Arlo Technologies, Inc. (NYSE:ARLO) Given Consensus Recommendation of “Hold” by Brokerages

Arlo Technologies, Inc. (NYSE:ARLO) has earned an average recommendation of “Hold” from the five brokerages that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, one has assigned a hold rating and three have assigned a buy rating to the company. The average 1-year target price among brokerages that have covered the stock in the last year is $23.3333.

A number of equities analysts have recently commented on ARLO shares. Weiss Ratings lowered Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 20th. BWS Financial reaffirmed a “buy” rating and issued a $26.00 target price on shares of Arlo Technologies in a report on Tuesday, November 11th. Finally, Zacks Research lowered Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th.

Arlo Technologies Trading Up 27.6%

Shares of Arlo Technologies stock opened at $15.74 on Monday. The firm has a fifty day simple moving average of $13.07 and a 200-day simple moving average of $15.29. The stock has a market capitalization of $1.67 billion, a price-to-earnings ratio of 121.09 and a beta of 1.64. Arlo Technologies has a 1-year low of $7.84 and a 1-year high of $19.94.

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

Key Arlo Technologies News

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

• Positive Sentiment: Q4 beat: Arlo reported $0.22 EPS vs. $0.16 expected and revenue of $141.3M vs. ~$135.6M expected, driving the immediate positive reaction. Zacks: ARLO Q4 Earnings
• Positive Sentiment: Subscription & ARR acceleration: Subscription sales surged ~39% y/y with ARR and subscriptions up ~30%, and management highlighted a large improvement in non‑GAAP gross margins — evidence that recurring revenue is lifting profitability. BusinessWire: Q4 & Full-Year Results
• Positive Sentiment: Raised near-term guide: Arlo gave Q1 FY2026 EPS guidance of $0.170–$0.230 (consensus ~$0.12) and revenue guidance above Street forecasts, signaling confidence in demand and margin trends. MarketBeat: Guidance & Call
• Neutral Sentiment: Earnings call & transcript highlight strategy: Management emphasized product roadmap, privacy positioning and subscription bundling as growth drivers — items that support the thesis but will take time to fully monetize. Yahoo: Q4 Transcript
• Neutral Sentiment: Analyst previews and coverage: Several outlets flagged the company’s “privacy edge” narrative heading into earnings—interesting for differentiation but not an immediate financial catalyst. Investing.com: Privacy Angle
• Negative Sentiment: Valuation and profitability caveats: Trailing P/E is extremely high and reported net margin/ROE remain modest (net margin ~0.8%, ROE ~2%), while some consensus figures still show a negative full‑year EPS view—risks if subscription growth slows. MarketBeat: Stock Metrics

Insider Buying and Selling

In other news, General Counsel Brian Busse sold 31,407 shares of Arlo Technologies stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $12.29, for a total value of $385,992.03. Following the completion of the transaction, the general counsel owned 552,850 shares in the company, valued at approximately $6,794,526.50. The trade was a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Matthew Blake Mcrae sold 95,326 shares of Arlo Technologies stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $12.29, for a total value of $1,171,556.54. Following the completion of the transaction, the chief executive officer directly 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 SEC filing for this sale provides additional information. Insiders sold a total of 427,044 shares of company stock valued at $5,529,128 over the last ninety days. 3.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC raised its position in shares of Arlo Technologies by 28.8% during 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 during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in 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 worth $1,698,000 after purchasing an additional 23,068 shares in the last quarter. Millennium Management LLC raised 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 valued at $4,498,000 after purchasing an additional 244,783 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of Arlo Technologies by 115.1% in the first quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock valued at $15,325,000 after purchasing an additional 830,770 shares in the last quarter. Finally, Jane Street Group LLC boosted its position in shares of Arlo Technologies by 279.8% during the first 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 during the period. 83.18% of the stock is currently 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.