Primecap Management Co. CA Reduces Stock Position in Arlo Technologies, Inc. $ARLO

Primecap Management Co. CA decreased its position in Arlo Technologies, Inc. (NYSE:ARLO) by 14.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,135,889 shares of the company’s stock after selling 518,402 shares during the quarter. Primecap Management Co. CA owned approximately 2.96% of Arlo Technologies worth $53,153,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of ARLO. Voya Investment Management LLC raised its position in Arlo Technologies by 160.2% during the 3rd quarter. Voya Investment Management LLC now owns 273,250 shares of the company’s stock valued at $4,632,000 after purchasing an additional 168,248 shares during the last quarter. Katamaran Capital LLP bought a new stake in shares of Arlo Technologies in the 3rd quarter worth approximately $1,875,000. S Squared Technology LLC increased its stake in shares of Arlo Technologies by 11.8% during the second quarter. S Squared Technology LLC now owns 519,767 shares of the company’s stock valued at $8,815,000 after buying an additional 54,727 shares during the period. Hillsdale Investment Management Inc. increased its stake in shares of Arlo Technologies by 31.9% during the second quarter. Hillsdale Investment Management Inc. now owns 338,082 shares of the company’s stock valued at $5,734,000 after buying an additional 81,800 shares during the period. Finally, G2 Investment Partners Management LLC bought a new position in shares of Arlo Technologies during the second quarter valued at approximately $2,205,000. 83.18% of the stock is owned by institutional investors.

Arlo Technologies Stock Performance

ARLO stock opened at $12.35 on Friday. The firm has a 50 day moving average price of $13.03 and a 200-day moving average price of $15.33. Arlo Technologies, Inc. has a 52-week low of $7.84 and a 52-week high of $19.94. The firm has a market capitalization of $1.31 billion, a price-to-earnings ratio of 411.80 and a beta of 1.66.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on ARLO shares. Weiss Ratings cut shares of Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, February 20th. Zacks Research cut shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, BWS Financial reaffirmed a “buy” rating and set a $26.00 target price on shares of Arlo Technologies in a research note on Tuesday, November 11th. Three investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $23.00.

Insider Buying and Selling at Arlo Technologies

In other news, CEO Matthew Blake Mcrae sold 257,242 shares of Arlo Technologies stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $14.28, for a total value of $3,673,415.76. Following the completion of the transaction, the chief executive officer owned 941,586 shares of the company’s stock, valued at $13,445,848.08. The trade was a 21.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Brian Busse sold 31,407 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $12.29, for a total transaction of $385,992.03. Following the completion of the transaction, the general counsel owned 552,850 shares in the company, valued at approximately $6,794,526.50. The trade was a 5.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 684,286 shares of company stock worth $9,202,544. 5.20% of the stock is owned by insiders.

Trending Headlines about Arlo Technologies

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

• Positive Sentiment: Q4 earnings and revenue beat consensus — Arlo reported $0.22 EPS vs. ~$0.16 expected and revenue of $141.3M (vs. ~$135.6M), showing 16% YoY revenue growth; the beat is the main catalyst for the stock’s upside. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Upbeat Q1 2026 guidance — Management set EPS guidance of $0.170–$0.230 and revenue $135M–$145M, both above Street models, which signals confidence in near-term operating leverage and supports the stock. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Subscription momentum and margin improvement — Company highlighted record subscription revenue, ~30% ARR growth, stronger subscriptions & services mix and a ~750 bps improvement in non‑GAAP gross margin, which improves revenue visibility and recurring cash flow expectations. Arlo Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Conference call / transcript and slide deck available for investor color — Management discussed strategy and results; review the transcript and slides for details on product cadence, margins and subscriber KPIs. Arlo (ARLO) Q4 2025 Earnings Call Transcript Slide Deck
• Neutral Sentiment: Analyst and press takeaways focus on “privacy edge” and product differentiation — Coverage is exploring whether Arlo’s privacy/edge capabilities can drive higher ARPU and stickier subscriptions over time. Arlo Technologies earnings up next: Can privacy edge pay off?
• Negative Sentiment: Profitability and valuation questions remain — GAAP net margin was still low (~0.8%) and some analysts note forward-year EPS uncertainty; the stock’s high multiple and analyst forecasts for a challenging full-year EPS profile leave room for profit-taking if execution slips. Listen to Conference Call / Press Release Compared to Estimates, Arlo (ARLO) Q4 Earnings

About Arlo Technologies

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.