Arlo Technologies (NYSE:ARLO) Stock Keeps Overweight Rating at Piper Sandler

Piper Sandler restated their overweight rating on shares of Arlo Technologies (NYSE:ARLO) in a research report released on Friday,Benzinga reports. They currently have a $17.00 price target on the stock, up from their prior price target of $16.00.

A number of other research analysts have also weighed in on ARLO. Weiss Ratings reissued a “hold (c-)” rating on shares of Arlo Technologies in a research note on Friday, October 30th. Wall Street Zen lowered Arlo Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, October 31st. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $20.40.

Arlo Technologies Trading Down 16.6%

NYSE:ARLO traded down $2.46 during trading hours on Friday, hitting $12.38. 3,774,240 shares of the stock were exchanged, compared to its average volume of 1,988,476. The firm’s fifty day moving average price is $13.05 and its 200 day moving average price is $13.39. Arlo Technologies has a 52-week low of $11.05 and a 52-week high of $16.89. The company has a market cap of $1.34 billion, a P/E ratio of 56.26 and a beta of 1.59.

Arlo Technologies (NYSE:ARLO) last released its earnings results on Thursday, November 5th. The company reported $0.24 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.04. The business had revenue of $149.18 million for the quarter, compared to the consensus estimate of $144.93 million. Arlo Technologies had a return on equity of 17.29% and a net margin of 5.20%. The business’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.16 earnings per share. Equities analysts expect that Arlo Technologies will post 0.12 EPS for the current fiscal year.

Insider Buying and Selling

In other Arlo Technologies news, CFO Kurtis Binder sold 83,211 shares of the business’s stock in a transaction dated Monday, September 28th. The shares were sold at an average price of $12.44, for a total value of $1,035,144.84. Following the transaction, the chief financial officer directly owned 358,899 shares in the company, valued at $4,464,703.56. The trade was a 18.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 129,963 shares of company stock worth $1,705,100 over the last quarter. 2.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Lazard Asset Management LLC boosted its position in shares of Arlo Technologies by 154.7% during the 1st quarter. Lazard Asset Management LLC now owns 114,335 shares of the company’s stock worth $1,627,000 after purchasing an additional 69,440 shares during the period. Rice Hall James & Associates LLC raised its position in Arlo Technologies by 2.3% in the first quarter. Rice Hall James & Associates LLC now owns 3,659,888 shares of the company’s stock valued at $52,080,000 after purchasing an additional 83,276 shares during the period. Janus Henderson Group PLC raised its position in Arlo Technologies by 74.0% in the first quarter. Janus Henderson Group PLC now owns 1,615,569 shares of the company’s stock valued at $22,990,000 after purchasing an additional 687,129 shares during the period. The Manufacturers Life Insurance Company acquired a new position in Arlo Technologies during the second quarter worth $625,000. Finally, Granahan Investment Management LLC lifted its stake in Arlo Technologies by 245.6% during the first quarter. Granahan Investment Management LLC now owns 1,169,490 shares of the company’s stock worth $16,642,000 after purchasing an additional 831,108 shares in the last quarter. Institutional investors and hedge funds own 83.18% of the company’s stock.

Trending Headlines about Arlo Technologies

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

• Positive Sentiment: Q3 adjusted EPS was $0.24, above the $0.20 consensus and up from $0.16 a year earlier. Revenue of $149.18 million also topped estimates of $144.93 million, increasing 6.9% year over year. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Management said subscriptions and services revenue grew 20%, while adjusted EBITDA rose more than 50% year over year, signaling momentum in recurring revenue and profitability. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Piper Sandler reaffirmed its overweight rating and raised its price target to $17 from $16, implying substantial upside from the cited $12.38 share price. Piper Sandler rating and target
• Neutral Sentiment: CFO Kurtis Binder sold 33,394 shares in a transaction under a pre-arranged Rule 10b5-1 plan. He retained 312,147 shares, which may soften concerns about the sale. SEC filing
• Negative Sentiment: Q4 revenue guidance of $137 million–$147 million is below Q3’s $149.18 million, suggesting a sequential slowdown. Despite the earnings beat, reports said the stock fell, with the outlook likely weighing on sentiment. Q3 results and stock reaction

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.