Arlo Technologies Inc. (ARLO) reported first-quarter 2026 revenue of $150.4 million, up 26.3% year over year and above the consensus revenue estimate of $142.5 million.
Cost of goods sold and balance-sheet highlights underline the operating profile and liquidity position.
Cash flow activity showed operating cash generation slightly lower year over year, with modest capital spending.
Market reaction: shares of Arlo Technologies rose 11.84% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Arlo Technologies Inc. Insider Trading Activity
Arlo Technologies Inc. insiders have traded $ARLO stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $ARLO stock by insiders over the last 6 months:
- MATTHEW BLAKE MCRAE (CEO) has made 0 purchases and 8 sales selling 736,192 shares for an estimated $10,028,119.
- KURTIS JOSEPH BINDER (CHIEF FINANCIAL OFFICER) has made 0 purchases and 6 sales selling 306,666 shares for an estimated $4,287,791.
- BRIAN BUSSE (GENERAL COUNSEL) has made 0 purchases and 7 sales selling 256,427 shares for an estimated $3,555,765.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Arlo Technologies Inc. Hedge Fund Activity
We have seen 120 institutional investors add shares of Arlo Technologies Inc. stock to their portfolio, and 129 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BRANDES INVESTMENT PARTNERS, LP added 1,772,063 shares (+27.6%) to their portfolio in Q4 2025, for an estimated $24,791,161
- MILLENNIUM MANAGEMENT LLC removed 982,730 shares (-79.9%) from their portfolio in Q4 2025, for an estimated $13,748,392
- MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC removed 672,177 shares (-98.2%) from their portfolio in Q1 2026, for an estimated $9,565,078
- JANE STREET GROUP, LLC removed 565,619 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $7,913,009
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 533,614 shares (-21.5%) from their portfolio in Q4 2025, for an estimated $7,465,259
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 524,610 shares (-75.6%) from their portfolio in Q4 2025, for an estimated $7,339,293
- HOSKING PARTNERS LLP added 516,155 shares (+80.2%) to their portfolio in Q1 2026, for an estimated $7,344,885
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Arlo Technologies Inc. Analyst Ratings
Wall Street analysts have issued reports on $ARLO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BWS Financial issued a "Buy" rating on 11/11/2025
To track analyst ratings and price targets for Arlo Technologies Inc., check out Quiver Quantitative's $ARLO forecast page.
