Ralph Faison Acquires Shares in Arlo Technologies
Ralph Faison bought 14,931 shares of Arlo Technologies, Inc. on June 18, 2026.
Key Points
- Ralph Faison bought 14,931 shares of Arlo Technologies, Inc. on June 18, 2026.
- Shares of Arlo Technologies, Inc. traded at $13.06 on Monday, with a 52-week range of $11.05 to $19.94.
- Analysts like Oppenheimer initiated a 'buy' rating with a $20 target, reflecting positive sentiment.
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Ralph Faison, an insider at Arlo Technologies, Inc. (NYSE:ARLO), purchased 14,931 shares of the company on June 18, 2026. This transaction was not part of a pre-planned trading program. Shares traded at $13.06 on Monday.
Other Institutional Activity in Arlo Technologies
BlackRock, Inc. increased its stake in Arlo Technologies by 240,177 shares, bringing its total to 17,044,376 shares valued at approximately $242.5 million. Brandes Investment Partners, LP, added 2,020,147 shares, now holding 10,218,854 shares worth about $145.4 million, reflecting a 24.6% increase. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, with holdings of 5,427,545 shares valued at $77.2 million and 4,451,208 shares worth $63.3 million, respectively. Wasatch Advisors LP increased its stake by 103,782 shares to 5,426,267 shares, valued at around $77.2 million.
Arlo Technologies, Inc. Stock Up 2.6%
Shares of Arlo Technologies, Inc. traded near $13.06 on Monday. The company has a market cap of approximately $1.42 billion and a P/E ratio of 46.64, with a forward P/E of 13.22. The stock's beta is 1.554, indicating higher volatility compared to the market. Its 52-week low is $11.05, while the high is $19.94. The 50-day moving average is $13.60, with the 200-day moving average at $14.63. The company maintains a current ratio of 1.52 and a quick ratio of 1.21, with a debt-to-equity ratio of 5.17.
$ARLO stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Arlo Technologies reported revenue of $560.6 million, with a growth rate of 26.3%. The company achieved a net margin of 5.47% and a return on equity of 23.32%. The next earnings report is expected on August 6, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
Analyst view held steady after the report.
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EPS & revenue
EPS beat estimates by 42.6%. Revenue beat estimates by 5.5%.
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Profit surprise
EBITDA missed by 64 percent. Operating income missed by 62 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
- Analyst signal
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Earnings quality
Gross margin up 4.0 points. Operating margin up 6.2 points. Negative free cash flow.
Earnings Call Summary
Arlo reported record revenue of 150 million dollars, up 26 percent from last year, and non-GAAP earnings of 28 cents per share, up 86 percent year over year. The company added 318,000 paid subscriber accounts, well ahead of targets, bringing the total to 6 million accounts. Annual recurring revenue jumped to 357 million dollars, up 29 percent. Management highlighted major partnerships with ADT, Samsung and Comcast that will launch soon and drive 2027 growth, plus the acquisition of Aloe Care to enter the 23 billion dollar age-in-place market.
Guidance The company expects revenue of 145 million to 155 million in the second quarter, roughly flat with Q1. Management reaffirmed full year targets for 2026 and signaled strong momentum into 2027 with partnerships from ADT, Samsung and Comcast launching or expanding. They plan to spend more on research and product development while integrating recent acquisitions like Aloe Care.
Underwhelming report. Mixed results that may lead to slightly lower expectations.
Insider Buying and Selling at Arlo Technologies, Inc.
On June 18, 2026, several insiders, including Grady Summers, Prashant Aggarwal, Catriona Fallon, Jocelyn Carter Miller, Ralph Faison, and Amy Rothstein, each acquired 14,931 shares. These purchases were not under Rule 10b5-1 plans.
Analysts Set New Price Targets
On May 18, 2026, Oppenheimer initiated coverage on Arlo Technologies with a 'buy' rating and a $20 price target. The consensus among five analysts is a 'buy' rating, with an average target price of $21.40.
About Arlo Technologies, Inc.
Arlo Technologies, Inc., based in Carlsbad, California, provides cloud-based services and smart home security products globally. The company's offerings include cameras, doorbells, and security systems like the Arlo Home Security System and Arlo Ultra 3. Arlo also provides subscription services for advanced security features and professional monitoring.
Bottom Line
Insider buying by Ralph Faison and others suggests confidence in Arlo Technologies' prospects. The company's stock is currently trading in the lower half of its 52-week range, offering potential growth as indicated by recent analyst ratings. Keep in mind that 13F filings and insider transactions provide a historical snapshot and may not reflect current positions.
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