ARLO

Arlo Technologies, Inc.

NYSE · Services-Detective, Guard & Armored Car Services · Inc. DE · CIK 0001736946
$12.92 +1.65% $1.4B
Insider Selling Cluster (3 insiders)21 New Institutional Positions9 Institutional Exits
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity21 buys / 9 sells
Insider Activity0B / 17S
Insider Net $-$10.8M
SEC Reports6
Exchange NYSE·Sector Services-Detective, Guard & Armored Car Services·Inc. DE·CIK 0001736946·Prev Close $12.71

Recent Activity

Jun 11, 2026 SEC
In Q3 2025, three institutional buyers (led by D.E. Shaw's 130% position doubling) accumulated a net $26.3M in ARLO, whi
INST-CLUSTER — Impact 5/10
Jun 1, 2026 short_volume
Short Volume: ARLO — 71.0% short (0.4M / 0.6M)
Short: 438,430 | Exempt: 21,187 | TRF Vol: 617,777 | Short Ratio: 71.0% | Off-exchange volume (dark
May 8, 2026 SEC
Officer Kurtis Binder filed a Form 144 to sell 65,000 shares (~$968,500) under a 10b5-1 trading plan. The sale is modest
144 — Impact 2/10
May 8, 2026 Insider
Binder Kurtis Joseph sold 65,000 shares
CHIEF FINANCIAL OFFICER @ $15.70 ($1.0M)
Apr 24, 2026 SEC
Arlo Technologies, Inc. has filed a definitive proxy statement (DEFA14A) related to an upcoming shareholder meeting. The
DEFA14A — Impact 2/10
Apr 17, 2026 Insider
Binder Kurtis Joseph sold 25,000 shares
CHIEF FINANCIAL OFFICER @ $15.19 ($379.9K)
Apr 6, 2026 Insider
Binder Kurtis Joseph sold 25,000 shares
CHIEF FINANCIAL OFFICER @ $13.99 ($349.6K)
Inst.
JANUS HENDERSON GROUP PLC — ADD
1,615,569 shares ($23.0M)

Price Targets

$21.40 +65.6% upside Strong Buy
Current $12.92 Low $19.00 Median $22.00 High $24.00 5 analysts
$19.00 $24.00

Analyst Ratings

Strong Buy91% buy · 11 analysts
3Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Oppenheimer INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.19 ▼ -3.0% $0.18 — $0.20 14% YoY 5
Next Q $0.18 ▼ -11.0% $0.16 — $0.19 11% YoY 5
Current FY $0.84 ▲ +4.3% $0.80 — $0.90 20% YoY 5
Next FY $0.99 ▲ +3.6% $0.94 — $1.10 18% YoY 5

Latest Reports

MIXED INST-CLUSTER 5/10
In Q3 2025, three institutional buyers (led by D.E. Shaw's 130% position doubling) accumulated a net $26.3M in ARLO, whi
Jun 11, 2026
NEUTRAL 144 2/10
Officer Kurtis Binder filed a Form 144 to sell 65,000 shares (~$968,500) under a 10b5-1 trading plan. The sale is modest
May 8, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$242.5M—
BRANDES INVESTMENT PARTNERS, LP$145.4MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$77.2M—
WASATCH ADVISORS LP$77.2M—
VANGUARD CAPITAL MANAGEMENT LLC$63.3M—

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Binder KurtisSELL$1.0M
Apr 17, 2026Binder KurtisSELL$379.9K
Apr 6, 2026Binder KurtisSELL$349.6K
Mar 12, 2026Binder KurtisSELL$2.5M
Mar 12, 2026MCRAE MATTHEWSELL$2.1M
50 institutional holders with $1.0B total value (71,278,774 shares) as of 2026-Q1. Top holders: BlackRock,, BRANDES, VANGUARD. Net buying activity: 21 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,044,376$242.5M23.9%—
2BRANDES INVESTMENT PARTNERS, LP10,218,854$145.4M14.3%ADD +27.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC5,427,545$77.2M7.6%—
4WASATCH ADVISORS LP5,426,267$77.2M7.6%—
5VANGUARD CAPITAL MANAGEMENT LLC4,451,208$63.3M6.2%—
6STATE STREET CORP4,317,921$61.4M6.1%—
7RENAISSANCE TECHNOLOGIES LLC2,049,418$29.2M2.9%—
8D. E. Shaw & Co., Inc.1,800,918$25.6M2.5%—
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,760,632$25.1M2.5%—
10JANUS HENDERSON GROUP PLC1,615,569$23.0M2.3%ADD +74.0%
11Nuveen, LLC1,480,543$21.1M2.1%ADD +40.4%
12MORGAN STANLEY1,229,737$17.5M1.7%—
13ROYCE & ASSOCIATES LP1,082,104$15.4M1.5%—
14Connor, Clark & Lunn Investment Management Ltd.1,057,369$15.0M1.5%—
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,032,620$14.7M1.4%—
16Swedbank AB950,000$13.5M1.3%—
17GOLDMAN SACHS GROUP INC814,324$11.6M1.1%—
18MARSHALL WACE, LLP778,084$11.1M1.1%TRIM -64.7%
19VANGUARD FIDUCIARY TRUST CO732,483$10.4M1.0%—
20National Philanthropic Trust563,293$8.0M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JANUS HENDERSON GROUP PLCADD928,4401,615,569+74.0%$23.0M2026-Q1
Nuveen, LLCADD1,054,1431,480,543+40.4%$21.1M2026-Q1
MARSHALL WACE, LLPTRIM2,201,600778,084-64.7%$11.1M2026-Q1
Trexquant Investment LPADD278,397509,101+82.9%$7.2M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEAR_EXIT1,951,869407,237-79.1%$5.8M2026-Q1
SEI INVESTMENTS CODOUBLED72,361299,435+313.8%$4.3M2026-Q1
BANK OF AMERICA CORP /DE/ADD200,371256,060+27.8%$3.6M2026-Q1
TUDOR INVESTMENT CORP ET ALADD110,648203,605+84.0%$2.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED88,215191,424+117.0%$2.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD98,343163,503+66.3%$2.3M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD96,691158,275+63.7%$2.3M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD75,172126,201+67.9%$1.8M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED44,895114,335+154.7%$1.6M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT512,95769,351-86.5%$986.9K2026-Q1
Mariner, LLCADD28,09836,536+30.0%$519.9K2026-Q1
&PARTNERSADD21,27533,697+58.4%$479.5K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED14,62232,495+122.2%$462.4K2026-Q1
Magnetar Financial LLCDOUBLED13,69029,134+112.8%$414.6K2026-Q1
FIFTH THIRD BANCORPDOUBLED21427,728+12857.0%$394.6K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD12,00023,300+94.2%$331.6K2026-Q1
CWM, LLCADD13,83719,271+39.3%$274.2K2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT240,35216,505-93.1%$234.9K2026-Q1
M&T BANK CORPTRIM23,02114,043-39.0%$199.8K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD10,15313,836+36.3%$194.1K2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCNEAR_EXIT684,30712,130-98.2%$172.6K2026-Q1
3 unique insiders with 29 transactions. Net insider value: -$10.8M ($0.00 bought, $10.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL65,000$15.70$1.0M
Apr 17, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL25,000$15.19$379.9K
Apr 6, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL25,000$13.99$349.6K
Mar 12, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL179,419$13.78$2.5M
Mar 12, 2026MCRAE MATTHEW BLAKECEOSELL153,433$13.78$2.1M
Mar 12, 2026Busse BrianGENERAL COUNSELSELL25,525$13.78$351.6K
Mar 10, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICEREXERCISE333,334——
Mar 10, 2026MCRAE MATTHEW BLAKECEOEXERCISE288,824——
Mar 10, 2026Busse BrianGENERAL COUNSELEXERCISE50,000——
Mar 4, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL9,665$15.11$146.1K
Mar 3, 2026Busse BrianGENERAL COUNSELSELL6,966$14.93$104.0K
Mar 3, 2026MCRAE MATTHEW BLAKECEOSELL27,931$14.93$417.0K
Mar 3, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERSELL12,539$14.93$187.2K
Feb 27, 2026Busse BrianGENERAL COUNSELAWARD13,005——
Feb 27, 2026MCRAE MATTHEW BLAKECEOAWARD50,118——
Feb 27, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERAWARD22,204——
Feb 20, 2026MCRAE MATTHEW BLAKECEOAWARD1,080,000——
Feb 20, 2026Busse BrianGENERAL COUNSELAWARD173,000——
Feb 20, 2026Binder Kurtis JosephCHIEF FINANCIAL OFFICERAWARD390,000——
Feb 6, 2026MCRAE MATTHEW BLAKECEOSELL95,326$12.30$1.2M
Feb 6, 2026Busse BrianGENERAL COUNSELSELL31,407$12.30$386.1K
Feb 5, 2026MCRAE MATTHEW BLAKECEOSELL18,085$12.38$223.8K
Feb 4, 2026Busse BrianGENERAL COUNSELSELL15,922$12.65$201.3K
Feb 4, 2026Busse BrianGENERAL COUNSELAWARD57,410——
Feb 4, 2026MCRAE MATTHEW BLAKECEOSELL58,604$12.65$741.1K
Feb 4, 2026MCRAE MATTHEW BLAKECEOAWARD167,447——
Feb 3, 2026MCRAE MATTHEW BLAKECEOEXERCISE33,175——
Jan 30, 2026MCRAE MATTHEW BLAKECEOSELL35,482$12.81$454.5K
Jan 30, 2026Busse BrianGENERAL COUNSELSELL8,245$12.81$105.6K
6 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 4 neutral. Avg impact: 3.7/10.
MIXED INST-CLUSTER 5/10
In Q3 2025, three institutional buyers (led by D.E. Shaw's 130% position doubling) accumulated a net
Jun 11, 2026
NEUTRAL 144 2/10
Officer Kurtis Binder filed a Form 144 to sell 65,000 shares (~$968,500) under a 10b5-1 trading plan
May 8, 2026
NEUTRAL DEFA14A 2/10
Arlo Technologies, Inc. has filed a definitive proxy statement (DEFA14A) related to an upcoming shar
Apr 24, 2026
NEUTRAL 144 3/10
Kurtis Binder, an officer of Arlo Technologies, filed a Form 144 to propose the sale of 25,000 share
Apr 17, 2026
BEARISH CLUSTER 6/10
Arlo Technologies' CEO and CFO, along with the General Counsel, conducted open-market share sales to
Mar 5, 2026
NEUTRAL CLUSTER 4/10
Arlo Technologies' CEO and CFO sold shares worth over $600K in open-market transactions within the p
Mar 4, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 3 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$21.40 mean target +65.6% upside Strong Buy (3.00)
$19.00 Low $24.00 High
MetricValue
Current Price$12.92
Target Low$19.00
Target Mean$21.40
Target Median$22.00
Target High$24.00
# Analysts5
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.19 $0.18 $0.20 14.1% -3.0% 0↑ 1↓ $0.1B 15.2% 5
Next Q
2026-09-30
 $0.18 $0.16 $0.19 11.3% -11.0% 0↑ 3↓ $0.1B -4.3% 5
Current FY
2026-12-31
 $0.84 $0.80 $0.90 20.0% +4.3% 2↑ 0↓ $0.6B 6.9% 5
Next FY
2027-12-31
 $0.99 $0.94 $1.10 17.6% +3.6% 1↑ 1↓ $0.6B 8.7% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.194
7d ago$0.198-0.004
30d ago$0.200-0.006
60d ago$0.210-0.016
90d ago$0.208-0.014
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Oppenheimer INITIATE — Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263710091%
May 1, 20262710090%
Apr 1, 20262710090%
Mar 1, 20262810091%
Feb 1, 20262810091%
Jan 1, 20262810091%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
short_volume
Short Volume: ARLO — 71.0% short (0.4M / 0.6M)
Short: 438,430 | Exempt: 21,187 | TRF Vol: 617,777 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ARLO — 56.1% short (0.3M / 0.5M)
Short: 290,024 | Exempt: 1 | TRF Vol: 516,693 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: ARLO — 254,667 shares ($3.3M) failed to deliver
Settlement: 20260513, Price: $12.95, FTD Value: $3,297,937.65, ARLO TECHNOLOGIES INC
May 11, 2026
short_volume
Short Volume: ARLO — 57.2% short (0.6M / 1.0M)
Short: 562,575 | Exempt: 20,176 | TRF Vol: 984,093 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: ARLO — 56.2% short (1.0M / 1.7M)
Short: 979,736 | Exempt: 61 | TRF Vol: 1,742,138 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
ARLO Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: ARLO — 64.2% short (0.4M / 0.5M)
Short: 352,790 | Exempt: 142 | TRF Vol: 549,623 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: ARLO — 78.4% short (0.4M / 0.6M)
Short: 442,999 | Exempt: 0 | TRF Vol: 565,151 | Short Ratio: 78.4% | Off-exchange volume (dark pool + OTC)
Feb 26, 2026
earnings_calendar
ARLO Q4 2025 Earnings After Market Close — 2026-02-26