Arlo Technologies (NYSE:ARLO) Updates Q2 2026 Earnings Guidance

Arlo Technologies (NYSE:ARLO) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.17-0.230 for the period, compared to the consensus earnings per share estimate of 0.170. The company issued revenue guidance of $145.0 million-$155.0 million, compared to the consensus revenue estimate of $146.8 million.

Wall Street Analyst Weigh In

Separately, Weiss Ratings raised Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, March 6th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Arlo Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $23.33.

Arlo Technologies Stock Performance

NYSE:ARLO traded up $0.36 during mid-day trading on Thursday, hitting $14.93. 1,650,794 shares of the stock were exchanged, compared to its average volume of 1,126,089. The stock has a market capitalization of $1.63 billion, a price-to-earnings ratio of 114.86 and a beta of 1.60. The firm’s 50-day simple moving average is $14.20 and its 200 day simple moving average is $14.24. Arlo Technologies has a fifty-two week low of $10.30 and a fifty-two week high of $19.94.

Arlo Technologies (NYSE:ARLO) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.19 by $0.09. The business had revenue of $150.38 million during the quarter, compared to analysts’ expectations of $139.73 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The firm’s revenue for the quarter was up 26.3% compared to the same quarter last year. During the same period last year, the firm posted $0.15 EPS. Arlo Technologies has set its Q2 2026 guidance at 0.17-0.230 EPS. On average, analysts predict that Arlo Technologies will post 0.16 EPS for the current fiscal year.

Arlo Technologies announced that its board has authorized a stock buyback program on Wednesday, March 4th that permits the company to buyback $50.00 million in shares. This buyback authorization permits 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 management believes its stock is undervalued.

Insider Buying and Selling

In other Arlo Technologies news, CEO Matthew Blake Mcrae sold 153,433 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total transaction of $2,114,306.74. Following the transaction, the chief executive officer owned 1,168,866 shares in the company, valued at $16,106,973.48. This trade represents a 11.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Brian Busse sold 25,525 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total value of $351,734.50. Following the transaction, the general counsel owned 583,364 shares in the company, valued at approximately $8,038,755.92. This trade represents a 4.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 592,211 shares of company stock valued at $8,079,741. Insiders own 2.90% of the company’s stock.

Key Arlo Technologies News

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

• Positive Sentiment: Q1 beat on both EPS and revenue — Arlo reported $0.28 EPS vs. consensus ~$0.19 and revenue of $150.4M vs. ~$139.7M, with revenue up ~26% YoY. This beat is the primary catalyst for the stock move. Arlo Technologies (ARLO) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Subscription & services strength: record subscriptions/services revenue (~$90M) and ARR of $357M (both up ~30%) drove recurring revenue growth and improved profitability metrics, supporting a higher multiple for the company’s shares. Arlo Reports First Quarter 2026 Results
• Positive Sentiment: Guidance leaves room for upside — Q2 EPS guidance of $0.17–$0.23 sits around consensus (0.17) with the upper end above estimates; revenue guidance of $145–$155M brackets the consensus and signals management expects continued demand. That guidance tone helped support the rally. Arlo Q1 Results and Guidance (transcript/press release)
• Neutral Sentiment: Analyst/metrics write-ups emphasize the same beats and subscription strengths but dig into model details and expectations — useful for investors sizing conviction but not a new catalyst. Compared to Estimates, Arlo Technologies (ARLO) Q1 Earnings: A Look at Key Metrics
• Negative Sentiment: Price promotions on hardware ahead of Amazon deals — Arlo slashed prices on 2K cameras to drive sales for upcoming promotions; that can boost unit volume and subscriptions but may compress hardware ASPs and near-term gross margins. Monitor how much subscription attach and margin recovery offset the discounting. Arlo Slashes Prices on Top-Rated 2K Security Cameras Ahead of May 10 Amazon Deals Deadline

Hedge Funds Weigh In On Arlo Technologies

A number of hedge funds have recently added to or reduced their stakes in ARLO. Quarry LP increased its stake in Arlo Technologies by 42.0% during the 3rd quarter. Quarry LP now owns 2,649 shares of the company’s stock worth $45,000 after acquiring an additional 783 shares during the period. Strs Ohio bought a new position in Arlo Technologies during the 1st quarter worth $66,000. Quadrant Capital Group LLC bought a new position in Arlo Technologies during the 3rd quarter worth $86,000. EverSource Wealth Advisors LLC increased its stake in Arlo Technologies by 1,682.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock worth $95,000 after acquiring an additional 5,301 shares during the period. Finally, Quantbot Technologies LP bought a new position in Arlo Technologies during the 2nd quarter worth $132,000. Institutional investors own 83.18% of the company’s stock.

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.