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Alarum Technologies (ALAR)
NASDAQ:ALAR
US Market
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Alarum Technologies (ALAR) AI Stock Analysis

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ALAR

Alarum Technologies

(NASDAQ:ALAR)

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Neutral 51 (OpenAI - 5.2)
Rating:51Neutral
Price Target:
$3.00
▼(-54.75% Downside)
Action:Reiterated
Date:07/08/26
Overall score is held back primarily by deteriorating cash flow and sharply reduced profitability in 2025, alongside very weak technical momentum (price well below key moving averages with negative MACD). Offsetting factors include strong longer-term revenue growth and a low-leverage balance sheet, while valuation appears reasonable but lacks dividend support.
Positive Factors
Strong Revenue Growth & AI Tail
Sustained top-line expansion, highlighted by a 64% Q1 surge and rising AI workloads, indicates durable product-market fit in higher-margin segments. Growth driven by structural AI demand supports scale economies and secular revenue traction over the next several quarters.
Negative Factors
Deteriorated Cash Generation
A swing to negative OCF and FCF in 2025 materially weakens internal funding for R&D, infrastructure and customer support. Persistent cash deficits raise the likelihood of external financing, slower reinvestment, or constrained execution on growth initiatives over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth & AI Tail
Sustained top-line expansion, highlighted by a 64% Q1 surge and rising AI workloads, indicates durable product-market fit in higher-margin segments. Growth driven by structural AI demand supports scale economies and secular revenue traction over the next several quarters.
Read all positive factors

Alarum Technologies (ALAR) vs. SPDR S&P 500 ETF (SPY)

Alarum Technologies Business Overview & Revenue Model

Company Description
Alarum Technologies Ltd., established in 2013 and based in Tel Aviv-Yafo, Israel, previously known as Safe-T Group Ltd. until its rebranding in January 2023, specializes in delivering advanced cybersecurity and privacy solutions. These offerings s...
How the Company Makes Money
Alarum Technologies makes money primarily by selling and licensing its cybersecurity and privacy software/services. Revenue is generated through recurring subscriptions and service fees for access to its privacy and security products (e.g., consum...

Alarum Technologies Earnings Call Summary

Earnings Call Date:Nov 26, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Sep 02, 2026
Earnings Call Sentiment Positive
The earnings call highlighted strong revenue growth and expansion in AI-centric products, indicating robust operational momentum. However, the company faced temporary gross margin pressure and increased operating expenses, impacting short-term profitability. Despite these challenges, the overall outlook remains positive with a strong cash position and promising revenue projections.
Positive Updates
Record Revenue Growth
Q3 revenue reached $13 million, up 81% year-over-year and 48% sequentially. This was driven by increased consumption from major AI customers and strong adoption of AI-centric products.
Negative Updates
Temporary Gross Margin Pressure
Non-IFRS gross margins for Q3 2025 were 56%, down from 74% in Q3 2024, due to increased investments and a higher share of large-scale projects with AI customers.
Read all updates
Q3-2025 Updates
Negative
Record Revenue Growth
Q3 revenue reached $13 million, up 81% year-over-year and 48% sequentially. This was driven by increased consumption from major AI customers and strong adoption of AI-centric products.
Read all positive updates
Company Guidance
In the third quarter of 2025, Alarum Technologies reported a revenue of $13 million, which marked an 81% increase year-over-year and a 48% sequential rise. The company experienced a 26% rise in paying customers and a 17% increase in average revenue per customer. However, the non-IFRS gross margin decreased to 56% from 74% in Q3 2024, primarily due to upfront costs associated with large-scale AI projects. Operating expenses rose to $7.4 million from $4.1 million in the previous year, driven by strategic investments in R&D and sales. Despite these expenses, the company reported a net profit of $0.1 million, compared to $4.2 million in Q3 2024, with adjusted EBITDA at $1.2 million. Looking ahead to Q4 2025, Alarum anticipates revenues of approximately $12 million, reflecting a 63% year-over-year growth, and an adjusted EBITDA around $1 million. The company continues to focus on capturing long-term market share and improving margins through strategic initiatives, including in-house solutions and network optimization.

