What is the 13F Pro Quality Score for ARLO?

13F Pro ranks Arlo Technologies, Inc. (ARLO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ARLO's current score at https://13fpro.ai/research/ARLO (free sign-up required for the full ranking).

Where does 13F Pro source ARLO data?

All Arlo Technologies, Inc. fundamentals and ownership data come directly from SEC EDGAR. Arlo Technologies, Inc. files with the SEC under CIK 1736946. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ARLO in?

Arlo Technologies, Inc. (ARLO) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is ARLO research updated on 13F Pro?

ARLO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Arlo Technologies, Inc.(ARLO)Stock Analysis

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13F Pro Quality Score

57.2/100

Rank #1,060 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

54.2/100

Profitability

66.1/100

Balance Sheet

80.9/100

Earnings Quality

30.0/100

Free Cash Flow

73.1/100

Institutional Flow

40.8/100

Revenue Scale

37.9/100

Dilution Risk

15.3/100

ARLO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Arlo Technologies, Inc. (ARLO), a Technology sector company. 13F Pro's AI-powered ranking engine scores ARLO at 57.2/100 on a 32-signal composite quality model, placing it at rank #1,060 of 2,879 stocks — the top half of the AI-ranked universe. ARLO scores in the top quartile across balance sheet strength (80.9). Areas of concern include earnings quality (30.0) and revenue scale (37.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Arlo Technologies, Inc. reports quarterly revenue of $150.4M, net income of $14.9M, an operating margin of 5.0%. Top institutional holders of ARLO by reported 13-F value include BlackRock,, BRANDES INVESTMENT PARTNERS,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ARLO trades on the NYSE exchange and files with the SEC under CIK 1736946. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARLO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arlo Technologies, Inc. directly from SEC EDGAR. Arlo Technologies, Inc.'s 13F Pro composite quality score has ranged between 8 and 58 since 2026, currently 57.2 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.

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Fun facts about Arlo Technologies, Inc.

Quirks, history, and lore behind ARLO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer electronics company · small-cap · listed on NYSE · headquartered in California.
2
The Numbers
Annual revenue in the range of a few hundred million dollars, with a business model that leans heavily on recurring subscription revenue to stay afloat.
3
The History
Spun off as an independent public company from a larger networking giant around 2018, inheriting a product line that had already built a loyal following.
4
The Secret
The hardware is practically a loss leader — the real play is locking customers into cloud storage plans for their video footage.
5
The Lore
Its cameras are wire-free and weatherproof, making them a favorite for people who want home surveillance without hiring a contractor to drill holes in every wall.
6
The Giveaway
This company makes wire-free smart home security cameras sold at Best Buy and Amazon — you've almost certainly seen the little white cameras perched on a doorframe and thought, "I should get one of those."

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Revenue

Q1 2026

$150.4M

Net Income

Q1 2026

$14.9M

Free Cash Flow

Q1 2026

$27.9M

Operating Margin

Q1 2026

5.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+3.6% YoY

$529.3MFY 2025

FY21 $435.1MFY22 $490.4MFY24 $510.9MFY25 $529.3M

Net Income

+148.9% YoY

$14.9MFY 2025

FY21 $-56.0MFY22 $-56.6MFY24 $-30.5MFY25 $14.9M

Operating Income

+117.4% YoY

$6.1MFY 2025

FY21 $-60.1MFY22 $-56.9MFY24 $-34.9MFY25 $6.1M

EPS (Diluted)

+145.2% YoY

$0.14FY 2025

FY21 $-0.68FY22 $-0.65FY24 $-0.31FY25 $0.14

Total Assets

+4.1% YoY

$310.5MFY 2025

FY21 $347.5MFY22 $272.2MFY24 $298.4MFY25 $310.5M

Op. Cash Flow

+53.4% YoY

$78.7MFY 2025

FY21 $-23.2MFY22 $-46.0MFY24 $51.3MFY25 $78.7M

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2019	FY 2018
Revenue	$529.3M +3.6%	$510.9M +4.2%	$490.4M +12.7%	$435.1M +17.6%	$370.0M -20.4%	$464.9M
Net Income	$14.9M +148.9%	$-30.5M +46.1%	$-56.6M -1.1%	$-56.0M +34.8%	$-86.0M -13.9%	$-75.5M
Operating Income	$6.1M +117.4%	$-34.9M +38.7%	$-56.9M +5.4%	$-60.1M +29.4%	$-85.2M -14.0%	$-74.8M
EPS (Diluted)	$0.14 +145.2%	$-0.31 +52.3%	$-0.65 +4.4%	$-0.68 +40.4%	$-1.14 -1.8%	$-1.12
Total Assets	$310.5M +4.1%	$298.4M +9.6%	$272.2M -21.7%	$347.5M -36.0%	$542.7M -8.9%	$595.9M
Operating Cash Flow	$78.7M +53.4%	$51.3M +211.6%	$-46.0M -98.1%	$-23.2M -352.9%	$9.2M +151.9%	$-17.7M

AI Insight: ARLO Financial Trends

Arlo swung to consistent profitability in Q2 2025 and accelerated sharply in Q1 2026, posting $15M net income on $150M revenue — both series-highs.

