Is Arlo Technologies ready for primetime?
Roth Capital Markets analyst Scott Searle maintained a "Buy" rating on Arlo Technologies (NASDAQ:ARLO) with a $22.00 price target, citing the company's strong privacy-oriented approach as a key competitive advantage following recent privacy concerns with Amazon-owned Ring. Searle believes that the backlash against Ring's "community requests" feature will benefit Arlo by shifting consumer demand and strengthening partnerships. The analyst expects Arlo to report in-line Q4 results and projects significant annual recurring revenue growth, driven by SaaS, despite investor concerns about consumer electronics demand and rising memory costs.
Does Insider Selling at Arlo Technologies (ARLO) Align With Its Subscription-Led Profitability Ambitions?
An insider at Arlo Technologies recently sold US$2.10 million worth of shares, prompting questions about how this aligns with the company's subscription-led growth strategy. Despite this insider selling, Lake Street reiterated a buy rating with a US$24 target price, highlighting a contrast between analyst optimism and cautious market sentiment, especially considering potential hardware margin pressures. Investors are advised to consider various perspectives and Arlo's financial forecasts, which project significant revenue and earnings growth by 2028, resulting in a fair value estimate significantly above its current price.
Even Though Arlo Technologies (NYSE:ARLO) Has Lost US$104m Market Cap in Last 7 Days, Shareholders Are Still up 161% Over 3 Years
Arlo Technologies (NYSE: ARLO) recently experienced a 19% share price drop in the last quarter, leading to a US$104 million loss in market cap over seven days. However, shareholders still see a 161% return over the past three years. Despite the recent decline and modest revenue growth of 1.8% annually, the stock has shown an impressive 38% annual increase over the same three-year period, suggesting market optimism even though the company is currently unprofitable.
Arlo Technologies (ARLO) Valuation Check After Samsung SmartThings Partnership And Recent Share Price Weakness
Arlo Technologies (ARLO) has partnered with Samsung SmartThings, integrating its Smart Security Platform and AI-powered object detection into the SmartThings app for U.S. users. Despite a recent share price decline, the stock shows a strong multi-year return and is seen as undervalued with a fair value estimate of $23.20 against a current price of $11.56. The company's focus on recurring, high-margin subscription revenue and increasing ARPU underpins this valuation.
Arlo Technologies Enters Oversold Territory
Arlo Technologies (ARLO) has entered oversold territory with a Relative Strength Index (RSI) of 28.3, according to BNK Invest. This level, below 30, suggests that the stock may be due for a rebound after recent heavy selling. The article highlights ARLO's one-year performance, noting its 52-week low of $7.8401 and high of $19.94 against a last trade of $11.16.
Discipline and Rules-Based Execution in ARLO Response
This article provides an in-depth analysis of Arlo Technologies Inc. (NASDAQ: ARLO), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It details three AI-generated institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The report also includes a multi-timeframe signal analysis, emphasizing elevated downside risk and critical support and resistance levels.
Katamaran Capital LLP Makes New Investment in Arlo Technologies, Inc. $ARLO
Katamaran Capital LLP recently bought 110,634 shares of Arlo Technologies, Inc. for approximately $1.875 million, making it their 23rd largest position. This investment comes despite recent insider selling by Arlo's General Counsel and CFO, who collectively offloaded over 833,000 shares worth $11.35 million in the last 90 days. Institutional investors currently own 83.18% of Arlo, and analysts maintain a "Moderate Buy" rating with an average price target of $23.00, contrasting with the stock's current trading price near $12.50 and a high P/E ratio of 416.81.
2 Volatile Stocks Worth Investigating and 1 We Avoid
This article analyzes two volatile stocks, Arlo Technologies (ARLO) and Fluence Energy (FLNC), as potential investment opportunities, highlighting their strengths. Conversely, it advises caution on Gates Industrial Corporation (GTES) due to concerns about its organic revenue growth and returns on capital. The piece emphasizes navigating volatility with careful research and suggests checking StockStory's "Top 6 Stocks" for high-quality picks.
Arlo Technologies CEO Mcrae sells $1.9 million in stock
Arlo Technologies (NASDAQ: ARLO) CEO Matthew Blake Mcrae recently sold 153,915 shares of common stock across several transactions, totaling approximately $1.9 million. These sales occurred between February 4th and 6th, with share prices ranging from $12.295 to $12.6452. Concurrently, Mcrae also acquired 167,447 shares for $0, as detailed in an SEC filing.
