What Do Analysts Say About Arlo Technologies (ARLO)?
Key takeaways
- What Do Analysts Say About Arlo Technologies (ARLO)?
- On May 18, 2026, Oppenheimer initiated coverage of Arlo Technologies, Inc.
- (NYSE:ARLO)’s annual recurring revenue in 2025 grew 28% to $330 million, which, in his analysis, underlines the strength and momentum of this shift.
What Do Analysts Say About Arlo Technologies (ARLO)? Faheem Tahir Sun, June 21, 2026 at 3:35 AM GMT+7 2 min read ARLO With upside potential of 66.04%, Arlo Technologies, Inc. (NYSE:ARLO) ranks among the stocks under $20 that will explode. The stock received an “Outperform” rating from Wall Street, building on a quarter that already drew analyst attention.
On May 18, 2026, Oppenheimer initiated coverage of Arlo Technologies, Inc. (NYSE:ARLO) with an “Outperform” rating and a $20 price target. The analyst said Arlo has executed one of the more successful business model transitions in consumer hardware, evolving from a low-cost camera vendor into a premium, service-first recurring revenue platform supported by a growing roster of strategic distribution partners. The firm pointed to accelerating subscription momentum and what it called a structural mispricing relative to Arlo’s services-mix profile.
The analyst noted that Arlo Technologies, Inc. (NYSE:ARLO)’s annual recurring revenue in 2025 grew 28% to $330 million, which, in his analysis, underlines the strength and momentum of this shift.