Arlo Technologies (NYSE:ARLO) CEO Matthew Blake Mcrae Sells 27,931 Shares of Stock

Arlo Technologies, Inc. (NYSE:ARLO) CEO Matthew Blake Mcrae sold 27,931 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $14.93, for a total transaction of $417,009.83. Following the completion of the sale, the chief executive officer directly owned 1,033,475 shares in the company, valued at $15,429,781.75. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Matthew Blake Mcrae also recently made the following trade(s):

• On Friday, February 6th, Matthew Blake Mcrae sold 95,326 shares of Arlo Technologies stock. The stock was sold at an average price of $12.29, for a total value of $1,171,556.54.
• On Thursday, February 5th, Matthew Blake Mcrae sold 18,085 shares of Arlo Technologies stock. The stock was sold at an average price of $12.38, for a total value of $223,892.30.
• On Wednesday, February 4th, Matthew Blake Mcrae sold 58,604 shares of Arlo Technologies stock. The shares were sold at an average price of $12.65, for a total transaction of $741,340.60.
• On Friday, January 30th, Matthew Blake Mcrae sold 35,482 shares of Arlo Technologies stock. The stock was sold at an average price of $12.81, for a total transaction of $454,524.42.
• On Friday, January 9th, Matthew Blake Mcrae sold 90,089 shares of Arlo Technologies stock. The shares were sold at an average price of $13.69, for a total transaction of $1,233,318.41.

Arlo Technologies Price Performance

Shares of ARLO stock opened at $15.13 on Wednesday. The company has a market capitalization of $1.62 billion, a P/E ratio of 116.39 and a beta of 1.65. The company’s 50-day simple moving average is $13.12 and its two-hundred day simple moving average is $15.27. Arlo Technologies, Inc. has a one year low of $7.84 and a one year high of $19.94.

Arlo Technologies (NYSE:ARLO) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.06. The firm had revenue of $141.30 million during the quarter, compared to analyst estimates of $135.57 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.Arlo Technologies’s quarterly revenue was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.10 earnings per share. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. On average, research analysts expect that Arlo Technologies, Inc. will post -0.29 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

ARLO has been the topic of a number of analyst reports. BWS Financial reiterated a “buy” rating and issued a $26.00 price target on shares of Arlo Technologies in a report on Tuesday, November 11th. Weiss Ratings downgraded shares of 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 research report on Tuesday, January 6th. Three investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $23.33.

More Arlo Technologies News

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

• Positive Sentiment: Board approves up to $50 million share repurchase program — signals management believes the stock is undervalued and should provide buyback-driven support to the share price; size equals a meaningful portion of market cap and could increase EPS if executed. Arlo Adopts Stock Repurchase Program
• Positive Sentiment: Company narrative shifting toward subscriptions, partnerships and new devices — management highlights recurring‑revenue growth and product roadmap that could improve margins and stabilize revenue over time; this underpins a longer‑term growth story beyond hardware cycles. Arlo Technologies Turnaround Centers On Subscriptions Partnerships And New Devices
• Neutral Sentiment: Included in a market‑wide movers piece noting several tech names trading down — context suggests ARLO’s intra‑day weakness is partly tied to broader sector/market pressure rather than company‑specific bad news. TTM Technologies, Arlo Technologies, Coherent, Planet Labs, and Applied Digital Stocks Trade Down, What You Need To Know
• Negative Sentiment: Insider selling by multiple executives (CEO sold ~27.9k shares; CFO ~12.5k; General Counsel ~7.0k) — sizable insider disposals disclosed on March 3 may concern some investors about near‑term insider conviction, even though remaining holdings remain large. CEO Form 4 CFO Form 4 GC Form 4

Hedge Funds Weigh In On Arlo Technologies

Several hedge funds have recently modified their holdings of ARLO. Brandes Investment Partners LP grew its position in Arlo Technologies by 27.6% during the 4th quarter. Brandes Investment Partners LP now owns 8,198,707 shares of the company’s stock worth $114,700,000 after purchasing an additional 1,772,063 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Arlo Technologies by 778.8% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,884,616 shares of the company’s stock worth $31,944,000 after buying an additional 1,670,156 shares during the period. Wasatch Advisors LP grew its holdings in shares of Arlo Technologies by 30.1% during the second quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company’s stock valued at $79,354,000 after buying an additional 1,082,443 shares during the last quarter. Marshall Wace LLP grew its holdings in shares of Arlo Technologies by 69.1% during the third quarter. Marshall Wace LLP now owns 2,554,457 shares of the company’s stock valued at $43,298,000 after buying an additional 1,043,854 shares during the last quarter. Finally, Divisadero Street Capital Management LP increased its position in shares of Arlo Technologies by 778.6% in the 2nd quarter. Divisadero Street Capital Management LP now owns 1,150,943 shares of the company’s stock valued at $19,520,000 after acquiring an additional 1,019,945 shares during the period. Institutional investors and hedge funds own 83.18% of the company’s stock.

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.