Arlo technologies director Amy Rothstein sells $149,218 in stock
Arlo Technologies director Amy M. Rothstein sold 9,251 shares of the company's common stock for $149,218 at a price of $16.13 per share. This sale was conducted under a Rule 10b5-1 trading plan. The company recently reported strong Q2 2026 financial results, exceeding revenue and earnings expectations.
Q1 2026 Arlo Technologies Inc Earnings Call Transcript
This document is a transcript of Arlo Technologies Inc.'s Q1 2026 earnings call, held on May 7, 2026. The call features CEO Matthew McRae and Kurt Bender, discussing the company's financial results for the first quarter of 2026.
Wasatch Advisors LP Acquires 489,668 Shares of Arlo Technologies, Inc. $ARLO
Wasatch Advisors LP has increased its stake in Arlo Technologies (NYSE:ARLO) by 9.0%, purchasing an additional 489,668 shares to bring its total holdings to 5.92 million shares valued at approximately $79.7 million. This move is amidst a generally positive analyst outlook with a consensus "Moderate Buy" rating and a $20.60 price target. The company recently reported strong quarterly earnings, beating estimates with $0.28 EPS and a 20.5% year-over-year revenue increase.
Arlo Technologies (ARLO) director sells 9,251 shares in Rule 10b5-1 trade
Arlo Technologies (ARLO) director Amy M. Rothstein sold 9,251 shares of common stock at $16.13 per share on August 7, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on March 11, 2026. Following this transaction, Rothstein directly holds 66,372 shares. This insider trade was reported via a Form 4 filing and is characterized as having a moderate impact and negative sentiment.
ARLO Q2 Deep Dive: Subscription Growth and Product Mix Offset Margin Pressures
Arlo Technologies (NYSE: ARLO) reported strong Q2 CY2026 results, surpassing revenue and EPS expectations due to robust subscription growth and improved product mix. The company's focus on recurring revenue streams, strategic partnerships, and upcoming product innovations like Arlo Secure 7 are expected to drive future growth despite existing margin pressures from product sales. Management's guidance for Q3 CY2026 also exceeded analyst estimates, highlighting confidence in continued momentum.
Arlo Technologies (NYSE:ARLO) Shares Down 7.9% - Here's Why
Arlo Technologies (NYSE:ARLO) saw its shares drop 7.9% during mid-day trading despite exceeding quarterly earnings and revenue expectations. The company reported $0.28 EPS against an expected $0.20 and $155.94 million in revenue against $148.94 million, with revenue up 20.5% year-over-year. Analyst sentiment remains largely positive with a "Moderate Buy" consensus, although a CFO recently sold a significant block of shares.
Understanding the Setup: (ARLO) and Scalable Risk
This article analyzes Arlo Technologies Inc. (ARLO) using AI models, highlighting strong near and mid-term sentiment despite a weak long-term outlook. It identifies compelling upside potential due to a lack of resistance levels above the current price and outlines institutional trading strategies tailored to different risk profiles. The analysis includes specific entry, target, and stop-loss zones for position, momentum breakout, and risk hedging strategies.
Arlo Technologies Q2 Earnings Call Highlights
Arlo Technologies reported record second-quarter results for 2026, driven by growth in subscription services, paid accounts, and total revenue, leading the company to raise its full-year outlook. The company saw significant increases in service revenue, total revenue, gross profit, and non-GAAP net income, with subscriptions and services representing 60% of total sales. Arlo also discussed its strategic product launches, partnerships, and capital allocation plans, including stock repurchases and expanded smart elder care services.
Arlo Technologies (NYSE:ARLO) Downgraded to "Buy" Rating by Wall Street Zen
Wall Street Zen has downgraded Arlo Technologies (NYSE:ARLO) from a "strong buy" to a "buy" rating, though the broader analyst consensus remains a "Moderate Buy" with an average price target of $20.60. The downgrade comes despite Arlo beating quarterly expectations with $0.28 EPS and $155.94 million in revenue, a 20.5% year-over-year increase, and management issuing strong Q3 and full-year 2026 guidance. Insider sales by CFO Kurtis Joseph Binder, totaling 57,775 shares in the past 90 days, are noted, with shares currently trading at $15.21.
Arlo Technologies, Inc. Stock 12‑Month Price Target Raised to $21, Implies 36% Upside
Arlo Technologies, Inc.'s average price target has been increased from $20.67 to $21 by 6 analysts, with forecasts ranging from $18 to $25 per share. This updated target suggests a potential upside of approximately 36% from the Aug. 6 closing price. The consensus rating for Arlo Technologies remains a "Buy" from all 7 covering analysts.
Arlo Technologies (NYSE: ARLO) insider files to sell 15,400 shares under plan
Arlo Technologies insider Amy Rothstein has filed a Form 144 to sell 15,400 shares of common stock, valued at $238,238.00, through Morgan Stanley Smith Barney LLC. The planned sale is scheduled for August 7, 2026, on the NYSE and relates to Restricted Stock Units granted in June 2023. The filing also details several Rule 10b5-1 plan sales of Arlo common stock by Rothstein over the past three months.
Arlo Technologies, Inc. 2026: Revenue $155.94M, EPS $0.03— 10-Q Summary
Arlo Technologies, Inc. reported its 2026 quarterly results with revenue increasing 20.5% to $155.94 million, up from $129.41 million in the prior year. Net income was $3.03 million, and diluted EPS remained flat at $0.03. Growth was driven by subscriptions and product sales, improved gross margin, and increased R&D and marketing investments.
ARLO Looks 36.3% Overvalued on GF Value™
Arlo Technologies Inc. (NYSE: ARLO) has raised its 2026 revenue guidance, yet its stock is deemed 36.3% overvalued by GuruFocus's GF Value™ metric, trading at $15.47 against an intrinsic value of $11.35. The company's GF Score™ of 66/100 reflects moderate financial health with strong financial strength and momentum but weaker profitability and growth. While premium gurus show mixed activity, insider selling of $2.2 million over the past three months suggests caution for investors.
Arlo Technologies (ARLO) Beats Q2 Earnings and Revenue Estimates
Arlo Technologies (ARLO) reported strong Q2 results, surpassing Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $0.28 per share against an estimate of $0.20, and revenues of $155.94 million, exceeding the $129.4 million forecast. Despite the positive results, Arlo currently holds a Zacks Rank #3 (Hold), suggesting its stock is expected to perform in line with the market.
Arlo Technologies beats estimates, raises guidance
Arlo Technologies (ARLO) reported strong second-quarter results, surpassing analyst expectations with adjusted EPS of $0.28 and record revenue of $156 million. The company also raised its full-year 2026 guidance for both adjusted EPS and revenue, reflecting increased confidence in its performance. Subscriptions and services revenue saw significant growth, contributing to expanded non-GAAP gross margins and adjusted EBITDA.
Arlo Technologies (NYSE: ARLO) boosts revenue, ARR and profit with acquisitions
Arlo Technologies (NYSE: ARLO) reported significant growth in revenue, ARR, and net income for the quarter and six months ended June 28, 2026, largely driven by strategic acquisitions of Canary and Aloe Care. The company's total revenue reached $155.9 million for the quarter and $306.3 million year-to-date, with gross margin improving to 48.3%. Despite strong performance, Arlo faces customer concentration risk and challenges with hardware profitability.
Insider Selling: Arlo Technologies (NYSE:ARLO) CFO Sells $209,704.71 in Stock
Arlo Technologies (NYSE:ARLO) CFO Kurtis Joseph Binder sold 13,971 shares of company stock for approximately $209,705 on August 3rd, as part of a pre-arranged trading plan, reducing his stake by 2.89%. This transaction follows several other sales made by Binder in recent months. Despite the insider selling, analysts maintain a "Moderate Buy" rating for Arlo, with the company recently exceeding earnings and revenue expectations.
Arlo Technologies (NYSE: ARLO) director sells 19,600 shares via 10b5-1 plan
Arlo Technologies director Amy M. Rothstein sold a total of 19,600 shares of common stock over three days in August 2026. These transactions, valued at approximately $298K, were executed under a Rule 10b5-1 trading plan established on March 11, 2026. Following these sales, Rothstein directly holds 75,623 shares of Arlo Technologies common stock.
Arlo Technologies (ARLO) CFO sells 41,268 shares in Rule 10b5-1 plan
Arlo Technologies (ARLO) CFO Kurtis Joseph Binder sold a total of 41,268 shares of common stock in two transactions on August 3 and 4, 2026. These sales were conducted under a Rule 10b5-1 trading plan adopted on March 10, 2026, with weighted average prices of $15.0052 and $15.5221 per share. Following these transactions, Binder directly holds 442,110 shares of common stock.
Arlo Technologies (ARLO) insider details 2,100-share sale and prior 10b5-1 trades
Arlo Technologies (ARLO) insider Amy Rothstein has filed a Form 144 to sell 2,100 shares of common stock derived from Restricted Stock Units, with an aggregate proposed value of $33,453.00. This planned sale is set for August 5, 2026, and will be handled by Morgan Stanley Smith Barney LLC Executive Financial Services. The filing also details prior Rule 10b5-1 sales by Rothstein totalling 22,760 shares across three transactions in June and August 2026.
Arlo (NYSE: ARLO) insider details Rule 144 and 10b5-1 stock sales
Arlo (NYSE: ARLO) has reported a planned sale of 27,297 Performance Stock Units under Rule 144, effective January 8, 2026, through Morgan Stanley Smith Barney LLC. The filing also details prior Rule 10b5-1 sales by Kurtis Binder, including 65,000 shares on May 8, 2026, 16,507 shares on July 6, 2026, and 13,971 shares on August 3, 2026, with associated proceeds. This indicates insider activity and pre-planned stock dispositions.
Lazard Asset Management LLC Increases Stock Holdings in Arlo Technologies, Inc. $ARLO
Lazard Asset Management LLC significantly increased its stake in Arlo Technologies (NYSE:ARLO) by 154.7% in the first quarter, now holding 114,335 shares valued at $1.63 million. This increase contributes to the 83.18% institutional ownership of Arlo's stock. Despite a CFO insider sale, analysts maintain a "Moderate Buy" rating with a consensus price target of $20.67, driven by strong Q1 earnings and revenue growth.
Janus Henderson Group PLC Increases Stock Position in Arlo Technologies, Inc. $ARLO
Janus Henderson Group PLC significantly increased its stake in Arlo Technologies, Inc. (NYSE:ARLO) by 74% in the first quarter of 2026, acquiring an additional 687,129 shares. Other institutional investors also adjusted their holdings, contributing to 83.18% institutional ownership. Arlo Technologies reported strong first-quarter earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $20.67.
Arlo Technologies (NYSE: ARLO) insider plans sale of 5,010 shares after 10b5-1 trades
An insider at Arlo Technologies (NYSE: ARLO), Amy Rothstein, has filed to potentially sell 5,010 shares of common stock, valued at $75,099.90, which are related to Restricted Stock Units granted in June 2024. The filing also disclosed previous Rule 10b5-1 plan sales, including 12,490 shares sold on August 3, 2026, for $187,450.06 and 5,260 shares sold on June 22, 2026, for $68,510.97. These transactions are part of a pre-arranged trading plan designed to prevent accusations of insider trading.
Arlo Technologies (NYSE: ARLO) insider schedules sale of 12,490 shares after RSU grant
Arlo insider Amy Rothstein has filed to sell 12,490 shares of common stock, valued at $183,852.80, on or after August 3, 2026. These shares are related to Restricted Stock Units granted on June 23, 2024. The filing also notes prior sales of 5,260 shares under a Rule 10b5-1 plan on June 22, 2026, totaling $68,510.97.
ARLO (NYSE: ARLO) insider Kurtis Binder plans 13,971-share Rule 144 sale
ARLO Technologies insider Kurtis Binder plans a Rule 144 sale of 13,971 shares of common stock, valued at $205,653.12. These shares are tied to Performance Stock Units granted on July 30, 2024. The filing also disclosed previous 10b5-1 plan sales by Binder, including 16,507 shares on July 6, 2026, and 65,000 shares on May 8, 2026.
Prospect Capital Advisors LLC Has $5.21 Million Stock Holdings in Arlo Technologies, Inc. $ARLO
Prospect Capital Advisors LLC reduced its stake in Arlo Technologies (NYSE:ARLO) by 29.7% in the first quarter, holding 365,750 shares valued at approximately $5.21 million. Despite this reduction, institutional ownership remains high at 83.18%, with other major investors like Goldman Sachs and Millennium Management increasing their positions significantly. Analysts maintain a "Moderate Buy" rating for Arlo, which recently exceeded Q1 earnings and revenue expectations.
Earnings Preview: ARLO to Report Financial Results Post-market on August 06
This article announces that Arlo Technologies (ARLO) is scheduled to report its quarterly financial results after the market closes on August 6th. Investors will be keenly watching the announcement for insights into the company's performance. The report will provide key financial metrics and a look into the company's future outlook.
Arlo Technologies (ARLO) Projected to Post Earnings on Thursday
Arlo Technologies (ARLO) is expected to release its Q2 2026 earnings after market close on Thursday, August 6th, with analysts projecting earnings of $0.20 per share and revenue of $148.9430 million. The company previously exceeded analyst expectations in Q1 2026 with $0.28 EPS and $150.38 million in revenue. Insider activity shows CFO Kurtis Joseph Binder sold 65,000 shares in May, and institutional investors have adjusted their holdings.
