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No insider purchase over the last 90 days. The latest was filed 14 Aug 2024.
Arlo Technologies, Inc.: what insiders have been doing
Headquartered in San Jose, United States, Arlo Technologies, Inc. belongs to the Industry sector and traces its origins to 2018. Filings by its managers are published through SEC (Form 4). Over the twelve months to 18 October 2026, the company's managers filed 45 filings, from 12 insiders.
There is no open-market purchase to report; the filings show 18 sales worth €6.0M by 4 insiders. The totals do not cover 1 filing with an undisclosed amount. Busse Brian filed the largest sale, €1.8M, on 14 November 2025.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 45 filings here. Over the whole record (from 2021), the tally stands at 18 purchases and 74 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 529.3 m USD and net income of 14.9 m USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For comparison within the same sector, see the insider buying recorded at Tennant Co and Butler National Corp. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
276
Thresholds
n/a
Buy Volume
€553,893
18 ops. · all time
Sell Volume
€72M
74 ops. · all time
Who traded when
BuySaleMcrae Matthew Blake21 sales
Busse Brian12 sales
Kurtis Joseph Binder12 sales
Binder Kurtis Joseph7 sales
Amy M. Rothstein5 sales
Carter Miller Joycelyn1 sale
+1 other insider
Since the insiders bought
- +35.6%Entry US$12.15 · Close at T+365 US$16.47
- +18.7%Entry US$10.19 · Close at T+365 US$12.10
- +106.0%Entry US$3.85 · Close at T+365 US$7.93
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 8,322 of 24,148 companies
59.2
score / 100
Value52
Quality67
FCF yld5.0%
Earn yld1.1%
EV/EBITDA·
ROE22%
Gross mgn44%
Net mgn2.8%
Debt/EBITDA0.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$12.44
Analyst consensus
6 analysts1.29/5
US$18.00Target US$21.00(+69%)US$25.00
Income statement
RevenueUS$529.3M
Gross profitUS$232.8M44% margin
EBITDAUS$10M2% margin
Net incomeUS$14.9M5.2% margin
Valuation
PER (trailing)44.4x
PER (forward)12.1x
P/Book8.4x
Beta1.60
Balance sheet & cash
Market capUS$1.3B
Total debtUS$6.7M
Free Cash FlowUS$66.9M
Debt / Equity5%
Profitability & ownership
ROE22.1%
ROA1.4%
% insiders3.1%
% institutions102.1%
Last declaration on 29 September 2026
Declarations276 total
13,358 shares@ US$12.60100.0% of flowCommonSEC144:0001950047-26-009867
83,211 shares@ US$12.43820.075% mcap10.9% of flowCommon StockSEC:0001654737-26-000014:0
13,358 shares@ US$12.57710.012% mcap1.8% of flowCommon StockSEC:0001654737-26-000014:1
83,211 shares@ US$12.43820.075% mcap100.0% of flowCommonSEC144:0001736946-26-000062
9,251 shares@ US$16.130.011% mcap11.4% of flowCommon StockSEC:0001776144-26-000004:0
15,400 shares@ US$15.470.016% mcap39.7% of flowCommonSEC144:0001950047-26-007800
2,100 shares@ US$15.930.0022% mcap5.6% of flowCommonSEC144:0001950047-26-007696
13,971 shares@ US$15.00520.015% mcap2.5% of flowCommon StockSEC:0001654737-26-000013:0
27,297 shares@ US$15.52210.030% mcap5.0% of flowCommon StockSEC:0001654737-26-000013:1
12,490 shares@ US$15.0080.013% mcap14.4% of flowCommon StockSEC:0001776144-26-000003:0
5,010 shares@ US$15.33870.0054% mcap5.9% of flowCommon StockSEC:0001776144-26-000003:1
2,100 shares@ US$16.000.0024% mcap2.6% of flowCommon StockSEC:0001776144-26-000003:2
27,297 shares@ US$14.990.029% mcap49.3% of flowCommonSEC144:0001950047-26-007626
5,010 shares@ US$14.990.0050% mcap12.5% of flowCommonSEC144:0001950047-26-007622
12,490 shares@ US$14.720.012% mcap30.6% of flowCommonSEC144:0001950047-26-007513
13,971 shares@ US$14.720.014% mcap24.7% of flowCommonSEC144:0001950047-26-007516
16,507 shares@ US$12.980.015% mcap26.0% of flowCommonSEC144:0001950047-26-006877
16,507 shares@ US$12.82520.015% mcap2.5% of flowCommon StockSEC:0001654737-26-000012:0
5,260 sharesCommon StockSEC:0001776144-26-000002:0
5,260 shares@ US$13.0611.6% of flowCommonSEC144:0001950047-26-006389
14,931 sharesCommon StockSEC:0001558267-26-000002:0
14,931 sharesCommon StockSEC:0001166855-26-000001:0
14,931 sharesCommon StockSEC:0001189819-26-000001:0
14,931 sharesCommon StockSEC:0001649289-26-000001:0
14,931 sharesCommon StockSEC:0001663976-26-000001:0
25 of 276 declarations
About Arlo Technologies, Inc.
