Arlo Technologies (NYSE:ARLO) Releases Q1 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.170-0.230 for the period, compared to the consensus earnings per share estimate of 0.120. The company issued revenue guidance of $135.0 million-$145.0 million, compared to the consensus revenue estimate of $132.4 million.

Arlo Technologies Stock Performance

Shares of NYSE:ARLO traded up $0.44 during midday trading on Thursday, hitting $12.35. 1,651,894 shares of the stock were exchanged, compared to its average volume of 1,298,370. Arlo Technologies has a 52-week low of $7.84 and a 52-week high of $19.94. The business’s fifty day simple moving average is $13.06 and its two-hundred day simple moving average is $15.35. The company has a market capitalization of $1.31 billion, a PE ratio of 411.80 and a beta of 1.66.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.06. Arlo Technologies had a return on equity of 2.00% and a net margin of 0.84%.The business had revenue of $141.30 million for the quarter, compared to the consensus estimate of $135.57 million. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. As a group, equities analysts anticipate that Arlo Technologies will post -0.29 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on ARLO shares. BWS Financial restated a “buy” rating and issued a $26.00 target price on shares of Arlo Technologies in a research note on Tuesday, November 11th. Weiss Ratings downgraded Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 20th. Finally, Zacks Research lowered shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Arlo Technologies presently has an average rating of “Hold” and an average target price of $23.00.

Insider Transactions at Arlo Technologies

In related news, CEO Matthew Blake Mcrae sold 95,326 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $12.29, for a total transaction of $1,171,556.54. Following the completion of the sale, the chief executive officer owned 1,011,288 shares of the company’s stock, valued at $12,428,729.52. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Kurtis Joseph Binder sold 55,043 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $13.69, for a total transaction of $753,538.67. Following the sale, the chief financial officer directly owned 460,970 shares of the company’s stock, valued at approximately $6,310,679.30. This trade represents a 10.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 684,286 shares of company stock worth $9,202,544. 5.20% of the stock is owned by insiders.

Hedge Funds Weigh In On Arlo Technologies

A number of institutional investors and hedge funds have recently modified their holdings of ARLO. AQR Capital Management LLC increased its holdings 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 buying an additional 90,970 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Arlo Technologies by 15.5% during 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 in the last quarter. Millennium Management LLC grew its stake in shares of Arlo Technologies by 116.1% in the 1st quarter. Millennium Management LLC now owns 455,692 shares of the company’s stock worth $4,498,000 after buying an additional 244,783 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Arlo Technologies by 115.1% in the 1st 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 in the last quarter. Finally, Jane Street Group LLC increased its holdings in shares of Arlo Technologies by 279.8% in the 1st quarter. Jane Street Group LLC now owns 292,302 shares of the company’s stock worth $2,885,000 after purchasing an additional 215,343 shares in the last quarter. 83.18% of the stock is currently owned by institutional investors.

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.