Latest news with #ARLO
Yahoo
07-07-2025
- Business
- Yahoo
2 Volatile Stocks with Exciting Potential and 1 to Steer Clear Of
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors. At StockStory, our job is to help you avoid costly mistakes and stay on the right side of the trade. That said, here are two volatile stocks that could reward patient investors and one best left to the gamblers. Rolling One-Year Beta: 1.43 With a unique origin story where the company actually started as an antique shop, Potbelly (NASDAQ:PBPB) today is a chain known for its toasty sandwiches. Why Should You Sell PBPB? Lackluster 1.8% annual revenue growth over the last six years indicates the company is losing ground to competitors Revenue base of $465.1 million puts it at a disadvantage compared to larger competitors exhibiting economies of scale Responsiveness to unforeseen market trends is restricted due to its substandard operating margin profitability Potbelly's stock price of $12.68 implies a valuation ratio of 13x forward EV-to-EBITDA. To fully understand why you should be careful with PBPB, check out our full research report (it's free). Rolling One-Year Beta: 1.79 Originally spun off from networking equipment maker Netgear in 2018, Arlo Technologies (NYSE:ARLO) provides cloud-based smart security devices and subscription services that help consumers and businesses monitor and protect their homes, properties, and loved ones. Why Do We Watch ARLO? Operating margin profits and efficiency rose over the last five years as it benefited from some fixed cost leverage Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 193% outpaced its revenue gains Free cash flow margin grew by 19.7 percentage points over the last five years, giving the company more chips to play with Arlo Technologies is trading at $17.60 per share, or 27.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Rolling One-Year Beta: 1.62 Born from the 2020 merger of Rubicon Project and Telaria, Magnite (NASDAQ:MGNI) operates the world's largest independent sell-side advertising platform that automates the buying and selling of digital advertising inventory across all channels and formats. Why Is MGNI a Top Pick? Annual revenue growth of 33.3% over the last five years was superb and indicates its market share increased during this cycle Robust free cash flow margin of 23.6% gives it many options for capital deployment, and its recently improved profitability means it has even more resources to invest or distribute Historical investments are beginning to pay off as its returns on capital are growing At $24.49 per share, Magnite trades at 27.5x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
Jim Cramer on Arlo Technologies: 'Wait for a Buyback Before You Buy More'
Arlo Technologies, Inc. (NYSE:ARLO) is one of the 12 stocks on Jim Cramer's radar recently. The company was extensively discussed by Cramer during the episode as he said: 'Where do I come down on the stock? Oh, here's the problem: It's tricky to analyze a company like Arlo Technologies because there's a lot of competition in the home security space. We're not just talking about mom and pop outfits here. We're talking about serious, established companies like ADT and mega-cap technology outfits that have stretched their tentacles into home security, think Google Nest, Amazon Ring. That said, Arlo's stock is darn cheap compared to its growth rate. Company's earnings expected to grow at 55% clip this year, yet the stock only sells for 27 times earnings. Where I'm from, that's a steal. While competitors like ADT trade at a much more modest 10 times earnings, they also have much slower growth rates. A close-up of a smart connected device, with code written in the background. Arlo Technologies (NYSE:ARLO) provides cloud-based security solutions through a range of smart cameras, doorbells, and monitoring systems, supported by subscription services that include video recording, emergency response, and professional monitoring. The company's product lineup features high-resolution video, wide field of view, advanced detection capabilities, and remote access tools for both personal and business use. While we acknowledge the potential of ARLO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
RADCO Launches RADCO Property Solutions: A Bold New Platform to Rescue Struggling Multifamily Investments
ATLANTA, June 11, 2025 /PRNewswire/ -- RADCO, a nationally recognized leader in opportunistic real estate development, has officially launched RADCO Property Solutions, a new platform purpose-built to help lenders, investors, and equity owners stabilize and recover value from underperforming multifamily assets. With interest rates soaring, delinquencies on the rise, and insurance costs quadrupling, today's market demands experienced hands. RADCO Property Solutions steps in at critical moments—offering operational leadership, strategic oversight, and, when needed, structuring creative ways to inject fresh capital into struggling assets —to turn these troubled properties around and put them back on a path to profitability. "RADCO built its legacy on solving the toughest real estate challenges," said Norman Radow, CEO of RADCO. "Our job is to stop value destruction and claw back what others can't—by making hard decisions and executing without hesitation. That's what we do best." RADCO acts both as a principal investor and a service