Primecap Management Co. CA Cuts Stock Holdings in Arlo Technologies, Inc. $ARLO

Primecap Management Co. CA lowered its position in shares of Arlo Technologies, Inc. (NYSE:ARLO) by 14.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,135,889 shares of the company’s stock after selling 518,402 shares during the period. Primecap Management Co. CA’s holdings in Arlo Technologies were worth $53,153,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Smartleaf Asset Management LLC boosted its stake in Arlo Technologies by 86.0% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,616 shares of the company’s stock valued at $28,000 after purchasing an additional 747 shares during the last quarter. First Horizon Advisors Inc. raised its stake in shares of Arlo Technologies by 161.4% in the second quarter. First Horizon Advisors Inc. now owns 3,220 shares of the company’s stock worth $55,000 after purchasing an additional 1,988 shares during the last quarter. Strs Ohio bought a new position in shares of Arlo Technologies during the first quarter valued at $66,000. EverSource Wealth Advisors LLC boosted its position in shares of Arlo Technologies by 1,682.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock valued at $95,000 after buying an additional 5,301 shares during the last quarter. Finally, Farther Finance Advisors LLC boosted its position in shares of Arlo Technologies by 75,255.6% during the third quarter. Farther Finance Advisors LLC now owns 6,782 shares of the company’s stock valued at $115,000 after buying an additional 6,773 shares during the last quarter. 83.18% of the stock is owned by institutional investors.

Trending Headlines about Arlo Technologies

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

• Positive Sentiment: Q4 earnings and revenue beat consensus — Arlo reported $0.22 EPS vs. ~$0.16 expected and revenue of $141.3M (vs. ~$135.6M), showing 16% YoY revenue growth; the beat is the main catalyst for the stock’s upside. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Upbeat Q1 2026 guidance — Management set EPS guidance of $0.170–$0.230 and revenue $135M–$145M, both above Street models, which signals confidence in near-term operating leverage and supports the stock. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Subscription momentum and margin improvement — Company highlighted record subscription revenue, ~30% ARR growth, stronger subscriptions & services mix and a ~750 bps improvement in non‑GAAP gross margin, which improves revenue visibility and recurring cash flow expectations. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Conference call / transcript and slide deck available for investor color — Management discussed strategy and results; review the transcript and slides for details on product cadence, margins and subscriber KPIs. Arlo (ARLO) Q4 2025 Earnings Call Transcript Slide Deck
• Neutral Sentiment: Analyst and press takeaways focus on “privacy edge” and product differentiation — Coverage is exploring whether Arlo’s privacy/edge capabilities can drive higher ARPU and stickier subscriptions over time. Arlo Technologies earnings up next: Can privacy edge pay off?
• Negative Sentiment: Profitability and valuation questions remain — GAAP net margin was still low (~0.8%) and some analysts note forward-year EPS uncertainty; the stock’s high multiple and analyst forecasts for a challenging full-year EPS profile leave room for profit-taking if execution slips. Listen to Conference Call / Press Release Compared to Estimates, Arlo (ARLO) Q4 Earnings

Analyst Ratings Changes

A number of brokerages have weighed in on ARLO. Zacks Research lowered Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Weiss Ratings lowered shares of Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, February 20th. Finally, BWS Financial reissued a “buy” rating and set a $26.00 price objective on shares of Arlo Technologies in a report on Tuesday, November 11th. Three equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $23.00.

Arlo Technologies Trading Up 3.7%

ARLO opened at $12.35 on Friday. The company’s 50 day moving average is $13.03 and its 200 day moving average is $15.33. The company has a market cap of $1.31 billion, a price-to-earnings ratio of 411.80 and a beta of 1.66. Arlo Technologies, Inc. has a 12-month low of $7.84 and a 12-month high of $19.94.

Insider Transactions at Arlo Technologies

In related news, CEO Matthew Blake Mcrae sold 257,242 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $14.28, for a total value of $3,673,415.76. Following the transaction, the chief executive officer directly owned 941,586 shares of the company’s stock, valued at approximately $13,445,848.08. This trade represents a 21.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Brian Busse sold 31,407 shares of Arlo Technologies stock in a transaction on Friday, February 6th. The shares were sold at an average price of $12.29, for a total value of $385,992.03. Following the transaction, the general counsel owned 552,850 shares in the company, valued at $6,794,526.50. This trade represents a 5.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 684,286 shares of company stock worth $9,202,544 in the last 90 days. 5.20% of the stock is currently owned by insiders.

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.