Arlo Technologies (NYSE:ARLO) Issues Q3 2025 Earnings Guidance

Key Points

• Arlo Technologies issued third-quarter 2025 earnings guidance with an EPS range of 0.120 to 0.180 and revenue expectations of $133.0 million to $143.0 million, both of which are slightly above consensus estimates.
• The company's stock increased by 1.9% to reach $16.40, with a market capitalization of $1.70 billion and a P/E ratio of -74.55.
• Recent insider trading included significant share sales by the CFO and CEO, resulting in a combined total of 1.34 million shares sold over the past quarter.

Arlo Technologies (NYSE:ARLO - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.120-0.180 for the period, compared to the consensus EPS estimate of 0.154. The company issued revenue guidance of $133.0 million-$143.0 million, compared to the consensus revenue estimate of $134.9 million.

Wall Street Analysts Forecast Growth

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

Arlo Technologies Stock Up 1.9%

NYSE:ARLO traded up $0.30 during mid-day trading on Thursday, reaching $16.40. 1,519,476 shares of the stock were exchanged, compared to its average volume of 1,003,781. The company has a 50 day simple moving average of $16.42 and a 200-day simple moving average of $12.93. Arlo Technologies has a 1 year low of $7.84 and a 1 year high of $17.98. The stock has a market capitalization of $1.70 billion, a P/E ratio of -74.55 and a beta of 1.85.

Arlo Technologies (NYSE:ARLO - Get Free Report) last announced its earnings results on Thursday, August 7th. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.15 by ($0.12). Arlo Technologies had a negative net margin of 4.29% and a negative return on equity of 21.67%. As a group, research analysts predict that Arlo Technologies will post -0.29 EPS for the current year.

Insider Activity at Arlo Technologies

In other Arlo Technologies news, CFO Kurtis Joseph Binder sold 92,247 shares of Arlo Technologies stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $17.17, for a total value of $1,583,880.99. Following the transaction, the chief financial officer directly owned 923,527 shares in the company, valued at approximately $15,856,958.59. This trade represents a 9.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Matthew Blake Mcrae sold 372,488 shares of the firm's stock in a transaction that occurred on Friday, June 20th. The shares were sold at an average price of $17.14, for a total value of $6,384,444.32. Following the completion of the sale, the chief executive officer directly owned 2,290,493 shares of the company's stock, valued at $39,259,050.02. This represents a 13.99% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,340,873 shares of company stock worth $22,728,975 over the last quarter. Company insiders own 5.20% of the company's stock.

Institutional Trading of Arlo Technologies

Hedge funds have recently modified their holdings of the business. Goldman Sachs Group Inc. raised its holdings 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 worth $15,325,000 after purchasing an additional 830,770 shares during the last quarter. Millennium Management LLC raised its holdings in Arlo Technologies by 116.1% during the first quarter. Millennium Management LLC now owns 455,692 shares of the company's stock worth $4,498,000 after purchasing an additional 244,783 shares during the last quarter. AQR Capital Management LLC raised its holdings in Arlo Technologies by 28.8% during the first quarter. AQR Capital Management LLC now owns 406,688 shares of the company's stock worth $4,014,000 after purchasing an additional 90,970 shares during the last quarter. Jane Street Group LLC raised its holdings in Arlo Technologies by 279.8% during the first quarter. Jane Street Group LLC now owns 292,302 shares of the company's stock worth $2,885,000 after purchasing an additional 215,343 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings 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 worth $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.

About Arlo Technologies

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.

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