Insider Selling: Arlo Technologies (NYSE:ARLO) CFO Sells $209,704.71 in Stock

Arlo Technologies, Inc. (NYSE:ARLO) CFO Kurtis Joseph Binder sold 13,971 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $15.01, for a total transaction of $209,704.71. Following the completion of the sale, the chief financial officer directly owned 469,407 shares in the company, valued at $7,045,799.07. This represents a 2.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Kurtis Joseph Binder also recently made the following trade(s):

• On Tuesday, August 4th, Kurtis Joseph Binder sold 27,297 shares of Arlo Technologies stock. The shares were sold at an average price of $15.52, for a total transaction of $423,649.44.
• On Monday, July 6th, Kurtis Joseph Binder sold 16,507 shares of Arlo Technologies stock. The shares were sold at an average price of $12.83, for a total transaction of $211,784.81.
• On Friday, May 8th, Kurtis Joseph Binder sold 65,000 shares of Arlo Technologies stock. The stock was sold at an average price of $15.70, for a total transaction of $1,020,500.00.

Arlo Technologies Stock Performance

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

Arlo Technologies (NYSE:ARLO) last announced its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.20 by $0.08. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.90%. The business had revenue of $155.94 million during the quarter, compared to the consensus estimate of $148.94 million. During the same quarter last year, the firm earned $0.17 earnings per share. The business’s revenue for the quarter was up 20.5% on a year-over-year basis. 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. Equities research analysts predict that Arlo Technologies, Inc. will post 0.2 EPS for the current year.

Hedge Funds Weigh In On Arlo Technologies

A number of hedge funds have recently added to or reduced their stakes in ARLO. GSA Capital Partners LLP raised its stake in shares of Arlo Technologies by 557.1% in the fourth quarter. GSA Capital Partners LLP now owns 141,372 shares of the company’s stock worth $1,978,000 after purchasing an additional 119,857 shares during the last quarter. UBS Group AG lifted its holdings in shares of Arlo Technologies by 49.9% during the fourth quarter. UBS Group AG now owns 580,829 shares of the company’s stock valued at $8,126,000 after purchasing an additional 193,379 shares in the last quarter. Clearbridge Investments LLC purchased a new stake in shares of Arlo Technologies during the fourth quarter valued at $6,794,000. Wasatch Advisors LP boosted its position in shares of Arlo Technologies by 1.9% during the first quarter. Wasatch Advisors LP now owns 5,426,267 shares of the company’s stock valued at $77,216,000 after buying an additional 103,782 shares during the last quarter. Finally, Tudor Investment Corp ET AL boosted its position in shares of Arlo Technologies by 375.1% during the third quarter. Tudor Investment Corp ET AL now owns 245,288 shares of the company’s stock valued at $4,158,000 after buying an additional 193,662 shares during the last quarter. 83.18% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ARLO has been the topic of several analyst reports. Weiss Ratings downgraded Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday. William Blair initiated coverage on Arlo Technologies in a report on Tuesday, July 7th. They set an “outperform” rating for the company. Wall Street Zen lowered Arlo Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Oppenheimer began coverage on shares of Arlo Technologies in a research note on Monday, May 18th. They issued an “outperform” rating and a $20.00 price target on the stock. Finally, Raymond James Financial reissued an “outperform” rating and set a $19.00 price objective on shares of Arlo Technologies in a research report on Friday, May 8th. Five investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $20.60.

Trending Headlines about Arlo Technologies

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

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.