Arlo Technologies, Inc. is a U.S.-based technology company focused on connected home security. It is listed on the NYSE under the ticker ARLO, and its country of incorporation and operating base are the United States. Arlo became an independent public company after being spun off from NETGEAR, with its IPO completed in 2018 and the spin-off finalized later that year. The company is headquartered in Carlsbad, California. ([investor.arlo.com](https://investor.arlo.com/press-releases/press-release-details/2018/Arlo-Announces-Completion-of-Spin-Off-from-NETGEAR/default.aspx?utm_source=openai))
Arlo’s business model is built around two major revenue streams. First, it sells consumer smart-security hardware, including indoor and outdoor Wi‑Fi cameras, pan-tilt cameras, video doorbells, floodlights, and related accessories. Second, it monetizes a growing software and subscription layer centered on Arlo Secure and Arlo Intelligence, which add cloud-based storage, smarter alerts, AI-driven detection features, and a more integrated home-security experience. This recurring-services layer is strategically important because it increases revenue visibility and supports better gross margin dynamics over time. ([investor.arlo.com](https://investor.arlo.com/press-releases/press-release-details/2025/ARLO-UNVEILS-ALL-NEW-LINEUP-OF-SMART-HOME-SECURITY-SOLUTIONS-WITH-ADVANCED-AI-POWERED-ARLO-INTELLIGENCE/default.aspx))
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From a competitive standpoint, Arlo is positioned as a premium consumer brand in the smart home security category. Its differentiation comes from ease of installation, strong video performance, cloud connectivity, and an expanding AI feature set. The company competes in a crowded market, but it has built a recognizable brand around simple DIY home protection and a software-led platform approach rather than a pure hardware model. Arlo operates globally: in its 2025 annual report, the company said its platform had about 12.1 million cumulative registered accounts across more than 100 countries, 5.7 million cumulative paid accounts, and annual recurring revenue of $330.5 million as of December 31, 2025. Since the launch of its first product in December 2014, Arlo says it has shipped more than 42.7 million smart security devices. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001736946/000173694626000031/arlo-20251231.htm))
Recent developments highlight Arlo’s strategic shift toward AI-enabled services and stronger subscription economics. In 2025, the company unveiled an all-new lineup of smart home security products powered by Arlo Intelligence, including new pan-tilt cameras and updated Pro and Ultra series models with up to 4K HDR resolution. Its 2025 results also showed stronger ARR, subscription revenue, and margins, underscoring the growing contribution of services to profitability. For French-speaking investors in Europe, Arlo is best viewed as a small/mid-cap technology company whose investment case hinges on the expansion of recurring revenue, product innovation, and the continued adoption of smart home security solutions. ([investor.arlo.com](https://investor.arlo.com/press-releases/press-release-details/2026/Arlo-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai))
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