Arlo Technologies (NYSE:ARLO) Shares Gap Up – Time to Buy?

Posted by Stanley Muller on Oct 27th, 2026

Shares of Arlo Technologies, Inc. (NYSE:ARLO – Get Free Report) gapped up prior to trading on Tuesday. The stock had previously closed at $12.38, but opened at $13.21. Arlo Technologies shares last traded at $12.7610, with a volume of 252,378 shares trading hands.

Analysts Set New Price Targets

Several research firms have recently weighed in on ARLO. Wall Street Zen upgraded shares of Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 10th. 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 cut their target price on shares of Arlo Technologies from $18.00 to $16.00 and set an “overweight” rating for the company in a research note on Tuesday, October 20th. Finally, William Blair began coverage on Arlo Technologies in a report on Tuesday, July 7th. They set an “outperform” rating for the company. Five equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $20.20.

View Our Latest Analysis on Arlo Technologies

Arlo Technologies Trading Up 4.6%

The business has a 50 day moving average of $12.92 and a two-hundred day moving average of $13.38. The firm has a market cap of $1.41 billion, a P/E ratio of 47.87 and a beta of 1.60.

Arlo Technologies (NYSE:ARLO – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $148.94 million. During the same period in the previous year, the business posted $0.17 earnings per share. The company’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 predict that Arlo Technologies, Inc. will post 0.12 EPS for the current year.

Insider Activity at Arlo Technologies

In related news, CFO Kurtis Binder sold 13,358 shares of the company’s stock in a transaction dated Tuesday, September 29th. The shares were sold at an average price of $12.58, for a total value of $168,043.64. Following the transaction, the chief financial officer owned 345,541 shares in the company, valued at approximately $4,346,905.78. This represents a 3.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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. Over the last ninety days, insiders have sold 137,837 shares of company stock worth $1,836,543. Insiders own 2.90% of the company’s stock.

Institutional Investors Weigh In On Arlo Technologies

Several hedge funds have recently bought and sold shares of the stock. Continuum Advisory LLC bought a new stake in shares of Arlo Technologies during the second quarter worth approximately $28,000. Integrated Wealth Concepts LLC bought a new position in shares of Arlo Technologies during the second quarter worth approximately $29,000. Sterling Capital Management LLC increased its stake in shares of Arlo Technologies by 848.3% during the third quarter. Sterling Capital Management LLC now owns 3,613 shares of the company’s stock worth $45,000 after purchasing an additional 3,232 shares during the period. Quantbot Technologies LP bought a new position in shares of Arlo Technologies during the second quarter worth approximately $88,000. Finally, GAMMA Investing LLC lifted its holdings in Arlo Technologies by 15.7% during the 3rd quarter. GAMMA Investing LLC now owns 6,647 shares of the company’s stock worth $82,000 after purchasing an additional 904 shares during the last quarter. 83.18% of the stock is currently owned by institutional investors and hedge funds.

About Arlo Technologies

(Get Free Report)

Arlo Technologies, Inc is a smart home security company that develops connected devices and cloud-based services designed to help consumers monitor and protect their homes, businesses and other properties. Its product portfolio includes wire-free and wired security cameras, video doorbells, floodlight cameras, home security systems and related accessories.

Arlo’s products typically connect through mobile applications and cloud services, providing features such as live video, motion detection, two-way audio, night vision and notifications.