Is Arlo Technologies Inc (ARLO) Overvalued After 3.4% Rally? GF
Arlo Technologies Inc (ARLO) has seen a 3.4% rally, reaching $13.16, but GuruFocus's GF Value™ indicates it is 16.4% overvalued compared to its intrinsic value of $11.31. Despite a solid financial foundation with a GF Score™ of 64/100, the company shows concerns in profitability and growth. Adding to the caution, insiders have sold $7.5 million worth of stock in the last three months with no buying activity, suggesting a lack of confidence in its current valuation.
Price-Driven Insight from (ARLO) for Rule-Based Strategy
This article provides a price-driven analysis of Arlo Technologies Inc. (ARLO) for rule-based trading strategies. It highlights a near-term strong sentiment challenging persistent mid and long-term weakness, noting that resistance is being tested. The analysis identifies an exceptional 55.0:1 risk-reward short setup and outlines specific institutional trading strategies (Long, Momentum Breakout, and Short) with entry, target, and stop-loss levels based on AI-generated signals.
Is It Time To Reassess Arlo Technologies (ARLO) After Recent Pullback And DCF Upside?
Arlo Technologies (ARLO) has experienced recent pullbacks in its stock price but shows significant upside according to a Discounted Cash Flow (DCF) analysis, which suggests it is undervalued by 25.2%. While its P/E ratio of 45.30x appears high compared to industry averages, the DCF model projects an intrinsic value of $17.09 per share against a current price of $12.78. The article encourages investors to use customizable "Narratives" to align their investment decisions with their evolving views on the company's future performance.
GSA Capital Partners LLP Purchases 119,857 Shares of Arlo Technologies, Inc. $ARLO
GSA Capital Partners LLP significantly increased its stake in Arlo Technologies, Inc. (NYSE: ARLO) during the fourth quarter, purchasing an additional 119,857 shares and bringing its total holdings to 141,372 shares. This comes as Arlo Technologies reported better-than-expected quarterly earnings, with an EPS of $0.28 and revenue of $150.38 million, a 26.3% year-over-year increase. The company also announced a $50 million share buyback program, while analysts maintain a "Moderate Buy" rating with an average price target of $21.40.
Arlo's Recurring Revenue Platform, AI Push Support Long-Term Outlook, Oppenheimer Says
Oppenheimer reiterated its Outperform rating and $17 price target for Arlo, citing its successful transition to a recurring revenue platform and growing AI capabilities. The firm believes Arlo's new AI features will enhance customer stickiness and attract new users, supporting a positive long-term outlook for the company. While the stock has not moved significantly since last quarter's results, Oppenheimer suggests a potential re-rating could occur if Arlo demonstrates continued growth in AI-driven recurring revenue.
Oppenheimer initiates coverage of Arlo Technologies (ARLO) with outperform recommendation
Oppenheimer has initiated coverage of Arlo Technologies (ARLO) with an "outperform" rating. This indicates the firm's positive outlook on Arlo's stock performance.
Arlo Technologies Price Target Announced at $20.00/Share by Oppenheimer
Oppenheimer has set a price target of $20.00 per share for Arlo Technologies. This valuation provides investors with a clear expectation regarding the stock's potential performance from the firm's perspective.
Arlo Technologies (NYSE:ARLO) Stock Forecast & Analyst Predictions
Arlo Technologies (NYSE: ARLO) is projected to grow earnings by 22.3% and revenue by 5.5% annually. Recent updates include a 7.8% decrease in the price target to US$21.40 by analysts, still 67% above the current stock price, and an 18% increase in consensus EPS estimates for fiscal year 2026. The company recently reported strong Q1 2026 results with a 26.3% revenue increase and adjusted EPS more than doubling, driven by a shift towards a higher-margin, recurring-revenue model with services now comprising 60% of total revenue.
Arlo Technologies (ARLO) Is Down 19.2% After Q1 Profit Beat And Upbeat Q2 Guidance - Has The Bull Case Changed?
Arlo Technologies (ARLO) reported stronger-than-expected Q1 results with a swing to profit and issued upbeat Q2 guidance, driven by expanding paid subscriptions. Despite positive financial news, the stock declined by 19.2%, prompting questions about the sustainability of its service-led growth model and investor sentiment regarding hardware execution risks. The article delves into Arlo's investment narrative, fair value estimates, and highlights the ongoing debate among investors about its future.
