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 morning. The company provided EPS guidance of 0.170-0.230 for the period, compared to the consensus 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.

Analysts Set New Price Targets

Several analysts have recently weighed in on ARLO shares. Oppenheimer started coverage on shares of Arlo Technologies in a research report on Monday, May 18th. They set an “outperform” rating and a $20.00 price objective for the company. Piper Sandler began coverage on shares of Arlo Technologies in a research note on Sunday, July 26th. They issued an “overweight” rating and a $17.00 price objective for the company. William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They set an “outperform” rating on the stock. UBS Group set a $20.00 price target on Arlo Technologies in a research report on Monday, May 18th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $19.00 price target on shares of Arlo Technologies in a research report on Friday, May 8th. Six analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Arlo Technologies currently has an average rating of “Moderate Buy” and an average price target of $20.67.

Arlo Technologies Stock Performance

ARLO stock opened at $15.44 on Friday. The stock has a market capitalization of $1.68 billion, a PE ratio of 57.20 and a beta of 1.56. The company has a fifty day moving average of $13.35 and a 200-day moving average of $13.45. Arlo Technologies has a one year low of $11.05 and a one year high of $19.94.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.20 by $0.08. The business had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. The business’s revenue was up 20.5% compared to the same quarter last year. During the same period in the previous year, the business 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. Equities analysts forecast that Arlo Technologies will post 0.2 earnings per share for the current fiscal year.

Insider Transactions at Arlo Technologies

In other news, CFO Kurtis Joseph Binder sold 27,297 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $15.52, for a total transaction of $423,649.44. Following the completion of the transaction, the chief financial officer directly owned 442,110 shares of the company’s stock, valued at approximately $6,861,547.20. This represents a 5.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 57,775 shares of company stock worth $845,139. Insiders own 2.90% of the company’s stock.

Key Stories Impacting Arlo Technologies

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

• Positive Sentiment: Q2 results beat estimates: Arlo reported adjusted earnings of $0.28 per share, above the $0.20 consensus and up from $0.17 a year earlier. Revenue increased 20.5% year over year to $155.94 million, exceeding estimates of $148.94 million. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised the outlook above Wall Street expectations: Third-quarter EPS guidance of $0.17–$0.23 and revenue guidance of $140 million–$150 million exceed consensus estimates of $0.14 and $133.2 million, respectively. Full-year 2026 EPS guidance of $0.90–$1.00 and revenue guidance of $580 million–$600 million also surpass consensus estimates of $0.71 and $565.7 million. This points to continued demand for Arlo’s smart-home security products and services.
• Neutral Sentiment: Profitability remains positive but relatively modest: Arlo reported a 5.47% net margin and an 18.66% return on equity. The earnings beat and higher guidance improve the fundamental picture, although the stock’s valuation remains elevated at roughly 57 times earnings based on the provided data. Arlo Technologies Earnings Report and Conference Call
• Negative Sentiment: CFO selling could pressure sentiment: CFO Kurtis Joseph Binder sold 27,297 shares for approximately $423,649 and another 13,971 shares for approximately $209,705. Both transactions were made under a pre-arranged Rule 10b5-1 plan, reducing their significance as a signal of deteriorating business prospects, but the sales may nevertheless encourage profit-taking.

Institutional Investors Weigh In On Arlo Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of ARLO. AQR Capital Management LLC lifted its stake in shares of Arlo Technologies by 28.8% in the first quarter. AQR Capital Management LLC now owns 406,688 shares of the company’s stock valued at $4,014,000 after purchasing an additional 90,970 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Arlo Technologies by 15.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 171,986 shares of the company’s stock worth $1,698,000 after acquiring an additional 23,068 shares in the last quarter. Millennium Management LLC grew its holdings in shares of Arlo Technologies by 116.1% in the 1st quarter. Millennium Management LLC now owns 455,692 shares of the company’s stock worth $4,498,000 after acquiring an additional 244,783 shares during the period. Goldman Sachs Group Inc. increased its stake in Arlo Technologies by 115.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock valued at $15,325,000 after purchasing an additional 830,770 shares in the last quarter. Finally, Jane Street Group LLC raised its holdings in Arlo Technologies by 279.8% during the first quarter. Jane Street Group LLC now owns 292,302 shares of the company’s stock worth $2,885,000 after purchasing an additional 215,343 shares during the last quarter. Institutional investors and hedge funds own 83.18% of the company’s stock.

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.