Arlo Technologies (NYSE:ARLO) General Counsel Brian Busse Sells 6,966 Shares

March 4, 2026 by InsiderTrades.com

Key Points

CFO Kurtis Joseph Binder sold 12,539 shares on March 3 at an average price of $14.93 for $187,207, leaving him with 470,635 shares (a 2.60% reduction in his stake, valued at about $7.03 million).
Insider selling that day included multiple executives (the CEO sold ~27.9k shares and the general counsel ~7k), a notable disclosure that may concern some investors despite executives' remaining large holdings.
Separately, Arlo beat Q4 EPS and revenue estimates, set Q1 2026 EPS guidance of $0.170–$0.230, and the board approved up to a $50 million share repurchase program.

Arlo Technologies, Inc. (NYSE:ARLO - Get Free Report) General Counsel Brian Busse sold 6,966 shares of the company's stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $14.93, for a total value of $104,002.38. Following the sale, the general counsel owned 558,889 shares of the company's stock, valued at $8,344,212.77. This trade represents a 1.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Arlo Technologies Stock is Turnaround Pullback Play

Brian Busse also recently made the following trade(s):

On Friday, February 6th, Brian Busse sold 31,407 shares of Arlo Technologies stock. The stock was sold at an average price of $12.29, for a total transaction of $385,992.03.
On Wednesday, February 4th, Brian Busse sold 15,922 shares of Arlo Technologies stock. The shares were sold at an average price of $12.65, for a total transaction of $201,413.30.
On Friday, January 30th, Brian Busse sold 8,245 shares of Arlo Technologies stock. The stock was sold at an average price of $12.81, for a total transaction of $105,618.45.
On Friday, January 9th, Brian Busse sold 18,841 shares of Arlo Technologies stock. The shares were sold at an average price of $13.69, for a total transaction of $257,933.29.

Arlo Technologies Stock Performance

NYSE ARLO opened at $15.13 on Wednesday. Arlo Technologies, Inc. has a fifty-two week low of $7.84 and a fifty-two week high of $19.94. The firm has a market capitalization of $1.62 billion, a P/E ratio of 116.39 and a beta of 1.65. The stock has a 50-day simple moving average of $13.12 and a two-hundred day simple moving average of $15.27.

Arlo Technologies (NYSE:ARLO - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.06. The company had revenue of $141.30 million during the quarter, compared to analysts' expectations of $135.57 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.Arlo Technologies's quarterly revenue was up 16.2% on a year-over-year basis. During the same period last year, the business earned $0.10 earnings per share. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. As a group, analysts forecast that Arlo Technologies, Inc. will post -0.29 earnings per share for the current year.

Key Stories Impacting Arlo Technologies

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

Positive Sentiment: Board approves up to $50 million share repurchase program — signals management believes the stock is undervalued and should provide buyback-driven support to the share price; size equals a meaningful portion of market cap and could increase EPS if executed. Arlo Adopts Stock Repurchase Program
Positive Sentiment: Company narrative shifting toward subscriptions, partnerships and new devices — management highlights recurring‑revenue growth and product roadmap that could improve margins and stabilize revenue over time; this underpins a longer‑term growth story beyond hardware cycles. Arlo Technologies Turnaround Centers On Subscriptions Partnerships And New Devices
Neutral Sentiment: Included in a market‑wide movers piece noting several tech names trading down — context suggests ARLO’s intra‑day weakness is partly tied to broader sector/market pressure rather than company‑specific bad news. TTM Technologies, Arlo Technologies, Coherent, Planet Labs, and Applied Digital Stocks Trade Down, What You Need To Know
Negative Sentiment: Insider selling by multiple executives (CEO sold ~27.9k shares; CFO ~12.5k; General Counsel ~7.0k) — sizable insider disposals disclosed on March 3 may concern some investors about near‑term insider conviction, even though remaining holdings remain large. CEO Form 4 CFO Form 4 GC Form 4

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on ARLO shares. Weiss Ratings cut shares of Arlo Technologies from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, February 20th. BWS Financial reaffirmed a "buy" rating and issued a $26.00 price target on shares of Arlo Technologies in a research note on Tuesday, November 11th. Finally, Zacks Research cut Arlo Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. Three equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $23.33.

View Our Latest Analysis on ARLO

Hedge Funds Weigh In On Arlo Technologies

Several institutional investors have recently modified their holdings of ARLO. Amalgamated Bank boosted its stake in shares of Arlo Technologies by 2.4% in the 2nd quarter. Amalgamated Bank now owns 29,265 shares of the company's stock valued at $496,000 after buying an additional 692 shares during the period. Arizona State Retirement System increased its holdings in shares of Arlo Technologies by 2.3% in the 3rd quarter. Arizona State Retirement System now owns 30,597 shares of the company's stock valued at $519,000 after acquiring an additional 702 shares during the last quarter. Smartleaf Asset Management LLC raised its position in shares of Arlo Technologies by 86.0% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,616 shares of the company's stock worth $28,000 after acquiring an additional 747 shares in the last quarter. Quarry LP lifted its stake in 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. Finally, Oregon Public Employees Retirement Fund boosted its holdings in Arlo Technologies by 3.4% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 24,268 shares of the company's stock valued at $340,000 after purchasing an additional 800 shares in the last quarter. Institutional investors and hedge funds own 83.18% of the company's stock.

Arlo Technologies Company Profile

(Get Free Report)

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.