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ARLO vs KODK
Which Stock Would AI Choose? Arlo Technologies (ARLO) vs. Eastman Kodak (KODK) Stock Comparison
Key Takeaways
- ARLO has demonstrated accelerating momentum in recent weeks, buoyed by record subscription revenue growth, expanding gross margins, and a wave of bullish analyst initiations.
- KODK has faced significant price pressure over the past three months, declining roughly 38%, despite meaningful balance-sheet improvements following its pension reversion.
- Arlo Technologies operates in the high-growth smart home security market with a recurring revenue model, while Eastman Kodak is an industrial manufacturer focused on commercial print and advanced materials.
- Both companies are scheduled to report earnings in early August 2026, which could serve as near-term catalysts for either stock.
- Analyst sentiment strongly favors ARLO, with multiple firms initiating coverage with Outperform ratings in recent weeks, while KODK navigates a post-restructuring identity.
- The two stocks represent fundamentally different risk-reward profiles: ARLO leans into growth and subscription economics, while KODK offers a deep-value, turnaround-oriented proposition.
Introduction
Comparing ARLO and KODK places two very different corporate narratives side by side — one a fast-growing smart home security platform riding the subscription economy, the other a century-old industrial icon navigating a complex operational turnaround. This comparison may be particularly relevant for traders and investors seeking to understand how contrasting business models, growth trajectories, and market sentiments translate into relative stock performance. While Arlo Technologies has captured Wall Street's attention with accelerating recurring revenue and expanding profitability, Eastman Kodak has been quietly strengthening its financial foundation after a landmark pension restructuring. Here, we examine how these two names stack up across key dimensions.
ARLO Overview and Recent Performance
Arlo Technologies is a smart home security company specializing in AI-powered cameras, video doorbells, and cloud-based monitoring services. Its business model increasingly revolves around high-margin subscription offerings — most notably Arlo Secure, which provides advanced AI-based detection and cloud storage — and the recently launched Arlo Secure 6 platform. The company has undergone a notable strategic pivot from one-time hardware sales toward a recurring services model, a transition that has begun to resonate with investors and analysts alike.
In recent weeks, ARLO shares have exhibited strong upward momentum, rising from the $12.50 area in late June to levels near $14.50 by late July 2026. This price action follows the company's first-quarter 2026 earnings report, which delivered record earnings per share (EPS) of $0.28 — well above consensus estimates — alongside revenue of $150.38 million, representing year-over-year growth of over 26%. Annual Recurring Revenue (ARR), a key metric for subscription-based businesses, reached $316 million, growing 34% year over year. Subscriptions and services gross margins hit record levels above 84%, underscoring the profitability of the recurring revenue stream. Several prominent research firms, including William Blair, Piper Sandler, Oppenheimer, and Raymond James, initiated or reiterated Outperform-equivalent ratings on ARLO during this period, with price targets ranging from $17 to $21.40. The company is scheduled to report second-quarter 2026 results on August 6.
KODK Overview and Recent Performance
Eastman Kodak Company is a global manufacturer serving the commercial print, advanced materials and chemicals, and brand licensing markets. Once synonymous with consumer photography, Kodak today derives the majority of its revenue from digital printing solutions, prepress equipment, industrial films, and motion picture products. The company's Advanced Materials & Chemicals (AM&C) segment has been a particular growth area, with revenues rising 17% for the full year 2025.
KODK's recent stock performance has been notably weaker than ARLO's. After touching highs near $14.87 earlier in 2026, the stock has retreated sharply and was trading around $8.26 in late July — a decline of roughly 38% over the past three months and approximately 12% over the past month alone. The company posted a GAAP (Generally Accepted Accounting Principles) net loss of $128 million for the full year 2025, a sharp swing from net income of $102 million in 2024, largely driven by non-recurring charges tied to the termination of its legacy Kodak Retirement Income Plan (KRIP). However, that pension reversion also delivered significant strategic benefits: approximately $767 million in excess assets reverted to the company, enabling debt reduction that brought term loans down to $200 million and pushed Kodak into a net-positive cash position exceeding $300 million. Operational EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) surged 138% to $62 million for 2025, indicating underlying operational improvement. Kodak will report second-quarter 2026 results on August 4.