Oppenheimer initiates Arlo Technologies stock with outperform rating By Investing.com
Oppenheimer has initiated coverage on Arlo Technologies (NYSE:ARLO) with an Outperform rating and a $20 price target, citing the company's successful transition to a service-first recurring revenue platform. The firm highlighted Arlo's strategic distribution partnerships and strong subscription growth, which now accounts for 60% of revenue at an 85% gross margin. This positive outlook is further supported by Arlo's healthy balance sheet and recent record-breaking financial results, including an EPS of $0.28 and revenue of $150.38 million in Q1 2026.
Wall Street Analyst Optimism: Two Stocks to Sell, One to Watch
This article analyzes Wall Street analyst price targets for three companies: Carriage Services (CSV), Kyndryl (KD), and Arlo Technologies (ARLO). It suggests skepticism towards the optimistic forecasts for Carriage Services and Kyndryl due to their poor financial performance and market challenges, recommending them as sells. Conversely, Arlo Technologies is highlighted as a stock to watch due to its strong revenue, earnings growth, and improved free cash flow.
A Quick Look at Today's Ratings for Arlo Technologies(ARLO.US), With a Forecast Between $19 to $24
Major Wall Street analysts have updated their ratings for Arlo Technologies (ARLO.US) on May 9, with price targets ranging from $19 to $24. Raymond James, Roth MKM, Lake Street, and Craig-Hallum all maintained a "buy" rating for the stock. This article summarizes the latest analyst ratings and provides context on how these ratings are compiled by TipRanks.
Arlo Technologies, Inc. (NYSE:ARLO) Given Consensus Rating of "Moderate Buy" by Analysts
Arlo Technologies (NYSE:ARLO) has received a consensus rating of "Moderate Buy" from analysts, with an average 12-month price target of $22.33. The company recently surpassed earnings and revenue expectations, reporting an EPS of $0.28 and revenue of $150.38 million. Despite insider selling, Arlo has authorized a $50 million share repurchase program, indicating management's belief in the stock's undervaluation.
Flex and Arlo Technologies Stocks Trade Down, What You Need To Know
Flex and Arlo Technologies stocks traded down following a confluence of negative macroeconomic news, including surging oil prices, rising Treasury yields, and disappointment from a US-China summit. The 10-year Treasury note yield hit a one-year high of 4.56%, and WTI crude oil prices rose to $104 per barrel. This led to a broad-based sell-off across major indices, with Flex falling 3.1% and Arlo Technologies also down 3.1%.
Brandes (ARLO) reports 10.2M shares, 9.57% stake in amendment
Brandes Investment Partners filed an Amendment No. 2 to a Schedule 13G/A, reporting beneficial ownership of 10,221,551 common shares of Arlo Technologies (ARLO), which constitutes a 9.57% stake. The filing indicates shared voting power over 5,934,600 shares and shared dispositive power over all 10,221,551 shares. This passive investment disclosure by Brandes Investment Partners, L.P. signals a significant but non-controlling interest in Arlo Technologies.
What Drove Arlo's Recent Stock Surge
Arlo Technologies (ARLO) experienced a significant stock surge of over 27% driven by a strong Q4 2025 earnings beat and an optimistic Q1 2026 outlook, reflecting the success of its subscription-led business model. Strategic partnerships with major companies like Comcast and ADT are poised to accelerate its growth, but investors should also consider substantial insider selling and intense market competition. The article analyzes both the bullish and bearish cases for ARLO, offering a nuanced perspective for potential investors.
Arlo Technologies, Inc. (NYSE:ARLO) Q1 2026 Earnings Call Transcript
Arlo Technologies (NYSE: ARLO) reported a spectacular Q1 2026 with record revenue of $150 million, up 26% year-over-year, and non-GAAP EPS of $0.28, up 86%. The company exceeded its paid account target, reaching over 6 million, and saw annual recurring revenue jump 29% to $357 million. Arlo also announced the acquisition of Aloe Care to expand into the age-in-place market and discussed strong progress with strategic partnerships like ADT and Samsung, anticipating significant long-term growth.
ARLO Q1 Deep Dive: Services-Led Growth and Strategic Partnerships Drive Outperformance
Arlo (ARLO) reported strong Q1 CY2026 results, exceeding revenue and EPS estimates, driven by significant growth in its paid subscription base and strategic partnerships. The company's services-led model, increased annual recurring revenue, and new commercial agreements with ADT and Samsung are set to fuel future growth. Management is confident that ongoing product innovation and strategic integrations will sustain revenue growth and margin improvement despite cost headwinds.
Arlo Technologies, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:ARLO)
Arlo Technologies, Inc. (ARLO) has published its Q1 2026 earnings call presentation, reporting an EPS of $0.28, beating estimates by $0.09. The company's revenue reached $150.38M, exceeding expectations by $10.66M and showing a 26.30% year-over-year increase. This article provides access to the slide deck presented during the earnings call.