• Net income flipped from -$12M in Q2 2024 to +$15M in Q1 2026, marking five consecutive profitable quarters through the latest period.

• Revenue grew from $127M in Q2 2024 to $150M in Q1 2026, with Q1 2026 setting a new high for the data series.

• Operating cash flow surged to $28M in Q1 2026, up from $6M in Q2 2024, reflecting improving cash conversion alongside earnings.

• Equity expanded from $99M in Q2 2024 to $159M in Q1 2026, strengthening the balance sheet as retained losses narrow.

⚠ Operating income of $8M in Q1 2026 lags net income of $15M — the gap warrants scrutiny of below-the-line items sustaining reported profits.

⚠ Total debt data is absent across all periods; leverage profile remains opaque and could offset the improving equity trend.

⚠ Op CF dropped to $9M in Q2 2025 despite positive net income — seasonality or working-capital swings could pressure cash generation in mid-2026.

AI Insight: ARLO Ratio Trends

Arlo has swung from deeply loss-making to a 5.0% operating margin in Q1 2026, marking five straight quarters of profitability improvement.

• Operating margin improved from -10.0% in Q2 2024 to 5.0% in Q1 2026 — a 15pp swing to positive territory.

• Net profit margin turned positive in Q2 2025 and accelerated to 9.9% in Q1 2026, up from -9.1% in Q2 2024.

• ROE surged to 37.3% and ROA to 16.5% in Q1 2026, versus -46.6% and -15.6% respectively in Q2 2024.

• ROIC reached 19.0% in Q1 2026, reversing from a trough of -51.6% in Q2 2024, signaling capital efficiency gains.

⚠ ROIC dipped sharply to 2.7% in Q3 2025 before rebounding — its sustainability at 19.0% in Q1 2026 needs confirmation.

⚠ D/E data is absent across all periods; leverage structure remains opaque and warrants direct balance-sheet scrutiny.

⚠ TTM operating margin of 2.7% lags the Q1 2026 quarterly 5.0%, suggesting profitability may still be front-loaded or seasonal.

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Available Research

13F Pro tracks comprehensive data for Arlo Technologies, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ARLO

BlackRock, Inc.
$242.5M17,044,376 sh
BRANDES INVESTMENT PARTNERS, LP
$145.4M10,218,854 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$77.2M5,427,545 sh
WASATCH ADVISORS LP
$77.2M5,426,267 sh
VANGUARD CAPITAL MANAGEMENT LLC
$63.3M4,451,208 sh
STATE STREET CORP
$61.4M4,317,921 sh
RICE HALL JAMES & ASSOCIATES, LLC
$52.1M3,659,888 sh
GEODE CAPITAL MANAGEMENT, LLC
$35.3M2,478,211 sh
PRIMECAP MANAGEMENT CO/CA/
$33.0M2,318,513 sh
RENAISSANCE TECHNOLOGIES LLC
$29.2M2,049,418 sh

Fund	Value	Shares
BlackRock, Inc.	$242.5M	17,044,376
BRANDES INVESTMENT PARTNERS, LP	$145.4M	10,218,854
VANGUARD PORTFOLIO MANAGEMENT LLC	$77.2M	5,427,545
WASATCH ADVISORS LP	$77.2M	5,426,267
VANGUARD CAPITAL MANAGEMENT LLC	$63.3M	4,451,208
STATE STREET CORP	$61.4M	4,317,921
RICE HALL JAMES & ASSOCIATES, LLC	$52.1M	3,659,888
GEODE CAPITAL MANAGEMENT, LLC	$35.3M	2,478,211
PRIMECAP MANAGEMENT CO/CA/	$33.0M	2,318,513
RENAISSANCE TECHNOLOGIES LLC	$29.2M	2,049,418

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Is ARLO a good stock to buy?

13F Pro's AI-powered analysis of Arlo Technologies, Inc. (ARLO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARLO are available on the ARLO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ARLO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARLO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arlo Technologies, Inc.'s investment landscape.