Arlo Technologies (NYSE:ARLO) Updates Q2 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.17-0.230 for the period, compared to the consensus earnings per share estimate of 0.170. The company issued revenue guidance of $145.0 million-$155.0 million, compared to the consensus revenue estimate of $146.8 million.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Raymond James Financial restated an “outperform” rating and set a $19.00 target price on shares of Arlo Technologies in a research report on Friday. Weiss Ratings upgraded shares of Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, March 6th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $22.33.

Arlo Technologies Trading Up 2.3%

Shares of ARLO opened at $15.24 on Friday. The firm has a market cap of $1.66 billion, a PE ratio of 56.45 and a beta of 1.60. The company’s 50 day simple moving average is $14.20 and its 200-day simple moving average is $14.24. Arlo Technologies has a 12-month low of $11.05 and a 12-month high of $19.94.

Arlo Technologies (NYSE:ARLO) last announced its earnings results on Thursday, May 7th. The company reported $0.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.09. The business had revenue of $150.38 million for the quarter, compared to analyst estimates of $139.73 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 19.94%. The company’s revenue for the quarter was up 26.3% compared to the same quarter last year. During the same period last year, the firm posted $0.15 earnings per share. Arlo Technologies has set its Q2 2026 guidance at 0.17-0.230 EPS. As a group, equities research analysts forecast that Arlo Technologies will post 0.16 EPS for the current fiscal year.

Arlo Technologies announced that its Board of Directors has authorized a stock buyback program on Wednesday, March 4th that authorizes the company to buyback $50.00 million in shares. This buyback authorization authorizes the company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In related news, CEO Matthew Blake Mcrae sold 153,433 shares of the stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total transaction of $2,114,306.74. Following the completion of the sale, the chief executive officer directly owned 1,168,866 shares of the company’s stock, valued at $16,106,973.48. This trade represents a 11.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, General Counsel Brian Busse sold 25,525 shares of the stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total value of $351,734.50. Following the sale, the general counsel directly owned 583,364 shares of the company’s stock, valued at approximately $8,038,755.92. This represents a 4.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 465,478 shares of company stock valued at $6,522,193 over the last three months. 2.90% of the stock is currently owned by company insiders.

Key Stories Impacting Arlo Technologies

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

• Positive Sentiment: Arlo reported Q1 EPS of $0.28, beating the consensus estimate of $0.19, while revenue of $150.38 million also came in above expectations. Arlo Reports First Quarter 2026 Results
• Positive Sentiment: Management said subscriptions and services revenue reached a record $90 million and annual recurring revenue rose to $357 million, both up about 30%, signaling strong recurring revenue momentum. Arlo Reports First Quarter 2026 Results
• Positive Sentiment: Arlo also issued Q2 guidance for EPS of $0.17 to $0.23 and revenue of $145 million to $155 million, which brackets or exceeds analyst estimates and suggests the company expects continued solid execution. Arlo Reports First Quarter 2026 Results
• Neutral Sentiment: Analysts and commentary around the report focused on key metrics and the earnings call transcript, but no major downside issue stood out in the available updates. Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript

Institutional Investors Weigh In On Arlo Technologies

Several hedge funds have recently modified their holdings of ARLO. Quarry LP lifted its holdings in Arlo Technologies by 42.0% in the third quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after acquiring an additional 783 shares during the period. Strs Ohio acquired a new stake in Arlo Technologies in the first quarter valued at $66,000. Quadrant Capital Group LLC acquired a new stake in Arlo Technologies in the third quarter valued at $86,000. EverSource Wealth Advisors LLC lifted its holdings in Arlo Technologies by 1,682.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock valued at $95,000 after acquiring an additional 5,301 shares during the period. Finally, Quantbot Technologies LP acquired a new stake in Arlo Technologies in the second quarter valued at $132,000. 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.