Arlo Technologies CEO Mcrae sells $1.9 million in stock
Arlo Technologies CEO Matthew Blake Mcrae sold 153,915 shares of common stock across several transactions on February 4th and 6th, totaling $1.9 million. These sales occurred at prices ranging from $12.295 to $12.6452. Concurrently, Mcrae also acquired 167,447 shares of common stock with a value of $0 on February 4th.
Arlo Technologies (NYSE:ARLO) CEO Sells $741,340.60 in Stock
Arlo Technologies (NYSE:ARLO) CEO Matthew Blake Mcrae sold 58,604 shares of the company's stock for $741,340.60 on February 4th, reducing his position by 5.77% to 957,252 shares. This sale is part of a series of insider transactions, including a significant sale of 257,242 shares on December 1st. Despite these sales, Arlo Technologies currently holds a "Moderate Buy" consensus rating from analysts with an average target price of $23.00.
Arlo Technologies (NYSE:ARLO) CEO Sells 95,326 Shares
Arlo Technologies (NYSE:ARLO) CEO Matthew Blake Mcrae recently sold 95,326 shares of the company's stock for over $1.17 million. This transaction is part of a series of sales by Mcrae since December 1st, totaling approximately 554,828 shares and $7.5 million in proceeds. Despite the CEO's sales, Arlo Technologies shares traded up 3.2% on the day of the most recent sale, and analysts maintain a "Moderate Buy" consensus rating with a $23.00 average price target for the stock.
Brian Busse Sells 15,922 Shares of Arlo Technologies (NYSE:ARLO) Stock
Brian Busse, Arlo Technologies' General Counsel, sold 15,922 shares of ARLO stock on February 4th at $12.65 for a total of $201,413.30, reducing his position by 2.93% to 526,847 shares. This sale is part of several recent transactions by Busse, including significant sales in November, January, and February. Arlo Technologies currently trades around $12.41, has a market cap of $1.32 billion, and analysts have a "Moderate Buy" consensus rating with an average target price of $23.00.
Insider Selling: Arlo Technologies (NYSE:ARLO) CEO Sells 18,085 Shares of Stock
Arlo Technologies CEO Matthew Blake Mcrae sold 18,085 shares of the company's stock on February 5th, totaling over $223,000. This sale is part of multiple recent insider transactions by the CEO, bringing his total shares sold to approximately 554,828 and leaving him with 1,106,614 shares. Despite the insider selling, analysts maintain a "Moderate Buy" rating for Arlo Technologies with an average target price of $23.00.
Arlo Technologies (NYSE:ARLO) General Counsel Sells $385,992.03 in Stock
Arlo Technologies' General Counsel, Brian Busse, sold 31,407 shares of ARLO stock for $385,992.03 on February 6th, reducing his stake by 5.38%. This sale is part of a pattern of recent insider selling by Busse. ARLO is currently trading around $12.41 with a market cap of $1.32 billion and holds a "Moderate Buy" analyst consensus.
Arlo Technologies general counsel Busse sells $587k in stock
Brian Busse, General Counsel of Arlo Technologies, Inc., sold 47,329 shares of company stock for approximately $587,485 between February 4th and February 6th, 2026, primarily to cover tax obligations. Despite a year-to-date decline, Arlo's stock has seen a 10.91% total return over the past year, and the company is rated "FAIR" in financial health by InvestingPro. Busse also acquired 57,410 shares on February 4th due to performance achievements.
Arlo Technologies, Inc. (NYSE:ARLO) Receives Consensus Rating of "Moderate Buy" from Brokerages
Brokerages have given Arlo Technologies, Inc. (NYSE:ARLO) a "Moderate Buy" consensus rating, with an average 12-month target price of $23.00. Despite recent significant insider selling totaling over $8.6 million and a high trailing PE ratio, the company beat its last quarter's EPS and revenue estimates, though analysts project a negative EPS for the current year. Institutional investors have been actively trading Arlo shares, with Voya Investment Management LLC notably increasing its stake.
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 to three new non-executive employees. These RSUs cover an aggregate of 17,380 shares of common stock and will vest annually in four equal installments, contingent on continued service. This action was taken by Arlo's Compensation and Human Capital Committee on February 4, 2026.
New Arlo hires receive 17,380-share stock award over 4 years
Arlo Technologies (NYSE: ARLO) announced that it has granted 17,380 restricted stock units (RSUs) to three new non-executive employees as inducement awards under NYSE Rule 303A.08. These RSUs will vest in four equal annual installments, contingent upon continued service. This equity-based compensation aligns with the company's focus on growing subscriptions and strong margins.
Arlo Technologies (NYSE:ARLO) General Counsel Brian Busse Sells 8,245 Shares
Arlo Technologies' General Counsel, Brian Busse, sold 8,245 shares of the company's stock on January 30th for approximately $105,618, reducing his holdings by 1.5%. This follows larger sales in January and November, indicating significant insider selling. The stock traded down 0.7% on heavy volume, reflecting a high trailing PE ratio despite recent positive EPS and Q4 guidance.
Arlo Technologies (NYSE:ARLO) CEO Matthew Blake Mcrae Sells 35,482 Shares
Arlo Technologies CEO Matthew Blake Mcrae sold 35,482 shares of ARLO stock on January 30th for approximately $454,524, reducing his stake by 3.48%. This sale is part of a larger trend, with Mcrae having sold over 380,000 shares since December 1st. The company's stock is currently trading below its 50- and 200-day moving averages with a high P/E ratio, while analysts maintain a "Moderate Buy" consensus with a $23 price target, despite projecting a negative EPS for the fiscal year.
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) covering an aggregate of 17,380 shares to three new non-executive employees. These RSUs will vest annually in four equal installments, contingent on continued service with the company. This action was taken to incentivize new hires to join the smart home security brand.
1 Stock Under $50 to Keep an Eye On and 2 That Underwhelm
This article evaluates three stocks under $50, identifying one promising option and two that are less appealing. Arlo Technologies (ARLO) is highlighted as a stock to watch due to its operating profit growth, highly profitable incremental sales, and increased free cash flow margin. Conversely, Envista (NVST) and Provident Financial Services (PFS) are presented as stocks to consider selling or being cautious about, citing issues like weak constant currency growth, negative returns on capital, and inferior net interest margins, respectively.
Will Arlo Technologies (ARLO) Beat Estimates Again in Its Next Earnings Report?
Arlo Technologies (ARLO) is expected to potentially beat its upcoming earnings estimates, continuing a streak of past surprises. The company has a positive Zacks Earnings ESP of +4.48% and a Zacks Rank #3 (Hold), which historically indicates a high probability of beating consensus estimates. Investors are advised to check the Earnings ESP before its next earnings report, expected on February 26, 2026.
Is Arlo Technologies’ (ARLO) ESOP Shelf Registration Quietly Redefining Its Ownership and Incentive Strategy?
Arlo Technologies (ARLO) recently filed an ESOP-related shelf registration to offer 4.2 million shares, valued at about US$58.47 million, primarily for employee retention and motivation. This move impacts the company's capital structure and workforce alignment, though its immediate effect on dilution is considered minor given recent stock activity and buybacks. Investors are encouraged to consider the balance between shareholder returns, employee incentives, and the company's current return on equity.
Arlo Technologies Schedules Fourth Quarter and Full Year 2025 Results Conference Call
Arlo Technologies, Inc. announced a conference call for investors and analysts on Thursday, February 26, 2026, at 5:00 p.m. ET to discuss its fourth-quarter and full-year 2025 financial results. The results will be released after market close on the same day. A live webcast and replay of the call will be available on the company's Investor Relations website.
Smart home security provider Arlo sets Feb. 26 call on 2025 results
Arlo Technologies (NYSE: ARLO) announced it will host a conference call on Thursday, February 26, 2026, at 5:00 p.m. ET to discuss its fourth quarter and full-year 2025 financial results. The results will be released after market close on the same day. Investors and analysts can access the call via a toll-free number, an international number, or a live webcast on Arlo's Investor Relations website.
Arlo Technologies Inc (ARLO) Shares Gap Down to $13.46 on Jan 23
Arlo Technologies Inc (ARLO) shares experienced a 3.30% gap down in trading on January 23, reaching an intraday low of $13.40 before settling at $13.46. While five analysts provide an average price target of $23.20, suggesting a significant upside, GuruFocus's GF Value estimates a downside of 20.13% from the current price. The average brokerage recommendation for ARLO is "Outperform."
(ARLO) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis for Arlo Technologies Inc. (NASDAQ: ARLO), noting strong near-term sentiment while a breakdown is underway, with potential for lower levels. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—alongside multi-timeframe signal analysis for support and resistance levels. The report suggests elevated downside risk in the absence of long-term support signals.
2 Reasons to Like ARLO and 1 to Stay Skeptical
Arlo Technologies (ARLO) stock has seen an 11.9% decline in the past six months, despite the S&P 500's rise. The company, which provides cloud-based smart security devices, shows promise due to outstanding long-term EPS growth and increasing free cash flow margins. However, its lukewarm revenue growth, slowing to 3.6% annually over the last two years, raises skepticism, though the article suggests its merits outweigh its flaws.
