Handelsbanken Fonder AB Trims Position in Alarm.com Holdings, Inc. $ALRM
Handelsbanken Fonder AB significantly reduced its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 91.5% in the second quarter, selling 174,500 shares. Despite this, other institutional investors have increased their positions, and the company exceeded quarterly expectations with strong EPS and revenue growth, also issuing positive fiscal 2026 EPS guidance. The stock currently holds a consensus "Hold" rating among analysts, with a price target of $55.00, and trades near its 52-week high.
59,056 Shares in Alarm.com Holdings, Inc. $ALRM Acquired by Summit Creek Advisors LLC
Summit Creek Advisors LLC acquired 59,056 shares of Alarm.com Holdings, Inc. (NASDAQ:ALRM) during the second quarter, valued at approximately $2.76 million. Alarm.com surpassed quarterly earnings and revenue expectations, reporting $0.77 EPS against an estimated $0.65 and $277.73 million in revenue. Despite a consensus "Hold" rating, analysts maintain a mixed sentiment, with some issuing "Strong Buy" ratings and higher price targets.
How Rising Revenue And Lower Earnings At Alarm.com (ALRM) Have Changed Its Investment Story
Alarm.com Holdings reported increased Q2 2026 revenue but a decline in net income and EPS. Despite this, management raised its full-year revenue outlook, suggesting confidence in top-line growth. The company's investment story is now characterized by growing revenue balanced against lower profitability and potential hardware margin pressures, with a share repurchase program also underway to enhance per-share metrics.
Assenagon Asset Management S.A. Decreases Holdings in Alarm.com Holdings, Inc. $ALRM
Assenagon Asset Management S.A. significantly reduced its stake in Alarm.com Holdings, Inc. (ALRM) by 78% in the second quarter of 2026, selling 54,969 shares and retaining 15,473 shares valued at approximately $723,000. Despite this, Alarm.com exceeded quarterly earnings expectations with $0.77 EPS against a $0.65 consensus and reported revenue of $277.73 million, a 9.2% increase year-over-year. The company provided fiscal 2026 EPS guidance of $2.92–$2.94, while analyst ratings remain mixed, with a consensus "Hold" and an average price target of $55.00.
Insider Selling: Alarm.com (NASDAQ:ALRM) CFO Sells 5,400 Shares of Stock
Alarm.com (NASDAQ:ALRM) CFO Kevin Christopher Bradley sold 5,400 shares of the company's stock for $297,378, reducing his ownership by 6.46%. The company recently reported strong quarterly earnings, beating estimates with $0.77 EPS and 9.2% revenue growth. Despite the insider selling, analysts have a consensus "Hold" rating with an average target price of $55.00 for the stock.
Alarm.com (ALRM) CFO Bradley sells 5,400 shares in open-market trade
Alarm.com Holdings, Inc. CFO Kevin Christopher Bradley sold 5,400 shares of common stock on August 12, 2026, at a weighted average price of $55.07 per share. Following this transaction, Bradley directly holds 78,222 shares of the company's common stock. The sale, reported in a Form 4 filing, involved multiple transactions with prices ranging from $54.84 to $55.50.
Disciplined Growth Investors (ALRM) discloses 7.3% Alarm.com stake
Disciplined Growth Investors, Inc. has reported a beneficial ownership of 7.3% in Alarm.com Holdings, Inc., equating to 3,585,614 shares of common stock as of June 30, 2026. The firm holds sole voting power over 3,377,527 shares and sole dispositive power over all 3,585,614 shares, with no shared authority. This disclosure was made in an amended Schedule 13G/A filing, indicating a passive investment intent.
Stockholder of ALRM (NASDAQ: ALRM) plans 5,400-share sale after prior disposals
A stockholder of Alarm.com Holdings, Inc. (ALRM), Kevin Bradley, has filed a notice to sell up to 5,400 shares of common stock with an aggregate market value of $297,371.52. This proposed sale relates to previously issued restricted stock awards and follows prior sales of 2,200 shares in June 2026 and 724 shares in July 2026. The filing provides transparency into Bradley's recent and planned stock transactions.
Alarm.com Holdings, Inc. (ALRM) stock price, news, quote and history
This article provides a comprehensive overview of Alarm.com Holdings, Inc. (ALRM) stock, including its current price, key statistics, historical data, and analyst insights. It details the company's offerings in connected property solutions for residential and commercial clients, covering various smart home and business security technologies. The report also presents financial performance metrics, earnings trends, and comparative analysis with similar companies in the software application industry.
ALARM.COM HOLDINGS, INC. : JEFFERIES RAISES TARGET PRICE TO $65 FROM $60
Jefferies has raised its target price for Alarm.com Holdings, Inc. (ALRM) to $65 from $60. This adjustment in the target price indicates a positive outlook from Jefferies on the company's stock performance. The report was published by Reuters.
Alarm.com Holdings, Inc. Q2 2026 Earnings Call Summary
Alarm.com Holdings, Inc. exceeded expectations in Q2 2026, with strong performance across its residential, commercial, and energy segments, leading to an 11% year-over-year growth in SaaS and license revenue. The company raised its full-year SaaS and license revenue guidance to between $754 million and $754.4 million, driven by success in AI-enabled video surveillance, EnergyHub's distributed energy resource programs, and international expansion. Strategic initiatives include scaling a new commercial fire offering and expanding ARPU through Remote Video Monitoring and specialized sensors, while maintaining stable revenue retention and continuing share repurchases.
