Arlo Technologies (NYSE:ARLO) Releases Q4 2025 Earnings Guidance

Arlo Technologies (NYSE:ARLO) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.130-0.190 for the period, compared to the consensus earnings per share estimate of 0.090. The company issued revenue guidance of $131.0 million-$141.0 million, compared to the consensus revenue estimate of $134.9 million.

Arlo Technologies Stock Down 4.8%

NYSE:ARLO traded down $0.85 on Thursday, reaching $16.86. The company’s stock had a trading volume of 1,194,647 shares, compared to its average volume of 1,116,354. Arlo Technologies has a 12-month low of $7.84 and a 12-month high of $19.94. The firm has a market cap of $1.76 billion, a price-to-earnings ratio of -240.82 and a beta of 1.69. The stock has a 50 day moving average price of $17.83 and a 200 day moving average price of $16.05.

Arlo Technologies (NYSE:ARLO) last posted its quarterly earnings data on Thursday, November 6th. The company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.15 by $0.01. The firm had revenue of $139.53 million for the quarter, compared to the consensus estimate of $138.69 million. Arlo Technologies had a negative return on equity of 6.69% and a negative net margin of 1.38%. Arlo Technologies has set its Q4 2025 guidance at 0.130-0.190 EPS. Equities research analysts expect that Arlo Technologies will post -0.29 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Arlo Technologies in a research report on Wednesday, October 8th. Craig Hallum increased their target price on Arlo Technologies from $17.00 to $22.00 and gave the stock a “buy” rating in a research note on Friday, August 8th. Raymond James Financial reissued an “outperform” rating and set a $22.00 target price (up from $15.00) on shares of Arlo Technologies in a research note on Friday, August 8th. Wall Street Zen raised Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 11th. Finally, Zacks Research downgraded 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 assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Arlo Technologies presently has a consensus rating of “Hold” and a consensus target price of $23.00.

Insider Activity

In other news, General Counsel Brian Busse sold 9,171 shares of the business’s stock in a transaction that occurred on Thursday, October 2nd. The stock was sold at an average price of $16.99, for a total transaction of $155,815.29. Following the completion of the transaction, the general counsel directly owned 669,376 shares in the company, valued at approximately $11,372,698.24. The trade was a 1.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Matthew Blake Mcrae sold 520,557 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $17.40, for a total value of $9,057,691.80. Following the transaction, the chief executive officer owned 1,621,835 shares of the company’s stock, valued at approximately $28,219,929. This represents a 24.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,357,942 shares of company stock valued at $23,642,667. 5.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Arlo Technologies

A number of institutional investors have recently added to or reduced their stakes in ARLO. Strs Ohio acquired a new stake in shares of Arlo Technologies during the 1st quarter valued at $66,000. EverSource Wealth Advisors LLC lifted its position 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 valued at $95,000 after acquiring an additional 5,301 shares during the last quarter. Quantbot Technologies LP acquired a new stake in shares of Arlo Technologies during the 2nd quarter valued at $132,000. Canada Pension Plan Investment Board acquired a new stake in shares of Arlo Technologies during the 2nd quarter valued at $136,000. Finally, FORA Capital LLC acquired a new stake in shares of Arlo Technologies during the 2nd quarter valued at $206,000. 83.18% of the stock is currently owned by institutional investors and hedge funds.

Arlo Technologies Company Profile

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.