Arlo Technologies (NYSE:ARLO) Announces Earnings Results

Arlo Technologies (NYSE:ARLO) released its earnings results on Thursday. The company reported $0.16 earnings per share for the quarter, topping the consensus estimate of $0.15 by $0.01, FiscalAI reports. The business had revenue of $139.53 million during the quarter, compared to the consensus estimate of $138.69 million. Arlo Technologies had a return on equity of 2.10% and a net margin of 0.84%.The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period last year, the company earned $0.11 earnings per share. Arlo Technologies updated its Q4 2025 guidance to 0.130-0.190 EPS.

Arlo Technologies Trading Down 12.1%

Shares of ARLO traded down $2.05 during trading hours on Friday, hitting $14.90. The company had a trading volume of 2,929,947 shares, compared to its average volume of 1,030,134. The company has a market capitalization of $1.55 billion, a PE ratio of 496.67 and a beta of 1.69. Arlo Technologies has a one year low of $7.84 and a one year high of $19.94. The company’s fifty day moving average price is $17.76 and its two-hundred day moving average price is $16.10.

Analyst Upgrades and Downgrades

Several research analysts recently commented on ARLO shares. Craig Hallum raised their price target on shares of Arlo Technologies from $17.00 to $22.00 and gave the stock a “buy” rating in a research note on Friday, August 8th. Raymond James Financial restated an “outperform” rating and issued a $22.00 target price (up from $15.00) on shares of Arlo Technologies in a research note on Friday, August 8th. BWS Financial reaffirmed a “buy” rating and set a $26.00 price target (up previously from $24.00) on shares of Arlo Technologies in a research note on Monday, August 11th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arlo Technologies in a report on Wednesday, October 8th. Finally, Zacks Research downgraded Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 7th. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Arlo Technologies has a consensus rating of “Hold” and a consensus target price of $23.00.

Insider Activity at Arlo Technologies

In other news, General Counsel Brian Busse sold 9,171 shares of Arlo Technologies stock in a transaction that occurred on Thursday, October 2nd. The shares were sold at an average price of $16.99, for a total value of $155,815.29. Following the transaction, the general counsel owned 669,376 shares of the company’s stock, valued at $11,372,698.24. The trade was a 1.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Matthew Blake Mcrae sold 18,645 shares of the business’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $17.86, for a total transaction of $332,999.70. Following the transaction, the chief executive officer owned 1,762,121 shares of the company’s stock, valued at approximately $31,471,481.06. This trade represents a 1.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 912,405 shares of company stock valued at $15,764,818 over the last quarter. 5.20% of the stock is owned by corporate insiders.

Institutional Trading of Arlo Technologies

Institutional investors have recently bought and sold shares of the stock. Strs Ohio acquired a new position in Arlo Technologies in the first quarter valued at approximately $66,000. EverSource Wealth Advisors LLC lifted its stake in shares of Arlo Technologies by 1,682.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock valued at $95,000 after purchasing an additional 5,301 shares during the period. Quantbot Technologies LP purchased a new stake in Arlo Technologies during the second quarter worth $132,000. Canada Pension Plan Investment Board acquired a new stake in Arlo Technologies during the second quarter valued at $136,000. Finally, FORA Capital LLC purchased a new position in Arlo Technologies in the second quarter valued at $206,000. 83.18% of the stock is currently owned by institutional investors and hedge funds.

Arlo Technologies Company Profile

Arlo Technologies, Inc, together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera.