Arlo Technologies (NYSE:ARLO) Updates FY 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.900-1.000 for the period, compared to the consensus estimate of 0.710. The company issued revenue guidance of $580.0 million-$600.0 million, compared to the consensus revenue estimate of $565.7 million. Arlo Technologies also updated its Q3 2026 guidance to 0.170-0.230 EPS.

Arlo Technologies Stock Down 1.7%

Shares of NYSE ARLO opened at $15.21 on Friday. Arlo Technologies has a 52 week low of $11.05 and a 52 week high of $19.94. The firm has a market cap of $1.65 billion, a P/E ratio of 56.35 and a beta of 1.56. The business’s 50 day moving average price is $13.38 and its 200 day moving average price is $13.47.

Arlo Technologies (NYSE:ARLO) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.08. The firm had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.90%. The business’s quarterly revenue was up 20.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.17 earnings per share. Arlo Technologies has set its FY 2026 guidance at 0.900-1.000 EPS and its Q3 2026 guidance at 0.170-0.230 EPS. As a group, research analysts expect that Arlo Technologies will post 0.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on ARLO shares. Wall Street Zen downgraded Arlo Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday. UBS Group set a $20.00 price objective on shares of Arlo Technologies in a report on Monday, May 18th. Oppenheimer began coverage on Arlo Technologies in a research report on Monday, May 18th. They issued an “outperform” rating and a $20.00 target price on the stock. Piper Sandler upped their price objective on shares of Arlo Technologies from $17.00 to $18.00 and gave the stock an “overweight” rating in a report on Friday. Finally, William Blair started coverage on Arlo Technologies in a research note on Tuesday, July 7th. They set an “outperform” rating on the stock. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $20.60.

Insider Activity

In other news, CFO Kurtis Joseph Binder sold 27,297 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $15.52, for a total transaction of $423,649.44. Following the completion of the transaction, the chief financial officer directly owned 442,110 shares of the company’s stock, valued at approximately $6,861,547.20. The trade was a 5.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 57,775 shares of company stock valued at $845,139. Company insiders own 2.90% of the company’s stock.

Arlo Technologies News Summary

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

• Positive Sentiment: Arlo beat Q2 expectations. The smart-home security company reported adjusted earnings of $0.28 per share versus the $0.20 consensus estimate. Revenue increased 20.5% year over year to $155.94 million, exceeding analysts’ $148.94 million forecast. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its outlook above Wall Street expectations. Q3 guidance calls for EPS of $0.17-$0.23 and revenue of $140 million-$150 million, compared with consensus estimates of $0.14 and $133.2 million. Full-year 2026 guidance was set at $0.90-$1.00 EPS and $580 million-$600 million in revenue, ahead of consensus forecasts of $0.71 and $565.7 million, respectively. Arlo Q2 2026 Earnings Call Transcript
• Positive Sentiment: Piper Sandler raised its price target. The firm increased its target from $17 to $18 and maintained an “overweight” rating, signaling confidence in Arlo’s growth trajectory following the earnings release. Piper Sandler Raises Arlo Price Target
• Neutral Sentiment: Management’s earnings call and presentation emphasized stronger growth, supported by higher revenue and expanding profitability. However, investors may want additional detail on the durability of subscription growth and the company’s ability to convert demand into recurring revenue. Arlo Q2 2026 Results Presentation
• Negative Sentiment: CFO Kurtis Joseph Binder disclosed additional stock sales. He sold 13,971 shares for approximately $209,705 on August 3 and 27,297 shares for about $423,649 on August 4. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary bearish signal, but the sales can still weigh on sentiment. Arlo CFO Stock Sales

Institutional Trading of Arlo Technologies

Large investors have recently made changes to their positions in the company. CIBC Bancorp USA Inc. purchased a new stake in shares of Arlo Technologies during the third quarter worth approximately $180,000. Worth Venture Partners LLC acquired a new stake in shares of Arlo Technologies in the 3rd quarter worth $229,000. Mercer Global Advisors Inc. ADV acquired a new position in Arlo Technologies during the 3rd quarter worth approximately $173,000. Glenmede Investment Management LP purchased a new position in Arlo Technologies in the third quarter worth $182,000. Finally, FORA Capital LLC purchased a new stake in shares of Arlo Technologies during the 2nd quarter worth $206,000. 83.18% of the stock is owned by institutional investors and hedge funds.

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.