provider to a wide array of clients, including lenders, private equity firms, institutional investors, and court-appointed receivers. Every assignment is approached with an ownership mentality and a relentless focus on results. With over three decades of experience, RADCO brings a vertically integrated team that spans asset management, construction, property management, and capital markets. "We're not just consultants—we're partners," added Lisa Hurd, RADCO's Chief Investment Officer. "Whether we're injecting capital or running operations, we tailor solutions for each property's unique challenges. And we move fast—because in distressed real estate, time is value." A Return to RADCO's RootsThe launch of RADCO Property Solutions marks a return to RADCO's origins. During the aftermath of the 2008 financial crisis, RADCO earned its reputation as a turnaround specialist for troubled institutions, including its work on post-collapse assets for Lehman Brothers. Now, as the commercial real estate landscape faces fresh headwinds, RADCO is once again stepping in to steer distressed assets back to safety. Case in PointOver the last 18 months, RADCO has been engaged by LP equity partners, preferred equity partners, and lenders to rescue struggling projects throughout the Southeast. Generally, these assets have been plagued by operational breakdowns including substantial accounts payable balances, vendor liens and shutoffs, systemic delinquency and accounts receivables balances, deferred maintenance issues, and down units. RADCO Property Solutions has acted swiftly to deploy its proprietary ARLO system, overhaul operations, reduce bad debt, stabilize occupancy, address maintenance and life safety issues, and restore vendor confidence. In assets where RADCO has been engaged for more than six months, operational improvements have led to value growth of 15% or more. This allowed RADCO's partners and clients to restructure loans, generate cash flow, and make long-term plans for their investments. "We don't just save properties. We reposition them for long-term success," said Radow. "RADCO Property Solutions isn't just a new initiative—it's the future of how distressed real estate gets solved." RADCO Property Solutions is led by its seasoned multifamily investment and operations teams. Keanan Gomez and Nicoletta DeSimone, RADCO's co-heads of multifamily investments, manage the investment and capital infusion strategies. Chris Simon, Executive Vice President of Property Management, oversees multifamily operations. RADCOFounded in 1994 and headquartered in Atlanta, RADCO has proven success in opportunistic real estate investments across all asset classes. RADCO largely focused on multifamily redevelopment. In 2021, RADCO broadened its investment strategy to include new development, hospitality, and industrial projects, while also expanding its multifamily property management platform to include third-party management services. RADCO has invested in about 30,000 units in fifteen markets, acquired eleven hotels. The firm completed more than 100 deals totaling $3.3 billion. For more information, please visit CONTACT:Tom Nolan – 396540@ Eric Gerard – 396540@ Great Ink Communications – tel. 212-741-2977 View original content: SOURCE RADCO Sign in to access your portfolio
Yahoo
10-06-2025
- Business
- Yahoo
ARLO Q1 Earnings Call: Services Growth Offsets Hardware Declines Amid Tariff Uncertainty
Smart security company Arlo (NYSE:ARLO) reported Q1 CY2025 results topping the market's revenue expectations , but sales fell by 4.1% year on year to $119.1 million. Its non-GAAP profit of $0.15 per share was 28.2% above analysts' consensus estimates. Is now the time to buy ARLO? Find out in our full research report (it's free). Revenue: $119.1 million vs analyst estimates of $118.4 million (4.1% year-on-year decline, 0.6% beat) Adjusted EPS: $0.15 vs analyst estimates of $0.12 (28.2% beat) Adjusted EBITDA: $16.42 million vs analyst estimates of $12.33 million (13.8% margin, 33.1% beat) Operating Margin: -1.2%, up from -8.5% in the same quarter last year Market Capitalization: $1.79 billion Arlo's first quarter results reflected a rapidly expanding subscriptions and services business, which management identified as the main factor driving performance. CEO Matthew McRae highlighted that paid subscriber accounts reached 4.9 million by quarter end, up 51% year over year, with annual recurring revenue surpassing $276 million. The company attributed this momentum to the continued adoption of premium Arlo Secure plans and the simplification of service offerings, which pushed average revenue per user to a record $13.48. COO and CFO Kurt Binder emphasized that this shift toward recurring services revenue underpinned overall profitability, even as hardware revenue declined and product gross margins remained negative. Looking forward, Arlo's leadership expects the services-first approach to remain central to growth, with further ARPU expansion anticipated from the rollout of Arlo Secure 6 and new plan structures. McRae stated, 'We are planning our largest product launch in company history for the holiday season,' which is expected to deliver 20% to 35% cost reductions on new devices and mitigate tariff impacts. Management also outlined an early rollout of advanced AI features, including enhanced audio event detection and search capabilities, to strengthen the value