Arlo Technologies (NYSE:ARLO) Releases Q4 2025 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.130-0.190 for the period, compared to the consensus EPS estimate of 0.090. The company issued revenue guidance of $131.0 million-$141.0 million, compared to the consensus revenue estimate of $134.9 million.

Arlo Technologies Stock Performance

ARLO stock traded down $0.85 during mid-day trading on Thursday, reaching $16.86. The company had a trading volume of 1,230,708 shares, compared to its average volume of 1,010,747. The company has a market capitalization of $1.76 billion, a price-to-earnings ratio of -240.82 and a beta of 1.69. The firm has a fifty day simple moving average of $17.81 and a 200 day simple moving average of $16.06. Arlo Technologies has a fifty-two week low of $7.84 and a fifty-two week high of $19.94.

Arlo Technologies (NYSE:ARLO) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.15 by $0.01. The firm had revenue of $139.53 million for the quarter, compared to the consensus estimate of $138.69 million. Arlo Technologies had a negative return on equity of 6.69% and a negative net margin of 1.38%.The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.11 EPS. Arlo Technologies has set its Q4 2025 guidance at 0.130-0.190 EPS. As a group, analysts predict that Arlo Technologies will post -0.29 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Zacks Research downgraded Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 7th. BWS Financial reissued a “buy” rating and set a $26.00 price target (up previously from $24.00) on shares of Arlo Technologies in a research report on Monday, August 11th. Craig Hallum raised their price target on Arlo Technologies from $17.00 to $22.00 and gave the stock a “buy” rating in a research report on Friday, August 8th. Wall Street Zen raised Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 11th. Finally, Raymond James Financial reissued an “outperform” rating and set a $22.00 price target (up previously from $15.00) on shares of Arlo Technologies in a research report on Friday, August 8th. Three analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $23.00.

Insider Buying and Selling

In related news, CEO Matthew Blake Mcrae sold 520,557 shares of the business’s stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $17.40, for a total value of $9,057,691.80. Following the completion of the sale, the chief executive officer directly owned 1,621,835 shares of the company’s stock, valued at $28,219,929. The trade was a 24.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Kurtis Joseph Binder sold 135,494 shares of the business’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $16.89, for a total value of $2,288,493.66. Following the completion of the sale, the chief financial officer directly owned 467,681 shares of the company’s stock, valued at approximately $7,899,132.09. This represents a 22.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,357,942 shares of company stock worth $23,642,667. 5.20% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Arlo Technologies

Several institutional investors have recently made changes to their positions in the stock. Strs Ohio bought a new position in Arlo Technologies during the 1st quarter valued at $66,000. EverSource Wealth Advisors LLC boosted its stake in Arlo Technologies by 1,682.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock valued at $95,000 after purchasing an additional 5,301 shares in the last quarter. Quantbot Technologies LP bought a new position in Arlo Technologies during the 2nd quarter valued at $132,000. Canada Pension Plan Investment Board bought a new position in Arlo Technologies during the 2nd quarter valued at $136,000. Finally, FORA Capital LLC bought a new position in Arlo Technologies during the 2nd quarter valued at $206,000. 83.18% of the stock is owned by institutional investors.

About Arlo Technologies

Arlo Technologies, Inc, together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera.