Arlo Technologies (ARLO): Valuation Check After CEO’s Continued Insider Share Sales

Simply Wall St.12-04

Arlo Technologies (ARLO) is back in focus after CEO Matthew Mcrae sold another 257,242 shares on December 1, extending a year long streak of insider selling with no offsetting buys. See our latest ...

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See our latest ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/arlo-technologies-arlo-valuation-check-after-ceos-continued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARLO","symbol_name":"Arlo Technologies Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/arlo-technologies-arlo-valuation-check-after-ceos-continued","article_id":"2588297510","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/arlo-technologies-arlo-valuation-check-after-ceos-continued","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2588297510","pubTimestamp":1764789785,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Arlo Technologies (ARLO) is back in focus after CEO Matthew Mcrae sold another 257,242 shares on December 1, extending a year long streak of insider selling with no offsetting buys.\nSee our latest analysis for Arlo Technologies.\nThe latest sale comes as Arlo’s share price, now at $13.89, has swung from a strong year to date share price return to a sharp pullback in recent weeks. However, multi year total shareholder returns still point to powerful underlying momentum rather than a story that...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ARLO":"Arlo Technologies Inc."},"translate_title":"Arlo Technologies(ARLO)：首席执行官持续出售内幕股票后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARLO":1.5},"content_text":"Arlo Technologies (ARLO) is back in focus after CEO Matthew Mcrae sold another 257,242 shares on December 1, extending a year long streak of insider selling with no offsetting buys. See our latest analysis for Arlo Technologies. The latest sale comes as Arlo’s share price, now at $13.89, has swung from a strong year to date share price return to a sharp pullback in recent weeks. However, multi year total shareholder returns still point to powerful underlying momentum rather than a story that has fully run its course. If this kind of volatility has you thinking about what else is out there, it could be a good moment to explore high growth tech and AI stocks for other tech names with different risk and growth profiles. With Arlo still trading below Wall Street targets despite strong multi year returns and improving profitability, the key question now is whether investors are overlooking remaining upside or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 40.1% Undervalued Against Arlo Technologies’ last close at $13.89, the most followed narrative pins fair value much higher, framing today’s pullback as a potential mispricing. Continual migration of subscribers to higher-priced AI-driven service tiers (Arlo Secure 6) and the corresponding increase in ARPU (now over $15, up 26% y/y) reinforces the long-term shift to recurring, high-margin (85% non-GAAP service margin) subscription revenue. This supports expanding net margins and earnings visibility. Read the complete narrative. Curious how a smart-home hardware name ends up with software style margins and a rich future earnings multiple baked in? Want to see the growth math behind that confidence? Result: Fair Value of $23.20 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, sustained hardware price pressure and intensifying competition from larger platforms could squeeze margins and slow subscriber growth, which may challenge the optimistic undervaluation case. Find out about the key risks to this Arlo Technologies narrative.  Build Your Own Arlo Technologies Narrative If you see the story differently or want to dig into the numbers yourself, you can shape a custom view in minutes: Do it your way. A great starting point for your Arlo Technologies research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Before you move on, lock in your next smart move by using the Simply Wall Street Screener to uncover fresh stock ideas tailored to your strategy.  Capture high-upside potential with these 3579 penny stocks with strong financials that already show resilient fundamentals and room for major re-rating. Position yourself ahead of the next tech wave by targeting these 25 AI penny stocks shaping real world AI applications and revenue growth. Strengthen the income side of your portfolio through these 14 dividend stocks with yields > 3% that combine reliable payouts with underlying business quality.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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