Arlo Technologies (NYSE:ARLO) Releases FY 2026 Earnings Guidance

Key Points

• Arlo raised its FY 2026 outlook above analyst expectations, guiding for EPS of $0.90–$1.00 and revenue of $580 million–$600 million, versus consensus estimates of $0.71 EPS and $565.7 million revenue. Q3 EPS guidance of $0.17–$0.23 also exceeded expectations.
• The company’s latest quarter beat estimates, with EPS of $0.28 versus $0.20 expected and revenue of $155.94 million versus $148.94 million forecast.
• Analysts maintain a generally positive view, with six Buy ratings and two Holds and an average price target of $20.67, although the stock’s roughly 57 P/E ratio and recent CFO share sales remain potential sentiment risks.

Arlo Technologies (NYSE:ARLO - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.900-1.000 for the period, compared to the consensus earnings per share estimate of 0.710. The company issued revenue guidance of $580.0 million-$600.0 million, compared to the consensus revenue estimate of $565.7 million. Arlo Technologies also updated its Q3 2026 guidance to 0.170-0.230 EPS.

Arlo Technologies Price Performance

ARLO stock traded down $0.49 on Thursday, reaching $15.44. 1,259,742 shares of the company were exchanged, compared to its average volume of 1,343,278. The stock's fifty day moving average price is $13.30 and its 200 day moving average price is $13.44. Arlo Technologies has a 12 month low of $11.05 and a 12 month high of $19.94. The firm has a market capitalization of $1.68 billion, a PE ratio of 57.20 and a beta of 1.56.

Arlo Technologies (NYSE:ARLO - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.28 EPS for the quarter, beating analysts' consensus estimates of $0.20 by $0.08. The business had revenue of $155.94 million during the quarter, compared to analyst estimates of $148.94 million. Arlo Technologies had a net margin of 5.47% and a return on equity of 18.66%. 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. As a group, research analysts expect that Arlo Technologies will post 0.2 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Piper Sandler assumed coverage on shares of Arlo Technologies in a research report on Sunday, July 26th. They set an "overweight" rating and a $17.00 target price for the company. Oppenheimer assumed coverage on shares of Arlo Technologies in a report on Monday, May 18th. They issued an "outperform" rating and a $20.00 price target for the company. Weiss Ratings cut shares of Arlo Technologies from a "hold (c)" rating to a "hold (c-)" rating in a research report on Monday. UBS Group set a $20.00 price objective on Arlo Technologies in a report on Monday, May 18th. Finally, William Blair assumed coverage on Arlo Technologies in a research report on Tuesday, July 7th. They issued an "outperform" rating on the stock. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, Arlo Technologies currently has an average rating of "Moderate Buy" and an average price target of $20.67.

Insider Buying and Selling at Arlo Technologies

In related news, CFO Kurtis Joseph Binder sold 27,297 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $15.52, for a total transaction of $423,649.44. Following the completion of the sale, the chief financial officer directly owned 442,110 shares of the company's stock, valued at $6,861,547.20. The trade was a 5.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 122,775 shares of company stock worth $1,865,639 over the last ninety days. Insiders own 2.90% of the company's stock.

More Arlo Technologies News

Here are the key news stories impacting Arlo Technologies this week:

• Positive Sentiment: Quarterly earnings exceeded expectations. Arlo reported adjusted EPS of $0.28, beating the $0.20 consensus estimate, while revenue of $155.94 million surpassed expectations of $148.94 million. The company also posted a 5.47% net margin and 18.66% return on equity. Arlo Technologies quarterly earnings press release
• Positive Sentiment: Management raised its outlook above Wall Street forecasts. Arlo guided third-quarter 2026 EPS to $0.17-$0.23 versus the $0.14 consensus estimate and revenue to $140 million-$150 million versus $133.2 million expected. Full-year 2026 EPS guidance of $0.90-$1.00 and revenue guidance of $580 million-$600 million also exceeded consensus estimates of $0.71 and $565.7 million, respectively. The outlook suggests continued earnings and revenue momentum.
• Neutral Sentiment: The improved outlook may support a more favorable analyst view, but the stock’s valuation remains elevated, with a price-to-earnings ratio near 57 based on the provided market data. This could make the shares more sensitive to any future guidance shortfall.
• Negative Sentiment: CFO Kurtis Joseph Binder continued selling shares. He sold 27,297 shares for approximately $423,649 on August 4 and 13,971 shares for about $209,705 on August 3. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a discretionary bearish signal, although the sales could still weigh on sentiment. Arlo Technologies CFO stock sale

Institutional Trading of Arlo Technologies

Several institutional investors and hedge funds have recently made changes to their positions in the business. Quarry LP boosted its position in shares of Arlo Technologies by 42.0% in the 3rd quarter. Quarry LP now owns 2,649 shares of the company's stock worth $45,000 after purchasing an additional 783 shares during the last quarter. Strs Ohio bought a new stake in Arlo Technologies in the first quarter valued at about $66,000. Quadrant Capital Group LLC acquired a new position in Arlo Technologies in the third quarter valued at about $86,000. EverSource Wealth Advisors LLC lifted its stake in Arlo Technologies by 1,682.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company's stock valued at $95,000 after buying an additional 5,301 shares during the period. Finally, Quantbot Technologies LP acquired a new position in Arlo Technologies in the second quarter valued at about $132,000. 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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