ARLO
Arlo Technologies, Inc.
ARLO's fundamentals are strong: revenue grew 17% and its operating margin went from −0.9% to 2.6%. At 51x earnings, it's trading in line with its usual 54x. Analysts expect that strong growth to continue.
EOSE
Eos Energy Enterprises, Inc.
There isn't enough reported data to score EOSE yet.
ARLO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
ARLO's revenue, profitability, cash flow and balance sheet are all currently healthy.
EOSE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
EOSE's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
ARLO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $11.83 | — |
| Cheap | 46x | $10.61 | -10% |
| Current | 51x | $11.83 | — |
| Fair | 54x | $12.51 | +5.8% |
| Expensive | 444x | $102 | +763% |
Historical ranges are pointers, not guarantees.
ARLO's PE is in its fair range at 51x. If earnings grow as analysts expect, today's price would be 12x next year's earnings, in its cheap range.
EOSE PE Valuation
EOSE has no meaningful PE right now: it lost money over the past year.
ARLO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ARLO, with profitability improving.
EOSE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect EOSE's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
ARLO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.99 | +329% |
| Q3 2026 | $0.23 | +667% |
| Q2 2026 | $0.28 | +$0.35 |
| Q1 2026 | $0.28 | +$0.50 |
| Q4 2025 | $0.14 | +$0.45 |
| Q3 2025 | $0.03 | +$0.28 |
| Q2 2025 | -$0.07 | +$0.15 |
| Q1 2025 | -$0.22 | -$0.04 |
| Q4 2024 | -$0.31 | -$0.07 |
ARLO has the stronger earnings trend. Trailing diluted EPS is up 667% for ARLO versus EOSE down 224%.
EOSE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2023 | -$2.69 | +$0.85 |
| Q2 2023 | -$3.76 | -$1.00 |
| Q1 2023 | -$3.65 | -$0.86 |
| Q4 2022 | -$3.68 | -$1.32 |
| Q3 2022 | -$3.54 | +$5.19 |
EOSE is still losing money, but less than at its worst: $4.55 per share over the past year, against $8.73 at its worst in late 2021.
ARLO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $149.2M | +6.9% |
| Q2 2026 | $155.9M | +21% |
| Q1 2026 | $150.4M | +26% |
| Q4 2025 | $141.3M | +16% |
| Q3 2025 | $139.5M | +1.4% |
| Q2 2025 | $129.4M | +1.5% |
| Q1 2025 | $119.1M | -4.1% |
| Q4 2024 | $121.6M | -10% |
ARLO's revenue has grown year over year for six quarters in a row: $149M last quarter, up 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.7% | +0.1 points |
| Q2 2026 | 1.6% | +0.1 points |
| Q1 2026 | 5% | +6.3 points |
| Q4 2025 | 3.3% | +8.3 points |
| Q3 2025 | 0.6% | +4.6 points |
| Q2 2025 | 1.5% | +12 points |
| Q1 2025 | -1.2% | +7.3 points |
| Q4 2024 | -5% | -4.6 points |
ARLO has the edge over EOSE on profitability, with a higher operating margin.
EOSE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $82.7M | +171% |
| Q2 2026 | $68.8M | +351% |
| Q1 2026 | $57M | +445% |
| Q4 2025 | $58M | +700% |
| Q3 2025 | $30.5M | +3473% |
| Q2 2025 | $15.2M | +1597% |
| Q1 2025 | $10.5M | +58% |
| Q4 2024 | $7.3M | +9.7% |
EOSE has the edge over ARLO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -96% | +105 points |
| Q2 2026 | -122% | +297 points |
| Q1 2026 | -139% | +367 points |
| Q4 2025 | -140% | +573 points |
| Q3 2025 | -201% | +6044 points |
| Q2 2025 | -419% | +2815 points |
| Q1 2025 | -506% | +117 points |
| Q4 2024 | -713% | -74 points |
EOSE's operating margin was −96% last quarter, up 105 points from the same quarter a year ago, near the top of its range since 2019.
ARLO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $20.2M | +5.4% |
| Q2 2026 | $11.4M | +29% |
| Q1 2026 | $27.9M | -0.9% |
| Q4 2025 | $19.8M | +253% |
| Q3 2025 | $19.2M | +10% |
| Q2 2025 | $8.8M | +43% |
| Q1 2025 | $28.1M | +45% |
| Q4 2024 | $5.6M | -26% |
ARLO has the edge over EOSE on cash generation, producing positive trailing cash flow while its opponent burns cash.
EOSE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$105.1M | -$22.4M |
| Q2 2026 | -$107.4M | -$34.3M |
| Q1 2026 | -$154.8M | -$121M |
| Q4 2025 | -$75.2M | -$19.5M |
| Q3 2025 | -$82.7M | -$28.5M |
| Q2 2025 | -$73.2M | -$40.6M |
| Q1 2025 | -$33.8M | +$10.7M |
| Q4 2024 | -$55.8M | -$10.2M |
EOSE has burned cash in almost every quarter: −$443M over the past year, against −$246M the year before.
ARLO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -215K shares |
| 1 year | +0.9% | +966K shares |
| 3 years | +17% | +16.4M shares |
| 5 years | +32% | +26.8M shares |
| Available history | +47% | +35.5M shares |
ARLO has the edge over EOSE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $14.1M |
| Q2 2026 | $22.9M |
| Q1 2026 | $7.3M |
| Q4 2025 | $18.8M |
| Q3 2025 | $10.7M |
| Q2 2025 | $910,000 |
| Q1 2025 | $15.2M |
ARLO spent $63M buying back its own shares over the past year.
EOSE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +63% | +213M shares |
| 1 year | +161% | +341M shares |
| 3 years | +888% | +497M shares |
EOSE has 553M diluted shares, up 161% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
ARLO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.2x | Net Cash |
| Q2 2026 | -4.5x | Net Cash |
| Q1 2026 | -7.7x | Net Cash |
| Q4 2025 | -14.6x | Net Cash |
ARLO has more cash than debt.
EOSE Net Leverage
EOSE's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ARLO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 25.6 | Neutral |
ARLO's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
EOSE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.5 | Neutral |
| Stochastic | 7.4 | Oversold |
EOSE's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
ARLO PE vs Industrials Sector
| Metric | ARLO | Sector median | Relative |
|---|---|---|---|
| PE | 51x | 24x | 114% above |
| PE % | 42 | 58 | 16 pts below |
ARLO is trading at 51x earnings, a 114% premium to the Industrials sector's median of 24x.
EOSE PE vs Industrials Sector
EOSE has no meaningful PE right now: it lost money over the past year.
ARLO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.7 | 7.1% below |
| 20 week MA | $13.2 | 11% below |
| 50 week MA | $13.4 | 12% below |
| 100 week MA | $13.8 | 14% below |
| 200 week MA | $11.9 | 0.8% below |
ARLO is in a downtrend: it's below all five of its weekly moving averages, and 0.8% below its 200-week average.
EOSE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.24 | 19% below |
| 20 week MA | $3.28 | 45% below |
| 50 week MA | $7.01 | 74% below |
| 100 week MA | $7.10 | 75% below |
| 200 week MA | $4.53 | 60% below |
EOSE is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
ARLO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $4.25 | $8.03 | +89% |
| 2021 | $8.03 | $10.2 | +27% |
| 2022 | $10.2 | $3.45 | -66% |
| 2023 | $3.45 | $9.52 | +176% |
| 2024 | $9.52 | $11.5 | +20% |
| 2025 | $11.5 | $14.2 | +23% |
| 2026 YTD | $14.2 | $11.8 | -16% |
ARLO has the edge over EOSE on returns for 2026, with the stronger performance.
EOSE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.72 | $19.2 | +98% |
| 2021 | $19.2 | $8.57 | -55% |
| 2022 | $8.57 | $1.08 | -87% |
| 2023 | $1.08 | $1.09 | +0.9% |
| 2024 | $1.09 | $5.17 | +374% |
| 2025 | $5.17 | $11.9 | +129% |
| 2026 YTD | $11.9 | $1.81 | -85% |
EOSE's yearly returns have swung widely, from +374% in 2024 to −87% in 2022. It's down 85% so far in 2026.