Brandes Investment Partners Adds $27M in Arlo Technologies, Inc. ($ARLO)

Brandes Investment Partners has significantly increased its stake in Arlo Technologies, Inc. (NYSE:ARLO). According to its latest SEC filing, the investment firm added 2,020,147 shares, boosting its total holdings by 24.6% to 10,218,854 shares. The value of Brandes' position in Arlo is now approximately $132 million as of the reporting period ending May 15, 2026.

What Changed in Brandes Investment Partners' Arlo Technologies Position

Brandes Investment Partners lifted its stake in Arlo Technologies from 8,198,707 shares to 10,218,854 shares, representing an increase of 2,020,147 shares or 24.6%. This move suggests a strong belief in Arlo's potential, with the investment now valued at about $132 million.

Other Institutional Activity in Arlo Technologies

Several other institutional investors have also been active in Arlo Technologies. BlackRock, Inc. slightly increased its holdings by 240,177 shares, bringing its total to 17,044,376 shares valued at approximately $242.5 million. Vanguard Portfolio Management LLC initiated a position with 5,427,545 shares worth about $77.2 million. Meanwhile, Wasatch Advisors LP added 103,782 shares, ending with 5,426,267 shares valued at $77.2 million. State Street Corp also increased its holdings by 104,180 shares, reaching a total of 4,317,921 shares worth roughly $61.4 million.

Arlo Technologies Stock Snapshot

Shares of Arlo Technologies are trading around $12.92. The company has a market capitalization of about $1.4 billion and a forward P/E ratio of 13.08, indicating expectations of future earnings growth. Arlo's stock has seen a 52-week low of $11.05 and a high of $19.94. The company's 50-day moving average is $13.67, while the 200-day moving average stands at $14.72.

Recent Earnings

Arlo Technologies reported revenue of $560.6 million, with a revenue growth rate of 26.3%. The company achieved a net margin of 5.47% and a return on equity of 23.32%. Earnings per share were $0.28. The next earnings report is expected on August 6, 2026.

Insider Buying and Selling at Arlo Technologies, Inc.

Recent insider transactions at Arlo Technologies include planned sales by CFO Kurtis Joseph Binder. On May 8, 2026, Binder sold 65,000 shares at an average price of $15.70. Earlier, on April 17 and April 6, he sold 25,000 shares each at prices of $15.19 and $13.99, respectively. These sales were part of a pre-arranged trading plan.

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. The consensus among analysts is a "buy" rating, with a mean target price of $21.40, based on five analyst opinions.

About Arlo Technologies

Arlo Technologies, Inc. is an industrials sector company specializing in building products and equipment. Headquartered in Carlsbad, California, the company provides cloud-based platform services globally. Arlo's offerings include smart home protection devices like cameras and doorbells, security systems, and professional monitoring services. Led by CEO Matthew Blake McRae, Arlo employs approximately 376 people.

Bottom Line

Brandes Investment Partners' increased stake in Arlo Technologies highlights its confidence in the company's future. This 13F filing reflects the firm's holdings as of May 15, 2026, and may not represent its current position. Investors often track such filings to gauge institutional sentiment and potential future stock movements.