Arlo Technologies Inc (ARLO)

NYSE · Industrials · Building Products & Equipment · USA

Arlo Technologies Inc is a small cap company (market value between $300 million and $2 billion) in the Building Products & Equipment industry.

Arlo Technologies develops smart security devices and cloud-based subscription services for homes and businesses. The company offers cameras, video doorbells, floodlight cameras, and security systems paired with artificial intelligence analytics and professional monitoring through services like Arlo Secure and Arlo Total Security. Arlo distributes products globally through retailers, online channels, wireless carriers, and direct consumer sales.

From its FY2025 annual report (Form 10-K)

Intrinsic value, DCF valuation, financial health and value investing analysis for the Arlo Technologies Inc stock.

Our verdict on ARLO

Overvalued: intrinsic value $3.07 per share, market price $12.52, margin of safety -307.8% (as of 2026-10-20).

Discounting its cash flows at 12.1% (average of 3 methods) values the shares at $3.07; the price of $12.52 is 308% above that value, and 66% of that value comes from beyond year five.

Leak Score: 52/100 on 11 of 12 signals (Weak Signal).

ETFs with the most weight in ARLO

17 more funds hold it; the full list is part of the paid plan.

More on ARLO

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Peers in Building Products & Equipment

All 36 Building Products & Equipment stocks

Cheaper than ARLO in Building Products & Equipment

17 more in this industry show a wider margin of safety.

Is ARLO undervalued or overvalued?

ARLO is overvalued (as of the 2026-10-20 close). Discounting its cash flows at 12.1% (average of 3 methods) values the shares at $3.07; the price of $12.52 is 308% above that value, and 66% of that value comes from beyond year five.

What is the intrinsic value of ARLO?

$3.07 per share (as of the 2026-10-20 close), against a market price of $12.52. That is a margin of safety of -307.8%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.

What is Arlo Technologies Inc's Leak Score?

52 out of 100, which we rate "Weak Signal", on 11 of 12 value investing signals.