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

Arlo Technologies (NYSE:ARLO) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.900-1.000 for the period, compared to the consensus earnings per share 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 Trading Down 3.1%

Arlo Technologies stock traded down $0.49 during mid-day trading on Thursday, reaching $15.44. The company had a trading volume of 1,259,744 shares, compared to its average volume of 1,035,424. Arlo Technologies has a fifty-two week low of $11.05 and a fifty-two week high of $19.94. The business has a fifty day simple moving average of $13.35 and a 200 day simple moving average of $13.45. The company has a market cap of $1.68 billion, a P/E ratio of 75.86 and a beta of 1.56.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.08. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. The company had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. During the same quarter in the previous year, the business earned $0.17 earnings per share. Arlo Technologies’s revenue was up 20.5% compared to the same quarter last year. 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. Research analysts forecast that Arlo Technologies will post 0.2 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts recently issued reports on ARLO shares. UBS Group set a $20.00 target price on shares of Arlo Technologies in a research report on Monday, May 18th. Weiss Ratings cut shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday. Piper Sandler assumed coverage on shares of Arlo Technologies in a report on Sunday, July 26th. They issued an “overweight” rating and a $17.00 price target on the stock. Raymond James Financial restated an “outperform” rating and set a $19.00 price objective on shares of Arlo Technologies in a report on Friday, May 8th. Finally, William Blair began coverage on Arlo Technologies in a research note on Tuesday, July 7th. They issued an “outperform” rating on the stock. Six analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $20.67.

Insiders Place Their Bets

In related news, CFO Kurtis Joseph Binder sold 27,297 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $15.52, for a total transaction of $423,649.44. Following the sale, the chief financial officer owned 442,110 shares of the company’s stock, valued at approximately $6,861,547.20. This represents a 5.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 122,775 shares of company stock worth $1,865,639. Corporate insiders own 2.90% of the company’s stock.

More Arlo Technologies News

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

• Positive Sentiment: Quarterly earnings beat expectations: Arlo reported adjusted EPS of $0.28, exceeding the $0.20 consensus estimate, while revenue of $155.94 million surpassed expectations of $148.94 million. The results reinforce the company’s recent growth and profitability momentum. Arlo Technologies quarterly earnings press release
• Positive Sentiment: Raised outlook is above Wall Street estimates: Arlo forecast third-quarter EPS of $0.17-$0.23, compared with consensus of $0.14, and revenue of $140 million-$150 million versus expectations of $133.2 million. Full-year 2026 EPS guidance of $0.90-$1.00 and revenue guidance of $580 million-$600 million also exceeded consensus estimates of $0.71 and $565.7 million, respectively. The higher outlook suggests continued demand for Arlo’s smart-home security products and services.
• Neutral Sentiment: Results may already be partly reflected in the stock: ARLO remains well above its 50-day and 200-day moving averages and trades at a relatively high P/E ratio near 57, increasing the market’s expectations for sustained execution. Strong results could therefore prompt profit-taking if investors wanted an even larger upside surprise.
• Negative Sentiment: CFO stock sales add near-term pressure: CFO Kurtis Joseph Binder sold 27,297 shares for approximately $423,649 and 13,971 shares for approximately $209,705 in transactions conducted under a pre-arranged Rule 10b5-1 plan. Although the sales were scheduled in advance and he continues to own a substantial position, repeated insider selling can weigh on sentiment. Arlo Technologies CFO stock sale

Institutional Investors Weigh In On Arlo Technologies

Large investors have recently added to or reduced their stakes in the business. Quarry LP lifted its holdings in shares of Arlo Technologies by 42.0% during the 3rd quarter. Quarry LP now owns 2,649 shares of the company’s stock worth $45,000 after acquiring an additional 783 shares during the last quarter. Quadrant Capital Group LLC bought a new stake in Arlo Technologies during the 3rd quarter valued at approximately $86,000. EverSource Wealth Advisors LLC grew its position 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 worth $95,000 after buying an additional 5,301 shares during the period. Strs Ohio purchased a new stake in Arlo Technologies in the first quarter worth about $66,000. Finally, Quantbot Technologies LP bought a new position in Arlo Technologies in the 2nd quarter worth about $132,000. Institutional investors own 83.18% of the company’s stock.

About Arlo Technologies

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.