Arlo Technologies (NYSE:ARLO) Issues Q2 2026 Earnings Guidance

Key Points

• Q2 2026 guidance: Arlo set EPS guidance of $0.17–$0.23 (vs. consensus $0.17) and revenue guidance of $145M–$155M (vs. consensus $146.8M).
• The company beat expectations in the most recent quarter with $0.28 EPS vs. $0.19 consensus and $150.38M revenue vs. $139.73M, and its Board authorized a $50M share buyback (up to 3.1% of shares).
• Insiders have sold a total of 592,211 shares (~$8.08M) over the last quarter, while institutional investors hold 83.18% and analysts rate the stock a “Moderate Buy” with an average price target of $23.33.

Arlo Technologies (NYSE:ARLO - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.17-0.230 for the period, compared to the consensus earnings per share estimate of 0.170. The company issued revenue guidance of $145.0 million-$155.0 million, compared to the consensus revenue estimate of $146.8 million.

Arlo Technologies Stock Performance

ARLO stock traded up $0.36 during mid-day trading on Thursday, reaching $14.93. 1,646,852 shares of the stock traded hands, compared to its average volume of 1,355,852. The business has a 50-day moving average price of $14.13 and a two-hundred day moving average price of $14.26. The stock has a market capitalization of $1.63 billion, a PE ratio of 114.86 and a beta of 1.60. Arlo Technologies has a one year low of $10.30 and a one year high of $19.94.

Arlo Technologies (NYSE:ARLO - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.28 EPS for the quarter, beating the consensus estimate of $0.19 by $0.09. The company had revenue of $150.38 million for the quarter, compared to the consensus estimate of $139.73 million. Arlo Technologies had a net margin of 2.82% and a return on equity of 10.76%. Arlo Technologies has set its Q2 2026 guidance at 0.17-0.230 EPS. On average, equities analysts expect that Arlo Technologies will post 0.16 earnings per share for the current fiscal year.

Arlo Technologies announced that its Board of Directors has initiated a share buyback program on Wednesday, March 4th that allows the company to buyback $50.00 million in shares. This buyback authorization allows the company to repurchase up to 3.1% of its shares through open market purchases. Shares buyback programs are often a sign that the company's board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings raised Arlo Technologies from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Friday, March 6th. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $23.33.

Insider Buying and Selling

In other news, General Counsel Brian Busse sold 31,407 shares of the firm's stock in a transaction on Friday, February 6th. The stock was sold at an average price of $12.29, for a total transaction of $385,992.03. Following the transaction, the general counsel owned 552,850 shares in the company, valued at approximately $6,794,526.50. This trade represents a 5.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kurtis Joseph Binder sold 179,419 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $13.78, for a total transaction of $2,472,393.82. Following the transaction, the chief financial officer owned 614,885 shares in the company, valued at approximately $8,473,115.30. The trade was a 22.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 592,211 shares of company stock valued at $8,079,741 over the last quarter. 2.90% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Arlo Technologies

A number of large investors have recently bought and sold shares of the business. Wasatch Advisors LP boosted its position in Arlo Technologies by 17.7% during the 3rd quarter. Wasatch Advisors LP now owns 5,505,467 shares of the company's stock valued at $93,318,000 after acquiring an additional 826,587 shares in the last quarter. State Street Corp lifted its stake in shares of Arlo Technologies by 5.3% during the 2nd quarter. State Street Corp now owns 4,272,925 shares of the company's stock worth $72,469,000 after purchasing an additional 215,867 shares during the last quarter. Marshall Wace LLP boosted its position in Arlo Technologies by 69.1% during the third quarter. Marshall Wace LLP now owns 2,554,457 shares of the company's stock valued at $43,298,000 after purchasing an additional 1,043,854 shares in the last quarter. Geode Capital Management LLC grew its stake in Arlo Technologies by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 2,391,732 shares of the company's stock valued at $33,467,000 after purchasing an additional 28,861 shares during the last quarter. Finally, Renaissance Technologies LLC raised its holdings in Arlo Technologies by 24.7% in the fourth quarter. Renaissance Technologies LLC now owns 2,289,759 shares of the company's stock worth $32,034,000 after purchasing an additional 454,000 shares in the last quarter. Institutional investors own 83.18% of the company's stock.

About Arlo Technologies

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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