Brandes Investment Partners 13F: Adds $26M to ARLO Stake

Brandes Investment Partners Expands Position in Arlo Technologies

Brandes Investment Partners grew its stake in Arlo Technologies, Inc. (NYSE: ARLO) by picking up 2,020,147 more shares, according to its Form 13F filing filed with the SEC. The fund raised its holdings by 24.6% compared to the prior quarter, bringing its total ownership to 10,218,854 shares. That position was worth roughly $132.0 million at the reporting period's close. Because 13F filings look backward at past quarters, this report reflects holdings as of May 15, 2026, and may not represent the firm's exact current position today.

Arlo Technologies Stock Performance

Arlo shares recently traded at $12.92. The company carries a market capitalization of $1.43 billion and a trailing P/E ratio of 47.6, while its forward P/E ratio sits at 13.0 based on upcoming earnings estimates. The stock has moved within a 52-week low of $11.05 and a high of $19.94.

Recent Insider Transactions at Arlo Technologies

Company insiders made notable share acquisitions on June 18, 2026. Amy Rothstein acquired 14,931 shares. Ralph Faison also purchased 14,931 shares on the same date. Carter Miller Jocelyn picked up 14,931 shares, and Catriona Fallon added 14,931 shares to her holdings. Additional insider buying came from Prashant Aggarwal, who bought 14,931 shares, and Grady Summers, who likewise acquired 14,931 shares.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the security in recent weeks. On July 7, 2026, William Blair initiated coverage with an outperform rating. Later, on July 27, 2026, Piper Sandler initiated coverage with an overweight rating and a $17.00 price target. Piper Sandler followed up on August 7, 2026, by maintaining its overweight rating while lifting its price target to $18.00 from $17.00. Overall, the stock holds a consensus recommendation of strong buy with a mean price target of $21.00.

Inside Arlo Technologies Operations

Arlo Technologies, Inc. provides cloud-based security camera systems, doorbells, and subscription monitoring services across global markets. Headquartered in Carlsbad, California, the company sells its hardware and software solutions through retail stores, wholesale channels, and its online platform.

What to Watch at ARLO

Investors will look toward the company's next earnings report, scheduled for November 5, 2026, to gauge revenue growth and profit margins. Future SEC filings will also show whether Brandes Investment Partners continues to adjust its large stake in the company.