Arlo TechnologiesARLO
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2,069% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $51K
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
13% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 78
8% more funds holding
Funds holding: 218 [Q4 2024] → 235 (+17) [Q1 2025]
1.89% less ownership
Funds ownership: 89.54% [Q4 2024] → 87.65% (-1.89%) [Q1 2025]
12% less capital invested
Capital invested by funds: $1.01B [Q4 2024] → $886M (-$119M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
BWS Financial Hamed Khorsand | 41%upside $24 | Buy Maintained | 9 Jun 2025 |
Financial journalist opinion
