Alarm (3RL) Price & Analysis
3RL Stock Chart & Stats
- Day’s Range
- EUR 58.70 - EUR 58.70
- 52-Week Range
- EUR 35.51 - EUR 59.10
- Previous Close
- EUR 59.10
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- EUR 2.84B
- Enterprise Value
- EUR 2.74B
- Total Cash (Recent Filing)
- EUR 479.42M
- Total Debt (Recent Filing)
- EUR 567.47M
- Price to Earnings (P/E)
- 27.3
- Beta
- 0.75
- Next Earnings
- Nov 05, 2026
- EPS Estimate
- 0.67
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Revenue Durability
Retention in the mid-95% range supports predictable recurring revenue and indicates strong customer stickiness across Alarm.com’s platform. Durable retention can improve lifetime value, reduce replacement costs, and provide a stable base for expanding video, commercial, automation, and other services.
SaaS Growth And Raised Outlook
Raised SaaS guidance, alongside Q2 SaaS growth of approximately 11%, demonstrates continued demand for the core subscription platform. Sustained software growth can compound recurring revenue, support investment in product capabilities, and strengthen the company’s position with service-provider partners.
Cash Generation And Profitability
Strong operating and free cash flow, closely aligned with net income, indicates that reported profitability converts effectively into cash. This supports ongoing product investment, debt management, and shareholder returns while reducing reliance on external financing for the company’s growth plans.
Bears Say
Uneven Recent Growth And Margins
Although the latest outlook is constructive, slower growth in recent years and variable operating margins indicate that expansion has not been consistently smooth. This could make future earnings progression more dependent on successful new initiatives, disciplined spending, and continued demand for higher-value services.
Uncertain Commercial Fire Adoption
The commercial fire communicator addresses a sizable stated market, but adoption depends on service-provider execution and customer rollout. If deployment proceeds slowly, the product may contribute less revenue than expected and delay the commercial growth and platform-expansion benefits management is targeting.
International Execution Volatility
International expansion broadens Alarm.com’s addressable market but requires continued localization and partner development. Changes among overseas partners can disrupt execution and growth cadence, creating uneven results and requiring management attention before the international subscriber base produces more consistently scalable contributions.
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Alarm Stock Smart Score
Company Description
Alarm
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.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Stephen S. Trundle
- Employees
- 2,051
- Website
- www.alarm.com
- Address
- 8281 Greensboro Drive, Tysons, VA, 22102, US
Alarm (3RL) Earnings & Revenues
3RL Earnings Call
Earnings Call SentimentPositive
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 DE:3RL earnings summaries3RL Net sales Breakdown
- 64.56% SaaS and license revenue
- 35.44% Hardware and other revenue
3RL Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 1 | 6 |
| Technical Analysis | 3 | 1 | 6 |
| Moving Averages | 12 | 0 | 0 |