Arlo Technologies (NYSE:ARLO) Issues Quarterly Earnings Results

Arlo Technologies (NYSE:ARLO) issued its quarterly earnings results on Thursday. The company reported $0.16 earnings per share for the quarter, topping the consensus estimate of $0.15 by $0.01, FiscalAI reports. The business had revenue of $139.53 million during the quarter, compared to the consensus estimate of $138.69 million. Arlo Technologies had a negative return on equity of 6.69% and a negative net margin of 1.38%.The company’s quarterly revenue was up 1.3% on a year-over-year basis. During the same quarter last year, the company earned $0.11 earnings per share. Arlo Technologies updated its Q4 2025 guidance to 0.130-0.190 EPS.

Arlo Technologies Stock Down 4.8%

Shares of NYSE:ARLO traded down $0.85 during trading on Thursday, hitting $16.86. The stock had a trading volume of 1,230,708 shares, compared to its average volume of 1,010,747. Arlo Technologies has a 12-month low of $7.84 and a 12-month high of $19.94. The stock has a market capitalization of $1.76 billion, a price-to-earnings ratio of -240.82 and a beta of 1.69. The stock has a 50-day simple moving average of $17.81 and a two-hundred day simple moving average of $16.06.

Insider Transactions at Arlo Technologies

In related news, CEO Matthew Blake Mcrae sold 520,557 shares of Arlo Technologies stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $17.40, for a total transaction of $9,057,691.80. Following the completion of the transaction, the chief executive officer directly owned 1,621,835 shares in the company, valued at approximately $28,219,929. This trade represents a 24.30% 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 hyperlink. Also, CFO Kurtis Joseph Binder sold 135,494 shares of Arlo Technologies stock in a transaction that occurred on Tuesday, September 30th. The shares were sold at an average price of $16.89, for a total value of $2,288,493.66. Following the transaction, the chief financial officer owned 467,681 shares of the company’s stock, valued at approximately $7,899,132.09. This represents a 22.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,357,942 shares of company stock worth $23,642,667 over the last three months. 5.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ARLO. Strs Ohio purchased a new position in Arlo Technologies during the first quarter valued at approximately $66,000. EverSource Wealth Advisors LLC raised its position in Arlo Technologies by 1,682.9% during the second quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock valued at $95,000 after acquiring an additional 5,301 shares in the last quarter. Quantbot Technologies LP purchased a new position in Arlo Technologies during the second quarter valued at approximately $132,000. Canada Pension Plan Investment Board purchased a new position in Arlo Technologies during the second quarter valued at approximately $136,000. Finally, FORA Capital LLC purchased a new position in Arlo Technologies during the second quarter valued at approximately $206,000. 83.18% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ARLO has been the subject of several recent analyst reports. Zacks Research downgraded Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of Arlo Technologies in a report on Wednesday, October 8th. BWS Financial reissued a “buy” rating and issued a $26.00 price target (up previously from $24.00) on shares of Arlo Technologies in a report on Monday, August 11th. Raymond James Financial restated an “outperform” rating and issued a $22.00 price objective (up from $15.00) on shares of Arlo Technologies in a research note on Friday, August 8th. Finally, Craig Hallum raised their price objective on Arlo Technologies from $17.00 to $22.00 and gave the stock a “buy” rating in a research note on Friday, August 8th. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $23.00.

About Arlo Technologies

Arlo Technologies, Inc, together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera.