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Arlo (ARLO) Q2 2026 Earnings Call Transcript
Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Investor Relations - Tahmin ClarkeChief Executive Officer - Matthew McRaeChief Financial Officer - Kurt Binder TAKEAWAYS Total Revenue -- $155.9 million, a record for the company and an …
Wasatch Advisors LP Acquires 489,668 Shares of Arlo Technologies, Inc. $ARLO
Wasatch Advisors LP has increased its stake in Arlo Technologies (NYSE:ARLO) by 9.0%, purchasing an additional 489,668 shares to bring its total holdings to 5.92 million shares valued at approximately $79.7 million. This move is amidst a generally positive analyst outlook with a consensus …
Arlo Technologies (ARLO) director sells 9,251 shares in Rule 10b5-1 trade
Arlo Technologies (ARLO) director Amy M. Rothstein sold 9,251 shares of common stock at $16.13 per share on August 7, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on March 11, 2026. Following this transaction, Rothstein directly holds 66,372 shares. This insider trade …
ARLO Q2 Deep Dive: Subscription Growth and Product Mix Offset Margin Pressures
Arlo Technologies (NYSE: ARLO) reported strong Q2 CY2026 results, surpassing revenue and EPS expectations due to robust subscription growth and improved product mix. The company's focus on recurring revenue streams, strategic partnerships, and upcoming product innovations like Arlo Secure 7 are expected to drive …
Arlo Technologies (NYSE:ARLO) Shares Down 7.9% - Here's Why
Arlo Technologies (NYSE:ARLO) saw its shares drop 7.9% during mid-day trading despite exceeding quarterly earnings and revenue expectations. The company reported $0.28 EPS against an expected $0.20 and $155.94 million in revenue against $148.94 million, with revenue up 20.5% year-over-year. Analyst sentiment remains largely …
Understanding the Setup: (ARLO) and Scalable Risk
This article analyzes Arlo Technologies Inc. (ARLO) using AI models, highlighting strong near and mid-term sentiment despite a weak long-term outlook. It identifies compelling upside potential due to a lack of resistance levels above the current price and outlines institutional trading strategies tailored to …
Arlo Technologies Q2 Earnings Call Highlights
Arlo Technologies reported record second-quarter results for 2026, driven by growth in subscription services, paid accounts, and total revenue, leading the company to raise its full-year outlook. The company saw significant increases in service revenue, total revenue, gross profit, and non-GAAP net income, with …
Arlo Technologies (NYSE:ARLO) Downgraded to "Buy" Rating by Wall Street Zen
Wall Street Zen has downgraded Arlo Technologies (NYSE:ARLO) from a "strong buy" to a "buy" rating, though the broader analyst consensus remains a "Moderate Buy" with an average price target of $20.60. The downgrade comes despite Arlo beating quarterly expectations with $0.28 EPS and …
Arlo Technologies, Inc. Stock 12‑Month Price Target Raised to $21, Implies 36% Upside
Arlo Technologies, Inc.'s average price target has been increased from $20.67 to $21 by 6 analysts, with forecasts ranging from $18 to $25 per share. This updated target suggests a potential upside of approximately 36% from the Aug. 6 closing price. The consensus rating …
Arlo Technologies (NYSE: ARLO) insider files to sell 15,400 shares under plan
Arlo Technologies insider Amy Rothstein has filed a Form 144 to sell 15,400 shares of common stock, valued at $238,238.00, through Morgan Stanley Smith Barney LLC. The planned sale is scheduled for August 7, 2026, on the NYSE and relates to Restricted Stock Units …
Arlo Technologies, Inc. 2026: Revenue $155.94M, EPS $0.03— 10-Q Summary
Arlo Technologies, Inc. reported its 2026 quarterly results with revenue increasing 20.5% to $155.94 million, up from $129.41 million in the prior year. Net income was $3.03 million, and diluted EPS remained flat at $0.03. Growth was driven by subscriptions and product sales, improved …
ARLO Looks 36.3% Overvalued on GF Value™
Arlo Technologies Inc. (NYSE: ARLO) has raised its 2026 revenue guidance, yet its stock is deemed 36.3% overvalued by GuruFocus's GF Value™ metric, trading at $15.47 against an intrinsic value of $11.35. The company's GF Score™ of 66/100 reflects moderate financial health with strong …
Arlo Technologies, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:ARLO) 2026-08-07
Arlo Technologies reported record second-quarter results for 2026, driven by growth in subscription services, paid accounts, and total revenue, leading the company to raise its full-year outlook. The company saw significant increases in service revenue, total revenue, gross profit, and non-GAAP net income, with …
Arlo Technologies (ARLO) Beats Q2 Earnings and Revenue Estimates
Arlo Technologies (ARLO) reported strong Q2 results, surpassing Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $0.28 per share against an estimate of $0.20, and revenues of $155.94 million, exceeding the $129.4 million forecast. Despite the positive results, Arlo …
Arlo Technologies beats estimates, raises guidance
Arlo Technologies (ARLO) reported strong second-quarter results, surpassing analyst expectations with adjusted EPS of $0.28 and record revenue of $156 million. The company also raised its full-year 2026 guidance for both adjusted EPS and revenue, reflecting increased confidence in its performance. Subscriptions and services …
Arlo Technologies (NYSE: ARLO) boosts revenue, ARR and profit with acquisitions
Arlo Technologies (NYSE: ARLO) reported significant growth in revenue, ARR, and net income for the quarter and six months ended June 28, 2026, largely driven by strategic acquisitions of Canary and Aloe Care. The company's total revenue reached $155.9 million for the quarter and …
Insider Selling: Arlo Technologies (NYSE:ARLO) CFO Sells $209,704.71 in Stock
Arlo Technologies (NYSE:ARLO) CFO Kurtis Joseph Binder sold 13,971 shares of company stock for approximately $209,705 on August 3rd, as part of a pre-arranged trading plan, reducing his stake by 2.89%. This transaction follows several other sales made by Binder in recent months. Despite …
Arlo Technologies (ARLO) CFO sells 41,268 shares in Rule 10b5-1 plan
Arlo Technologies (ARLO) CFO Kurtis Joseph Binder sold a total of 41,268 shares of common stock in two transactions on August 3 and 4, 2026. These sales were conducted under a Rule 10b5-1 trading plan adopted on March 10, 2026, with weighted average prices …
Arlo Technologies (NYSE: ARLO) director sells 19,600 shares via 10b5-1 plan
Arlo Technologies director Amy M. Rothstein sold a total of 19,600 shares of common stock over three days in August 2026. These transactions, valued at approximately $298K, were executed under a Rule 10b5-1 trading plan established on March 11, 2026. Following these sales, Rothstein …
Arlo Technologies (ARLO) insider details 2,100-share sale and prior 10b5-1 trades
Arlo Technologies (ARLO) insider Amy Rothstein has filed a Form 144 to sell 2,100 shares of common stock derived from Restricted Stock Units, with an aggregate proposed value of $33,453.00. This planned sale is set for August 5, 2026, and will be handled by …