Arlo Technologies (NYSE:ARLO) Issues Q3 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.170-0.230 for the period, compared to the consensus earnings per share estimate of 0.140. The company issued revenue guidance of $140.0 million-$150.0 million, compared to the consensus revenue estimate of $133.2 million. Arlo Technologies also updated its FY 2026 guidance to 0.900-1.000 EPS.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. UBS Group set a $20.00 target price on Arlo Technologies in a research report on Monday, May 18th. Raymond James Financial reissued an “outperform” rating and issued a $19.00 price target on shares of Arlo Technologies in a report on Friday, May 8th. Piper Sandler assumed coverage on shares of Arlo Technologies in a report on Sunday, July 26th. They set an “overweight” rating and a $17.00 price objective on the stock. Oppenheimer initiated coverage on shares of Arlo Technologies in a research report on Monday, May 18th. They issued an “outperform” rating and a $20.00 target price on the stock. Finally, William Blair started coverage on shares of Arlo Technologies in a research note on Tuesday, July 7th. They set an “outperform” rating for the company. Six investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Arlo Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $20.67.

Arlo Technologies Stock Down 3.1%

Shares of NYSE ARLO traded down $0.49 during midday trading on Thursday, hitting $15.44. The stock had a trading volume of 1,259,744 shares, compared to its average volume of 1,343,433. The stock has a 50 day simple moving average of $13.30 and a 200-day simple moving average of $13.44. The company has a market capitalization of $1.68 billion, a PE ratio of 57.20 and a beta of 1.56. Arlo Technologies has a 1 year low of $11.05 and a 1 year high of $19.94.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping the consensus estimate of $0.20 by $0.08. Arlo Technologies had a return on equity of 18.66% and a net margin of 5.47%.The firm had revenue of $155.94 million during the quarter, compared to analysts’ expectations of $148.94 million. Arlo Technologies has set its FY 2026 guidance at 0.900-1.000 EPS and its Q3 2026 guidance at 0.170-0.230 EPS. As a group, analysts expect that Arlo Technologies will post 0.2 earnings per share for the current fiscal year.

Insider Buying and Selling at Arlo Technologies

In related news, CFO Kurtis Joseph Binder sold 65,000 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $15.70, for a total transaction of $1,020,500.00. Following the transaction, the chief financial officer directly owned 499,885 shares in the company, valued at approximately $7,848,194.50. The trade was a 11.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 122,775 shares of company stock valued at $1,865,639 over the last quarter. Company insiders own 2.90% of the company’s stock.

Arlo Technologies News Summary

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

• Positive Sentiment: Quarterly earnings exceeded expectations. Arlo reported adjusted EPS of $0.28, beating the $0.20 consensus estimate, while revenue of $155.94 million surpassed expectations of $148.94 million. The company also posted a 5.47% net margin and 18.66% return on equity. Arlo Technologies quarterly earnings press release
• Positive Sentiment: Management raised its outlook above Wall Street forecasts. Arlo guided third-quarter 2026 EPS to $0.17-$0.23 versus the $0.14 consensus estimate and revenue to $140 million-$150 million versus $133.2 million expected. Full-year 2026 EPS guidance of $0.90-$1.00 and revenue guidance of $580 million-$600 million also exceeded consensus estimates of $0.71 and $565.7 million, respectively. The outlook suggests continued earnings and revenue momentum.
• Neutral Sentiment: The improved outlook may support a more favorable analyst view, but the stock’s valuation remains elevated, with a price-to-earnings ratio near 57 based on the provided market data. This could make the shares more sensitive to any future guidance shortfall.
• Negative Sentiment: CFO Kurtis Joseph Binder continued selling shares. He sold 27,297 shares for approximately $423,649 on August 4 and 13,971 shares for about $209,705 on August 3. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although the sales could still weigh on sentiment. Arlo Technologies CFO stock sale

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in ARLO. Arrowstreet Capital Limited Partnership grew its holdings in shares of Arlo Technologies by 778.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,884,616 shares of the company’s stock valued at $31,944,000 after purchasing an additional 1,670,156 shares during the period. Wasatch Advisors LP increased its position in Arlo Technologies by 30.1% during the second quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company’s stock worth $79,354,000 after purchasing an additional 1,082,443 shares during the last quarter. Marshall Wace LLP raised its stake in Arlo Technologies by 69.1% during the third quarter. Marshall Wace LLP now owns 2,554,457 shares of the company’s stock worth $43,298,000 after purchasing an additional 1,043,854 shares during the period. Goldman Sachs Group Inc. raised its stake in Arlo Technologies by 115.1% during the first quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock worth $15,325,000 after purchasing an additional 830,770 shares during the period. Finally, Millennium Management LLC boosted its holdings in Arlo Technologies by 96.4% in the 3rd quarter. Millennium Management LLC now owns 1,230,312 shares of the company’s stock valued at $20,854,000 after purchasing an additional 604,018 shares during the last quarter. 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.