Key Points
- CFO Kurtis Joseph Binder sold 179,419 shares on March 12 at an average of $13.78 for a total of $2,472,393.82, cutting his stake by 22.59% to 614,885 shares, after making additional insider sales earlier in March and January.
- Arlo beat recent quarterly estimates with $0.22 EPS (vs. $0.16) and revenue of $141.3M (up 16.2% YoY), provided Q1 2026 guidance of $0.170–$0.230 EPS, and its board authorized a $50 million share buyback (≈3.1% of outstanding shares).
- Shares trade near $13.83 with a 52-week range of $7.84–$19.94 and a $1.48B market cap; analysts have a consensus rating of "Moderate Buy" and a target price of $23.33.
Arlo Technologies, Inc. (NYSE:ARLO - Get Free Report) General Counsel Brian Busse sold 25,525 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $13.78, for a total value of $351,734.50. Following the transaction, the general counsel owned 583,364 shares of the company's stock, valued at approximately $8,038,755.92. This trade represents a 4.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.
Brian Busse also recently made the following trade(s):
- On Tuesday, March 3rd, Brian Busse sold 6,966 shares of Arlo Technologies stock. The shares were sold at an average price of $14.93, for a total value of $104,002.38.
- 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 value of $385,992.03.
- On Wednesday, February 4th, Brian Busse sold 15,922 shares of Arlo Technologies stock. The stock was sold at an average price of $12.65, for a total value 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
Arlo Technologies stock traded up $0.22 during mid-day trading on Friday, reaching $13.73. The company's stock had a trading volume of 777,430 shares, compared to its average volume of 1,490,360. Arlo Technologies, Inc. has a 12 month low of $7.84 and a 12 month high of $19.94. The business's 50 day simple moving average is $13.12 and its 200 day simple moving average is $15.15. The company has a market capitalization of $1.47 billion, a price-to-earnings ratio of 105.59 and a beta of 1.65.
Arlo Technologies (NYSE:ARLO - Get Free Report) last announced its quarterly earnings data 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 revenue for the quarter was up 16.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.10 EPS. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. As a group, sell-side analysts expect that Arlo Technologies, Inc. will post -0.29 EPS for the current year.
Arlo Technologies announced that its Board of Directors has approved a share repurchase plan on Wednesday, March 4th that permits the company to repurchase $50.00 million in shares. This repurchase authorization permits the company to buy up to 3.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company's board of directors believes its stock is undervalued.
Wall Street Analysts Forecast Growth
A number of equities analysts recently commented on ARLO shares. Zacks Research cut Arlo Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. Weiss Ratings raised shares of Arlo Technologies from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Friday, March 6th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $23.33.
Get Our Latest Stock Analysis on ARLO
Institutional Investors Weigh In On Arlo Technologies
A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Brandes Investment Partners LP increased its position in shares of Arlo Technologies by 27.6% in the fourth 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 during the period. Arrowstreet Capital Limited Partnership raised its stake 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 in the last quarter. Wasatch Advisors LP lifted its position in Arlo Technologies by 30.1% during the second quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company's stock worth $79,354,000 after purchasing an additional 1,082,443 shares during the period. Marshall Wace LLP lifted its holdings in shares of Arlo Technologies by 69.1% during the 3rd quarter. Marshall Wace LLP now owns 2,554,457 shares of the company's stock worth $43,298,000 after acquiring an additional 1,043,854 shares during the period. Finally, Divisadero Street Capital Management LP lifted its holdings in shares of Arlo Technologies by 778.6% during the 2nd quarter. Divisadero Street Capital Management LP now owns 1,150,943 shares of the company's stock worth $19,520,000 after acquiring an additional 1,019,945 shares during the period. 83.18% of the stock is currently owned by institutional investors and hedge funds.
About Arlo Technologies
(
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.
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