ARLO
Arlo Technologies, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jan 30 to Feb 6 4 days of insider sells: $3.3M by 2 insiders, avg $12.49
- R Mar 3 Arlo Technologies' CEO and CFO, along with the General Counsel, cond…
- S Mar 3 to Mar 4 2 days of insider sells: $854.2K by 3 insiders, avg $14.96
- S Jul 6 1 insider sell $211.7K at $12.83
- A Jul 27 Piper Sandler initiates
- S Aug 3 to Aug 7 4 days of insider sells: $1.1M by 2 insiders, avg $15.41
- S Sep 1 1 insider sell $77.2K at $12.55
- S Sep 28 to Sep 29 2 days of insider sells: $1.2M by 1 insider, avg $12.46
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $13.5M.
- InstitutionsMIXED
Q2 2026: 26 added (0 new), 19 trimmed or exited.
- AnalystsBULLISH
12 of 13 rate it Buy or better. Every target is above the price.
- TrendRANGE
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Swedbank AB | ADD | $21.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | $16.1M |
| First Eagle Investment Management, LLC | DOUBLED | $10.1M |
| D. E. Shaw & Co., Inc. | TRIM | $9.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | $8.5M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | $6.8M |
| UBS Group AG | TRIM | $6.2M |
| INTECH INVESTMENT MANAGEMENT LLC | ADD | $5.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +61%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 20, 2026 | Piper Sandler MAINTAIN | Overweight |
| Aug 7, 2026 | Piper Sandler MAINTAIN | Overweight |
| Jul 27, 2026 | Piper Sandler INITIATE | Overweight |
| Jul 7, 2026 | William Blair INITIATE | Outperform |
| May 18, 2026 | Oppenheimer INITIATE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 29, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | SELL | $168.0K |
| Sep 28, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | SELL | $1.0M |
| Sep 1, 2026 | Rothstein Amy M Director | SELL | $77.2K |
| Aug 7, 2026 | Rothstein Amy M Director | SELL | $149.2K |
| Aug 5, 2026 | Rothstein Amy M Director | SELL | $33.6K |
| Aug 4, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | SELL | $423.7K |
| Aug 4, 2026 | Rothstein Amy M Director | SELL | $76.8K |
| Aug 3, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | SELL | $209.6K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.19 | $0.17–$0.21 | +0.0% | $140.3M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
10 filings · 0 bullish · 1 bearish · 1 mixed · 8 neutral- NEUTRAL SC 13G/AOct 9, 2026
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 4.5% passive stake in Arlo…
Monitor future Wasatch 13G amendments for stake increases above 5% or a conversion to 13D, which would signal a shift from passive to activist intent. For now, this is a routine passive disclosure…
- NEUTRAL 144Sep 28, 2026
Kurtis Joseph Binder, an officer of Arlo Technologies, Inc. filed a Form 144 notice of proposed…
Monitor for subsequent Form 4 filings to confirm whether the proposed sale is executed. The filing is a routine insider selling notice, but the officer's selling is not material relative to the…
- NEUTRAL CLUSTERAug 11, 2026
Two Arlo insiders — CFO Kurtis Binder and Director Amy Rothstein — sold a combined $573K in…
The CFO's sale is the largest insider transaction in the past 30 days but is trivial relative to market cap and likely reflects routine liquidity planning. Monitor the next 8-K or earnings release…
- NEUTRAL CLUSTERAug 5, 2026
Two Arlo insiders, including the CFO, sold a total of $501K in open-market sales within a one-week…
This cluster is too small in dollar terms to warrant a bearish read-through. Monitor the next 8-K or earnings release for guidance changes—if a revenue miss or restructuring is announced within 30…
All ARLO filing & press-release reports (10)
- SC 13G/A reportOct 9, 2026
- 144 reportSep 28, 2026
- CLUSTER reportAug 11, 2026
- CLUSTER reportAug 5, 2026
- INST-CLUSTER reportJun 11, 2026
- 144 reportMay 8, 2026
- DEFA14A reportApr 24, 2026
- 144 reportApr 17, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportMar 3, 2026