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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)560.59K
Market Cap
$2.63B
Enterprise Value$2.55K
Total Cash (Recent Filing)$497.45M
Total Debt (Recent Filing)$566.73M
Price to Earnings (P/E)20.6
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. Volume459,091
30 Day Avg. Volume560,590
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
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 Revenue RetentionA ~95.4% revenue retention rate indicates strong customer stickiness and predictable recurring revenue. High retention lowers churn-driven volatility, supports upsell of premium services, and underpins long-term SaaS margin resilience and cash-flow visibility over multiple quarters.
SaaS Growth And Raised GuidanceDouble-digit SaaS growth and an upward revision to full-year SaaS guidance reflect durable demand for the platform. Growing subscription mix increases recurring, higher-margin revenue, improving predictability of top-line and supporting management's multi-quarter EBITDA margin targets.
Improving Leverage And Cash ResourcesRetiring convertibles, substantial cash (~$497M) and an active buyback program strengthen financial flexibility. Deleveraging (debt/equity ~0.66 TTM) reduces interest and refinancing risk, enabling investment in product, M&A (e.g., EnergyHub) or stabilizing operations amid hardware cycles.
Bears Say
Memory Cost InflationSustained memory cost inflation raises unit hardware costs and compresses hardware gross margins unless passed to customers. Given hardware is a material non-recurring revenue component, ongoing memory-driven cost pressure can persistently depress blended margins and complicate margin targets.
Tariff Ruling Reduces Pass-through RevenueA Supreme Court tariff ruling reduces previously pass-through hardware revenue by roughly $5M in H2. This structural legal change lowers near-term hardware-related revenue and complicates comparability of gross margins, pressuring reported results unless offset by higher SaaS or price adjustments.
Cautious Hardware OutlookManagement's tempered hardware outlook signals persistent uncertainty in demand and pricing sensitivity for hardware sales. Because hardware is lower-margin and more volatile than SaaS, continued exposure weakens revenue quality and can limit sustainable margin expansion despite SaaS strength.
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 $2.63B.
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 17 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
Neutral
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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 63%
Sector Average 63%
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
Positive
Last 7 Days ▲ 2.2%
Last 30 Days ▼ 0.7%
Last 30 Days ▼ 0.7%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-4.16%
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 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
0.39% Other Institutional Investors
38.07% Public Companies and
Individual Investors