Arlo Technologies (ARLO) Projected to Post Earnings on Thursday

Key Points

• Arlo Technologies (ARLO) is set to announce its Q2 2025 earnings on August 7th, expecting earnings of $0.15 per share and revenue of $123.33 million.
• In its last earnings report on May 8th, Arlo surpassed earnings expectations with $0.15 EPS and reported a slight revenue decrease of 4.1% year-over-year.
• Insider trading activity has been notable, with CEO and General Counsel selling shares recently, indicating a 1.71% and 3.15% decrease in their stock ownership, respectively.

Arlo Technologies (NYSE:ARLO - Get Free Report) is expected to be issuing its Q2 2025 quarterly earnings data after the market closes on Thursday, August 7th. Analysts expect the company to announce earnings of $0.15 per share and revenue of $123.33 million for the quarter. Arlo Technologies has set its Q2 2025 guidance at 0.090-0.150 EPS.

Arlo Technologies (NYSE:ARLO - Get Free Report) last posted its earnings results on Thursday, May 8th. The company reported $0.15 EPS for the quarter, topping the consensus estimate of $0.12 by $0.03. Arlo Technologies had a negative net margin of 4.29% and a negative return on equity of 21.67%. The firm had revenue of $119.07 million during the quarter, compared to analysts' expectations of $118.35 million. During the same quarter in the prior year, the firm earned $0.09 EPS. Arlo Technologies's quarterly revenue was down 4.1% on a year-over-year basis. On average, analysts expect Arlo Technologies to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Arlo Technologies Stock Down 2.7%

NYSE ARLO traded down $0.43 on Friday, hitting $15.77. The stock had a trading volume of 1,492,069 shares, compared to its average volume of 1,001,271. Arlo Technologies has a one year low of $7.84 and a one year high of $17.98. The stock has a market cap of $1.64 billion, a price-to-earnings ratio of -71.68 and a beta of 2.03. The company's 50-day moving average is $16.26 and its two-hundred day moving average is $12.84.

Insider Transactions at Arlo Technologies

In other news, CEO Matthew Blake Mcrae sold 25,380 shares of the company's stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $16.56, for a total value of $420,292.80. Following the completion of the sale, the chief executive officer directly owned 1,461,705 shares of the company's stock, valued at approximately $24,205,834.80. This represents a 1.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, General Counsel Brian Busse sold 21,367 shares of the company's stock in a transaction that occurred on Thursday, May 8th. The stock was sold at an average price of $10.37, for a total transaction of $221,575.79. Following the completion of the sale, the general counsel directly owned 656,785 shares of the company's stock, valued at approximately $6,810,860.45. This represents a 3.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 1,589,422 shares of company stock valued at $25,306,428. Company insiders own 5.20% of the company's stock.

Institutional Trading of Arlo Technologies

A number of institutional investors have recently made changes to their positions in ARLO. Goldman Sachs Group Inc. lifted its stake in Arlo Technologies by 115.1% during 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 during the last quarter. Millennium Management LLC lifted its stake in Arlo Technologies by 116.1% during 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 during the last quarter. Jane Street Group LLC lifted its stake in Arlo Technologies by 279.8% during the first quarter. Jane Street Group LLC now owns 292,302 shares of the company's stock valued at $2,885,000 after purchasing an additional 215,343 shares during the last quarter. AQR Capital Management LLC lifted its stake in Arlo Technologies by 28.8% during the first quarter. AQR Capital Management LLC now owns 406,688 shares of the company's stock valued at $4,014,000 after purchasing an additional 90,970 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Arlo Technologies by 15.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 171,986 shares of the company's stock valued at $1,698,000 after purchasing an additional 23,068 shares during the last quarter. 83.18% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Separately, BWS Financial restated a "buy" rating and issued a $24.00 target price on shares of Arlo Technologies in a research report on Monday, June 9th.

Arlo Technologies Company Profile

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.