proposition for customers. While tariff changes introduce some uncertainty, the company expects minimal impact on consolidated margins due to the predominance of services revenue. Management attributed the quarter's results to accelerated subscriber growth, increased ARPU, and robust cost discipline, while addressing ongoing challenges in product margins and international markets. Subscription and ARPU growth: Arlo's record services revenue stemmed from accelerated paid subscriber additions and a higher average revenue per user, driven largely by customer migration to premium Arlo Secure plans and recent plan simplification. Product revenue under pressure: Hardware sales remained soft due to industry-wide declines in average selling prices (ASPs), which management described as a deliberate strategy to use devices as a customer acquisition tool rather than a profit center. Negative product gross margins: Promotional pricing and aggressive discounting to remain competitive led to continued negative gross margins in the hardware segment, though combined gross margins improved as services revenue became a larger share of the mix. International segment dynamics: The EMEA region, particularly the Verisure partnership, faced temporary headwinds from inventory destocking, supply chain timing around the Chinese New Year, and regulatory changes such as USB-C standardization, resulting in lower international revenue contributions. Operational discipline and efficiency: Cost controls, especially in R&D spending, contributed to lower operating expenses and record free cash flow, supporting profitability despite the shift in business mix and competitive pressures. Arlo's guidance is shaped by momentum in subscriptions, upcoming product launches, and ongoing efforts to manage tariff-related cost risks and industry pricing trends. Holiday product refresh: The planned launch of over 100 new device SKUs later in the year is expected to achieve 20% to 35% reductions in cost of goods sold and help offset potential tariff increases, while supporting customer acquisition during peak retail periods. Advanced AI feature rollout: Early deployment of Arlo Secure 6 features—including enhanced audio detection and expanded event search—aims to further increase ARPU and subscriber retention as customers shift to higher-value service tiers. Tariff and supply chain risks: Management has modeled for a continuation of the current 10% tariff regime and is closely monitoring potential changes post-July. While most revenue and profit are insulated due to the services mix, hardware cost management and inventory positioning remain key uncertainties. In the coming quarters, the StockStory team will watch (1) the pace of subscriber and ARPU growth as new AI features and Arlo Secure 6 roll out, (2) execution on the upcoming large-scale device refresh and its impact on customer acquisition and margins, and (3) the company's ability to navigate evolving tariff regimes and manage hardware costs. The realization of new strategic partnerships will also be a key marker for sustained growth. Arlo Technologies currently trades at a forward P/E ratio of 27×. At this valuation, is it a buy or sell post earnings? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Business Insider
02-06-2025
- Business
- Business Insider
Cantonments set to welcome Arlo: A prime investment development by Devtraco Plus
Accra, Ghana – Cantonments is set to welcome a new residential development perfected for modern city living. ARLO Cantonements is developed by Ghana's leading o luxury real estate developer, Devtraco Plus. With one of the most impressive portfolios of premium real estate in the country, Devtraco Plus is renowned for developing high rental-yielding properties for investors. With a launch date set for June 19, 2025, ARLO will feature mostly studios and one-bedroom apartments designed to be luxurious and functional for the seasoned and aspirational investor. ARLO also offers select two-bedroom apartments and a penthouse for residents seeking more space without compromising ARLO's design ethos. ARLO's prime location, Cantonments, offers both short-term and long-term residents easy access to the Kotoka International Airport, the business districts and a wealth of cultural, culinary and recreational hubs that are among the best Accra has to offer. The project is also just a few minutes' drive away from the city's beautiful beaches. As a proud Ghanaian brand, Devtraco Plus has spearheaded a revolution which has brought world-class residential, commercial, mixed-use, and hotel developments to Ghana's real estate market. The Address, The Pelican Hotel Apartments, The Edge, and NoVa are but a few of Devtraco Plus' projects that have become standout attractions in Cantonments, Airport Residential Area, Labone, and Roman Ridge. Its operations over the years have resulted in transforming the city's skyline, creating thousands of direct and indirect jobs, generating significant returns for real estate investors, strengthening Ghana's tourism credentials, and driving the economy's overall growth. With ARLO, Devtraco Plus is reiterating its commitment to the Ghanaian market and its potential. The real estate ecosystem awaits the launch of ARLO Cantonments, trusting in Devtraco Plus' track record of delivering value for both residents and investors. Secure your advantage before the launch.
