Arlo Technologies, Inc.

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF: $66.87M TTM FCF base; 12% growth years 1-5 (subscription/service attach-rate growth in smart home security), 6% years 6-10; 10% discount rate; 3% terminal growth; +$135.41M net cash; 111.4M shares.

Reasoning: Arlo has inflected to sustained profitability as its higher-margin subscription service business scales, so a standard DCF anchored on current FCF with growth assumptions reflecting continued subscriber and attach-rate growth is appropriate.