 1.62M Mar 31, 2026 1.48% $0.01 74.01%
Nuveen, LLC 1.48M Mar 31, 2026 1.36% $0.01 40.45%
Herald Investment Management Ltd 1.38M Mar 31, 2026 1.26% $2.73 5.36%
Northern Trust Corp 1.29M Mar 31, 2026 1.19% $0.00 -0.30%
Awm Investment Company Inc 1.27M Mar 31, 2026 1.16% $1.99 7.89%
Emerald Mutual Fund Advisers Trust 1.26M Mar 31, 2026 1.15% $0.87 1.45%
Morgan Stanley - Brokerage Accounts 1.23M Mar 31, 2026 1.13% $0.00 -8.94%

Shares Statistics

Shares Outstanding: 108.61M
Shares Float: 105.40M
% Insiders: 313.50%
% Institutions: 10,226.30%
Short % Float: 11.42%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 6.46M 5.93% ▲ 0.02% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 3.16M 2.90% ▲ 0.00% Apr 30, 2026
3 Vanguard Information Technology ETF 2.56M 2.35% ▲ 0.53% Apr 30, 2026
4 iShares Russell 2000 ETF 2.37M 2.18% ▲ 0.85% Apr 30, 2026
5 PRIMECAP Odyssey Aggressive Growth 1.85M 1.70% ▼ 8.78% Mar 31, 2026
6 Brandes Global Small Cap Equity Cl F 1.80M 1.65% ▲ 7.67% Apr 30, 2026
7 Wasatch Small Cap Value 1.66M 1.52% ▲ 2.54% Mar 31, 2026
8 Needham Aggressive Growth Retail 1.63M 1.50% ▲ 10.51% Mar 31, 2026
9 Janus Henderson US Small Cap Growth 1.29M 1.19% ▲ 51.41% Mar 31, 2026
10 Janus Henderson Venture D 1.29M 1.19% ▲ 53.10% Mar 31, 2026

Valuation Metrics

Enterprise Value: $1.33B
Trailing P/E: 47.75
Forward P/E: 15.82

Financial Highlights

Market Cap: $1.45B
EBITDA: $21.18M
P/E Ratio: $47.75
PEG Ratio: $0.63
Book Value: $1.47
Earnings/Share: $0.28
Profit Margin: 5.47%
Operating Margin: 5.89%
ROA (TTM): 3.12%
ROE (TTM): 23.32%
Revenue (TTM): $560.61M
Revenue/Share (TTM): $5.32
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 26.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.51x 0.00x 0.59x N/A 0.00x
2024-12-31 1.49x 0.06x 0.66x N/A -0.18x
2023-12-31 1.55x 0.04x 0.64x N/A -0.21x
2022-12-31 1.43x 0.05x 0.68x -61.42x -0.08x
2021-12-31 1.44x 0.04x 0.68x -3.61x -0.10x
2020-12-31 1.50x 0.03x 0.68x -24.24x -0.05x
2019-12-31 1.60x 0.02x 0.63x -1.26x -0.03x
2018-12-31 1.88x 0.01x 0.54x N/A -0.04x
2017-12-31 1.86x 0.00x 0.54x N/A 0.00x
2016-12-31 1.70x 0.00x 0.54x N/A 0.00x

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