2 Reasons to Like ARLO and 1 to Stay Skeptical
Arlo Technologies (ARLO) stock has seen a significant decline, but the company demonstrates strong long-term EPS growth and increasing free cash flow margins. However, its recent revenue growth has been lackluster. Despite this, the article suggests that Arlo's merits outweigh its flaws, especially given its current trading valuation.
Analysts Are Bullish on Top Industrial Goods Stocks: Intuitive Machines (LUNR), Arlo Technologies (ARLO)
Analysts are showing bullish sentiment towards Intuitive Machines (LUNR) and Arlo Technologies (ARLO) in the Industrial Goods sector. Craig-Hallum analyst Jeff Van Rhee maintained a Buy rating on Intuitive Machines, which has a Moderate Buy consensus and a 5.4% upside from current levels. Similarly, Anthony Stoss from Craig-Hallum maintained a Buy rating on Arlo Technologies, which holds a Strong Buy consensus.
Analysts Are Bullish on Top Industrial Goods Stocks: Intuitive Machines (LUNR), Arlo Technologies (ARLO)
Analysts are showing bullish sentiment towards industrial goods stocks Intuitive Machines (LUNR) and Arlo Technologies (ARLO). Craig-Hallum analysts maintained Buy ratings for both companies, with Intuitive Machines having a Moderate Buy consensus and Arlo Technologies a Strong Buy consensus from analysts. Price targets suggest potential upsides for both stocks from current levels.
Deeper Samsung SmartThings Integration Could Be A Game Changer For Arlo Technologies (ARLO)
Arlo Technologies (ARLO) has expanded its agreement with Samsung SmartThings to integrate its Smart Security Platform into the SmartThings app for U.S. users, building on existing AI-powered features. This deeper integration aims to reinforce Arlo's shift towards higher-margin, service-led revenue by embedding its computer vision AI and subscription-based security services into a major smart home ecosystem. While this strengthens Arlo's position, the company's investment narrative still relies heavily on subscriber growth and pricing power, with potential risks if consumers resist ongoing security subscriptions.
Arlo Technologies: Product Momentum, Subscription Growth, and Strong Balance Sheet Underpin Buy Rating and $26 Target
BWS Financial analyst Hamed Khorsand reiterated a "Buy" rating for Arlo Technologies (ARLO) with a $26 target, citing strong product momentum and anticipated subscription growth. Khorsand forecasts significant increases in paid subscribers by early 2026, driven by new product launches and effective holiday marketing. The company's robust balance sheet and strategic product positioning also support the positive outlook.
Arlo: A Great Dip To 'Buy' As Channel Inventory Tightens (NYSE:ARLO)
Arlo Technologies presents a compelling buying opportunity after a recent 20% stock pullback, despite continued strong annual recurring revenue growth and expanding margins. The company is trading at an attractive valuation of 14.4x EV/FY26 EBITDA, with projections for 7.4% revenue growth and margin improvement to 15.5%. Strategic inventory reduction positions Arlo for potential revenue acceleration, supported by a significant $25 billion U.S. total addressable market and opportunities for consistent growth and valuation rerating.
Keeping Seniors Safe, Connected, and Independent at Home with Arlo
Arlo Technologies, a leader in smart home security, is helping seniors maintain independence and safety at home through user-friendly smart features. Their products offer simple setup, remote monitoring for family members, two-way communication, and AI-powered smart alerts for various situations including motion detection, face recognition, and even fire/smoke alarms. Arlo aims to provide peace of mind for both seniors and their families by enhancing home security in a non-invasive way.
Keeping Seniors Safe, Connected, and Independent at Home with Arlo
Arlo Technologies is providing smart home security solutions designed to help seniors age independently at home. Their products offer easy-to-use features like wire-free setup, remote check-ins for family, two-way communication, and AI-powered smart alerts for enhanced safety and peace of mind. Arlo aims to support the well-being of older adults by offering non-invasive technology that respects their independence while ensuring they remain connected and secure.
Keeping Seniors Safe, Connected, and Independent at Home with Arlo
Arlo Technologies, a leader in smart home security, offers solutions to help seniors live independently and safely at home. Their easy-to-use smart cameras and security features, such as remote check-ins, two-way communication, and AI-powered alerts, provide peace of mind for both seniors and their families. These technologies address concerns like home break-ins and the need for remote support, enhancing safety without compromising independence.
