Amy Rothstein Purchases Shares in Arlo Technologies
Amy Rothstein acquired 14,931 shares of Arlo Technologies, Inc. on June 18, 2026.
Key Points
- Amy Rothstein bought 14,931 shares of Arlo Technologies, Inc. on June 18, 2026, with the stock trading near $13.06 on Monday.
- Arlo Technologies has a market cap of approximately $1.42 billion, with a P/E ratio of 46.64 and a 52-week range between $11.05 and $19.94.
- Major institutional investors like BlackRock and Brandes Investment Partners have recently increased their positions in Arlo Technologies.
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Amy Rothstein purchased 14,931 shares of Arlo Technologies, Inc. (NYSE: ARLO) on June 18, 2026. The stock was trading near $13.06 on Monday.
Other Institutional Activity in Arlo Technologies
Several major funds have adjusted their positions in Arlo Technologies recently. BlackRock, Inc. grew its holdings by 240,177 shares, ending with 17,044,376 shares valued at about $242.5 million. Brandes Investment Partners significantly increased its stake by 2,020,147 shares, bringing its total to 10,218,854 shares worth approximately $145.4 million. Vanguard Portfolio Management LLC opened a new position with 5,427,545 shares valued at around $77.2 million. Wasatch Advisors LP added 103,782 shares, totaling 5,426,267 shares valued at roughly $77.2 million. Vanguard Capital Management LLC also initiated a new position with 4,451,208 shares worth about $63.3 million.
Arlo Technologies, Inc. Stock Up 1.3%
Shares of NYSE:ARLO traded near $13.06 on Monday. Arlo Technologies has a market capitalization of approximately $1.42 billion, a P/E ratio of 46.64, and a forward P/E of 13.22. The stock's beta is 1.554, indicating higher volatility compared to the market. Over the past year, the stock has ranged from a low of $11.05 to a high of $19.94. The 50-day moving average is $13.60, and the 200-day moving average is $14.63. The company maintains a current ratio of 1.517 and a quick ratio of 1.209, with a debt-to-equity ratio of 5.165.
$ARLO stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Arlo Technologies reported revenue of $560.6 million, reflecting a growth rate of 26.3%. The company's net margin stands at 5.47%, with a return on equity of 23.32%. Earnings per share (EPS) is $0.28. The next earnings report is scheduled for 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, multiple insiders, including Amy Rothstein, Grady Summers, Prashant Aggarwal, Catriona Fallon, Jocelyn Carter Miller, and Ralph Faison, each acquired 14,931 shares of Arlo Technologies. These transactions were not part of a planned trading program.
Analysts Set New Price Targets
On May 18, 2026, Oppenheimer initiated coverage of Arlo Technologies with a 'buy' rating and a price target of $20. BWS Financial has consistently maintained a 'buy' rating, with recent targets set at $26 as of November 11, 2025. Overall, analysts have a consensus target price of $21.40, based on five opinions.
About Arlo Technologies
Arlo Technologies, Inc., headquartered in Carlsbad, California, offers cloud-based platform services and security solutions globally. Its product lineup includes Arlo Essential Cameras, Arlo Home Security System, and Arlo Floodlight Camera, among others. The company also provides Arlo Secure subscriptions, which include AI-powered recognition and 24/7 professional monitoring services. Under the leadership of CEO Matthew Blake McRae, Arlo Technologies employs 376 people and was incorporated in 2018.
Bottom Line
Insider purchases like Amy Rothstein's acquisition of Arlo Technologies shares often catch investors' attention as potential indicators of confidence in the company's prospects. The stock's recent trading activity and institutional interest also highlight its position in the market. As always, it's important to remember that such filings reflect past activity and may not indicate current positions.
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