Arlo Technologies (NYSE:ARLO) Rating Lowered to Buy at Wall Street Zen

Arlo Technologies (NYSE:ARLO – Get Free Report) was downgraded by equities researchers at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research note issued on Saturday.

ARLO has been the topic of several other research reports. William Blair assumed coverage on shares of Arlo Technologies in a research note on Tuesday, July 7th. They issued an “outperform” rating on the stock. Weiss Ratings cut shares of Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, August 3rd. Piper Sandler lifted their price target on shares of Arlo Technologies from $17.00 to $18.00 and gave the stock an “overweight” rating in a research report on Friday. UBS Group set a $20.00 price target on shares of Arlo Technologies in a research report on Monday, May 18th. Finally, Oppenheimer started coverage on Arlo Technologies in a report on Monday, May 18th. They issued an “outperform” rating and a $20.00 price target on the stock. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $20.60.

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Arlo Technologies Stock Down 0.1%

Shares of ARLO stock opened at $15.21 on Friday. The stock has a 50-day simple moving average of $13.38 and a 200 day simple moving average of $13.46. The stock has a market capitalization of $1.65 billion, a P/E ratio of 56.35 and a beta of 1.56. Arlo Technologies has a fifty-two week low of $11.05 and a fifty-two week high of $19.94.

Arlo Technologies (NYSE:ARLO – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping the consensus estimate of $0.20 by $0.08. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.29%. The firm had revenue of $155.94 million for the quarter, compared to analysts’ expectations of $148.94 million. During the same period in the previous year, the business earned $0.17 earnings per share. Arlo Technologies’s revenue for the quarter was up 20.5% compared to the same quarter last year. Arlo Technologies has set its FY 2026 guidance at 0.900-1.000 EPS and its Q3 2026 guidance at 0.170-0.230 EPS. On average, sell-side analysts anticipate that Arlo Technologies will post 0.2 earnings per share for the current year.

Insider Transactions at Arlo Technologies

In other Arlo Technologies news, CFO Kurtis Joseph Binder sold 27,297 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $15.52, for a total transaction of $423,649.44. Following the sale, the chief financial officer owned 442,110 shares in the company, valued at approximately $6,861,547.20. The trade was a 5.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 57,775 shares of company stock worth $845,139. 2.90% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Hantz Financial Services Inc. increased its position in shares of Arlo Technologies by 763.3% in the fourth quarter. Hantz Financial Services Inc. now owns 1,977 shares of the company’s stock worth $28,000 after acquiring an additional 1,748 shares in the last quarter. Quarry LP lifted its position in shares of Arlo Technologies by 42.0% in the 3rd quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after acquiring an additional 783 shares in the last quarter. Quadrant Capital Group LLC purchased a new stake in shares of Arlo Technologies in the 3rd quarter valued at approximately $86,000. EverSource Wealth Advisors LLC boosted its stake in Arlo Technologies by 1,682.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock worth $95,000 after purchasing an additional 5,301 shares during the period. Finally, Strs Ohio acquired a new position in Arlo Technologies in the 1st quarter worth approximately $66,000. 83.18% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Arlo Technologies

Here are the key news stories impacting Arlo Technologies this week:

• Positive Sentiment: Arlo beat Q2 expectations. The smart-home security company reported adjusted earnings of $0.28 per share versus the $0.20 consensus estimate. Revenue increased 20.5% year over year to $155.94 million, exceeding analysts’ $148.94 million forecast. Arlo Technologies Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its outlook above Wall Street expectations. Q3 guidance calls for EPS of $0.17-$0.23 and revenue of $140 million-$150 million, compared with consensus estimates of $0.14 and $133.2 million. Full-year 2026 guidance was set at $0.90-$1.00 EPS and $580 million-$600 million in revenue, ahead of consensus forecasts of $0.71 and $565.7 million, respectively. Arlo Q2 2026 Earnings Call Transcript
• Positive Sentiment: Piper Sandler raised its price target. The firm increased its target from $17 to $18 and maintained an “overweight” rating, signaling confidence in Arlo’s growth trajectory following the earnings release. Piper Sandler Raises Arlo Price Target
• Neutral Sentiment: Management’s earnings call and presentation emphasized stronger growth, supported by higher revenue and expanding profitability. However, investors may want additional detail on the durability of subscription growth and the company’s ability to convert demand into recurring revenue. Arlo Q2 2026 Results Presentation
• Negative Sentiment: CFO Kurtis Joseph Binder disclosed additional stock sales. He sold 13,971 shares for approximately $209,705 on August 3 and 27,297 shares for about $423,649 on August 4. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, which reduces their significance as a discretionary bearish signal, but the sales can still weigh on sentiment. Arlo CFO Stock Sales

About Arlo Technologies

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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.

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