Arlo Technologies, Inc. Revenue Breakdown – NYSE:ARLO
Arlo Technologies, Inc. (ARLO) generated $529.30 million USD in revenue last year, with its top-performing segment, Subscriptions and Services, contributing $316.36 million USD. The United States was the primary revenue source, accounting for $328.78 million USD. This indicates a significant reliance on recurring revenue streams and the domestic market for the company's financial performance.
Will Arlo Technologies (ARLO) Beat Estimates Again in Its Next Earnings Report?
Arlo Technologies (ARLO) is expected to potentially beat its upcoming earnings estimates, largely due to its strong track record of surpassing expectations in the past two quarters. The company's positive Zacks Earnings ESP of +2.04% combined with a Zacks Rank #3 (Hold) suggests a high probability of another positive surprise. Investors are advised to use the Earnings ESP Filter to identify similar opportunities.
Arlo Technologies, Inc. $ARLO Shares Sold by Renaissance Technologies LLC
Renaissance Technologies LLC decreased its stake in Arlo Technologies (NYSE: ARLO) by 10.5% in the first quarter, selling 240,341 shares but still retaining over 2 million shares valued at approximately $29.2 million. Despite this reduction, institutional investors collectively own 83.18% of the company. Arlo Technologies reported strong first-quarter earnings, beating revenue and EPS estimates, and has a "Moderate Buy" consensus rating from analysts with an average price target of $20.67.
Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08
Arlo Technologies, Inc. (NYSE: ARLO) announced inducement awards granted to a new employee under NYSE Rule 303A.08. The awards include 18,220 restricted stock units and 9,215 performance-based restricted stock units, vesting over four years and based on specific performance goals, respectively. This action is part of the company's commitment to attract and retain talent.
Arlo Technologies (ARLO) Earnings Expected to Grow: Should You Buy?
Arlo Technologies (ARLO) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2026. The company has a positive Earnings ESP of +2.04% and a Zacks Rank of #3, suggesting a strong likelihood of beating the consensus EPS estimate. Investors are advised to consider other factors beyond just earnings surprises when making investment decisions.
Arlo Technologies Inc (ARLO) Institutional Confidence
This article analyzes Arlo Technologies Inc's (ARLO) institutional confidence, noting its high score of 10.00, placing it first in the Specialty Retailers industry. Institutional shareholding stands at 96.22%, a slight decrease from the previous quarter. Brandes Investment Partners is identified as the largest institutional shareholder.
Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08
Arlo Technologies, Inc. announced equity grants to eight new non-executive employees under its 2018 Equity Incentive Plan, in accordance with NYSE Rule 303A.08. These inducement awards consist of restricted stock units (RSUs) totaling 65,624 shares of the Company's common stock, vesting annually over four equal installments, contingent on continued service. This move aims to attract and retain talent for the smart home security brand.
Arlo Technologies Grants RSUs Covering 65,624 Shares | ARLO Stock News
Arlo Technologies (NYSE: ARLO) has granted equity inducement awards to eight new non-executive employees, comprising restricted stock units (RSUs) covering an aggregate of 65,624 shares. These awards, consistent with NYSE Rule 303A.08, will vest in four equal annual installments, contingent upon the employees' continued service. This move aligns with the company's 2018 Equity Incentive Plan and aims to incentivize new hires.
The Technical Signals Behind (ARLO) That Institutions Follow
This article analyzes Arlo Technologies Inc. (NASDAQ: ARLO) through technical signals, highlighting stable neutral readings in shorter timeframes that could indicate an easing of long-term weak bias. It discusses three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—generated by AI models, each with specific entry, target, and stop-loss parameters. The analysis also provides multi-timeframe signal insights, including support and resistance levels.
ARLO TECHNOLOGIES INC : PIPER SANDLER INITIATES COVERAGE WITH OVERWEIGHT RATING; PRICE TARGET $17
Piper Sandler has initiated coverage of Arlo Technologies Inc. (ARLO) with an Overweight rating and set a price target of $17. The article, provided by Reuters, states that this recommendation reflects a positive outlook on the company's stock.
Arlo Technologies Inc (ARLO) Cash Flow
This article provides a detailed historical overview of Arlo Technologies Inc.'s (ARLO) cash flow, including operating, investing, and financing activities, presented in a quarterly and annual format. It also includes key financial metrics like net income, capital expenditures, and free cash flow, along with an FAQ section explaining these financial terms. The data spans from FY2017Q1 to FY2026Q1, offering insights into the company's financial performance over time.