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Head-to-Head Comparison
When placed side by side, ARLO and KODK reveal fundamentally different investment propositions across nearly every relevant dimension.
Business Model and Revenue Quality: Arlo's shift toward subscription-based recurring revenue — now accounting for over 60% of total revenue — provides greater visibility into future earnings and supports higher gross margins (above 44% GAAP). Kodak, by contrast, remains primarily a product-driven industrial manufacturer with gross margins around 22-23%, more exposed to input cost fluctuations and cyclical demand.
Growth Trajectory: ARLO's revenue grew over 26% year over year in its most recent quarter, with ARR expanding 34%. Kodak's full-year 2025 revenue grew a more modest 2%, and its Q1 2026 revenue of $265 million reflected a sequential decline.
Profitability: ARLO has turned the corner into sustained GAAP profitability, posting positive net income across recent quarters. Kodak, meanwhile, reported a significant GAAP net loss in 2025, though much of this was attributable to non-recurring pension-related charges — its operational EBITDA nearly tripled year over year.
Valuation: ARLO trades at a forward P/E (Price-to-Earnings) ratio of approximately 16, reflecting growth expectations, with a market capitalization near $1.55 billion. KODK trades at a price-to-sales ratio of just 0.70 and carries a market cap of roughly $811 million — metrics that may appeal to value-oriented investors but also reflect the market's more cautious outlook on its earnings trajectory.
Risk Factors: ARLO faces competitive pressure in the smart home space from larger players and hardware commoditization risk. KODK's risks include secular decline in traditional print markets, aluminum cost exposure, and execution risk around its growth initiatives in advanced materials.
Market Sentiment: Analyst consensus on ARLO is decisively positive, with five Buy ratings, two Hold ratings, and a consensus price target implying substantial upside. KODK has a thinner analyst following with a more neutral posture, and its recent price action suggests cautious or bearish market sentiment.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings momentum, analyst sentiment, and relative positioning, Tickeron's AI-driven analytical framework would likely favor ARLO over KODK in the current market environment. ARLO's combination of accelerating subscription revenue, expanding margins, and a wave of bullish analyst initiations presents the kind of multi-factor alignment that AI models tend to identify as probabilistically favorable. KODK's strengthened balance sheet and operational improvements are noteworthy, but the stock's persistent downward drift, GAAP losses, and limited near-term catalysts suggest a less compelling setup for trend-following and momentum-aware strategies. That said, AI-driven analysis is inherently probabilistic and does not guarantee outcomes. KODK's upcoming earnings report on August 4 and ARLO's on August 6 could materially shift the relative picture in either direction.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARLO is a StrongBuy and KODK is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ARLO’s FA Score shows that 0 FA rating(s) are green whileKODK’s FA Score has 1 green FA rating(s).
- ARLO’s FA Score: 0 green, 5 red.
- KODK’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ARLO’s TA Score shows that 6 TA indicator(s) are bullish while KODK’s TA Score has 5 bullish TA indicator(s).
- ARLO’s TA Score: 6 bullish, 4 bearish.
- KODK’s TA Score: 5 bullish, 3 bearish.
Price Growth
ARLO (@Building Products) experienced а +12.22% price change this week, while KODK (@Office Equipment/Supplies) price change was -0.48% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was -4.06%. For the same industry, the average monthly price growth was -14.31%, and the average quarterly price growth was -3.97%.
The average weekly price growth across all stocks in the @Office Equipment/Supplies industry was +1.64%. For the same industry, the average monthly price growth was +0.61%, and the average quarterly price growth was -3.82%.
Reported Earning Dates
ARLO is expected to report earnings on Aug 06, 2026.
KODK is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Building Products (-4.06% weekly)The industry manufactures products used in the construction of residential and commercial buildings. The process involves using materials and other products, and processing them to create finished items such as doors, windows, light fittings, floor coverings, climate control products and other building components and home improvement products. Masco Corporation, Allegion PLC and Lennox International Inc. are major manufacturers of such products.
@Office Equipment/Supplies (+1.64% weekly)The industry produces equipment regularly used in offices by businesses and other organizations, and could range from items like Blank sheet paper, calendars, Label and adhesive paper, paper clips, janitorial supplies, to larger /higher cost products like computers, printers, photocopiers, office furniture and so on. Many businesses in the office supply industry have been expanding into related markets like business cards, plus printing and binding of high quality, high volume business and engineering documents. Some companies in this industry also offer shipping services, including packaging and bulk mailing. Herman Miller, Inc., Steelcase Inc. and HNI Corporation.
| ARLO | KODK | ARLO / KODK | |
| Capitalization | 1.58B | 809M | 195% |
| EBITDA | 19.9M | -37M | -54% |
| Gain YTD | 3.717 | -2.364 | -157% |
| P/E Ratio | 51.82 | 14.13 | 367% |
| Revenue | 561M | 1.09B | 52% |
| Total Cash | 167M | 299M | 56% |
| Total Debt | 6.23M | 198M | 3% |
ARLO | KODK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 51 Fair valued | |
PROFIT vs RISK RATING 1..100 | 51 | 100 | |
SMR RATING 1..100 | 41 | 98 | |
PRICE GROWTH RATING 1..100 | 48 | 62 | |
P/E GROWTH RATING 1..100 | 100 | 14 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
KODK's Valuation (51) in the Electronic Equipment Or Instruments industry is in the same range as ARLO (80) in the Electronics Or Appliances industry. This means that KODK’s stock grew similarly to ARLO’s over the last 12 months.
ARLO's Profit vs Risk Rating (51) in the Electronics Or Appliances industry is somewhat better than the same rating for KODK (100) in the Electronic Equipment Or Instruments industry. This means that ARLO’s stock grew somewhat faster than KODK’s over the last 12 months.
ARLO's SMR Rating (41) in the Electronics Or Appliances industry is somewhat better than the same rating for KODK (98) in the Electronic Equipment Or Instruments industry. This means that ARLO’s stock grew somewhat faster than KODK’s over the last 12 months.
ARLO's Price Growth Rating (48) in the Electronics Or Appliances industry is in the same range as KODK (62) in the Electronic Equipment Or Instruments industry. This means that ARLO’s stock grew similarly to KODK’s over the last 12 months.
KODK's P/E Growth Rating (14) in the Electronic Equipment Or Instruments industry is significantly better than the same rating for ARLO (100) in the Electronics Or Appliances industry. This means that KODK’s stock grew significantly faster than ARLO’s over the last 12 months.
| ARLO | KODK | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 70% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 79% |
| Advances ODDS (%) | 2 days ago 80% | 9 days ago 78% |
| Declines ODDS (%) | 8 days ago 75% | 14 days ago 85% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 81% | 2 days ago 84% |
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ARLO and
Correlation & Price change
A.I.dvisor indicates that over the last year, ARLO has been loosely correlated with KODK. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if ARLO jumps, then KODK could also see price increases.
| Ticker / NAME | Correlation To ARLO | 1D Price Change % | ||
|---|---|---|---|---|
| ARLO | 100% | +1.97% | ||
| KODK - ARLO | 51% Loosely correlated | -0.36% | ||
| ARMK - ARLO | 50% Loosely correlated | -0.40% | ||
| TRU - ARLO | 50% Loosely correlated | -0.08% | ||
| EFX - ARLO | 49% Loosely correlated | +0.02% | ||
| CTAS - ARLO | 48% Loosely correlated | +0.76% | ||
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KODK and
Correlation & Price change
A.I.dvisor indicates that over the last year, KODK has been loosely correlated with ARLO. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if KODK jumps, then ARLO could also see price increases.
| Ticker / NAME | Correlation To KODK | 1D Price Change % | ||
|---|---|---|---|---|
| KODK | 100% | -0.36% | ||
| ARLO - KODK | 50% Loosely correlated | +1.97% | ||
| AMBO - KODK | 45% Loosely correlated | +0.46% | ||
| PRSU - KODK | 43% Loosely correlated | -2.30% | ||
| ATAI - KODK | 38% Loosely correlated | N/A | ||
| CVSA - KODK | 37% Loosely correlated | +5.78% | ||
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