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

Arlo Technologies (NYSE:ARLO) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.900-1.000 for the period, compared to the consensus estimate of 0.710. The company issued revenue guidance of $580.0 million-$600.0 million, compared to the consensus revenue estimate of $565.7 million. Arlo Technologies also updated its Q3 2026 guidance to 0.170-0.230 EPS.

Arlo Technologies Stock Down 3.1%

NYSE ARLO traded down $0.49 during trading on Thursday, reaching $15.44. 1,259,742 shares of the stock traded hands, compared to its average volume of 1,343,278. Arlo Technologies has a fifty-two week low of $11.05 and a fifty-two week high of $19.94. The firm has a market cap of $1.68 billion, a price-to-earnings ratio of 57.20 and a beta of 1.56. The stock’s 50-day moving average price is $13.30 and its 200 day moving average price is $13.44.

Arlo Technologies (NYSE:ARLO) last posted its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.08. The company had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. 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. Analysts anticipate that Arlo Technologies will post 0.2 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ARLO has been the topic of a number of research analyst reports. Raymond James Financial reaffirmed an “outperform” rating and set a $19.00 price target on shares of Arlo Technologies in a research report on Friday, May 8th. William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They issued an “outperform” rating for the company. Oppenheimer initiated coverage on Arlo Technologies in a research note on Monday, May 18th. They set an “outperform” rating and a $20.00 target price for the company. Weiss Ratings downgraded shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday. Finally, UBS Group set a $20.00 price target on shares of Arlo Technologies in a research note on Monday, May 18th. Six research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Arlo Technologies currently has an average rating of “Moderate Buy” and an average price target of $20.67.

Insider Buying and Selling at Arlo Technologies

In related news, CFO Kurtis Joseph Binder sold 65,000 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $15.70, for a total transaction of $1,020,500.00. Following the completion of the transaction, the chief financial officer directly owned 499,885 shares in the company, valued at approximately $7,848,194.50. This trade represents a 11.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 122,775 shares of company stock worth $1,865,639 over the last ninety days. 2.90% of the stock is owned by corporate insiders.

Trending Headlines about Arlo Technologies

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

Hedge Funds Weigh In On Arlo Technologies

Several hedge funds have recently made changes to their positions in the business. AQR Capital Management LLC lifted its position in shares of Arlo Technologies by 28.8% in the first quarter. AQR Capital Management LLC now owns 406,688 shares of the company’s stock worth $4,014,000 after purchasing an additional 90,970 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Arlo Technologies by 15.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 171,986 shares of the company’s stock valued at $1,698,000 after buying an additional 23,068 shares during the last quarter. Millennium Management LLC increased its stake in Arlo Technologies by 116.1% in the 1st quarter. Millennium Management LLC now owns 455,692 shares of the company’s stock valued at $4,498,000 after buying an additional 244,783 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in Arlo Technologies by 115.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock worth $15,325,000 after buying an additional 830,770 shares in the last quarter. Finally, Jane Street Group LLC lifted its position in Arlo Technologies by 279.8% during the 1st quarter. Jane Street Group LLC now owns 292,302 shares of the company’s stock worth $2,885,000 after buying an additional 215,343 shares in the last quarter. 83.18% of the stock is owned by institutional investors.

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.