The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

ARLO

Concerning the House

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.

United States · www.arlo.com

The Long Run

FY 2019–2025 · 7 years

LineLatestCAGRTrend
Gross profit$167.56M+110.2%
Operating income-$24.90M
Net income-$22.04M
Cash from ops$38.30M+0.0%
Quotation

$14.35

+0.42 (+3.0%)

52w hi$19.44
52w lo$11.23
Vol1.24M
As ofAug 13
The Verdict

Hold

Our score +0.00

Short-0.08
Medium+0.01
Long+0.14

computed 2026-08-13

By the Numbers

Arlo Technologies, Inc.

Industrials · Building Products & Equipment

Market cap$1.54B
Enterprise value$1.36B
Trailing P/E51.25x
Forward P/E13.99x
EV / EBITDA60.68x
P / S (ttm)2.63x
Profit margin5.2%
Return on equity22.1%
Revenue growth+20.5%
Earnings growth-6.7%
Debt / equity3.61
Risk Metrics
Beta vs SPX1.45
Corr SPX0.44
Annual vol54.0%
Annual ret+20.7%
Sharpe0.38
Max DD-42.2%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.26
Sector+0.07
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$14.07$14.37$14.04$14.351.24M
Aug 12$14.84$14.98$13.91$13.931.86M
Aug 11$14.44$15.00$14.571.52M
Aug 10$15.01$15.36$13.70$14.733.36M
Aug 7$15.98$16.61$14.86$15.232.59M