Arlo Technologies (NYSE:ARLO) Upgraded at Wall Street Zen

Posted by Francis Steltz on Oct 13th, 2026

Wall Street Zen upgraded shares of Arlo Technologies (NYSE:ARLO – Free Report) from a buy rating to a strong-buy rating in a research report sent to investors on Saturday morning,Wall Street Zen reports.

Several other equities research analysts also recently weighed in on the company. William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They issued an “outperform” rating for the company. Piper Sandler raised their target price on Arlo Technologies from $17.00 to $18.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Finally, Weiss Ratings downgraded Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, August 3rd. Five analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.60.

Read Our Latest Research Report on ARLO

Arlo Technologies Trading Down 2.4%

NYSE:ARLO opened at $12.11 on Friday. The firm’s fifty day simple moving average is $13.42 and its 200 day simple moving average is $13.48. Arlo Technologies has a twelve month low of $11.05 and a twelve month high of $19.94. The firm has a market capitalization of $1.31 billion, a price-to-earnings ratio of 44.83 and a beta of 1.60.

Arlo Technologies (NYSE:ARLO – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.20 by $0.08. Arlo Technologies had a return on equity of 17.29% and a net margin of 5.20%. The firm had revenue of $155.94 million during the quarter, compared to the consensus estimate of $148.94 million. During the same period in the prior year, the firm earned $0.17 EPS. The firm’s quarterly revenue 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, analysts predict that Arlo Technologies will post 0.12 earnings per share for the current year.

Insider Transactions at Arlo Technologies

In other Arlo Technologies news, CFO Kurtis Binder sold 13,358 shares of the stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $12.58, for a total transaction of $168,043.64. Following the transaction, the chief financial officer directly owned 345,541 shares in the company, valued at $4,346,905.78. This represents a 3.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 137,837 shares of company stock valued at $1,836,543 over the last 90 days. Corporate insiders own 2.90% of the company’s stock.

Institutional Investors Weigh In On Arlo Technologies

Hedge funds and other institutional investors have recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in shares of Arlo Technologies during the 2nd quarter worth approximately $235,992,000. Wasatch Advisors LP lifted its holdings in shares of Arlo Technologies by 9.0% in the 2nd quarter. Wasatch Advisors LP now owns 5,915,935 shares of the company’s stock worth $79,747,000 after purchasing an additional 489,668 shares during the last quarter. Rice Hall James & Associates LLC bought a new stake in shares of Arlo Technologies in the 2nd quarter worth approximately $50,320,000. Jupiter Topco LLC acquired a new position in Arlo Technologies during the 2nd quarter valued at approximately $34,557,000. Finally, Primecap Management Co. CA acquired a new position in Arlo Technologies during the 2nd quarter valued at approximately $26,183,000. Institutional investors own 83.18% of the company’s stock.

Arlo Technologies Company Profile

(Get Free Report)

Arlo Technologies, Inc develops connected smart home security products and services. Its portfolio includes wire-free and wired security cameras, video doorbells, floodlight cameras, baby monitors and related accessories designed for residential and small-business use.

The company combines its hardware with cloud-based software and subscription services, including Arlo Secure. These services provide features such as video storage, activity notifications, person, vehicle and package detection, emergency response options and other monitoring and security capabilities, depending on the product and service plan.

Arlo was established as a standalone company following its separation from Netgear and became an independent publicly traded company in 2018.