Arlo Technologies (NYSE:ARLO) Posts Earnings Results, Beats Expectations By $0.01 EPS

Arlo Technologies (NYSE:ARLO) posted its quarterly earnings data on Thursday. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of $0.15 by $0.01, FiscalAI reports. The business had revenue of $139.53 million during the quarter, compared to analysts’ expectations of $138.69 million. Arlo Technologies had a negative return on equity of 6.69% and a negative net margin of 1.38%.The business’s revenue was up 1.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.11 earnings per share. Arlo Technologies updated its Q4 2025 guidance to 0.130-0.190 EPS.

Arlo Technologies Stock Performance

Shares of NYSE:ARLO traded down $0.85 during trading on Thursday, reaching $16.86. The stock had a trading volume of 1,230,708 shares, compared to its average volume of 1,010,747. The business has a fifty day moving average price of $17.81 and a 200-day moving average price of $16.06. The stock has a market cap of $1.76 billion, a PE ratio of -240.82 and a beta of 1.69. Arlo Technologies has a 1-year low of $7.84 and a 1-year high of $19.94.

Insider Transactions at Arlo Technologies

In other news, CFO Kurtis Joseph Binder sold 51,668 shares of Arlo Technologies stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $17.82, for a total value of $920,723.76. Following the sale, the chief financial officer directly owned 416,013 shares of the company’s stock, valued at $7,413,351.66. The trade was a 11.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Brian Busse sold 9,171 shares of Arlo Technologies stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $16.99, for a total value of $155,815.29. Following the completion of the sale, the general counsel directly owned 669,376 shares in the company, valued at $11,372,698.24. This represents a 1.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,357,942 shares of company stock valued at $23,642,667 over the last ninety days. Insiders own 5.20% of the company’s stock.

Hedge Funds Weigh In On Arlo Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC boosted its stake in Arlo Technologies by 241.6% during the second quarter. Lazard Asset Management LLC now owns 35,945 shares of the company’s stock worth $608,000 after buying an additional 25,422 shares during the last quarter. Boothbay Fund Management LLC acquired a new position in Arlo Technologies during the second quarter worth $432,000. Caxton Associates LLP acquired a new position in Arlo Technologies during the second quarter worth $398,000. Creative Planning acquired a new position in Arlo Technologies during the second quarter worth $263,000. Finally, Cetera Investment Advisers acquired a new position in Arlo Technologies during the second quarter worth $238,000. Institutional investors and hedge funds own 83.18% of the company’s stock.

Wall Street Analysts Forecast Growth

ARLO has been the subject of a number of recent analyst reports. Craig Hallum boosted their price objective on Arlo Technologies from $17.00 to $22.00 and gave the company a “buy” rating in a research report on Friday, August 8th. Wall Street Zen upgraded Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 11th. Raymond James Financial restated an “outperform” rating and issued a $22.00 price objective (up from $15.00) on shares of Arlo Technologies in a research report on Friday, August 8th. BWS Financial restated a “buy” rating and issued a $26.00 price objective (up from $24.00) on shares of Arlo Technologies in a research report on Monday, August 11th. Finally, Zacks Research cut Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 7th. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Arlo Technologies has a consensus rating of “Hold” and an average price target of $23.00.

About Arlo Technologies

Arlo Technologies, Inc, together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera.