Arlo Technologies Inc. (ARLO) stock soared 24.15% during intraday trading on Friday, continuing its positive momentum from the pre-market session.

The significant surge follows the company's release of better-than-expected fourth-quarter financial results, which included adjusted earnings per share of $0.22 that surpassed analyst estimates by 37.5% and quarterly revenue of $141.3 million that also exceeded expectations. Key growth drivers included a 39.4% year-over-year increase in subscriptions and services revenue, representing 63.3% of total revenue, along with record gross margins.

Additional positive catalysts include a new partnership with Comcast to offer connected home security solutions and Roth MKM analyst Scott Searle maintaining a Buy rating on Arlo Technologies with a price target of $22.00. The company's positive outlook for the first quarter of 2026 further boosted investor confidence during the trading session.