Arlo Technologies, Inc. (NYSE:ARLO) Stock Has Consensus Target Price of $20.40 According to Analysts

Arlo Technologies, Inc. (NYSE:ARLO) has earned a consensus recommendation of “Moderate Buy” from the seven brokerages that are currently covering the firm, MarketBeat reports. Two research analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $20.40.

Several analysts recently weighed in on the stock. Wall Street Zen cut shares of Arlo Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Arlo Technologies in a research note on Friday, October 30th. Finally, Piper Sandler restated an “overweight” rating and issued a $17.00 target price (up from $16.00) on shares of Arlo Technologies in a research note on Friday.

Key Arlo Technologies News

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

Insiders Place Their Bets

In other Arlo Technologies news, CFO Kurtis Binder sold 83,211 shares of Arlo Technologies stock in a transaction dated Monday, September 28th. The stock was sold at an average price of $12.44, for a total transaction of $1,035,144.84. Following the completion of the transaction, the chief financial officer owned 358,899 shares of the company’s stock, valued at $4,464,703.56. The trade was a 18.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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. Over the last 90 days, insiders sold 129,963 shares of company stock worth $1,705,100. 2.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Arlo Technologies

Several hedge funds have recently made changes to their positions in ARLO. Continuum Advisory LLC acquired a new stake in shares of Arlo Technologies during the 2nd quarter worth about $28,000. Integrated Wealth Concepts LLC acquired a new stake in Arlo Technologies in the 2nd quarter valued at about $29,000. Covestor Ltd grew its holdings in Arlo Technologies by 44.2% during the 3rd quarter. Covestor Ltd now owns 3,029 shares of the company’s stock worth $38,000 after acquiring an additional 929 shares during the last quarter. Sterling Capital Management LLC lifted its position in shares of Arlo Technologies by 848.3% during the 3rd quarter. Sterling Capital Management LLC now owns 3,613 shares of the company’s stock worth $45,000 after buying an additional 3,232 shares in the last quarter. Finally, Quantbot Technologies LP bought a new position in Arlo Technologies in the second quarter valued at $88,000. Institutional investors and hedge funds own 83.18% of the company’s stock.

Arlo Technologies Stock Down 16.6%

Shares of Arlo Technologies stock opened at $12.38 on Friday. The firm has a market cap of $1.34 billion, a PE ratio of 56.26 and a beta of 1.59. The business’s fifty day simple moving average is $13.05 and its 200-day simple moving average is $13.39. Arlo Technologies has a 52 week low of $11.05 and a 52 week high of $16.89.

Arlo Technologies (NYSE:ARLO) last announced its earnings results on Thursday, November 5th. The company reported $0.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.20 by $0.04. Arlo Technologies had a return on equity of 17.29% and a net margin of 5.20%. The business had revenue of $149.18 million for the quarter, compared to analyst estimates of $144.93 million. During the same period in the previous year, the company earned $0.16 earnings per share. The company’s revenue for the quarter was up 6.9% compared to the same quarter last year. As a group, equities analysts expect that Arlo Technologies will post 0.12 earnings per share for the current year.

About Arlo Technologies

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.