Arlo Technologies, Inc. (ARLO) – What Are Researchers Saying About This Stock?

Arlo Technologies, Inc. (NYSE:ARLO) has earned a consensus rating of “Moderate Buy” from the seven brokerages that are presently covering the stock, Marketbeat.com reports. Two research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. The average 12-month target price among brokerages that have issued a report on the stock in the last year is $20.40.

Several brokerages recently issued reports on ARLO. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Arlo Technologies in a report on Friday, October 30th. Piper Sandler restated an “overweight” rating and set a $17.00 price target (up from $16.00) on shares of Arlo Technologies in a research report on Friday. Finally, Wall Street Zen downgraded Arlo Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 31st.

Key Headlines Impacting Arlo Technologies

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

• Positive Sentiment: Q3 adjusted EPS was $0.24, above the $0.20 consensus and up from $0.16 a year earlier. Revenue of $149.18 million also topped estimates of $144.93 million, increasing 6.9% year over year. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Management said subscriptions and services revenue grew 20%, while adjusted EBITDA rose more than 50% year over year, signaling momentum in recurring revenue and profitability. Arlo Reports Third Quarter 2026 Results
• Positive Sentiment: Piper Sandler reaffirmed its overweight rating and raised its price target to $17 from $16, implying substantial upside from the cited $12.38 share price. Piper Sandler rating and target
• Neutral Sentiment: CFO Kurtis Binder sold 33,394 shares in a transaction under a pre-arranged Rule 10b5-1 plan. He retained 312,147 shares, which may soften concerns about the sale. SEC filing
• Negative Sentiment: Q4 revenue guidance of $137 million–$147 million is below Q3’s $149.18 million, suggesting a sequential slowdown. Despite the earnings beat, reports said the stock fell, with the outlook likely weighing on sentiment. Q3 results and stock reaction

Arlo Technologies Trading Down 16.6%

NYSE:ARLO opened at $12.38 on Friday. The stock has a market cap of $1.34 billion, a price-to-earnings ratio of 56.26 and a beta of 1.59. Arlo Technologies has a 12 month low of $11.05 and a 12 month high of $16.89. The company has a 50-day moving average price of $13.05 and a 200-day moving average price of $13.39.

Arlo Technologies (NYSE:ARLO) last posted its quarterly earnings data on Thursday, November 5th. The company reported $0.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.04. Arlo Technologies had a return on equity of 17.29% and a net margin of 5.20%. The company had revenue of $149.18 million for the quarter, compared to analysts’ expectations of $144.93 million. During the same period in the previous year, the firm posted $0.16 EPS. Arlo Technologies’s revenue was up 6.9% compared to the same quarter last year. Equities analysts forecast that Arlo Technologies will post 0.12 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Kurtis Binder sold 33,394 shares of the stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $15.03, for a total transaction of $501,911.82. Following the transaction, the chief financial officer directly owned 312,147 shares of the company’s stock, valued at $4,691,569.41. This represents a 9.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 129,963 shares of company stock valued at $1,705,100. Company insiders own 2.90% of the company’s stock.

Institutional Investors Weigh In On Arlo Technologies

Hedge funds have recently bought and sold shares of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Arlo Technologies by 0.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 175,788 shares of the company’s stock valued at $2,370,000 after acquiring an additional 794 shares during the period. Smith Group Asset Management LLC raised its holdings in Arlo Technologies by 1.6% during the third quarter. Smith Group Asset Management LLC now owns 54,810 shares of the company’s stock worth $680,000 after acquiring an additional 866 shares in the last quarter. GAMMA Investing LLC increased its position in shares of Arlo Technologies by 15.7% in the third quarter. GAMMA Investing LLC now owns 6,647 shares of the company’s stock worth $82,000 after purchasing an additional 904 shares during the period. Covestor Ltd boosted its position in shares of Arlo Technologies by 44.2% during the 3rd quarter. Covestor Ltd now owns 3,029 shares of the company’s stock valued at $38,000 after purchasing an additional 929 shares in the last quarter. Finally, Choreo LLC grew its position in Arlo Technologies by 7.4% during the third quarter. Choreo LLC now owns 13,695 shares of the company’s stock valued at $170,000 after buying an additional 943 shares during the period. Institutional investors and hedge funds own 83.18% of the company’s stock.

Arlo Technologies Company Profile

Arlo Technologies, Inc is a smart home security company that develops connected devices and cloud-based services designed to help consumers monitor and protect their homes, businesses and other properties. Its product portfolio includes wire-free and wired security cameras, video doorbells, floodlight cameras, home security systems and related accessories.

Arlo’s products typically connect through mobile applications and cloud services, providing features such as live video, motion detection, two-way audio, night vision and notifications.