Arlo Technologies (ARLO) Expected to Release Quarterly Earnings on Thursday

Key Points

• Arlo is expected to report Q3 2026 results on November 5 after market close, with analysts forecasting $0.1967 in EPS and $144.93 million in revenue. The company’s Q3 EPS guidance is $0.17–$0.23, while full-year guidance is $0.90–$1.00.
• In its latest quarter, Arlo beat expectations with $0.28 EPS and $155.94 million in revenue, up 20.5% year over year. The board also authorized a $100 million share-repurchase program, which could support per-share results.
• Analyst sentiment is generally positive, with five Buy ratings and two Holds and an average price target of $20.20 versus the recent $13.63 share price. However, Piper Sandler recently lowered its target to $16, and the CFO sold shares under a pre-arranged plan to cover tax obligations.

Arlo Technologies (NYSE:ARLO - Get Free Report) is anticipated to release its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect the company to announce earnings of $0.1967 per share and revenue of $144.93 million for the quarter. 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. Interested persons can find conference call details on the company's upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Thursday, November 5, 2026 at 5:00 PM ET.

Arlo Technologies (NYSE:ARLO - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating analysts' consensus estimates of $0.20 by $0.08. The firm had revenue of $155.94 million for the quarter, compared to analyst estimates of $148.94 million. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.29%. The business's revenue was up 20.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.17 earnings per share. On average, analysts expect Arlo Technologies to post $0.12 EPS for the current fiscal year and $0.20 EPS for the next fiscal year.

Arlo Technologies Price Performance

Shares of NYSE ARLO opened at $13.63 on Thursday. Arlo Technologies has a fifty-two week low of $11.05 and a fifty-two week high of $19.94. The business has a 50-day moving average of $12.91 and a 200-day moving average of $13.37. The stock has a market capitalization of $1.48 billion, a price-to-earnings ratio of 50.50 and a beta of 1.60.

Arlo Technologies News Roundup

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

• Positive Sentiment: Arlo’s board approved a repurchase program allowing the company to buy back up to $100 million of its common stock. The authorization may provide support for the share price and potentially enhance per-share results, although the timing and amount of actual repurchases remain at management’s discretion. Arlo Technologies Approves Share Buyback Program
• Positive Sentiment: Coverage of the buyback announcement reported a sharp move in ARLO shares, indicating that investors viewed the capital-return plan favorably. The program follows a quarter in which Arlo reported $155.9 million in revenue and $0.28 in adjusted earnings per share, both ahead of expectations. Arlo Technologies Stock Rises on $100M Buyback Program
• Neutral Sentiment: Arlo also announced equity awards for newly hired employees under its 2018 Equity Incentive Plan in compliance with NYSE rules. The grants may help attract talent but could modestly dilute existing shareholders; the release did not disclose the award size. Arlo Technologies Announces Inducement Awards

Analyst Ratings Changes

ARLO has been the subject of several research reports. Weiss Ratings downgraded Arlo Technologies from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, August 3rd. Wall Street Zen upgraded shares of Arlo Technologies from a "buy" rating to a "strong-buy" rating in a research report on Saturday, October 10th. Piper Sandler dropped their price target 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 shares of Arlo Technologies in a report on Tuesday, July 7th. They issued an "outperform" rating on the stock. Five research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, Arlo Technologies has an average rating of "Moderate Buy" and an average price target of $20.20.

Insiders Place Their Bets

In other Arlo Technologies news, CFO Kurtis Binder sold 83,211 shares of the stock in a transaction dated Monday, September 28th. The shares were sold at an average price of $12.44, for a total value of $1,035,144.84. Following the completion of the sale, the chief financial officer owned 358,899 shares in the company, valued at approximately $4,464,703.56. This trade represents a 18.82% decrease in their position. The transaction was disclosed in a filing with the SEC, 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. Insiders have sold 137,837 shares of company stock worth $1,836,543 in the last 90 days. 2.90% of the stock is currently owned by insiders.

Arlo Technologies Company Profile

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.

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