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ALRM Stock Chart & Stats
$43.41
-$0.03(-0.05%)
At close: 4:00 PM EST
$43.41
-$0.03(-0.05%)
Day’s Range― - ―
52-Week Range$41.49 - $59.53
Previous CloseN/A
Volume41.96K
Average Volume (3M)552.11K
Market Cap
$2.31B
Enterprise Value$2.31B
Total Cash (Recent Filing)$497.45M
Total Debt (Recent Filing)$566.73M
Price to Earnings (P/E)18.1
Beta1.00
Next Earnings
Aug 06, 2026EPS Estimate
0.65Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.58
Shares Outstanding49,460,583
10 Day Avg. Volume584,887
30 Day Avg. Volume552,110
Financial Highlights & Ratios
PEG Ratio3.00
Price to Book (P/B)3.00
Price to Sales (P/S)2.51
P/FCF Ratio18.54
Enterprise Value/Market Cap1.00
Enterprise Value/Revenue2.22
Enterprise Value/Gross Profit3.51
Enterprise Value/Ebitda10.31
Forecast
1Y Price Target
$63.50Price Target Upside46.28% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)2.77
Revenue Forecast (FY)$1.07B
Bulls Say, Bears Say
Bulls Say
High SaaS Growth & Revenue RetentionDouble-digit SaaS growth combined with very high revenue retention (~95.4%) drives predictable, recurring revenue and lowers churn risk. The partner-led distribution scales acquisition and supports upsell of higher-value services, underpinning steady subscription cash flows over coming quarters.
Strong Margins And Rising Adjusted EBITDARaised adjusted EBITDA guidance and expanding margins indicate durable operating leverage from the SaaS model and product mix. Healthy gross margins translate to cash generation capacity that supports R&D, strategic investments, and capital returns even if hardware revenue fluctuates.
EnergyHub & AI Video Product MomentumEnergyHub's large utility footprint and new OpenEye AI features expand total addressable market and create higher-value attach opportunities. Structural product adoption in utilities and AI-enabled video supports faster growth segments and higher ARPU over multiple quarters.
Bears Say
Memory Supply-chain Cost InflationA structural shift in memory demand (OEMs moving to HBM) tightens supply for standard memory used in cameras, elevating component costs. Persistent higher input costs can compress hardware gross margins and force price increases that may reduce hardware demand over several quarters.
Tariff Ruling Reduces Hardware Pass-through RevenueThe Supreme Court ruling that curtailed prior tariffs removes a structural source of hardware pass‑through revenue. This regulatory change permanently lowers near-term hardware revenue and complicates predictability of hardware-related topline in the coming quarters.
Choppy Free Cash Flow & Prior Elevated LeverageFree cash flow has been inconsistent despite positive net income, and leverage rose above 1.0 in 2024–2025 before TTM deleveraging. Variable cash conversion and prior debt build increase financing risk and could constrain M&A, buybacks, or buffer responses to hardware headwinds.
Alarm News
ALRM FAQ
What was Alarm.com Holdings Inc.’s price range in the past 12 months?
Alarm.com Holdings Inc. lowest stock price was $41.49 and its highest was $59.53 in the past 12 months.
What is Alarm.com Holdings Inc.’s market cap?
Alarm.com Holdings Inc.’s market cap is $2.31B.
When is Alarm.com Holdings Inc.’s upcoming earnings report date?
Alarm.com Holdings Inc.’s upcoming earnings report date is Aug 06, 2026 which is in 36 days.
How were Alarm.com Holdings Inc.’s earnings last quarter?
Alarm.com Holdings Inc. released its earnings results on May 07, 2026. The company reported $0.7 earnings per share for the quarter, beating the consensus estimate of $0.604 by $0.096.
Is Alarm.com Holdings Inc. overvalued?
According to Wall Street analysts Alarm.com Holdings Inc.’s price is currently Undervalued.
Does Alarm.com Holdings Inc. pay dividends?
Alarm.com Holdings Inc. does not currently pay dividends.
