Arlo Technologies (NYSE:ARLO) Price Target Raised to $18.00 at Piper Sandler

Arlo Technologies (NYSE:ARLO) had its price target lifted by research analysts at Piper Sandler from $17.00 to $18.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Piper Sandler’s target price would indicate a potential upside of 15.79% from the company’s current price.

Several other research analysts have also weighed in on the stock. Raymond James Financial restated an “outperform” rating and set a $19.00 price objective on shares of Arlo Technologies in a research note on Friday, May 8th. William Blair initiated coverage on Arlo Technologies in a research note on Tuesday, July 7th. They issued an “outperform” rating on the stock. Oppenheimer assumed coverage on Arlo Technologies in a research note on Monday, May 18th. They set an “outperform” rating and a $20.00 target price for the company. Weiss Ratings cut Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Finally, UBS Group set a $20.00 price objective on shares of Arlo Technologies in a report on Monday, May 18th. Six analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $20.83.

Arlo Technologies Price Performance

NYSE:ARLO traded up $0.07 during trading hours on Friday, reaching $15.54. 948,499 shares of the stock were exchanged, compared to its average volume of 1,340,638. The stock has a market cap of $1.69 billion, a PE ratio of 57.78 and a beta of 1.56. Arlo Technologies has a twelve month low of $11.05 and a twelve month high of $19.94. The firm has a 50 day moving average of $13.35 and a 200 day moving average of $13.45.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping the consensus estimate of $0.20 by $0.08. The firm had revenue of $155.94 million for the quarter, compared to analysts’ expectations of $148.94 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. The company’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.17 EPS. 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 anticipate that Arlo Technologies will post 0.2 earnings per share for the current year.

Insider Buying and Selling at Arlo Technologies

In related news, CFO Kurtis Joseph Binder sold 27,297 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $15.52, for a total transaction 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. This trade represents a 5.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 57,775 shares of company stock worth $845,139. Corporate insiders own 2.90% of the company’s stock.

Hedge Funds Weigh In On Arlo Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the business. BlackRock Inc. acquired a new stake in Arlo Technologies in the second quarter valued at approximately $235,992,000. Rice Hall James & Associates LLC bought a new stake in Arlo Technologies during the 2nd quarter worth $50,320,000. Brandes Investment Partners LP increased its holdings in Arlo Technologies by 27.6% in the 4th quarter. Brandes Investment Partners LP now owns 8,198,707 shares of the company’s stock worth $114,700,000 after purchasing an additional 1,772,063 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Arlo Technologies by 778.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,884,616 shares of the company’s stock valued at $31,944,000 after purchasing an additional 1,670,156 shares during the last quarter. Finally, Wasatch Advisors LP boosted its stake in shares of Arlo Technologies by 30.1% during the second quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company’s stock valued at $79,354,000 after purchasing an additional 1,082,443 shares in the last quarter. Institutional investors own 83.18% of the company’s stock.

Trending Headlines about Arlo Technologies

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

• Positive Sentiment: Quarterly results beat estimates. Arlo reported second-quarter 2026 adjusted EPS of $0.28, versus the $0.20 consensus estimate, while revenue reached $155.94 million, above expectations of $148.94 million. EPS rose from $0.17 a year earlier, and revenue increased 20.5% year over year. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Optimistic forward guidance was a key catalyst. Arlo forecast third-quarter revenue of $140 million to $150 million and EPS of $0.17 to $0.23, above consensus estimates of $133.2 million and $0.14, respectively. Full-year 2026 revenue guidance of $580 million to $600 million and EPS guidance of $0.90 to $1.00 also exceeded analyst expectations of $565.7 million and $0.71. Arlo Reports Upbeat Q2 Results and Optimistic Guidance
• Neutral Sentiment: Arlo’s profitability remains positive, with a reported net margin of 5.47% and return on equity of 18.66%. However, its valuation remains elevated at roughly 57 times earnings, leaving the stock sensitive to any slowdown in growth or weaker guidance.
• Negative Sentiment: CFO insider selling could temper investor enthusiasm. CFO Kurtis Joseph Binder sold 27,297 shares for approximately $423,649 and 13,971 shares for about $209,705. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary bearish signal, but the sales may still attract attention. Arlo CFO Sells 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.