Arlo Technologies (NYSE:ARLO) Board Declares Stock Buyback Plan

Arlo Technologies (NYSE:ARLO) declared that its board has initiated a stock buyback program on Wednesday, March 4th, RTT News reports. The company plans to buyback $50.00 million in shares. This buyback authorization allows the company to purchase up to 3.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

Arlo Technologies Stock Performance

ARLO stock opened at $15.04 on Thursday. The stock has a market capitalization of $1.61 billion, a PE ratio of 115.70 and a beta of 1.65. The company has a fifty day moving average of $13.14 and a 200-day moving average of $15.27. Arlo Technologies has a one year low of $7.84 and a one year high of $19.94.

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

Wall Street Analysts Forecast Growth

ARLO has been the topic of several research analyst reports. Zacks Research lowered Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. BWS Financial reiterated a “buy” rating and issued a $26.00 price target on shares of Arlo Technologies in a research note on Tuesday, November 11th. Finally, Weiss Ratings downgraded shares of Arlo Technologies from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 20th. Three research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Arlo Technologies currently has an average rating of “Hold” and an average target price of $23.33.

Insiders Place Their Bets

In other Arlo Technologies 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 value of $385,992.03. Following the completion of the sale, the general counsel owned 552,850 shares of the company’s stock, valued at approximately $6,794,526.50. This trade represents a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Kurtis Joseph Binder sold 55,043 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $13.69, for a total transaction of $753,538.67. Following the completion of the transaction, the chief financial officer owned 460,970 shares of the company’s stock, valued at $6,310,679.30. This represents a 10.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 474,480 shares of company stock worth $6,237,347. Company insiders own 5.20% of the company’s stock.

Trending Headlines about Arlo Technologies

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

Arlo Technologies Company Profile

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.