Arlo Technologies (ARLO) Q3 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
- $0.24
- Estimate
- $0.20
- Surprise
- +21.7%
- Revenue (period 2026-09-27)
- $149.2M
- Score today
- 5.6/10
Revenue source: xbrl.
How the report landed
Arlo Technologies (ARLO) beat the $0.20 estimate with adjusted EPS of $0.24 — a large 21.7% upside surprise.
Coverage in the report window
- Arlo Technologies Sees Q4 GAAP EPS $(0.03)-$0.03 vs $0.01 Est; Sees Sales $137.000M-$147.000M — benzinga, 2026-11-05
Where TrendMatrix's rating stands now
TrendMatrix currently rates ARLO Sell at 5.6/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +21.7% surprise compares with a +36.1% four-quarter average.
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
- $12.67
- Price target
- $17.98
- Stop
- $11.78
- Upside to target
- +41.9%
- Reward-to-risk
- 2.8:1
The stock trades at 53.0× trailing but 14.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — 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
- $1.60B
- P/E (fwd)
- 14.5
- P/E (ttm)
- 53.0
- 52-week range
- $11.05–$17.76
- Off 52-week high
- 28.7%
- RSI (14)
- 52
- Volume vs avg
- 0.72×
- Score today
- 5.6/10