Arlo Technologies (NYSE:ARLO) Issues Q3 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.170-0.230 for the period, compared to the consensus EPS 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.

Analyst Upgrades and Downgrades

ARLO has been the subject of several analyst reports. William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They issued an “outperform” rating for the company. UBS Group set a $20.00 price target on Arlo Technologies in a research note on Monday, May 18th. Oppenheimer assumed coverage on Arlo Technologies in a report on Monday, May 18th. They set an “outperform” rating and a $20.00 price target for the company. Piper Sandler assumed coverage on Arlo Technologies in a research report on Sunday, July 26th. They set an “overweight” rating and a $17.00 price objective for the company. Finally, Weiss Ratings lowered shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Arlo Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $20.67.

Arlo Technologies Price Performance

Shares of NYSE:ARLO traded down $0.49 during mid-day trading on Thursday, reaching $15.44. 1,259,744 shares of the company were exchanged, compared to its average volume of 1,343,433. The firm has a market cap of $1.68 billion, a price-to-earnings ratio of 57.20 and a beta of 1.56. The firm’s 50-day simple moving average is $13.30 and its 200 day simple moving average is $13.44. Arlo Technologies has a 1 year low of $11.05 and a 1 year high of $19.94.

Arlo Technologies (NYSE:ARLO) last announced its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.20 by $0.08. Arlo Technologies had a return on equity of 18.66% and a net margin of 5.47%.The company had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. 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. On average, research analysts forecast that Arlo Technologies will post 0.2 earnings per share for the current fiscal year.

Insider Buying and Selling at Arlo Technologies

In related news, CFO Kurtis Joseph Binder sold 27,297 shares of the business’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $15.52, for a total value of $423,649.44. Following the sale, the chief financial officer owned 442,110 shares in the company, valued at approximately $6,861,547.20. The trade was a 5.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 122,775 shares of company stock valued at $1,865,639 over the last ninety days. Insiders own 2.90% of the company’s stock.

Arlo Technologies News Summary

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

• Positive Sentiment: Quarterly earnings exceeded expectations. Arlo reported adjusted EPS of $0.28, beating the $0.20 consensus estimate, while revenue of $155.94 million surpassed expectations of $148.94 million. The company also posted a 5.47% net margin and 18.66% return on equity. Arlo Technologies quarterly earnings press release
• Positive Sentiment: Management raised its outlook above Wall Street forecasts. Arlo guided third-quarter 2026 EPS to $0.17-$0.23 versus the $0.14 consensus estimate and revenue to $140 million-$150 million versus $133.2 million expected. Full-year 2026 EPS guidance of $0.90-$1.00 and revenue guidance of $580 million-$600 million also exceeded consensus estimates of $0.71 and $565.7 million, respectively. The outlook suggests continued earnings and revenue momentum.
• Neutral Sentiment: The improved outlook may support a more favorable analyst view, but the stock’s valuation remains elevated, with a price-to-earnings ratio near 57 based on the provided market data. This could make the shares more sensitive to any future guidance shortfall.
• Negative Sentiment: CFO Kurtis Joseph Binder continued selling shares. He sold 27,297 shares for approximately $423,649 on August 4 and 13,971 shares for about $209,705 on August 3. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although the sales could still weigh on sentiment. Arlo Technologies CFO stock sale

Hedge Funds Weigh In On Arlo Technologies

Several institutional investors have recently bought and sold shares of the company. Quarry LP raised its stake in shares of Arlo Technologies by 42.0% during the third quarter. Quarry LP now owns 2,649 shares of the company’s stock worth $45,000 after purchasing an additional 783 shares during the last quarter. SkyView Investment Advisors LLC lifted its holdings in shares of Arlo Technologies by 2.2% during the second quarter. SkyView Investment Advisors LLC now owns 57,297 shares of the company’s stock worth $982,000 after purchasing an additional 1,226 shares during the period. CANADA LIFE ASSURANCE Co grew its position in Arlo Technologies by 1.2% in the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 115,861 shares of the company’s stock valued at $1,965,000 after buying an additional 1,399 shares during the last quarter. Nebula Research & Development LLC grew its position in Arlo Technologies by 11.7% in the 2nd quarter. Nebula Research & Development LLC now owns 14,002 shares of the company’s stock valued at $237,000 after buying an additional 1,472 shares during the last quarter. Finally, Illinois Municipal Retirement Fund increased its stake in Arlo Technologies by 2.7% in the 4th quarter. Illinois Municipal Retirement Fund now owns 57,115 shares of the company’s stock valued at $799,000 after buying an additional 1,509 shares during the period. 83.18% of the stock is owned by institutional investors and hedge funds.

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.