Arlo Technologies (NYSE:ARLO) Updates Q3 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.170-0.230 for the period, compared to the consensus EPS estimate of 0.140. The company issued revenue guidance of $140.0 million-$150.0 million, compared to the consensus revenue estimate of $133.2 million. Arlo Technologies also updated its FY 2026 guidance to 0.900-1.000 EPS.

Analyst Upgrades and Downgrades

ARLO has been the topic of a number of recent analyst reports. Raymond James Financial reissued an “outperform” rating and set a $19.00 price target on shares of Arlo Technologies in a report on Friday, May 8th. Piper Sandler began coverage on shares of Arlo Technologies in a report on Sunday, July 26th. They issued an “overweight” rating and a $17.00 price objective for the company. Weiss Ratings downgraded shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday. William Blair started coverage on shares of Arlo Technologies in a research note on Tuesday, July 7th. They set an “outperform” rating on the stock. Finally, Oppenheimer began coverage on Arlo Technologies in a research report on Monday, May 18th. They set an “outperform” rating and a $20.00 target price on the stock. Six investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $20.67.

Arlo Technologies Stock Performance

Shares of NYSE:ARLO traded down $0.49 during midday trading on Thursday, reaching $15.44. 1,259,744 shares of the company’s stock traded hands, compared to its average volume of 1,035,424. The company has a fifty day simple moving average of $13.35 and a two-hundred day simple moving average of $13.45. Arlo Technologies has a 1 year low of $11.05 and a 1 year high of $19.94. 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 posted 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 company had revenue of $155.94 million during the quarter, compared to analysts’ expectations of $148.94 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. The firm’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same period in the prior year, the business posted $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 forecast that Arlo Technologies will post 0.2 EPS for the current fiscal year.

Insider Transactions at Arlo Technologies

In other Arlo Technologies news, CFO Kurtis Joseph Binder sold 27,297 shares of the business’s stock in a transaction that occurred on 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 sale, the chief financial officer directly owned 442,110 shares in the company, valued at approximately $6,861,547.20. The trade was a 5.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 122,775 shares of company stock valued at $1,865,639. 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: 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 Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Wasatch Advisors LP raised its stake in Arlo Technologies by 17.7% during the third quarter. Wasatch Advisors LP now owns 5,505,467 shares of the company’s stock worth $93,318,000 after purchasing an additional 826,587 shares during the period. State Street Corp grew its stake in shares of Arlo Technologies by 5.3% in the 2nd quarter. State Street Corp now owns 4,272,925 shares of the company’s stock valued at $72,469,000 after buying an additional 215,867 shares during the period. Marshall Wace LLP increased its holdings in shares of Arlo Technologies by 69.1% during the 3rd quarter. Marshall Wace LLP now owns 2,554,457 shares of the company’s stock worth $43,298,000 after buying an additional 1,043,854 shares during the last quarter. Geode Capital Management LLC grew its position in Arlo Technologies by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 2,391,732 shares of the company’s stock worth $33,467,000 after acquiring an additional 28,861 shares during the period. Finally, Renaissance Technologies LLC grew its position in Arlo Technologies by 24.7% in the fourth quarter. Renaissance Technologies LLC now owns 2,289,759 shares of the company’s stock worth $32,034,000 after acquiring an additional 454,000 shares during the period. Hedge funds and other institutional investors own 83.18% of the company’s stock.

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.