Insider Sell: Kurtis Binder Sells 65,000 Shares of Arlo Technologies Inc (ARLO)
Kurtis Binder, CFO of Arlo Technologies Inc (ARLO), sold 65,000 shares of the company on May 8, 2026. This sale is part of a trend over the past year where insiders have sold a significant number of shares with no reported buys. Arlo Technologies is currently considered modestly overvalued with a price-to-GF-Value ratio of 1.39.
Arlo Technologies (NYSE:ARLO) CFO Kurtis Joseph Binder Sells 65,000 Shares
Arlo Technologies (NYSE:ARLO) CFO Kurtis Joseph Binder sold 65,000 shares of the company's stock on May 8th for $1.02 million under a pre-arranged trading plan, reducing his ownership by 11.51%. Following this and other recent sales, Binder still holds 499,885 shares worth approximately $7.85 million. The stock fell 10.7% after the announcement, despite the company reporting stronger-than-expected quarterly results and authorizing a $50 million share repurchase plan.
Arlo Technologies Insider Sold Shares Worth $1,020,474, According to a Recent SEC Filing
An insider at Arlo Technologies sold shares valued at $1,020,474 based on a recent SEC filing. The article also briefly mentions Unity Software's fourth-quarter financial results, noting a 35% revenue increase to $609 million and a loss of 66 cents per share. However, the details regarding the Arlo Technologies insider sale are not fully available without logging in.
Arlo Technologies Insider Sold Shares Worth $1,020,474, According to a Recent SEC Filing
An insider at Arlo Technologies sold shares valued at $1,020,474, as reported in a recent SEC filing. This transaction follows other recent insider selling activity and the company's Q1 2026 earnings report, which exceeded revenue estimates. Arlo Technologies specializes in smart home security platforms and has recently acquired Aloe Care Health.
Arlo Technologies (ARLO) CFO sells 65,000 shares under Rule 10b5-1 plan
Arlo Technologies' CFO, Kurtis Joseph Binder, sold 65,000 shares of common stock at an average price of $15.6996 per share under a pre-arranged Rule 10b5-1 trading plan. After this transaction, Binder directly holds 499,885 shares of Arlo common stock. This insider sale, valued at over $1 million, was reported via a Form 4 SEC filing.
Arlo Technologies CFO Kurtis Binder sells $1.02m in stock
Arlo Technologies' CFO, Kurtis Joseph Binder, sold 65,000 shares of company stock for over $1 million on May 8, 2026, pursuant to a pre-arranged trading plan. Despite a recent stock decline, Arlo Technologies has shown strong financial performance, reporting record EPS and revenue in Q1 2026, leading Raymond James to raise its price target. The company maintains a "GOOD" financial health score and profitability.
(ARLO) Price Dynamics and Execution-Aware Positioning
This article provides an in-depth analysis of Arlo Technologies Inc. (NASDAQ: ARLO) focusing on price dynamics and execution-aware positioning. It highlights a potential shift from positive near-term sentiment, tests of resistance, and an exceptional short setup. The analysis includes AI-generated trading strategies for different risk profiles and multi-timeframe signal analysis with support and resistance levels.
Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies (NYSE:ARLO) recently exceeded its first-quarter revenue and EPS forecasts, prompting analysts to revise their full-year expectations. While revenue forecasts for 2026 remained stable, there was a significant increase in EPS expectations. Despite the improved earnings outlook, the consensus price target for Arlo Technologies decreased, suggesting other concerns among analysts.
Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies, Inc. (NYSE:ARLO) recently exceeded first-quarter earnings and revenue forecasts, leading to an optimistic shift in analyst sentiment. Despite a projected slowdown in revenue growth compared to historical performance and industry averages, analysts significantly upgraded their earnings per share expectations. However, the consensus price target saw a decrease, indicating remaining concerns about the company's future valuation.
Arlo Technologies (NYSE:ARLO) Announces Earnings Results
Arlo Technologies (NYSE:ARLO) announced strong Q1 performance, beating analyst expectations with an EPS of $0.28 and revenue of $150.38 million, a 26.3% year-over-year increase. The company highlighted robust recurring revenue growth, exceeding 6 million paid accounts and projecting continued growth with strategic partnerships and optimistic Q2 2026 guidance. Despite insider selling, institutional investors increased their positions, and analysts maintain a "Moderate Buy" rating for the stock.
