Arlo Technologies, Inc. (NYSE:ARLO) Receives $23.33 Consensus PT from Brokerages

Arlo Technologies, Inc. (NYSE:ARLO) has received a consensus recommendation of “Hold” from the five ratings firms that are presently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, one has given a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $23.3333.

Several equities research analysts have recently weighed in on the stock. Weiss Ratings cut shares of Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 20th. Zacks Research downgraded Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, BWS Financial reissued a “buy” rating and set a $26.00 price objective on shares of Arlo Technologies in a report on Tuesday, November 11th.

More Arlo Technologies News

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

• Positive Sentiment: Board authorized a share repurchase program of up to $50 million (about 3.1% of shares) — this can support the share price, reduce share count and boost EPS if executed. Arlo Adopts Stock Repurchase Program
• Positive Sentiment: Recent quarterly results beat expectations (Q4 EPS $0.22 vs. $0.16 est.; revenue $141.3M vs. $135.6M) and management provided Q1 2026 EPS guidance of $0.17–$0.23 — this demonstrates revenue growth and momentum in recurring streams that can underpin valuation improvement. ARLO Earnings & Data
• Positive Sentiment: Management is emphasizing growth in subscriptions, partnerships and new devices — a shift toward recurring revenue could improve margins and reduce dependence on hardware cycles over time. Turnaround Centers On Subscriptions
• Neutral Sentiment: ARLO was mentioned in a broader tech movers story noting several names trading down — suggests some intraday weakness is tied to sector/market moves rather than company‑specific developments. Market Movers: ARLO
• Neutral Sentiment: Analyst coverage remains mixed (buy/hold/sell mix; consensus price target above the current level) — useful context but not an immediate catalyst.
• Negative Sentiment: Insider selling by multiple executives (CEO Matthew McRae ~27.9k shares; CFO ~12.5k; General Counsel Brian Busse ~7.0k) was disclosed on March 3 — such clustered sales can spook investors even if insiders retain large stakes. CEO Form 4 CFO Form 4 GC Form 4

Insider Buying and Selling at Arlo Technologies

In other Arlo Technologies news, CEO Matthew Blake Mcrae sold 27,931 shares of Arlo Technologies stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $14.93, for a total transaction of $417,009.83. Following the completion of the transaction, the chief executive officer owned 1,033,475 shares in the company, valued at approximately $15,429,781.75. This trade represents a 2.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kurtis Joseph Binder sold 12,539 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $14.93, for a total value of $187,207.27. Following the completion of the sale, the chief financial officer owned 470,635 shares in the company, valued at $7,026,580.55. The trade was a 2.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 474,480 shares of company stock valued at $6,237,347. 5.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Arlo Technologies

Hedge funds and other institutional investors have recently made changes to their positions in the company. Invesco Ltd. lifted its stake in shares of Arlo Technologies by 27.7% in the 4th quarter. Invesco Ltd. now owns 452,697 shares of the company’s stock valued at $6,333,000 after purchasing an additional 98,269 shares during the period. Mackenzie Financial Corp increased its holdings in Arlo Technologies by 17.4% in the fourth quarter. Mackenzie Financial Corp now owns 88,651 shares of the company’s stock valued at $1,230,000 after buying an additional 13,167 shares in the last quarter. XTX Topco Ltd acquired a new position in shares of Arlo Technologies in the fourth quarter worth about $1,776,000. Susquehanna Fundamental Investments LLC raised its position in shares of Arlo Technologies by 12.3% in the fourth quarter. Susquehanna Fundamental Investments LLC now owns 96,008 shares of the company’s stock worth $1,343,000 after acquiring an additional 10,507 shares during the period. Finally, Numerai GP LLC purchased a new stake in shares of Arlo Technologies during the 4th quarter worth about $404,000. Institutional investors and hedge funds own 83.18% of the company’s stock.

Arlo Technologies Stock Performance

Shares of NYSE ARLO opened at $15.04 on Monday. Arlo Technologies has a 52-week low of $7.84 and a 52-week high of $19.94. The firm has a market capitalization of $1.61 billion, a price-to-earnings ratio of 115.70 and a beta of 1.65. The stock has a 50 day moving average price of $13.14 and a 200 day moving average price of $15.27.

Arlo Technologies (NYSE:ARLO) last issued its earnings results on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.06. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The business had revenue of $141.30 million during the quarter, compared to analyst estimates of $135.57 million. During the same period in the previous year, the company posted $0.10 EPS. Arlo Technologies’s revenue was up 16.2% on a year-over-year basis. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. Analysts forecast that Arlo Technologies will post -0.29 earnings per share for the current year.

Arlo Technologies declared that its board has initiated a share repurchase plan 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 stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its stock is undervalued.

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.