Arlo Technologies (ARLO) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.28
- Estimate
- $0.20
- Surprise
- +43.1%
- Revenue (period 2026-06-28)
- $155.9M
- Score at report (before → after)
- 6.6 → 7.0/10
Revenue source: xbrl.
How the report landed
Arlo Technologies (ARLO) beat the $0.20 estimate with adjusted EPS of $0.28 — a large 43.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.6/10) to Hold at 7.0/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARLO Sell at 5.7/10.
4 of the last 4 quarters beat the estimate; this quarter's +43.1% surprise compares with a +32.6% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Supplier: sole source suppliers
- Concentration risk — Supplier: Vietnam manufacturing
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $14.75
- Price target
- $17.98
- Stop
- $13.72
- Upside to target
- +21.9%
- Reward-to-risk
- 1.5:1
The stock trades at 52.7× trailing but 14.4× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
ARLO at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Building Products & Equipment
- Market cap
- $1.59B
- P/E (fwd)
- 14.4
- P/E (ttm)
- 52.7
- 52-week range
- $11.05–$19.56
- Off 52-week high
- 24.6%
- RSI (14)
- 69
- Volume vs avg
- 1.24×
- Score today
- 5.7/10