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
Key numbers
- Reported 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 diluted 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 5.8/10.
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
- $14.00
- Price target
- $18.27
- Stop
- $12.99
- Upside to target
- +30.5%
- Reward-to-risk
- 2.7:1
The stock trades at 48.1× trailing but 13.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-05 — 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
- $1.45B
- P/E (fwd)
- 13.1
- P/E (ttm)
- 48.1
- 52-week range
- $11.05–$19.94
- Off 52-week high
- 29.8%
- RSI (14)
- 53
- Volume vs avg
- 1.10×
- Score today
- 5.8/10