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

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

Shares of ARLO stock opened at $15.44 on Friday. The company has a market capitalization of $1.68 billion, a P/E ratio of 57.20 and a beta of 1.56. Arlo Technologies has a 12-month low of $11.05 and a 12-month high of $19.94. The firm has a 50-day moving average price of $13.35 and a 200 day moving average price of $13.45.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.08. The firm had revenue of $155.94 million for 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 company’s quarterly revenue was up 20.5% compared to the same quarter last year. During the same period in the prior year, the firm 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.

Analysts Set New Price Targets

A number of equities research analysts recently commented on ARLO shares. Weiss Ratings lowered Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday. William Blair started coverage on Arlo Technologies in a research note on Tuesday, July 7th. They issued an “outperform” rating on the stock. Piper Sandler began coverage on Arlo Technologies in a research note on Sunday, July 26th. They issued an “overweight” rating and a $17.00 price objective on the stock. Oppenheimer initiated coverage on Arlo Technologies in a research note on Monday, May 18th. They issued an “outperform” rating and a $20.00 target price for the company. Finally, UBS Group set a $20.00 price target on shares of Arlo Technologies in a research report on Monday, May 18th. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Arlo Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $20.67.

Insider Buying and Selling at Arlo Technologies

In other news, CFO Kurtis Joseph Binder sold 27,297 shares of the company’s stock in a transaction 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 transaction, the chief financial officer owned 442,110 shares of the company’s stock, valued at $6,861,547.20. This represents a 5.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 57,775 shares of company stock worth $845,139 in the last ninety days. Insiders own 2.90% of the company’s stock.

Arlo Technologies News Roundup

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

• Positive Sentiment: Q2 results beat estimates: Arlo reported adjusted earnings of $0.28 per share, above the $0.20 consensus and up from $0.17 a year earlier. Revenue increased 20.5% year over year to $155.94 million, exceeding estimates of $148.94 million. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised the outlook above Wall Street expectations: Third-quarter EPS guidance of $0.17–$0.23 and revenue guidance of $140 million–$150 million exceed consensus estimates of $0.14 and $133.2 million, respectively. Full-year 2026 EPS guidance of $0.90–$1.00 and revenue guidance of $580 million–$600 million also surpass consensus estimates of $0.71 and $565.7 million. This points to continued demand for Arlo’s smart-home security products and services.
• Neutral Sentiment: Profitability remains positive but relatively modest: Arlo reported a 5.47% net margin and an 18.66% return on equity. The earnings beat and higher guidance improve the fundamental picture, although the stock’s valuation remains elevated at roughly 57 times earnings based on the provided data. Arlo Technologies Earnings Report and Conference Call
• Negative Sentiment: CFO selling could pressure sentiment: CFO Kurtis Joseph Binder sold 27,297 shares for approximately $423,649 and another 13,971 shares for approximately $209,705. Both transactions were made under a pre-arranged Rule 10b5-1 plan, reducing their significance as a signal of deteriorating business prospects, but the sales may nevertheless encourage profit-taking.

Institutional Inflows and Outflows

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