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

Arlo Technologies (NYSE:ARLO) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.170-0.230 for the period, compared to the consensus earnings per share 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.

Arlo Technologies Stock Performance

Shares of ARLO stock opened at $15.21 on Friday. Arlo Technologies has a 52 week low of $11.05 and a 52 week high of $19.94. The company’s 50 day moving average price is $13.38 and its two-hundred day moving average price is $13.47. The company has a market capitalization of $1.65 billion, a P/E ratio of 56.35 and a beta of 1.56.

Arlo Technologies (NYSE:ARLO) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.08. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.90%. The company had revenue of $155.94 million during the quarter, compared to analysts’ expectations of $148.94 million. During the same quarter in the prior year, the company earned $0.17 earnings per share. The business’s quarterly 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. Analysts forecast that Arlo Technologies will post 0.2 earnings per share for the current year.

Analyst Ratings Changes

Several research firms recently commented on ARLO. UBS Group set a $20.00 price objective on shares of Arlo Technologies in a research report on Monday, May 18th. Piper Sandler increased their target price on Arlo Technologies from $17.00 to $18.00 and gave the stock an “overweight” rating in a report on Friday. Weiss Ratings downgraded Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Wall Street Zen lowered Arlo Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday. Finally, William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They set an “outperform” rating for the company. Five 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, the stock presently has an average rating of “Moderate Buy” and an average target price of $20.60.

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 dated 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 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 filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 57,775 shares of company stock valued at $845,139. 2.90% of the stock is currently owned by insiders.

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

Institutional Trading of Arlo Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Quarry LP boosted its position in Arlo Technologies by 42.0% during the third quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after purchasing an additional 783 shares during the last quarter. Strs Ohio acquired a new position in shares of Arlo Technologies during the 1st quarter worth approximately $66,000. Quadrant Capital Group LLC acquired a new position in shares of Arlo Technologies during the 3rd quarter worth approximately $86,000. EverSource Wealth Advisors LLC raised its stake in shares of Arlo Technologies by 1,682.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock worth $95,000 after purchasing an additional 5,301 shares in the last quarter. Finally, Quantbot Technologies LP bought a new stake in shares of Arlo Technologies during the 2nd quarter worth approximately $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.