Alarm.com Holdings, Inc.
ALRM
NASDAQ·Technology·Software - Application·Mkt cap $2.8B
$56.48
▼ -0.44%
P/E
24.77
Mkt Cap
$2.8B
52-Wk Range
$41.49–$58.15
52-Week Range
$41.49 - $58.15
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 0.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
6 reasons
- Integrated cloud platform combining security, automation, and energy management in single ecosystem
- Large installed base of residential and commercial subscribers generating recurring SaaS revenue
- Proprietary AI-powered video analytics and computer vision technology for advanced threat detection
- Extensive network of service provider partners and home builder relationships creating distribution moat
- Connected device ecosystem with deep integrations reducing customer switching costs
- Two-decade operating history (founded 2000) with established brand trust in security and smart home markets
Bear Case
1 risk
- Low volatility (beta 0.8).
Growth
Stable outlook
Steady revenue growth (8% YoY)
Value
Fairly valued vs Enterprise SaaS peers
Momentum
Hot
+25.8% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ALRM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.77 vs $0.65 consensus (+18.8% surprise). Revenue of $277.7M vs $265.0M expected (+4.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+18.8%
Revenue trend · last 8Q
—
+7%
+7%
+9%
+7%
+8%
+11%
+9%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$240.5M
$242.2M
$238.8M
$254.3M
$256.4M
$261.7M
$265.2M
$277.7M
Margins · last 8Q
Gross
—
Operating
11.7%
Profit
8.7%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Raymond James · Aug 7, 2026
vs Industry
How ALRM stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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