Brian Busse Sells 6,966 Shares of Arlo Technologies (NYSE:ARLO) Stock

Arlo Technologies, Inc. (NYSE:ARLO) General Counsel Brian Busse sold 6,966 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $14.93, for a total value of $104,002.38. Following the completion of the transaction, the general counsel owned 558,889 shares in the company, valued at $8,344,212.77. The trade was a 1.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink.

Brian Busse also recently made the following trade(s):

• On Friday, February 6th, Brian Busse sold 31,407 shares of Arlo Technologies stock. The stock was sold at an average price of $12.29, for a total transaction of $385,992.03.
• On Wednesday, February 4th, Brian Busse sold 15,922 shares of Arlo Technologies stock. The shares were sold at an average price of $12.65, for a total transaction of $201,413.30.
• On Friday, January 30th, Brian Busse sold 8,245 shares of Arlo Technologies stock. The shares were sold at an average price of $12.81, for a total transaction of $105,618.45.
• On Friday, January 9th, Brian Busse sold 18,841 shares of Arlo Technologies stock. The stock was sold at an average price of $13.69, for a total transaction of $257,933.29.

Arlo Technologies Price Performance

Shares of NYSE:ARLO opened at $15.04 on Thursday. The company’s 50 day simple moving average is $13.14 and its 200 day simple moving average is $15.27. The stock has a market capitalization of $1.61 billion, a price-to-earnings ratio of 115.70 and a beta of 1.65. Arlo Technologies, Inc. has a 1 year low of $7.84 and a 1 year high of $19.94.

Arlo Technologies (NYSE:ARLO) last released its earnings results on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.06. The firm had revenue of $141.30 million during the quarter, compared to analysts’ expectations of $135.57 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The company’s quarterly revenue was up 16.2% on a year-over-year basis. During the same period in the prior year, the company earned $0.10 earnings per share. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. As a group, analysts anticipate that Arlo Technologies, Inc. will post -0.29 EPS for the current fiscal year.

Arlo Technologies announced that its Board of Directors has authorized a stock repurchase program on Wednesday, March 4th that allows the company to buyback $50.00 million in shares. This buyback authorization allows the company to purchase up to 3.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

ARLO has been the subject of a number of research reports. Weiss Ratings cut shares of Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 20th. Zacks Research cut shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, BWS Financial restated a “buy” rating and issued a $26.00 target price on shares of Arlo Technologies in a research report on Tuesday, November 11th. Three analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Arlo Technologies has an average rating of “Hold” and an average price target of $23.33.

Arlo Technologies News Roundup

Here are the key news stories impacting Arlo Technologies this week:

• Positive Sentiment: Board authorized a share repurchase program of up to $50 million (about 3.1% of shares) — this can support the share price, reduce share count and boost EPS if executed. Arlo Adopts Stock Repurchase Program
• Positive Sentiment: Recent quarterly results beat expectations (Q4 EPS $0.22 vs. $0.16 est.; revenue $141.3M vs. $135.6M) and management provided Q1 2026 EPS guidance of $0.17–$0.23 — this demonstrates revenue growth and momentum in recurring streams that can underpin valuation improvement. ARLO Earnings & Data
• Positive Sentiment: Management is emphasizing growth in subscriptions, partnerships and new devices — a shift toward recurring revenue could improve margins and reduce dependence on hardware cycles over time. Turnaround Centers On Subscriptions
• Neutral Sentiment: ARLO was mentioned in a broader tech movers story noting several names trading down — suggests some intraday weakness is tied to sector/market moves rather than company‑specific developments. Market Movers: ARLO
• Neutral Sentiment: Analyst coverage remains mixed (buy/hold/sell mix; consensus price target above the current level) — useful context but not an immediate catalyst.
• Negative Sentiment: Insider selling by multiple executives (CEO Matthew McRae ~27.9k shares; CFO ~12.5k; General Counsel Brian Busse ~7.0k) was disclosed on March 3 — such clustered sales can spook investors even if insiders retain large stakes. CEO Form 4 CFO Form 4 GC Form 4

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Amalgamated Bank grew its holdings in Arlo Technologies by 2.4% during the 2nd quarter. Amalgamated Bank now owns 29,265 shares of the company’s stock worth $496,000 after acquiring an additional 692 shares during the last quarter. Arizona State Retirement System lifted its holdings in shares of Arlo Technologies by 2.3% during the third quarter. Arizona State Retirement System now owns 30,597 shares of the company’s stock worth $519,000 after purchasing an additional 702 shares during the period. Smartleaf Asset Management LLC grew its stake in shares of Arlo Technologies by 86.0% in the third quarter. Smartleaf Asset Management LLC now owns 1,616 shares of the company’s stock worth $28,000 after purchasing an additional 747 shares during the last quarter. Quarry LP increased its holdings in Arlo Technologies by 42.0% in the third quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after purchasing an additional 783 shares during the period. Finally, Oregon Public Employees Retirement Fund increased its holdings in Arlo Technologies by 3.4% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 24,268 shares of the company’s stock valued at $340,000 after purchasing an additional 800 shares during the period. Institutional investors own 83.18% of the company’s stock.

Arlo Technologies Company Profile

Arlo Technologies, Inc (NYSE: ARLO) is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.