BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

ARLO: Service in a Tough Market, PT to $8

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO reported a non-GAAP profit in the first quarter of 2023 after the Company implemented a price increase on its subscription plan</li>
<li>ARLO added 182 thousand paid subscribers in the quarter and ended the first quarter with more than 2 million paying subscribers</li>
<li>Service revenue has allowed for greater operating leverage with gross margin expected to rise further in future quarter with the growth in service revenue</li>
</ul>


ARLO reported a non-GAAP profit in the first quarter of 2023 after the Company implemented a price increase on its subscription plan
ARLO added 182 thousand paid subscribers in the quarter and ended the first quarter with more than 2 million paying subscribers
Service revenue has allowed for greater operating leverage with gross margin expected to rise further in future quarter with the growth in service revenue


ARLO: Recurring Revenue Growth, PT to $11

Arlo Technologies Inc

ARLO: Recurring Revenue Growth, PT to $11