What is Alarm.com Holdings Inc.’s EPS estimate?
Alarm.com Holdings Inc.’s EPS estimate is 0.65.
How many shares outstanding does Alarm.com Holdings Inc. have?
Alarm.com Holdings Inc. has 49,460,583 shares outstanding.
What happened to Alarm.com Holdings Inc.’s price movement after its last earnings report?
Alarm.com Holdings Inc. reported an EPS of $0.7 in its last earnings report, beating expectations of $0.604. Following the earnings report the stock price went up 1.277%.
Which hedge fund is a major shareholder of Alarm.com Holdings Inc.?
Currently, no hedge funds are holding shares in ALRM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Alarm Stock Smart Score
Underperform
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9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$63.50 (46.28% Upside)
$63.50 (46.28% Upside)
Blogger Sentiment
Bullish
ALRM Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 61.4K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $564.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▼ 0.9%
Last 30 Days ▼ 0.6%
Last 30 Days ▼ 0.6%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-17.83%
12-Months-Change
Fundamentals
Return on Equity
15.39%
Trailing 12-Months
Asset Growth
-20.88%
Trailing 12-Months
Company Description
Alarm.com Holdings Inc.
Alarm.com Holdings, Inc. delivers a comprehensive suite of cloud-enabled services tailored for intelligent residential and commercial properties, serving clients across the United States and internationally. The company's operations are divided into two primary divisions: Alarm.com and Other. Its core offerings include interactive security platforms, empowering users to manage and oversee their security systems alongside various connected devices. These integrated security components encompass smart door locks, motion sensors, garage door openers, a range of Internet of Things (IoT) devices, smart thermostats, and advanced video cameras. Furthermore, the company specializes in sophisticated video surveillance capabilities, incorporating features such as video analytics, live streaming, video doorbells, recorded video clips, automated video alerts, continuous high-definition recording, and dedicated commercial video monitoring systems. Beyond security, Alarm.com provides intelligent automation and energy management solutions. These include custom "scenes" buttons, programmable smart thermostat schedules, responsive energy-saving features, precision climate control, real-time energy usage monitoring, HVAC system monitoring, comprehensive whole-home water safety systems, geo-fencing services, and demand response programs. For its business clients, Alarm.com offers a specialized array of commercial solutions designed for daily protection, commercial-grade video surveillance, energy cost reduction, safeguarding valuable assets and inventory, temperature tracking, multi-site management, and access control. These systems are lauded for their early detection capabilities, ease of use, professional support, and straightforward maintenance. The company also extends its reach to service providers, offering a permission-based online portal equipped with tools for account management, sales, marketing, training, and support. Additionally, it provides direct sales, marketing, and training services, alongside dedicated programs for home builders and holistic wellness solutions. Alarm.com caters to both individual homeowners and diverse commercial enterprises. Established in 2000, Alarm.com Holdings, Inc. maintains its corporate headquarters in Tysons, Virginia.
ALRM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: strong SaaS growth (+10.8% YoY), very high revenue retention (~95.4%), total revenue and EBITDA beats, raised SaaS and EBITDA guidance, healthy cash and share repurchase activity, and clear product momentum in EnergyHub and OpenEye AI offerings. Offsetting these positives are near-term headwinds in hardware driven by memory cost inflation and the Supreme Court tariff ruling (reducing tariff pass-through revenue), a cautious hardware outlook, a decline in GAAP net income due to lower interest income, and temporary installation disruptions from extreme weather. Management signaled confidence in long-term opportunities and maintained targets (including an exit-2027 adjusted EBITDA margin target ~21%), while acknowledging ongoing hardware and supply-chain uncertainty.View all ALRM earnings summariesALRM Revenue Breakdown
64.56% SaaS and license revenue
35.44% Hardware and other revenue
ALRM Stock 12 Month Forecast
Average Price Target
$63.50
▲(46.28% Upside)
Technical Analysis
Ownership Overview
5.80% Insiders
22.16% Mutual Funds
19.51% Other Institutional Investors
19.51% Public Companies and
Individual Investors