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The Screen · Industrials · Building Products & Equipment
Arlo Technologies, Inc.
ARLO · the NYSE · USD · Market cap $1.6B · 376 employees
Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.
FAIL · Does not pass the screen
12.34 USD
Price as of 6 Nov 2026Daily close, not a live quote
Screened 2026-11-06 · the tape above runs as of 02:02 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price12.34 USD at the 6 Nov 2026 close
Our value readFair vs our fair value, as of 6 Nov 2026
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.03, read 2026-11-02
Ethical does not pass the values gate
Price12.34 USD
Fair value14.83
Ethical score70.0/100
Value readFairas of 6 Nov 2026
Our investment reviews on this name
2026-11-01Read Markup14.47-14.7% to today Accumulation gives way to Markup after a 6% rise in 3 days
2026-10-29Read Accumulation13.64-9.5% to today Markdown gives way to Accumulation
2026-10-02Read Markdown13.33-7.4% to today ✓Accumulation gives way to Markdown with volume flow in agreement
2026-09-24Read Accumulation13.33-7.4% to today Markup gives way to Accumulation first Accumulation read since July
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Arlo Technologies, Inc. holds its Markup at $12.34. Consolidating, no directional conviction, held for 148 days.
As held on the ledger · 2026-11-06
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 148 days
Price at the screen
$12.34
Valuation
53.00 trailing · 14.47 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.61
The Workings
Five Screens, Shown in Full
Does not pass. Accounts receivable
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
2.17%
Below 33%
Interest-bearing debt is just 2.2% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
6.44%
Below 33%
Cash held in interest-bearing accounts and securities is 6.4% of assets, under the one-third limit.
Pass
Receivables
59.93%
Below 49%
Money owed to the company is 59.9% of assets, above the 49% limit.
Fail
Revenue purity
1.03%
Below 5%
Only 1.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Arlo Technologies,'s business is fine, but its receivables are about 60% of its assets, well over the ~49% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Get an email when ARLO's ethical verdict changes
Today ARLO does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 6 Nov 2026: 20.50% revenue growth.
Fair value range in USD, drawn from the 2026-11-06 screen. The gold marker is the market price at the same screen. A 16.8% discount to the base estimate.
Third-party analyst targets: 6 covering, consensus Strong Buy. The average target sits +70% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market; it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ARLO trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-05Markup$15.22+11.0%Entry 19
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 11.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-04Markup$13.71-5.3%Entry 18
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 5.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-03Markup$14.47+0.0%Entry 17
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-02Markup$14.47+0.0%Entry 16
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-11-01Markup · changed$14.47+6.1%Entry 15
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 6.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-31Accumulation$13.64+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30Accumulation$13.64+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 8.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markdown$12.60+1.3%Entry 11
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 1.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter.
2026-10-20Markdown$12.44+0.3%Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D. Technically it is momentum reading neutral. Over the past year the shares are down 27%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (5 analysts) rates it strong buy, with a mean price target of $21. Insiders have been net sellers over the past quarter.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
