Arlo Technologies (NYSE:ARLO) Releases Q4 2025 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.130-0.190 for the period, compared to the consensus earnings per share estimate of 0.090. The company issued revenue guidance of $131.0 million-$141.0 million, compared to the consensus revenue estimate of $134.9 million.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ARLO. Raymond James Financial reaffirmed an “outperform” rating and issued a $22.00 price target (up from $15.00) on shares of Arlo Technologies in a research note on Friday, August 8th. Weiss Ratings reissued a “sell (d-)” rating on shares of Arlo Technologies in a research report on Wednesday, October 8th. Wall Street Zen raised shares of Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 11th. Craig Hallum increased their target price on shares of Arlo Technologies from $17.00 to $22.00 and gave the stock a “buy” rating in a research report on Friday, August 8th. Finally, Zacks Research downgraded shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 7th. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $23.00.

Arlo Technologies Stock Down 4.8%

ARLO stock traded down $0.85 during mid-day trading on Thursday, reaching $16.86. 1,194,647 shares of the stock traded hands, compared to its average volume of 1,116,354. Arlo Technologies has a 52 week low of $7.84 and a 52 week high of $19.94. The business has a 50-day moving average of $17.83 and a two-hundred day moving average of $16.05. The firm has a market capitalization of $1.76 billion, a PE ratio of -240.82 and a beta of 1.69.

Arlo Technologies (NYSE:ARLO) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.15 by $0.01. Arlo Technologies had a negative net margin of 1.38% and a negative return on equity of 6.69%. The company had revenue of $139.53 million during the quarter, compared to analysts’ expectations of $138.69 million. Arlo Technologies has set its Q4 2025 guidance at 0.130-0.190 EPS. On average, equities research analysts anticipate that Arlo Technologies will post -0.29 EPS for the current fiscal year.

Insider Buying and Selling at Arlo Technologies

In other news, CEO Matthew Blake Mcrae sold 18,645 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $17.86, for a total transaction of $332,999.70. Following the completion of the sale, the chief executive officer owned 1,762,121 shares of the company’s stock, valued at approximately $31,471,481.06. This trade represents a 1.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kurtis Joseph Binder sold 51,668 shares of the firm’s stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $17.82, for a total transaction of $920,723.76. Following the sale, the chief financial officer directly owned 416,013 shares of the company’s stock, valued at approximately $7,413,351.66. The trade was a 11.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,357,942 shares of company stock worth $23,642,667 over the last ninety days. Company insiders own 5.20% of the company’s stock.

Institutional Trading of Arlo Technologies

Several hedge funds have recently modified their holdings of the company. Wasatch Advisors LP increased its holdings in shares of Arlo Technologies by 30.1% during the second quarter. Wasatch Advisors LP now owns 4,678,880 shares of the company’s stock worth $79,354,000 after buying an additional 1,082,443 shares in the last quarter. State Street Corp increased its holdings in shares of Arlo Technologies by 5.3% in the second quarter. State Street Corp now owns 4,272,925 shares of the company’s stock valued at $72,469,000 after purchasing an additional 215,867 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of Arlo Technologies by 115.1% in the first 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 in the last quarter. Millennium Management LLC increased its holdings in shares of Arlo Technologies by 116.1% in the first quarter. Millennium Management LLC now owns 455,692 shares of the company’s stock valued at $4,498,000 after purchasing an additional 244,783 shares in the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of Arlo Technologies by 22.9% in the second quarter. Raymond James Financial Inc. now owns 418,695 shares of the company’s stock valued at $7,101,000 after purchasing an additional 78,051 shares in the last quarter. Institutional investors and hedge funds own 83.18% of the company’s stock.

About Arlo Technologies

Arlo Technologies, Inc, together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera.