Arlo Technologies (NYSE:ARLO) Stock Jumps 13.3% – Here’s What Happened

Shares of Arlo Technologies, Inc. (NYSE:ARLO) rose 13.3% during trading on Wednesday. The stock traded as high as $15.46 and last traded at $15.54. 1,564,923 shares traded hands during trading, an increase of 11% from the average session volume of 1,410,948 shares. The stock had previously closed at $13.71.

More Arlo Technologies News

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

• Positive Sentiment: Q3 adjusted EPS was $0.24, above the $0.20 consensus and up from $0.16 a year earlier. Revenue of $149.18 million also topped estimates of $144.93 million, increasing 6.9% year over year. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Management said subscriptions and services revenue grew 20%, while adjusted EBITDA rose more than 50% year over year, signaling momentum in recurring revenue and profitability. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Piper Sandler reaffirmed its overweight rating and raised its price target to $17 from $16, implying substantial upside from the cited $12.38 share price. Piper Sandler rating and target
• Neutral Sentiment: CFO Kurtis Binder sold 33,394 shares in a transaction under a pre-arranged Rule 10b5-1 plan. He retained 312,147 shares, which may soften concerns about the sale. SEC filing
• Negative Sentiment: Q4 revenue guidance of $137 million–$147 million is below Q3’s $149.18 million, suggesting a sequential slowdown. Despite the earnings beat, reports said the stock fell, with the outlook likely weighing on sentiment. Q3 results and stock reaction

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on ARLO. Wall Street Zen cut shares of Arlo Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 31st. Piper Sandler reaffirmed an “overweight” rating and issued a $17.00 price target (up from $16.00) on shares of Arlo Technologies in a report on Friday. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Arlo Technologies in a research report on Friday, October 30th. Five equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Arlo Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $20.40.

Arlo Technologies Stock Down 16.6%

The stock has a 50 day simple moving average of $13.07 and a two-hundred day simple moving average of $13.39. The stock has a market capitalization of $1.34 billion, a P/E ratio of 45.84 and a beta of 1.59.

Arlo Technologies (NYSE:ARLO) last released its earnings results on Thursday, November 5th. The company reported $0.24 earnings per share for the quarter, beating analysts’ consensus estimates of $0.20 by $0.04. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.29%. The business had revenue of $149.18 million during the quarter, compared to the consensus estimate of $144.93 million. During the same quarter in the prior year, the firm posted $0.16 EPS. The company’s revenue for the quarter was up 6.9% compared to the same quarter last year. Sell-side analysts predict that Arlo Technologies, Inc. will post 0.12 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CFO Kurtis Binder sold 83,211 shares of the stock in a transaction that occurred on Monday, September 28th. The stock was sold at an average price of $12.44, for a total value of $1,035,144.84. Following the completion of the transaction, the chief financial officer directly owned 358,899 shares in the company, valued at approximately $4,464,703.56. This represents a 18.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 129,963 shares of company stock valued at $1,705,100. Company insiders own 2.90% of the company’s stock.

Institutional Trading of Arlo Technologies

Several large investors have recently added to or reduced their stakes in the business. Continuum Advisory LLC purchased a new position in Arlo Technologies in the second quarter worth approximately $28,000. Integrated Wealth Concepts LLC purchased a new position in shares of Arlo Technologies in the 2nd quarter valued at $29,000. Covestor Ltd grew its holdings in Arlo Technologies by 44.2% during the 3rd quarter. Covestor Ltd now owns 3,029 shares of the company’s stock worth $38,000 after acquiring an additional 929 shares in the last quarter. Sterling Capital Management LLC grew its position in Arlo Technologies by 848.3% in the 3rd quarter. Sterling Capital Management LLC now owns 3,613 shares of the company’s stock worth $45,000 after purchasing an additional 3,232 shares during the last quarter. Finally, GAMMA Investing LLC grew its stake in shares of Arlo Technologies by 15.7% in the 3rd quarter. GAMMA Investing LLC now owns 6,647 shares of the company’s stock worth $82,000 after purchasing an additional 904 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 is a smart home security company that develops connected devices and cloud-based services designed to help consumers monitor and protect their homes, businesses and other properties. Its product portfolio includes wire-free and wired security cameras, video doorbells, floodlight cameras, home security systems and related accessories.

Arlo’s products typically connect through mobile applications and cloud services, providing features such as live video, motion detection, two-way audio, night vision and notifications.