ARLO TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $14.00, ARLO TECHNOLOGIES, INC. (ARLO) is priced for today's economics sustained for ~22.9 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Subscriptions and services now make up about 60% of revenue against 40% from products, so the business has crossed from selling cameras to renting the software behind them. • The hardware side is not merely diluting, it is shrinking: the annual report records that ⟦revenue decreased by $54.9 million, or 20.5%, for the year ended December 31, 2025 compared to the prior year, primarily due to the timing of device shipments from our largest customer in the EMEA, and the reduction in average selli
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266 institutional managers reported holding ARLO in 13F filings for the quarter ended 2026-03-31. 37 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 11.4M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (10.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARLO's share count grew 30.3% over the past five years even with $57.35M spent on repurchases. It pays no dividend. Cash returned over the past three years: $57.35M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ARLO over the trailing three years: 2024: 1 buy totaling $105k. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARLO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | +7.3% | -22.4% |
| 2023-11-10 | -9.8% | +8.8% |
| 2024-03-01 | +18.8% | +9.6% |
| 2024-05-10 | -19.6% | +40.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARLO's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-06-23 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-04-07 (items 5.03, 9.01); 2026-02-26 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.