Arlo Technologies (NYSE:ARLO) Updates Q2 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.17-0.230 for the period, compared to the consensus estimate of 0.170. The company issued revenue guidance of $145.0 million-$155.0 million, compared to the consensus revenue estimate of $146.8 million.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings raised Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, March 6th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $23.33.

Arlo Technologies Stock Performance

ARLO stock traded up $0.36 during trading on Thursday, reaching $14.93. The company had a trading volume of 1,646,852 shares, compared to its average volume of 1,355,852. Arlo Technologies has a twelve month low of $10.30 and a twelve month high of $19.94. The company has a market cap of $1.63 billion, a price-to-earnings ratio of 114.86 and a beta of 1.60. The firm has a 50-day simple moving average of $14.13 and a 200-day simple moving average of $14.26.

Arlo Technologies (NYSE:ARLO) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.19 by $0.09. The firm had revenue of $150.38 million for the quarter, compared to analyst estimates of $139.73 million. Arlo Technologies had a net margin of 2.82% and a return on equity of 10.76%. Arlo Technologies has set its Q2 2026 guidance at 0.17-0.230 EPS. Sell-side analysts expect that Arlo Technologies will post 0.16 earnings per share for the current year.

Arlo Technologies announced that its Board of Directors has approved a share repurchase program on Wednesday, March 4th that authorizes the company to repurchase $50.00 million in outstanding shares. This repurchase authorization authorizes the company to buy up to 3.1% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s leadership believes its shares are undervalued.

Insiders Place Their Bets

In related news, CFO Kurtis Joseph Binder sold 25,000 shares of Arlo Technologies stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $15.19, for a total value of $379,750.00. Following the sale, the chief financial officer directly owned 564,885 shares in the company, valued at approximately $8,580,603.15. The trade was a 4.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Blake Mcrae sold 153,433 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total value of $2,114,306.74. Following the sale, the chief executive officer owned 1,168,866 shares of the company’s stock, valued at $16,106,973.48. The trade was a 11.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 592,211 shares of company stock worth $8,079,741. Corporate insiders own 2.90% of the company’s stock.

Hedge Funds Weigh In On Arlo Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of ARLO. Invesco Ltd. raised its holdings in Arlo Technologies by 27.7% in the 4th quarter. Invesco Ltd. now owns 452,697 shares of the company’s stock valued at $6,333,000 after acquiring an additional 98,269 shares during the last quarter. Mackenzie Financial Corp grew its position in shares of Arlo Technologies by 17.4% in the fourth quarter. Mackenzie Financial Corp now owns 88,651 shares of the company’s stock valued at $1,230,000 after purchasing an additional 13,167 shares in the last quarter. XTX Topco Ltd acquired a new stake in shares of Arlo Technologies in the fourth quarter valued at approximately $1,776,000. Susquehanna Fundamental Investments LLC increased its holdings in shares of Arlo Technologies by 12.3% in the fourth quarter. Susquehanna Fundamental Investments LLC now owns 96,008 shares of the company’s stock valued at $1,343,000 after purchasing an additional 10,507 shares during the last quarter. Finally, Numerai GP LLC purchased a new position in Arlo Technologies during the fourth quarter worth approximately $404,000. 83.18% of the stock is currently owned by institutional investors and hedge funds.

About Arlo Technologies

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.