Verisure posts strong Q1 2026, tightens global lead in monitored security

The latest announcement is out from Verisure Plc ( (SE:VSURE) ).

Verisure reported a strong start to 2026, underscoring its position as the world’s largest professionally monitored security provider with a customer base of about 6.3 million and low category penetration of roughly 4% in its markets. The group’s portfolio-driven model continues to benefit from stable ARPU growth, efficiency gains through AI-enabled operations and disciplined customer intake, supporting both resilience and long-term expansion.

In the first quarter, annual recurring revenue rose 12.2% in constant currency to €3.53 billion and group revenue increased 10.3% to €1.02 billion, while adjusted EBIT jumped 19.3% with the margin improving to 27.2%. The company delivered €39 million in positive free cash flow, saw portfolio services margins climb to 73.7% on higher EBITDA per customer and modest cost inflation, and reaffirmed its 2026 targets and medium-term guidance, signalling confidence in sustained growth and a shift toward progressive shareholder returns.

The most recent analyst rating on (SE:VSURE) stock is a Buy with a EUR15.00 price target. To see the full list of analyst forecasts on Verisure Plc stock, see the SE:VSURE Stock Forecast page.

More about Verisure Plc

Verisure Plc is a global provider of professionally monitored security systems, offering alarm and protection services to residential and small business customers across 18 markets. The company focuses on subscription-based, recurring revenue models and leverages AI-driven technologies to optimise service, reduce maintenance costs and deepen customer engagement in a still underpenetrated market.

Average Trading Volume: 1,898,300

Technical Sentiment Signal: Strong Sell

Current Market Cap: €10.95B

See more data about VSURE stock on TipRanks’ Stock Analysis page.