Arlo Technologies Inc (ARLO) Earnings Forecast: Future EPS & Revenue Growth Estimates
Arlo Technologies Inc (ARLO) has an earnings forecast score of 8.00, placing it 17th out of 93 in the Specialty Retailers industry. Analysts set an average price target of $22.00, with a high of $26.00 and a low of $22.00, and predominantly recommend a "Buy" rating based on 6 analysts. The company's expected revenue for the next quarter is $148.75 million, with an anticipated EPS of $0.20, following a previous quarter's EPS of $0.05 against an expectation of $0.14.
ARLO Initiates Coverage by Piper Sandler -- Rating Set to Overwe
Piper Sandler has initiated coverage on Arlo Technologies (ARLO) with an Overweight rating and a price target of $17.00, signaling confidence in the company's future growth. Despite this positive analyst coverage, GuruFocus assesses ARLO as 13.5% overvalued with a GF Value™ of $11.34, and notes significant insider selling of $1.3 million over the past three months. The company has a moderate GF Score™ of 60, with strong financial strength but weaker profitability and growth.
ARLO TECHNOLOGIES INC : PIPER SANDLER INITIATES COVERAGE WITH OVERWEIGHT RATING; PRICE TARGET $17
Piper Sandler has initiated coverage on ARLO Technologies Inc. with an "Overweight" rating. The firm has set a price target of $17 for the company's stock. This indicates a positive outlook from Piper Sandler regarding ARLO Technologies' future performance.
Rice Hall James & Associates LLC Buys 83,276 Shares of Arlo Technologies, Inc. $ARLO
Rice Hall James & Associates LLC increased its stake in Arlo Technologies (NYSE:ARLO) by 2.3% in the first quarter, purchasing 83,276 additional shares to own a total of 3,659,888 shares valued at $52.1 million, making Arlo its third-largest holding. This comes as Arlo Technologies reported stronger-than-expected quarterly earnings and revenue, and several other institutional investors also increased their positions in the company. Wall Street analysts maintain a "Moderate Buy" consensus with an average price target of $21.40 for Arlo Technologies.
ARLO|Arlo Technologies Inc|Price:12.870|Chg%:+0.350
This article provides a comprehensive overview of Arlo Technologies Inc. (ARLO), including its current stock performance, key financial figures, and analyst ratings. It highlights the company's strong fundamentals and high growth potential, despite being considered fairly valued within the Specialty Retailers industry. The article also details Arlo's smart home security platform, products, and services.
ARLO|Arlo Technologies Inc|Price:12.870|Chg%:+0.350
Arlo Technologies Inc. (ARLO) is a smart home security platform company offering advanced security services through a cloud platform and app-controlled devices. The article provides an overview of the company, including its stock performance, market capitalization, key executives, and institutional shareholding data. It highlights Arlo's product offerings like Essential Cameras, Home Security System, and services such as Arlo Secure, emphasizing its focus on AI and computer vision analytics.
Granahan Investment Management LLC Boosts Stock Position in Arlo Technologies, Inc. $ARLO
Granahan Investment Management LLC significantly increased its stake in Arlo Technologies, Inc. during the first quarter, boosting its holdings by 245.6%. This move comes as Arlo Technologies reported strong first-quarter earnings, surpassing analyst expectations for both EPS and revenue. Wall Street analysts maintain a positive outlook on the stock, with an average price target of $21.40.
Arlo Technologies Inc (ARLO) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Arlo Technologies Inc (ARLO), noting its current valuation score of 4.88 and ranking within the Specialty Retailers industry. It highlights the company's P/E ratio of 44.31, contrasting it with recent highs and lows. The report also indicates that P/B, P/S, and P/CF relevant data have not yet been disclosed by the company.
ARLO|Arlo Technologies Inc|Price:12.870|Chg%:+0.350
Arlo Technologies Inc. (ARLO) shows strong fundamentals and high growth potential, though its valuation is considered fairly valued within the Specialty Retailers industry. Analysts have rated it a "Buy" with a target price of $21.40, and institutional ownership is very high despite a recent quarter-over-quarter decrease. The company, a smart home security platform, has also turned profitable.
Arlo Pro 4 by Arlo Technologies - mid-range security camera with flexible installation
The Arlo Pro 4 is a mid-range security camera from Arlo Technologies, offering 2K HDR video, wire-free mounting, and direct Wi-Fi connectivity. It features a 160-degree field of view, an integrated spotlight for color night vision, and smart alerts through an Arlo Secure subscription. The camera is battery-powered with up to six months of life, is weather-resistant (IP65), and integrates with smart home platforms like Amazon Alexa, Google Assistant, and Apple HomeKit.
