Arlo Technologies (ARLO) Could Be 29% Undervalued As 2026 Guidance Rises

Simply Wall St.00:27

AdvertisementWhy Arlo Technologies stock is in focus after updated 2026 guidance Arlo Technologies (ARLO) is back on investor radars after raising its full year 2026 revenue and earnings guidance, ...

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Management also issued third quarter revenue guidance of US$140 million to US$150 million,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","ARLO":"Arlo Technologies Inc.","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4157":"电子设备和仪器","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC"},"translate_title":"随着 2026 年指引的上调，Arlo Technologies (ARLO) 的估值可能被低估 29%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARLO":1.5},"content_text":"AdvertisementWhy Arlo Technologies stock is in focus after updated 2026 guidance Arlo Technologies (ARLO) is back on investor radars after raising its full year 2026 revenue and earnings guidance, alongside detailed outlooks around third quarter expectations and recent second quarter results. The company now expects 2026 revenue between US$580 million and US$600 million and diluted EPS between US$0.11 and US$0.21. Management also issued third quarter revenue guidance of US$140 million to US$150 million, with diluted EPS projected in a range from a loss of US$0.06 to roughly breakeven. These guidance updates followed Arlo Technologies reporting second quarter revenue of US$155.94 million, compared with US$129.41 million a year earlier. Net income for the quarter was US$3.03 million compared with US$3.12 million in the same period last year, with diluted EPS from continuing operations unchanged at US$0.03. For the first six months of 2026, Arlo Technologies reported revenue of US$306.32 million compared with US$248.47 million a year ago. Net income for the period was US$17.91 million compared with US$2.29 million a year earlier, with diluted EPS from continuing operations at US$0.16 compared with US$0.02. See our latest analysis for Arlo Technologies. The updated 2026 guidance has arrived, with the share price now at US$15.23, a 30-day share price return of 17.15%, and a year-to-date gain of 15.12%. Momentum has picked up in recent weeks. However, the 1-year total shareholder return is down 8.86%, while the 3-year and 5-year total shareholder returns of 39.98% and 155.11% highlight a much stronger long-term picture. If Arlo Technologies has you rethinking where growth could come from next, it can help to see what else is on the move with 56 AI infrastructure stocks Arlo Technologies now trades at a sizable discount to both its intrinsic value estimate and the average analyst target, even after the recent bounce. Is this a mispriced recovery story, or a market warning that deserves respect? Most Popular Arlo Technologies Narrative: 28.8% Undervalued With Arlo Technologies closing at US$15.23 against a widely followed fair value narrative of US$21.40, the gap between price and narrative is hard to ignore.  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, supporting expanding net margins and earnings visibility.  Read the complete narrative. Want to see what sits behind that services heavy story? The narrative leans on steady revenue growth, rising margins and a punchy future earnings multiple. Curious which assumptions really carry the fair value case? Result: Fair Value of $21.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Arlo Technologies still faces pressure from lower hardware pricing and heavier dependence on subscriptions, which could weigh on margins if customer appetite or pricing power softens. Find out about the key risks to this Arlo Technologies narrative. Next Steps Feeling torn between the upbeat guidance and the remaining questions around Arlo Technologies? Use the latest data, weigh both sides and focus on the 4 key rewards and 1 important warning sign. Looking for more investment ideas beyond Arlo Technologies? If you are reassessing Arlo Technologies today, it makes sense to widen the lens and compare it with other clear opportunities using focused stock lists.  Target stronger income potential by reviewing companies that appear as resilient income payers within the 8 dividend fortresses. Spot potential mispricings early and compare Arlo Technologies with companies that feature in the screener containing 21 high quality undiscovered gems. Reduce portfolio stress by balancing Arlo Technologies with companies that currently screen as having 83 resilient stocks with low risk scores.   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? 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