Arlo Technologies (ARLO) to Release Quarterly Earnings on Thursday

Arlo Technologies (NYSE:ARLO) is expected to issue its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect the company to announce earnings of $0.16 per share and revenue of $135.5740 million for the quarter. Parties can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 26, 2026 at 5:00 PM ET.

Arlo Technologies Price Performance

NYSE ARLO opened at $11.48 on Thursday. The firm has a market capitalization of $1.22 billion, a price-to-earnings ratio of 382.93 and a beta of 1.66. The company has a 50 day simple moving average of $13.28 and a 200-day simple moving average of $15.51. Arlo Technologies has a 52-week low of $7.84 and a 52-week high of $19.94.

Analysts Set New Price Targets

ARLO has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Arlo Technologies in a research report on Monday, December 29th. BWS Financial reaffirmed a “buy” rating and issued a $26.00 price target on shares of Arlo Technologies in a research note on Tuesday, November 11th. Finally, Zacks Research lowered Arlo Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $23.00.

Insiders Place Their Bets

In other news, General Counsel Brian Busse sold 31,407 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $12.29, for a total transaction of $385,992.03. Following the transaction, the general counsel owned 552,850 shares in the company, valued at approximately $6,794,526.50. This trade represents a 5.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Matthew Blake Mcrae sold 95,326 shares of Arlo Technologies stock in a transaction on Friday, February 6th. The shares were sold at an average price of $12.29, for a total transaction of $1,171,556.54. Following the completion of the sale, the chief executive officer directly owned 1,011,288 shares of the company’s stock, valued at approximately $12,428,729.52. The trade was a 8.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 684,286 shares of company stock valued at $9,202,544 over the last ninety days. Corporate insiders own 5.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the stock. Mackenzie Financial Corp lifted its position in shares of Arlo Technologies by 17.4% during the 4th quarter. Mackenzie Financial Corp now owns 88,651 shares of the company’s stock worth $1,230,000 after purchasing an additional 13,167 shares during the last quarter. XTX Topco Ltd acquired a new stake in Arlo Technologies in the 4th quarter valued at approximately $1,776,000. Susquehanna Fundamental Investments LLC increased its position in Arlo Technologies by 12.3% in the 4th quarter. Susquehanna Fundamental Investments LLC now owns 96,008 shares of the company’s stock worth $1,343,000 after buying an additional 10,507 shares during the period. Numerai GP LLC acquired a new position in shares of Arlo Technologies during the fourth quarter worth approximately $404,000. Finally, Man Group plc boosted its position in shares of Arlo Technologies by 16.3% in the fourth quarter. Man Group plc now owns 500,083 shares of the company’s stock valued at $6,996,000 after acquiring an additional 70,034 shares during the period. 83.18% of the stock is owned by institutional investors.

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.