Arlo Technologies, Inc.
ARLO · Services-Detective, Guard & Armored Car Services · 108.6M shares · +5%/yr ↑ dilution · EDGAR filings ↗
Reference price $13.02 · est. market cap ~$1.4B — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72gen composite 57pct→72
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $146M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
44.0%
Operating margin
1.1%
Net margin
2.8%
Return on equity
11.7%
Return on assets
4.8%
ROIC
3.8%
Revenue growth (QoQ)
26.3%
Current ratio
1.5×
EBITDA
$10M
Tangible book value
$117M
Cash & investments
$146M
Stock comp / revenue
11.8%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| MCRAE MATTHEW BLAKE | CEO | — |
| Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | — |
| Brian BusseGeneral Counsel | Officer | $2M FY2025 |
| Busse Brian | GENERAL COUNSEL | — |
| Kurtis BinderChief Financial Officer and | Officer | $4M FY2025 |
| Matthew McRaeChief Executive Officer | Officer | $7M FY2025 |
| Aggarwal Prashant | Director | — |
| Amy M. Rothstein | Director | $255K FY2025 |
| Catriona M. Fallon | Director | $257K FY2025 |
| Grady K. Summers | Director | $252K FY2025 |
| Jocelyn E. Carter-Miller | Director | $255K FY2025 |
| Prashant (Sean) Aggarwal | Director | $247K FY2025 |
| Ralph E. Faison | Director | $312K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Rothstein Amy M | Sell | 5.3K | $13.02 |
| 2026-06-18 | Summers Grady | Grant | 15K | — |
| 2026-06-18 | Fallon Catriona M | Grant | 15K | — |
| 2026-06-18 | Aggarwal Prashant | Grant | 15K | — |
| 2026-06-18 | Faison Ralph E | Grant | 15K | — |
| 2026-06-18 | Carter Miller Jocelyn | Grant | 15K | — |
| 2026-06-18 | Rothstein Amy M | Grant | 15K | — |
| 2026-05-08 | Binder Kurtis Joseph | Sell | 65K | $15.70 |
| 2026-04-17 | Binder Kurtis Joseph | Sell | 25K | $15.19 |
| 2026-04-06 | Binder Kurtis Joseph | Sell | 25K | $13.99 |
| 2026-03-12 | MCRAE MATTHEW BLAKE | Sell | 153K | $13.78 |
| 2026-03-12 | Binder Kurtis Joseph | Sell | 179K | $13.78 |
| 2026-03-12 | Busse Brian | Sell | 26K | $13.78 |
| 2026-03-10 | Busse Brian | Option exercise | 50K | — |
| 2026-03-10 | Binder Kurtis Joseph | Option exercise | 333K | — |
| 2026-03-10 | MCRAE MATTHEW BLAKE | Option exercise | 289K | — |
| 2026-03-04 | Binder Kurtis Joseph | Sell | 9.7K | $15.11 |
| 2026-03-03 | Binder Kurtis Joseph | Sell | 13K | $14.93 |
| 2026-03-03 | Busse Brian | Sell | 7.0K | $14.93 |
| 2026-03-03 | MCRAE MATTHEW BLAKE | Sell | 28K | $14.93 |
| 2026-02-27 | Binder Kurtis Joseph | Grant | 22K | — |
| 2026-02-27 | Busse Brian | Grant | 13K | — |
| 2026-02-27 | MCRAE MATTHEW BLAKE | Grant | 50K | — |
| 2026-02-06 | MCRAE MATTHEW BLAKE | Sell | 95K | $12.29 |
| 2026-02-06 | Busse Brian | Sell | 31K | $12.29 |
| 2026-02-05 | MCRAE MATTHEW BLAKE | Sell | 18K | $12.38 |
| 2026-02-04 | Busse Brian | Grant | 57K | — |
| 2026-02-04 | MCRAE MATTHEW BLAKE | Sell | 59K | $12.65 |
| 2026-02-04 | MCRAE MATTHEW BLAKE | Grant | 167K | — |
| 2026-02-04 | Busse Brian | Sell | 16K | $12.65 |
| 2026-02-03 | MCRAE MATTHEW BLAKE | Option exercise | 33K | — |
| 2026-01-30 | MCRAE MATTHEW BLAKE | Sell | 35K | $12.81 |
| 2026-01-30 | Busse Brian | Sell | 8.2K | $12.81 |
| 2026-01-09 | Busse Brian | Sell | 19K | $13.69 |
| 2026-01-09 | Binder Kurtis Joseph | Sell | 55K | $13.69 |
| 2026-01-09 | MCRAE MATTHEW BLAKE | Sell | 90K | $13.69 |
| 2026-01-08 | Busse Brian | Option exercise | 50K | — |
| 2026-01-08 | Binder Kurtis Joseph | Option exercise | 100K | — |
| 2026-01-08 | MCRAE MATTHEW BLAKE | Option exercise | 167K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-23 | 2026-06-18 | 0001736946-26-000054 ↗ |
| 10-Q | 2026-05-07 | 2026-03-29 | 0001736946-26-000050 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001736946-26-000048 ↗ |
| DEF 14A | 2026-04-24 | 2026-06-18 | 0001140361-26-016680 ↗ |
| 8-K | 2026-04-07 | 2026-04-03 | 0001193125-26-144462 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001736946-26-000031 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001736946-26-000029 ↗ |
| 10-Q | 2025-11-06 | 2025-09-28 | 0001736946-25-000042 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001736946-25-000040 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0001736946-25-000030 ↗ |
| 10-Q | 2025-08-07 | 2025-06-29 | 0001736946-25-000031 ↗ |
| 8-K | 2025-06-25 | 2025-06-20 | 0001736946-25-000026 ↗ |