Arlo Technologies (ARLO) Profitability Run Tests Bullish Services Narrative After FY 2025 Results
Arlo Technologies (ARLO) reported positive Q4 FY 2025 earnings with US$0.05 EPS and US$5.8 million net income, marking four consecutive profitable quarters. While the company's profitability has improved, revenue growth at 7.6% trails the broader US market's 11.4%, raising questions about the long-term sustainability of services-driven expansion. The stock trades at a high P/E of 108.8x, which includes a US$4.1 million one-off gain, leading to debates about its valuation despite analyst targets exceeding its current share price.
Arlo Technologies (ARLO) Reports 26% Revenue Growth in Q1 2026
Arlo Technologies (ARLO) announced a strong first quarter in 2026, with a 26% year-over-year revenue increase to $150 million and the addition of 318,000 paid accounts. Despite a high P/E ratio of 117.77, suggesting high investor expectations, the company initiated a $50 million stock buyback program and acquired Aloe Care to expand its market presence. However, a GF Score of 66/100 indicates moderate financial health with challenges in profitability and growth, and $6.5 million in insider stock sales over the past three months may raise investor concerns.
ARLO Forecasts Q2 Revenue Between $145M and $155M
Arlo Technologies Inc (NYSE: ARLO) has projected its Q2 revenue to be between $145 million and $155 million, aligning with analyst expectations. Despite this positive guidance, the company's P/E ratio of 114.62x suggests it may be overvalued, and its GF Score™ of 64 indicates moderate long-term return potential with challenges in profitability and growth. Insiders have also sold $6.5 million in shares, raising investor concerns.
ARLO Expects Revenue in Q2 Between $145M and $155M
Arlo Technologies Inc (NYSE: ARLO) has projected its Q2 revenue to be between $145 million and $155 million, slightly below the consensus estimate of $147.4 million. The company's GF Score is 64/100, indicating moderate potential returns, but its P/E ratio of 114.62x suggests overvaluation. Significant insider selling of $6.5 million in the last three months indicates a lack of confidence from those closest to the company.
Record Q1 2026 results lift Arlo (NYSE: ARLO) subscriptions and cash flow
Arlo Technologies (NYSE: ARLO) reported record first-quarter 2026 financial results driven by its subscription business and increased profitability. The company achieved substantial growth in subscriptions and services revenue, which comprised nearly 60% of total revenue, along with significant improvements in GAAP gross margin and adjusted EBITDA. Strategic moves included the acquisition of Aloe Care Health to expand AI-powered aging-in-place services, stock repurchases, and a gain from selling its Origin Wireless investment.
Arlo Technologies (ARLO) Beats Q1 Earnings and Revenue Estimates
Arlo Technologies (ARLO) reported strong first-quarter results, exceeding analyst expectations for both earnings per share and revenue. The company posted earnings of $0.28 per share against an estimate of $0.19, and revenues of $150.38 million, surpassing the $139.26 million consensus. Despite underperforming the S&P 500 year-to-date, Arlo has consistently beaten EPS estimates over the last four quarters and currently holds a Zacks Rank #3 (Hold).
Arlo Technologies: Q1 Earnings Snapshot
Arlo Technologies Inc. reported a first-quarter net income of $14.9 million, reversing a loss from the previous year. The company posted earnings of 13 cents per share, or 28 cents per share when adjusted for one-time items, on revenue of $150.4 million. For the second quarter, Arlo Technologies anticipates earnings per share between 17 and 23 cents and revenue between $145 million and $155 million.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Mueller Water Products (MWA), Kimball Electronics (KE) and Arlo Technologies (ARLO)
Analysts have issued mixed opinions on several industrial goods stocks. Goldman Sachs maintained a Hold rating on Mueller Water Products (MWA), while Lake Street reiterated Buy ratings for both Kimball Electronics (KE) and Arlo Technologies (ARLO), suggesting potential upside for the latter two. The article provides insights into analyst ratings, price targets, and performance for each company.
ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM
Arlo Technologies and Samsung have extended their partnership to integrate new smart security capabilities into the SmartThings platform. This collaboration aims to enhance the smart home experience by combining Arlo's security solutions with Samsung's ecosystem. The announcement was made via a press release highlighted by Quantisnow, a platform providing real-time market data to retail investors.
Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08
Arlo Technologies, Inc. announced inducement awards under NYSE Rule 303A.08, granting restricted stock units (RSUs) and performance-vesting RSUs (PSUs) to 25 new non-executive employees. These grants cover an aggregate of 556,850 shares of common stock, designed to incentivize new hires. The vesting of these awards is contingent upon continued service and, for PSUs, the achievement of specific financial milestones.
