Nama Insights

Arlo Technologies (ARLO)

Industrials · Building Products Equipment · NYSE

Arlo Technologies (ARLO) is a Industrials company in the Building Products Equipment industry. It has a market capitalization of $1.33B, a trailing price-to-earnings ratio of 12.1 and a free-cash-flow yield of 4.9%. Over the most recent reported fiscal year, revenue grew 3.6% and free cash flow per share grew 23.2%. Nama's AI scorecard rates it Buy, 6.6 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.6/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -29.4% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-38.1%
How far the last close sits under the highest price of the past five years.
Market cap$1.33B
Trailing P/E12.1
Price / book8.4
Price / sales2.3
FCF yield4.9%
Dividend yield—
Gross margin46.0%
Operating margin2.7%
Net margin5.2%
Revenue growth (YoY)+3.6%
Revenue growth (3-yr annual)+2.6%
EPS growth (YoY)+75.0%
FCF/share growth (YoY)+23.2%
Beta1.6
ExchangeNYSE
SectorIndustrials
IndustryBuilding Products Equipment

ARLO earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $0.19). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.24 $0.20 +20.0% —
Q2 2026 Aug 6, 2026 $0.28 $0.20 +40.0% $155.94M
Q1 2026 May 7, 2026 $0.28 $0.19 +47.4% $150.38M
Q4 2025 Feb 26, 2026 $0.22 $0.16 +37.5% $141.30M

ARLO analyst price target

Median target $21.00 from 6 analysts, ranging $16.00 – $25.00.

Building Products Equipment peers

TickerCompanyMarket capP/E
TT Trane Technologies $87.94B 27.4
JCI Johnson Controls International $81.79B 26.2
CARR Carrier Global $42.86B 19.8
MAS Masco $15.85B 17.5
CSL Carlisle Companies $14.52B 18.4
LII Lennox International $11.70B 15.3
MAIR Madison Air Solutions $11.56B —
WMS Advanced Drainage Systems $9.37B 18.5
Explore live ARLO data on Nama Insights →

ARLO FAQ

Is ARLO a buy?
Nama's AI scorecard currently rates Arlo Technologies Buy (6.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ARLO's P/E ratio?
Arlo Technologies trades at a trailing price-to-earnings ratio of 12.1.
When does ARLO report earnings?
Arlo Technologies's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $0.19.
What is the ARLO price target?
The median analyst price target from 6 analysts is $21.00, with a range of $16.00 – $25.00.
Is ARLO Shariah compliant?
Nama's AAOIFI-style screen reads Arlo Technologies as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.