Arlo Technologies Insider Sold Shares Worth $1,233,255, According to a Recent SEC Filing
An insider at Arlo Technologies Inc. recently sold shares valued at $1,233,255. This transaction was disclosed in a recent SEC filing. The company is involved in smart home security services with a cloud platform and AI analytics for app-controlled devices.
Arlo Technologies, Inc. (NYSE:ARLO) Given Average Rating of "Moderate Buy" by Analysts
Arlo Technologies, Inc. (NYSE:ARLO) has received a "Moderate Buy" rating from analysts, with an average 12-month price target of $23.00. Despite recent insider share sales by the CFO and General Counsel, institution ownership is high at 83.18%. The company recently beat quarterly earnings estimates and provided Q4 2025 EPS guidance, although analysts forecast negative EPS for the current fiscal year.
Keeping Seniors Safe, Connected, and Independent at Home with Arlo
Arlo Technologies is providing smart home security solutions to help seniors live independently and safely at home. Their easy-to-use systems offer features like simple setup, remote check-ins, two-way communication, and AI-powered smart alerts for motion, person, vehicle, and even smoke/fire detection. These tools provide peace of mind for both seniors and their families, enabling independence without compromising safety.
Arlo Technologies general counsel Brian Busse sells $196,126 in stock
Arlo Technologies' general counsel, Brian Busse, sold 19,000 shares of company stock at an average price of $10.32, totaling $196,126. Following this transaction, Busse directly owns 109,726 shares of Arlo Technologies, valued at approximately $1,132,488. The sale was disclosed in a Form 4 filing with the Securities and Exchange Commission.
Arlo Technologies general counsel sells $257,920 in stock
Arlo Technologies' General Counsel, Brian Busse, sold 18,841 shares of common stock for $257,920 and exercised 50,000 Performance Stock Units. The company remains profitable with a market capitalization of $1.44 billion and analysts are optimistic about its future. This insider transaction comes amidst recent strategic partnerships and a strong third-quarter earnings report.
Arlo technologies CFO Binder sells $753,500 in shares
Arlo Technologies CFO Kurtis Joseph Binder sold 55,043 shares of common stock for approximately $753,500 on January 9, 2026. This transaction occurred with Arlo's stock trading near $13.58, which is 32% below its 52-week high, and the company is noted for its price volatility. Binder also exercised 100,000 Performance Stock Units the day prior.
Arlo Technologies (NYSE:ARLO) General Counsel Brian Busse Sells 18,841 Shares of Stock
Arlo Technologies General Counsel Brian Busse recently sold 18,841 shares of the company's stock for approximately $257,933, reducing his ownership by 3.31%. This follows a larger sale of 149,521 shares in November for around $2.15 million. Currently, ARLO has a market cap of $1.44 billion, trades at $13.60, and analysts rate it a "Moderate Buy" with a $23.00 average target price.
Insider Selling: Arlo Technologies (NYSE:ARLO) CFO Sells 55,043 Shares of Stock
Arlo Technologies (NYSE:ARLO) CFO Kurtis Joseph Binder sold 55,043 shares of company stock on January 9th at an average price of $13.69, totaling over $753,000. This sale reduced his stake by 10.67% to 460,970 shares. The company's stock was down 1.7% at $13.60 midday, with a P/E ratio of 453.45, and it carries a consensus "Moderate Buy" analyst rating with an average target price of $23.00.
Arlo Technologies (NYSE:ARLO) CEO Sells $1,233,318.41 in Stock
Arlo Technologies CEO Matthew Blake Mcrae recently sold 90,089 shares of company stock for over $1.23 million, reducing his total ownership by 8.13%. This transaction follows other recent sales by the CEO. Arlo Technologies reported strong quarterly earnings, beating analyst estimates, and institutional investors have been increasing their stakes in the company, despite the CEO's recent sales.
Arlo Technologies general counsel sells $257,920 in stock
Brian Busse, General Counsel of Arlo Technologies, Inc., sold 18,841 shares of common stock for $257,920 and exercised 50,000 Performance Stock Units. The company's stock is trading at $13.58, having seen an 18.4% gain over the last year, and analysts are optimistic despite a high P/E ratio. Arlo Technologies also reported strong Q3 2025 earnings and a new partnership with Samsung SmartThings.
Arlo smart security is coming to Samsung SmartThings
Arlo Technologies and Samsung SmartThings have partnered to integrate Arlo's smart home security products with the SmartThings ecosystem. This collaboration will allow users to control Arlo cameras, video doorbells, and other devices directly through the SmartThings app, enhancing home monitoring and automation capabilities. The integration aims to provide a more unified and seamless smart home security experience for consumers.
