Alarm.com Holdings Inc. (CH:3RL)
NASDAQ:3RL
3RL Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Acquisition-driven GuidanceAnalyst notes that the recent acquisition contributed to stronger-than-expected results and prompted management to raise multi-year guidance, supporting expectations for improved top-line momentum.
Product InnovationAnalyst highlights that new AI-enabled devices and commercial cloud video broaden the addressable market and support higher subscription revenue per customer.
Recurring Revenue StrengthAnalyst reports that recurring software subscriptions combined with robust hardware sales are driving stronger-than-expected quarterly performance, indicating more predictable revenue streams.
Bears Say
Customer Concentration And Valuation RiskAnalyst justifies a conservative valuation multiple based on high customer concentration and the risk of losing a major customer, which increases revenue volatility.
Energy Services Scaling And Margin PressureAnalyst cautions that scaling the energy services business may introduce seasonal revenue patterns and place modest pressure on gross margins as monetization ramps.
Residential Competition RiskAnalyst warns that the core residential security business faces intense competition and pricing pressure, creating meaningful revenue downside risk.
Alarm News
3RL FAQ
What was Alarm.com Holdings Inc.’s price range in the past 12 months?
Currently, no data Available
What is Alarm.com Holdings Inc.’s market cap?
Alarm.com Holdings Inc.’s market cap is CHF1.76B.
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 64 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 $0.547 earnings per share for the quarter, beating the consensus estimate of $0.472 by $0.075.
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 0.51.
How many shares outstanding does Alarm.com Holdings Inc. have?
Currently, no data Available
What happened to Alarm.com Holdings Inc.’s price movement after its last earnings report?
Alarm.com Holdings Inc. reported an EPS of $0.547 in its last earnings report, beating expectations of $0.472. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Alarm.com Holdings Inc.?
Currently, no hedge funds are holding shares in CH:3RL
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
Neutral
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10
Technicals
SMA
Negative
20 days / 200 days
Momentum
-20.26%
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. provides cloud-based solutions for smart residential and commercial properties in the United States and internationally. It operates in two segments, Alarm.com and Other. The company provides interactive security solutions to control and monitor their security systems, as well as connected security devices, including door locks, motion sensors, door locks, garage doors, Internet of Things, thermostats, and video cameras; and video monitoring solutions, such as video analytics, live streaming, video doorbell, video clips, video alerts, continuous high definition recording, and commercial video surveillance solutions. It also offers intelligent automation and energy management solutions comprising scenes button; smart thermostat schedules; responsive savings; precision comfort; energy usage monitoring; heating, ventilation, and air conditioning monitoring services; whole home water safety solutions; geo-services; and demand response programs. In addition, the company provides commercial solutions, such as daily safeguards, commercial grade video, energy savings, protection for valuables and inventory, temperature monitoring, multi-site management and access control, early identification, simple to use, professionally supported, and easy to maintain. Further, it offers service provider solutions, including a permission-based online portal that offers account management, sales, marketing, training, and support tools; sales, marketing, and training services; and home builder programs, as well as wellness solutions. The company serves residential and commercial subscribers. Alarm.com Holdings, Inc. was founded in 2000 and is based in Tysons, Virginia.
3RL 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 CH:3RL earnings summaries3RL Revenue Breakdown
64.56% SaaS and license revenue
35.44% Hardware and other revenue
3RL Stock 12 Month Forecast
Average Price Target
$49.60
Options Prices
Currently, No data available
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