Arlo Technologies has experienced a 20% share-price pullback since late 2025, creating an attractive entry point for investors. The company is currently trading at 14.4x enterprise value to fiscal 2026 EBITDA—well below the peer-group average of 18x. Analysts project revenue growth of 7.4% in fiscal 2026, driven by recurring subscription ARR gains, and forecast adjusted EBITDA margins expanding from 12.1% in FY25 to 15.5% in FY26. With channel inventory having fallen by an estimated 30% over the past two quarters, Arlo is positioned for a replenishment-driven revenue acceleration when resellers rebuild stock, potentially adding one to two percentage points to year-over-year growth in the first half of 2026.

Arlo’s CEO, Matthew Blake McRae, has reduced his ownership through three separate transactions since early November 2025. On January 9, he sold 90,089 shares, generating approximately $1.23 million in proceeds and lowering his stake by just over 8%. This follows a December 1 sale of 257,242 shares (proceeds of about $3.67 million) and an earlier November sale of 18,645 shares. After the January transaction, McRae holds 1,018,163 shares, representing a remaining investment valued at roughly $13.9 million. While insider selling can raise questions, McRae’s residual position still exceeds 10% of total shares outstanding, suggesting continued confidence in Arlo’s long-term growth trajectory.