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 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]
83% more capital invested
Capital invested by funds: $899M [Q1] → $1.64B (+$745M) [Q2]
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
45% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 74
5% more funds holding
Funds holding: 239 [Q1] → 252 (+13) [Q2]
4.55% more ownership
Funds ownership: 88.96% [Q1] → 93.51% (+4.55%) [Q2]
31% less call options, than puts
Call options by funds: $459K | Put options by funds: $670K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
BWS Financial Hamed Khorsand | 51%upside $26 | Buy Maintained | 11 Aug 2025 |
Raymond James Adam Tindle | 28%upside $22 | Outperform Maintained | 8 Aug 2025 |
Financial journalist opinion
Based on 9 articles about ARLO published over the past 30 days
