
ARLO Stock Forecast & Price Target
ARLO Analyst Ratings
Bulls say
Arlo Technologies Inc has demonstrated a positive financial outlook, marked by an increasing average revenue per user (ARPU), which is anticipated to rise further in the upcoming fourth quarter. The company has successfully grown its subscription revenue, supported by a growing base of approximately 4.6 million paid subscribers, positioning itself to exceed 5 million by 2025, potentially resulting in a service revenue increase of over 20 percent. Additionally, Arlo's strategic approach of selling hardware at low gross margins aims to boost subscription sign-ups, while the recent consolidation and price adjustments of its subscription tiers further support its revenue growth trajectory.
Bears say
Arlo Technologies Inc. has experienced a sequential decline in hardware selling prices, which has contributed to a negative sentiment regarding its stock performance. Despite reporting revenue of $121.6 million, slightly above the estimated $120.4 million, this increase is overshadowed by concerns regarding pricing pressures in its hardware segment. The current financial environment suggests that challenges in hardware pricing are likely to continue impacting the company's overall financial health and investor confidence negatively.
This aggregate rating is based on analysts' research of Arlo Technologies Inc and is not a guaranteed prediction by Public.com or investment advice.
ARLO Analyst Forecast & Price Prediction
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