What Arlo Technologies (ARLO)'s Q4 Beat, Insider Sales and New Buyback Mean For Shareholders
Arlo Technologies reported a strong Q4 2025 performance, exceeding analyst expectations, and authorized a new US$50 million share repurchase program through December 31, 2027. This positive news comes despite ongoing insider selling, including a recent sale by CFO Kurtis Joseph Binder. The company's future growth hinges on converting device buyers to subscribers and navigating competitive pressures, with analyst forecasts suggesting a significant upside to its current price.
A Look at Arlo Technologies Inc (ARLO) After 4.0% Gain -- GF Value
Arlo Technologies Inc (ARLO) shares recently rose 4.0% to $14.61, but GuruFocus' GF Value™ indicates the stock is 40.3% overvalued with an intrinsic value of $10.41. The company's GF Score™ is 67/100, showing strong financial health but weak growth metrics. Insider selling of $9.2 million over the past three months, with no buying, raises a red flag about insider confidence.
(ARLO) as a Liquidity Pulse for Institutional Tactics
Arlo Technologies Inc. (NASDAQ: ARLO) is showing weak near-term sentiment but mid-term strength within a long-term weak bias, with support currently being tested. The article outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—each tailored to different risk profiles and holding periods. An exceptional 66.8:1 risk-reward setup targets a 19.3% gain versus 0.3% risk.
Arlo Technologies (ARLO) Projected to Post Earnings on Thursday
Arlo Technologies (ARLO) is expected to release its Q1 2026 earnings after market close on Thursday, May 7th, with analysts projecting $0.19 EPS and $139.7250 million in revenue. The company recently reported Q4 earnings of $0.22 per share, surpassing analyst estimates, and announced a $50 million share repurchase plan. Insiders have also recently engaged in stock sales.
Vanguard Portfolio Management holds 5.52M ARLO shares (NYSE: ARLO)
Vanguard Portfolio Management has reported a beneficial ownership of 5,515,883 shares of Arlo Technologies Inc. Common Stock, which represents 5.16% of the class. The filing indicates sole dispositive power over all these shares and sole voting power over 88,338 shares. This Schedule 13G filing signifies a passive investment by Vanguard, without intentions to influence the company's control.
Kurtis Joseph Binder Sells 25,000 Shares of Arlo Technologies (NYSE:ARLO) Stock
Arlo Technologies CFO Kurtis Joseph Binder sold 25,000 shares of ARLO stock on April 17th for $379,750, reducing his holding by 4.24%. This is part of a pattern of significant insider selling by Binder this quarter. Despite insider selling, Arlo Technologies recently beat EPS and revenue estimates, authorized a $50 million stock buyback, and analysts maintain a "Moderate Buy" rating with a target price of $23.33.
Arlo Technologies (ARLO) CFO sells 25,000 shares in pre-set 10b5-1 trade
Arlo Technologies' CFO, Kurtis Joseph Binder, sold 25,000 shares of common stock at a weighted average price of $15.1943 per share under a pre-arranged Rule 10b5-1 trading plan. This transaction, executed on April 17, 2026, leaves him with 564,885 shares, indicating a routine portfolio adjustment rather than a change in long-term outlook. The sale represents a small portion of his overall holdings and aligns with pre-scheduled plans adopted in November 2025.
Arlo Technologies Insider Sold Shares Worth $379,858, According to a Recent SEC Filing
An insider at Arlo Technologies sold shares valued at $379,858, as per a recent SEC filing. This transaction was reported on April 21, 2026, by MT Newswires.
Arlo Technologies, Inc. (NYSE:ARLO) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Arlo Technologies (NYSE:ARLO) has received a consensus "Moderate Buy" rating from brokerages, with an average one-year price target of $23.33. The company recently surpassed quarterly earnings estimates and authorized a $50 million stock repurchase plan, despite recent insider selling by its CEO and CFO.
All Six AI Models Turn More Cautious on Arlo Technologies (ARLO) Despite Better Fundamentals
All six AI models tracked by TipRanks have downgraded Arlo Technologies (ARLO), despite recent improvements in its fundamentals such as better cash flow and a stronger balance sheet. The models indicate that while the business trajectory is improving, the stock's high valuation, mixed-to-bearish technical trends, and near-term resistance suggest that much of the positive news is already priced in. Investors are advised to be more selective on entry points due to valuation and technical signals.
Press Release: Arlo Technologies Schedules First Quarter 2026 Results Conference Call
Arlo Technologies announced it will release its first quarter 2026 financial results after the market closes on Tuesday, May 6, 2026. The company will host a conference call and webcast at 5:00 p.m. ET to discuss the results, with access details provided for stakeholders.
