Arlo Technologies (NYSE:ARLO) Price Target Raised to $18.00 at Piper Sandler

Arlo Technologies (NYSE:ARLO) had its price objective boosted by Piper Sandler from $17.00 to $18.00 in a research note published on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Other research analysts also recently issued reports about the stock. Weiss Ratings downgraded shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday. UBS Group set a $20.00 price target on shares of Arlo Technologies in a research report on Monday, May 18th. Raymond James Financial restated an “outperform” rating and issued a $19.00 price objective on shares of Arlo Technologies in a research note on Friday, May 8th. William Blair initiated coverage on Arlo Technologies in a report on Tuesday, July 7th. They set an “outperform” rating on the stock. Finally, Oppenheimer started 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. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Arlo Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $20.60.

Arlo Technologies Stock Performance

Shares of NYSE ARLO opened at $15.21 on Friday. The stock’s 50-day simple moving average is $13.38 and its 200-day simple moving average is $13.47. The firm has a market capitalization of $1.65 billion, a PE ratio of 56.35 and a beta of 1.56. Arlo Technologies has a fifty-two week low of $11.05 and a fifty-two week high of $19.94.

Arlo Technologies (NYSE:ARLO) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.20 by $0.08. The firm had revenue of $155.94 million during the quarter, compared to the consensus estimate of $148.94 million. Arlo Technologies had a return on equity of 17.90% and a net margin of 5.20%.The firm’s quarterly revenue was up 20.5% compared to the same quarter last year. During the same period in the prior year, the company 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. On average, sell-side analysts forecast that Arlo Technologies will post 0.2 earnings per share for the current fiscal year.

Insider Activity

In other news, CFO Kurtis Joseph Binder sold 27,297 shares of Arlo Technologies stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $15.52, for a total value of $423,649.44. Following the transaction, the chief financial officer directly owned 442,110 shares of the company’s stock, valued at $6,861,547.20. The trade was a 5.82% decrease in their position. 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 have sold 57,775 shares of company stock worth $845,139 in the last 90 days. Company insiders own 2.90% of the company’s stock.

Institutional Trading of Arlo Technologies

A number of large investors have recently bought and sold shares of the business. Quarry LP raised its stake 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 buying an additional 783 shares in the last quarter. Oregon Public Employees Retirement Fund boosted its stake in shares of Arlo Technologies by 3.4% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 24,268 shares of the company’s stock valued at $340,000 after buying an additional 800 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Arlo Technologies by 12.5% in the fourth quarter. Farther Finance Advisors LLC now owns 7,631 shares of the company’s stock valued at $107,000 after buying an additional 849 shares in the last quarter. SkyView Investment Advisors LLC grew its holdings in Arlo Technologies by 2.2% during the second quarter. SkyView Investment Advisors LLC now owns 57,297 shares of the company’s stock worth $982,000 after acquiring an additional 1,226 shares during the period. Finally, CANADA LIFE ASSURANCE Co grew its holdings in Arlo Technologies by 1.2% during the second quarter. CANADA LIFE ASSURANCE Co now owns 115,861 shares of the company’s stock worth $1,965,000 after acquiring an additional 1,399 shares during the period. Institutional investors and hedge funds own 83.18% of the company’s stock.

More Arlo Technologies News

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

• Positive Sentiment: Arlo beat Q2 expectations. The smart-home security company reported adjusted earnings of $0.28 per share versus the $0.20 consensus estimate. Revenue increased 20.5% year over year to $155.94 million, exceeding analysts’ $148.94 million forecast. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its outlook above Wall Street expectations. Q3 guidance calls for EPS of $0.17-$0.23 and revenue of $140 million-$150 million, compared with consensus estimates of $0.14 and $133.2 million. Full-year 2026 guidance was set at $0.90-$1.00 EPS and $580 million-$600 million in revenue, ahead of consensus forecasts of $0.71 and $565.7 million, respectively. Arlo Q2 2026 Earnings Call Transcript
• Positive Sentiment: Piper Sandler raised its price target. The firm increased its target from $17 to $18 and maintained an “overweight” rating, signaling confidence in Arlo’s growth trajectory following the earnings release. Piper Sandler Raises Arlo Price Target
• Neutral Sentiment: Management’s earnings call and presentation emphasized stronger growth, supported by higher revenue and expanding profitability. However, investors may want additional detail on the durability of subscription growth and the company’s ability to convert demand into recurring revenue. Arlo Q2 2026 Results Presentation
• Negative Sentiment: CFO Kurtis Joseph Binder disclosed additional stock sales. He sold 13,971 shares for approximately $209,705 on August 3 and 27,297 shares for about $423,649 on August 4. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary bearish signal, but the sales can still weigh on sentiment. Arlo CFO Stock Sales

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.