Arlo Technologies
ARLO
About: Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. It combines a cloud infrastructure and mobile app with various smart connected devices to provide users with visibility, insight, and a means to help protect and connect in real-time with the people and things from any location with a Wi-Fi or a cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.
Employees: 148
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]
92% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $1.07M
83% more capital invested
Capital invested by funds: $899M [Q1] → $1.65B (+$748M) [Q2]
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
39% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 77
7% more funds holding
Funds holding: 239 [Q1] → 255 (+16) [Q2]
4.68% more ownership
Funds ownership: 88.96% [Q1] → 93.64% (+4.68%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
BWS Financial
Hamed Khorsand
|
$26
|
Buy
Maintained
|
11 Aug 2025 |
|
Raymond James
Adam Tindle
|
$22
|
Outperform
Maintained
|
8 Aug 2025 |
Financial journalist opinion
Based on 3 articles about ARLO published over the past 30 days
