ARLO TECHNOLOGIES, INC.
At today's price, ARLO TECHNOLOGIES, INC. (ARLO) is priced for today's economics sustained for ~10.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Arlo has flipped from a camera hardware maker into a subscription business: services now make up 60% of revenue, annual recurring revenue reached $356.9 million growing about 29%, and paid accounts crossed 6 million with monthly churn under 1% [Source: Q1 2026 results, May 7 2026]. • The price already pays for the success: at roughly $13 a share the market is valuing the company at about 143 times its current operating income, a level only the most durable compounders ever grow into. • The cat
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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: 2026-06-23 (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); 2025-11-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.