Alarum Technologies Financial Statement Overview

Summary
Mixed fundamentals: strong multi-year revenue growth and a conservatively financed balance sheet (low debt-to-equity), but 2025 saw sharp profitability compression and a swing to negative operating and free cash flow, weakening earnings quality and near-term stability.
Income Statement
62
Positive
Balance Sheet
80
Positive
Cash Flow
38
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Mar 2023Dec 2021
Income Statement
Total Revenue45.33M40.76M31.82M26.52M18.55M9.65M
Gross Profit26.25M23.84M23.91M18.81M10.15M4.81M
EBITDA3.98M2.82M8.31M-2.90M-10.53M-7.68M
Net Income1.15M963.00K5.78M-5.53M-13.15M-13.13M
Balance Sheet
Total Assets44.85M45.89M34.81M20.07M22.37M30.65M
Cash, Cash Equivalents and Short-Term Investments14.06M12.27M15.08M10.87M3.29M9.71M
Total Debt2.55M2.64M1.59M1.99M3.05M562.00K
Total Liabilities11.48M13.80M8.46M6.88M9.06M6.47M
Stockholders Equity33.36M32.09M26.35M13.18M13.31M24.19M
Cash Flow
Free Cash Flow-1.29M-1.29M8.79M4.67M-8.11M-9.38M
Operating Cash Flow-1.15M-1.15M8.89M4.73M-8.05M-9.11M
Investing Cash Flow-658.18K-658.18K-9.34M592.00K5.04M-9.80M
Financing Cash Flow-547.31K-547.31K4.69M2.21M2.60M11.64M

Alarum Technologies Technical Analysis

Technical Analysis Sentiment
Negative
Last Price6.63
Price Trends
50DMA
7.72
Negative
100DMA
7.19
Negative
200DMA
9.13
Negative
Market Momentum
MACD
-1.56
Positive
RSI
17.63
Positive
STOCH
1.47
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ALAR, the sentiment is Negative. The current price of 6.63 is below the 20-day moving average (MA) of 7.12, below the 50-day MA of 7.72, and below the 200-day MA of 9.13, indicating a bearish trend. The MACD of -1.56 indicates Positive momentum. The RSI at 17.63 is Positive, neither overbought nor oversold. The STOCH value of 1.47 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ALAR.

Alarum Technologies Risk Analysis

Alarum Technologies disclosed 57 risk factors in its most recent earnings report. Alarum Technologies reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 3 New Risks
1.
Our securities are traded on more than one market or exchange, and this may result in price variations. Q4, 2023
2.
Unsuccessful management of environmental, social and governance matters could adversely affect our reputation and we may experience difficulties meeting the expectations of our stakeholders. Q4, 2023
3.
The increasing use of social media platforms and new technologies present risks and challenges for our business and reputation. Q4, 2023

Alarum Technologies Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
82
Outperform
$5.61B27.5337.15%10.21%13.31%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
$5.26B-39.49-26.10%15.27%-39.93%
59
Neutral
$509.07M-10.44-26.16%
51
Neutral
$18.47M13.423.67%49.15%-76.75%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ALAR
Alarum Technologies
2.20
-9.86
-81.76%
QLYS
Qualys
152.69
13.50
9.70%
VRNS
Varonis Systems
44.53
-5.91
-11.72%
CISO
Cerberus Cyber Sentinel Corp
0.29
-0.74
-72.04%
GRRR
Gorilla Technology Group Inc.
17.95
-2.12
-10.56%

Alarum Technologies Corporate Events

Alarum Technologies Warns of Material Impact From FBI Seizure of NetNut Domains
Jul 6, 2026
On July 2, 2026, Alarum Technologies and its proxy-network subsidiary NetNut Ltd. discovered that certain NetNut-associated domains had been seized by the U.S. Federal Bureau of Investigation, with additional domains subsequently affected. In a Ju...
Alarum Technologies Faces FBI Seizure of NetNut Domains, Pauses Parts of Proxy Network
Jul 6, 2026
Alarum Technologies disclosed a series of developments in early July 2026 involving its subsidiary NetNut’s residential proxy network. On July 2, 2026, the company reported that certain NetNut domains linked to its proxy operations were seiz...
Alarum Technologies Posts 64% Q1 Revenue Surge and Expands Equity Incentive Pool
May 28, 2026
On May 28, 2026, Alarum reported first-quarter 2026 revenue of $11.7 million, up 64% year-on-year, with IFRS net income of $0.6 million and adjusted EBITDA of $2.1 million, reflecting rising AI-related workloads and growing adoption of higher-marg...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 08, 2026