Arlo Technologies (NYSE:ARLO) Stock Falls 11.4% After Insider Selling

Arlo Technologies, Inc. (NYSE:ARLO) shares were down 11.4% during mid-day trading on Friday after an insider sold shares in the company. The stock traded as low as $13.31 and last traded at $13.15. Approximately 256,381 shares changed hands during trading, a decline of 82% from the average session volume of 1,417,570 shares. The stock had previously closed at $14.84.

Specifically, CFO Kurtis Binder sold 33,394 shares of the firm’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $15.03, for a total transaction of $501,911.82. Following the completion of the sale, the chief financial officer owned 312,147 shares of the company’s stock, valued at $4,691,569.41. This trade represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analysts Set New Price Targets

Several equities analysts have issued reports on ARLO shares. Wall Street Zen lowered Arlo Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, October 31st. Piper Sandler restated an “overweight” rating and set 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Arlo Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $20.40.

Key Headlines Impacting Arlo Technologies

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

• Positive Sentiment: Q3 adjusted EPS was $0.24, ahead of the $0.20 consensus and up from $0.16 a year earlier. Revenue of $149.18 million beat the $144.93 million estimate and rose 6.9% year over year. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Management highlighted 20% growth in subscriptions and services revenue and adjusted EBITDA growth of more than 50%, supporting the case for improving recurring revenue and profitability. Arlo Reports Third Quarter 2026 Results
• Neutral Sentiment: CFO Kurtis Binder sold 33,394 shares for about $502,000 under a pre-arranged Rule 10b5-1 plan. He retained 312,147 shares, which may lessen concern that the sale signals a changed outlook. SEC filing
• Negative Sentiment: Q4 guidance calls for revenue of $137 million–$147 million, below Q3’s $149.18 million, and adjusted EPS of $0.17–$0.23. This outlook may be weighing on the shares despite the Q3 beat; coverage also described the stock as dropping after the results. Q4 revenue outlook

Arlo Technologies Price Performance

The firm has a fifty day simple moving average of $13.07 and a 200-day simple moving average of $13.39. The firm has a market cap of $1.38 billion, a P/E ratio of 47.10 and a beta of 1.59.

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

Institutional Trading of Arlo Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in Arlo Technologies by 0.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 175,788 shares of the company’s stock worth $2,370,000 after acquiring an additional 794 shares during the last quarter. Smith Group Asset Management LLC grew its stake in shares of Arlo Technologies by 1.6% in the 3rd quarter. Smith Group Asset Management LLC now owns 54,810 shares of the company’s stock worth $680,000 after acquiring an additional 866 shares in the last quarter. 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 acquiring an additional 904 shares in the last quarter. Covestor Ltd raised its holdings in shares of Arlo Technologies by 44.2% in the third quarter. Covestor Ltd now owns 3,029 shares of the company’s stock valued at $38,000 after purchasing an additional 929 shares during the last quarter. Finally, Choreo LLC raised its holdings in shares of Arlo Technologies by 7.4% in the third quarter. Choreo LLC now owns 13,695 shares of the company’s stock valued at $170,000 after purchasing an additional 943 shares during the last quarter. Institutional investors own 83.18% of the company’s stock.

Arlo Technologies Company Profile

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.