Arlo Technologies (ARLO) Insider Fallon Buys 14,931 Shares
Catriona Fallon purchased 14,931 shares of Arlo Technologies, boosting her stake amid other insider activity.
Reviewed by automated data checks against the source filing. How we make and check alerts
Catriona Fallon bought 14,931 shares of Arlo Technologies, Inc. ($ARLO) on June 18, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $ARLO is down 5.3% after 1 week, up 1.1% after 1 month and down 6.9% to date (from the $13.06 close on Jun 18, 2026).
Key Points
- Catriona Fallon bought 14,931 shares of Arlo Technologies on June 18, 2026, valued at about $197,365 based on a share price of $13.22.
- Arlo Technologies reported a market cap of approximately $1.43 billion, with a current stock price near its 52-week low of $11.05.
- Analysts have a consensus rating of 'strong buy' for Arlo, with a mean price target of $21.00.
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Catriona Fallon bought 14,931 shares of Arlo Technologies, Inc. (NYSE: ARLO) on June 18, 2026. This acquisition is valued at roughly $197,365 based on the current price of $13.22 per share. Fallon's purchase comes amid a wave of insider buying on the same day, suggesting potential confidence in the company's prospects.
Inside Catriona Fallon's Trade
This transaction adds to a series of purchases by other insiders at Arlo. On June 18, 2026, Amy Rothstein, Ralph Faison, and Carter Miller Jocelyn also each acquired 14,931 shares, reflecting a collective show of support from the management team. The consistent purchase of shares by these insiders could indicate a strong belief in the company's future performance.
Other Institutional Activity in Arlo Technologies
Several institutional investors have recently updated their positions in Arlo. BlackRock Inc. increased its stake by 461,916 shares, bringing its total holdings to about 17.5 million shares valued at approximately $211.7 million. Brandes Investment Partners L.P. added 534,464 shares, raising its total to about 10.8 million shares worth around $130 million. Vanguard Portfolio Management LLC gained 402,192 shares, ending with about 5.8 million shares valued at approximately $70.5 million. State Street Corporation also grew its stake by 576,863 shares, totaling nearly 4.9 million shares worth about $59.2 million.
Arlo Technologies, Inc. Stock Down 0.2%
As of the latest publication, Arlo's stock is trading at $13.22, which is close to its 52-week low of $11.05. With a market cap of around $1.43 billion, the stock has been fluctuating amidst market conditions, making recent insider trades potentially significant. The stock price is below its 50-day moving average of $13.68, which may attract attention from investors looking for value.
Recent Earnings
In its latest financial report, Arlo Technologies recorded revenues of about $587.1 million, reflecting a growth rate of 20.5%. The company's earnings per share (EPS) stood at $0.28, alongside a net margin of 5.2%. The next earnings report is expected on November 5, 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 purchased shares at Arlo Technologies. Amy Rothstein, Ralph Faison, Carter Miller Jocelyn, and Prashant Aggarwal each bought 14,931 shares. While the average price and total value were not disclosed, this level of insider buying shows a commitment to the company's performance.
Analysts Set New Price Targets
Analysts have recently weighed in on Arlo Technologies. On July 7, 2026, William Blair initiated coverage with an 'Outperform' rating. Later, on July 27, 2026, Piper Sandler initiated its coverage with an 'Overweight' rating, assigning a price target of $17.00, and subsequently raised it to $18.00 on August 7, 2026. Analysts currently have a consensus recommendation of 'strong buy' with a mean target price of $21.00.
About Arlo Technologies
Arlo Technologies, Inc. specializes in cloud-based security solutions. Headquartered in Carlsbad, California, Arlo designs smart home devices that help users monitor their properties. With a workforce of 376 employees, the company operates globally in multiple regions, including the Americas and Europe. The recent insider purchases come at a pivotal time as the company continues to innovate in the security space.
Bottom Line
Investors should pay attention to Arlo Technologies as it prepares for its next earnings report on November 5, 2026. The recent insider buying suggests a strong belief in the company's future, and the 13F filing reminds us that these holdings are reflective of past positions and may not represent current stakes.
Source: Catriona Fallon's Form 4 filing on $ARLO (Jun 18, 2026). Find the original filing: ARLO Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts