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Alarm.com Holdings Inc. (CH:3RL)
:3RL

Alarm (3RL) Price & Analysis

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3RL Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationConsistently high operating cash flow and near-par free cash flow alignment with net income indicate durable cash conversion. This supports reinvestment, buybacks, debt paydown, and maintains strategic optionality through economic cycles, underpinning long-term financial flexibility and capital allocation.
Durable Recurring RevenueMid-95% retention across quarters signals strong subscription stickiness and predictable recurring revenue. High retention reduces acquisition pressure, improves lifetime value visibility, and enables reliable forward revenue and cash flow forecasts, strengthening long-term margin and investment planning.
High-growth Commercial & EnergyHub MixRapidly expanding commercial and EnergyHub segments diversify revenue toward higher-ARPU customers and utility use cases. Their scale contribution raises aggregate growth potential and supports higher-margin SaaS mix over time, improving structural top-line durability and reducing reliance on slower consumer segments.
Bears Say
Slower Recent Revenue GrowthA multi-year slowdown to mid-single-digit annual growth despite a strong TTM reading suggests underlying demand cyclicality or lumpy adoption. If durable growth reverts to lower mid-single digits, it may limit operating leverage, cap free-cash-flow expansion, and constrain margin and reinvestment upside over the medium term.
Prior Leverage VolatilityHistoric spikes in debt-to-equity reveal past reliance on leverage to fund strategy. Although deleveraging improved the TTM ratio, resurgence of leverage via M&A, buybacks, or slower cash flow could reintroduce financial strain, reducing flexibility for strategic investments or cushioning against downturns.
New Product Adoption & Margin Mix RiskChannel-driven adoption of new commercial hardware is uncertain and may require lengthy provider onboarding. Early rollouts are promising but slow penetration or lower-margin hardware sales could dilute blended gross margins and delay revenue upside, imposing execution risk to mid-term margin targets.

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 CHF2.25B.
    When is Alarm.com Holdings Inc.’s upcoming earnings report date?
    Alarm.com Holdings Inc.’s upcoming earnings report date is Nov 05, 2026 which is in 58 days.
      How were Alarm.com Holdings Inc.’s earnings last quarter?
      Alarm.com Holdings Inc. released its earnings results on Aug 06, 2026. The company reported CHF0.625 earnings per share for the quarter, beating the consensus estimate of CHF0.526 by CHF0.099.
        Is Alarm.com Holdings Inc. overvalued?
        According to Wall Street analysts Alarm.com Holdings Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          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 0.6.
            How many shares outstanding does Alarm.com Holdings Inc. have?
            Alarm.com Holdings Inc. has 49,090,230 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 CHF0.625 in its last earnings report, beating expectations of CHF0.526. 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

                  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.

                  Alarm (3RL) Earnings & Revenues

                  3RL Earnings Call

                  Q2 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call highlighted broad-based execution: double-digit SaaS growth (~11% YoY), strong adjusted EBITDA growth (15.7%) and margin expansion (+115 bps), raised full-year guidance, international scale (1M subscribers) and notable EnergyHub operational impact. Lowlights were limited and specific: GAAP net income declined due to lower interest income after debt retirement, free cash flow was modest this quarter due to working capital timing, and new product adoption (commercial fire communicator) and international partner churn present execution risks. Overall, the positive financial performance, raised guidance, and product / market milestones materially outweigh the contained negatives.View all CH:3RL earnings summaries

                  3RL Revenue Breakdown

                  64.56%64.56%35.44%
                  64.56% SaaS and license revenue
                  35.44% Hardware and other revenue
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                  3RL Stock 12 Month Forecast

                  Average Price Target

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