Arlo Technologies, Inc. (ARLO)

Arlo Technologies' stock has shown positive momentum, increasing by approximately 80% in the past six months and reaching a 52-week high of $19.34 USD by late October 2025. Strong Q2 2025 earnings, driven by subscription growth and profitability, contributed to this increase. Analyst sentiment has been generally positive, with an average "Hold" rating and a consensus price target of $23.00. A major technology partnership with ADT is expected to impact revenue positively in 2026, and Arlo planned a major product release for Fall 2025. There have been instances of insider selling by the CFO and CEO in October 2025.

Demand for home security cameras and systems, including Arlo's products, generally increases at the end of the summer months and before fall, driven by consumers preparing for the holiday season. Large projects in the broader security industry often begin after the summer, with budgeting done in the prior year and funds released in mid-to-late February. There can also be a spike in large orders at the end of a calendar year as organizations spend remaining budgets. Specific vertical markets like retail and education also experience seasonal swings in security technology sales.

Arlo Technologies, Inc. specializes in smart home security solutions, offering wireless surveillance cameras and video monitoring for homes and businesses. The company is transitioning from a hardware-centric approach to a services-first model, emphasizing subscription-based offerings. Arlo's product portfolio includes smart security cameras with features like high-definition video and advanced motion detection, video doorbells for real-time communication, smart home accessories like solar panels, and subscription services such as Arlo Secure, Arlo Secure Plus, Arlo Total Security, Arlo Safe, and Arlo SmartCloud.

Arlo Technologies operates in the Americas, Europe, the Middle East, and Africa (EMEA), and Asia Pacific, generating most of its revenue from the Americas, particularly the United States. The company has office locations in Carlsbad and Irvine (USA), Chatswood (Australia), Richmond (Canada), Hong Kong, Bengaluru (India), Cork (Ireland), and Taipei (Taiwan).

Arlo's brand reputation is mixed, with positive aspects related to product quality, AI-powered services, and privacy commitment. Newer products are praised for video and audio quality, ease of setup, and features like motion tracking. However, there are concerns regarding the subscription model, app functionality, and customer support. Customers have expressed frustration with essential features being locked behind premium subscriptions and reported bugs with the Arlo app. There have also been complaints about customer support and limited support for older devices or regions.

The ownership structure of Arlo Technologies stock includes institutional investors, insiders, and retail investors. Approximately 83.18% of the stock is owned by institutional investors, including BlackRock, Inc. and Vanguard Group Inc. Insiders own about 3.65% of the company's stock, with CEO Matthew McRae owning 1.6% as of November 2021. Public companies and retail investors collectively own a significant portion, with some data suggesting around 48.92% held by retail investors.