Arlo Technologies, Inc.
Arlo Technologies (NYSE:ARLO) reported Q2 CY2026 revenue of $155.9 million, up 20.5% year on year and 4.7% above Wall Street estimates. Non-GAAP EPS was $0.28, 43.1% above consensus. For next quarter, the company guided revenue to $145 million at the midpoint. Shares rose 4.3% to $16.14 after the report.
Arlo Technologies, Inc. (ARLO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 arlo26q2earningsrelease-20.htm EX-99.1 Document NEWS RELEASE Arlo Reports Second Quarter 2026 Results Record total revenue of $156 million, growing 21% year over year Record subscriptions and services revenue of $93 million, growing 19% year over year GAAP gross margin
Binder Kurtis Joseph (CHIEF FINANCIAL OFFICER) sold 41,268 shares of Arlo Technologies, Inc. (ARLO) at an average of $15.35 ($15.01–$15.52, $0.63M total) across 2 trades over 2026-08-03 to 2026-08-04 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 3 news stories mentioning ARLO (Arlo Technologies, Inc.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent ARLO coverage spans financial news, earnings and insider activity.
In the last 30 days, ARLO insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($931K). The most active reporter was Rothstein Amy M with 3 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Beat on revenue and EPS plus upside revenue guidance increases near-term confidence in demand and profitability trajectory.
The 8-K discloses a fresh earnings print plus raised full-year guidance, with margin and subscription metrics that can drive near-term repricing.
The filing is a disclosed insider sale, not a company fundamental update, but it can still affect near-term sentiment and positioning.
Near-term trading focus is whether Arlo can sustain revenue growth and guidance momentum into the upcoming print.
Underpenetration thesis supports a positive re-rating.
alphai scores every news story that mentions ARLO with an AI model for sentiment and relevance, and aggregates insider trades from Arlo Technologies, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Arlo Technologies (NYSE:ARLO) reported Q2 CY2026 revenue of $155.9 million, up 20.5% year on year and 4.7% above Wall Street estimates. Non-GAAP EPS was $0.28, 43.1% above consensus. For next quarter, the company guided revenue to $145 million at the midpoint. Shares rose 4.3% to $16.14 after the report.
6 min readArlo Technologies, Inc. (ARLO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 arlo26q2earningsrelease-20.htm EX-99.1 Document NEWS RELEASE Arlo Reports Second Quarter 2026 Results Record total revenue of $156 million, growing 21% year over year Record subscriptions and services revenue of $93 million, growing 19% year over year GAAP gross margin
6 min readBinder Kurtis Joseph (CHIEF FINANCIAL OFFICER) sold 41,268 shares of Arlo Technologies, Inc. (ARLO) at an average of $15.35 ($15.01–$15.52, $0.63M total) across 2 trades over 2026-08-03 to 2026-08-04 under a Rule 10b5-1 trading plan.
2 min readArlo Technologies (NYSE: ARLO) reports earnings Thursday after the bell. Last quarter, it posted revenue of $150.4M, up 26.3% year over year, beating revenue and EPS expectations and providing next-quarter guidance above analysts’ estimates. For this quarter, analysts expect revenue growth of 15.1% YoY. ARLO shares are up 19.3% over the past month; average analyst price target is $20.67 vs $15.74.
2 min readA roundup of Monday analyst actions across many stocks. Piper Sandler upgraded Rivian (RIVN) and Mobileye (MBLY) to overweight, and initiated Williams-Sonoma (WSM) overweight with a $253 target. Other calls include Alphabet (GOOGL) buy, Cameco (CCJ) buy, Nvidia (NVDA) outperform, Apple (AAPL) buy with $370 target, and Tesla (TSLA) buy with $420 target.
2 min readStocks including Arlo Technologies (ARLO), HNI (HNI), and PAR Technology (PAR) fell in the morning after President Trump said an Iran ceasefire was over and threatened strikes, lifting oil prices and pushing markets into risk-off. Higher bond yields and uncertainty hurt business services spending. PAR also cited recent partnerships and a JPMorgan upgrade; it was $17.19, down 51.9% YTD.
6 min readAnalyst notes covered upgrades, reiterations, and initiations across multiple stocks. Deutsche Bank upgraded First Solar to buy from hold; KeyBanc reiterated Nvidia as overweight. JPMorgan raised Apple’s price target to $345. Bank of America upgraded Figma to buy with a $30 PO and reinstated Shopify at $150. RBC raised Tesla’s PT to $500; Morgan Stanley initiated SpaceX as overweight.
2 min readArlo Technologies, Inc. (ARLO) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. arlo-20260618 0001736946 false 0001736946 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported):
3 min readOppenheimer initiated coverage of Arlo Technologies (ARLO), saying the stock is mispriced by the market, according to the firm. The article also cites remarks from Andy Jassy on generative AI, Elon Musk’s humanoid-robot forecast, and mentions a promotional newsletter offer tied to an “underdog” stock, but provides no specific ARLO financial figures.
6 min readThis article analyzes three stocks priced under $50: Glacier Bancorp, Arlo Technologies, and Nutanix. It advises caution on Glacier Bancorp due to slower net interest income growth, declining EPS despite revenue growth, and muted tangible book value growth. Conversely, Arlo Technologies is presented as a stock to watch due to solid revenue growth, increasing profitability, and strong free cash flow margin, while Nutanix is also highlighted as a stock to watch for its pioneering role in hyperconverged infrastructure.
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