Arlo Technologies (ARLO) to Release Earnings on Thursday

Arlo Technologies (NYSE:ARLO) is projected to release its Q1 2026 results after the market closes on Thursday, May 7th. Analysts expect Arlo Technologies to post earnings of $0.19 per share and revenue of $139.7250 million for the quarter. Interested persons can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, May 7, 2026 at 5:00 PM ET.

Arlo Technologies (NYSE:ARLO) last issued its quarterly earnings results on Friday, February 27th. The company reported $0.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.06. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The firm had revenue of $141.30 million during the quarter, compared to analyst estimates of $135.57 million. During the same quarter in the previous year, the company posted $0.10 earnings per share. The company’s revenue was up 16.2% compared to the same quarter last year. On average, analysts expect Arlo Technologies to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Arlo Technologies Price Performance

ARLO stock traded up $0.09 during mid-day trading on Wednesday, hitting $14.82. 102,055 shares of the stock were exchanged, compared to its average volume of 1,339,861. The business has a fifty day moving average price of $14.07 and a 200 day moving average price of $14.28. Arlo Technologies has a 12 month low of $10.20 and a 12 month high of $19.94. The stock has a market capitalization of $1.61 billion, a price-to-earnings ratio of 113.35 and a beta of 1.60.

Arlo Technologies announced that its Board of Directors has authorized a share buyback program on Wednesday, March 4th that allows the company to repurchase $50.00 million in shares. This repurchase authorization allows the company to purchase up to 3.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

ARLO has been the subject of a number of recent research reports. Weiss Ratings upgraded shares of Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, March 6th. Zacks Research lowered shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Arlo Technologies presently has an average rating of “Moderate Buy” and an average target price of $23.33.

Insider Activity

In related news, CEO Matthew Blake Mcrae sold 153,433 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $13.78, for a total transaction of $2,114,306.74. Following the completion of the sale, the chief executive officer directly owned 1,168,866 shares in the company, valued at $16,106,973.48. This represents a 11.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Kurtis Joseph Binder sold 25,000 shares of the company’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $15.19, for a total transaction of $379,750.00. Following the sale, the chief financial officer owned 564,885 shares of the company’s stock, valued at $8,580,603.15. This represents a 4.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 610,296 shares of company stock valued at $8,303,634. Insiders own 2.90% of the company’s stock.

Institutional Investors Weigh In On Arlo Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ARLO. Arrowstreet Capital Limited Partnership raised its holdings in Arlo Technologies by 778.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,884,616 shares of the company’s stock valued at $31,944,000 after buying an additional 1,670,156 shares during the last quarter. Wasatch Advisors LP raised its position in Arlo Technologies by 30.1% during the 2nd quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company’s stock valued at $79,354,000 after purchasing an additional 1,082,443 shares during the last quarter. Marshall Wace LLP raised its position in Arlo Technologies by 69.1% during the 3rd quarter. Marshall Wace LLP now owns 2,554,457 shares of the company’s stock valued at $43,298,000 after purchasing an additional 1,043,854 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Arlo Technologies by 115.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock valued at $15,325,000 after purchasing an additional 830,770 shares during the last quarter. Finally, Millennium Management LLC raised its position in Arlo Technologies by 96.4% during the 3rd quarter. Millennium Management LLC now owns 1,230,312 shares of the company’s stock valued at $20,854,000 after purchasing an additional 604,018 shares during the last quarter. 83.18% of the stock is currently owned by institutional investors.

Arlo Technologies Company Profile

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.