Arlo Technologies, Inc. (ARLO)

In the past six months, Arlo Technologies' stock has experienced several notable events. As of April 2, 2026, the share price was $14.03, representing a 61.08% increase over the past year. Recent events include a $50 million stock repurchase program, presentation at the 38th Annual Roth Conference, reporting of Q4 and full year 2025 results, unveiling of the Ultra 3 Security Camera, and a new investment from Katamaran Capital LLP. Despite the positive annual performance, the stock has shown recent declines, decreasing by 14.24% in the past month and by 8.85% over the last 10 days.

Based on historical stock price data, Arlo Technologies exhibits some demand seasonality. June has shown the highest probability of positive returns for the stock, while April and March have a lower probability of positive returns. The company's strategy emphasizes service monetization and geographic diversification to offset cyclical hardware demand.

Arlo Technologies, Inc. specializes in cloud-based smart security cameras and video surveillance solutions for homes and businesses. The company's product portfolio includes smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems, as well as baby monitoring cameras. Arlo emphasizes its cloud platform, advanced AI capabilities, and user experience design to deliver a seamless smart home security experience, with 63% of its revenue derived from cloud and AI services as of March 2026.

The United States is Arlo Technologies' primary market, accounting for over 70% of its revenue. The company also has a presence in Europe and the Asia-Pacific (APAC) region, distributing its products through retail partners such as Costco, Best Buy, and Amazon. Arlo maintains office locations in several countries, including its headquarters in San Jose, California, and other U.S. offices in Carlsbad and Irvine. Internationally, Arlo has offices in Chatswood, Australia; Richmond, Canada; Hong Kong; Bengaluru, India; Cork, Ireland; and Taipei, Taiwan.

Arlo Technologies is recognized as an "award-winning, industry leader" in smart home security. However, in the past year, Arlo's brand reputation has faced some challenges, including complaints from users regarding customer service, subscription costs, and lack of investment into engineering. Users reported issues with cameras not properly detecting motion, subscription price increases, and cameras going offline randomly.

Approximately 79.03% of Arlo Technologies, Inc.'s stock is owned by institutional investors. Insiders hold approximately 3.08% to 4.06% of the stock, while public companies and individual investors hold the remainder. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Matthew Blake McRae is identified as the largest individual shareholder, owning 1.17 million shares, representing 1.09% of the company.