Alarm.com Holdings Inc (ALRM) News, Articles, Events & Latest Updates
This article provides recent news and updates for Alarm.com Holdings Inc (ALRM), including its Q2 2026 earnings and revenue exceeding estimates, and its financial outlook for Q3 2026. It also covers comparisons with ASAZY as a value stock and mentions a partnership to test a residential vehicle-to-grid program in Massachusetts. The company is highlighted as a security stock poised to benefit from strong demand.
Alarm.com Holdings, Inc. Stock 12‑Month Price Target Raised to $63, Implies 12% Upside
Alarm.com Holdings, Inc. (ALRM) has seen its average 12-month price target increase from $60 to $63, according to five analysts. This updated target suggests a potential upside of approximately 12% from the August 6 closing price. The consensus rating among seven covering analysts has shifted to a "Buy," with three "Buy" ratings, three "Hold" ratings, and one "Sell" rating.
Sei Investments Co. Sells 56,766 Shares of Alarm.com Holdings, Inc. $ALRM
Sei Investments Co. reduced its stake in Alarm.com Holdings, Inc. by 42.8% in Q1 2026, selling 56,766 shares and retaining 76,006 shares valued at $3.28 million. Despite mixed analyst sentiment, with a consensus "Hold" rating, the company reported a strong quarterly earnings beat with $0.77 EPS and $277.73 million in revenue. Alarm.com shares opened near their 12-month high, reflecting a positive market reaction to its financial performance.
Alarm.com Holdings, Inc. (NASDAQ:ALRM) Given Consensus Recommendation of "Hold" by Analysts
Alarm.com Holdings, Inc. (NASDAQ:ALRM) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $53.33, below its current share price of $56.35. The company recently surpassed quarterly earnings and revenue estimates, reporting EPS of $0.77 and revenue of $277.73 million, marking a 9.2% year-over-year increase. While institutional ownership is high at 91.74%, company insiders have sold approximately $1.43 million worth of shares in the past 90 days.
Is Alarm.com Holdings (ALRM) Fully Valued After Its Earnings Beat And Higher Outlook?
Alarm.com Holdings (ALRM) reported strong Q2 2026 earnings with revenue of US$277.73 million and net income of US$24.25 million, leading to a higher full-year revenue outlook. Despite a recent share price surge, the company is still considered 4.6% undervalued with a fair value estimate of $59, driven by its recurring software model and diversified revenue base. However, risks such as tariff-related hardware costs and a slower U.S. housing market could impact future margins and subscriber growth.
Alarm.Com Holdings 2Q Rev $277.7M >ALRM
Alarm.Com Holdings reported second-quarter revenue of $277.7 million. This financial update provides key performance indicators for the company during the recent quarter.
Evanson Financial LLC Purchases New Shares in Alarm.com Holdings, Inc. $ALRM
Evanson Financial LLC has acquired a new stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) during the second quarter, purchasing 153,432 shares valued at approximately $7.17 million. This investment comes as Alarm.com exceeded quarterly earnings expectations with an EPS of $0.77 and revenue up 9.2% year-over-year, alongside updated fiscal 2026 EPS guidance. Despite institutional buying, analyst sentiment remains cautious with a consensus "Reduce" rating and a price target below the stock's opening price, coupled with insider share sales.
Alarm.com earnings up next as smart home security booms
Alarm.com Holdings Inc. is set to report its second-quarter earnings, with analysts expecting 8% year-over-year earnings growth and 4.18% revenue growth, driven by a booming smart home security market. Investors will be closely watching the company's revenue mix, integration capabilities, AI-driven differentiation, and operating leverage to see if it can sustain profitability and capture market share amidst increasing competition. The company's ability to convert industry tailwinds into tangible results will be key to whether its stock can surpass its 52-week high.
Alarm.com Holdings, Inc. 2026: Revenue $277.73M, EPS $0.48— 10-Q Summary
Alarm.com Holdings, Inc. (ALRM) reported its second-quarter 2026 results, showing total revenue of $277.73M, a 9.2% increase year-over-year. Despite the revenue growth, net income fell to $24.25M and diluted EPS was $0.48. Key business highlights include an 11% increase in SaaS and license revenue, a 95% SaaS/license renewal rate, and continued platform and product momentum with over 365 billion data points processed in 2025.
Alarm.com Holdings (NASDAQ: ALRM) boosts 2026 guidance after Q2 revenue growth
Alarm.com Holdings reported robust Q2 2026 results, with SaaS and license revenue increasing 11.1% to $188.8 million and total revenue up 9.2% to $277.7 million. Despite a GAAP net income decline, non-GAAP adjusted EBITDA and diluted EPS saw significant gains. The company subsequently raised its full-year 2026 outlook for both SaaS and license revenue and non-GAAP adjusted EBITDA, following strategic product launches and strong cash generation from operations.
Alarm.com Holdings, Inc. Revenue Breakdown – NASDAQ:ALRM
Alarm.com Holdings, Inc. (NASDAQ: ALRM) generated 1.01 billion USD in revenue last year. The Alarm.com segment was the top performer, contributing 916.72 million USD, an increase from 867.82 million USD the prior year. North America was the largest regional contributor, accounting for 960.63 million USD of the revenue.
ALRM|Alarm.com Holdings Inc|Price:55.800|Chg%:+0.260
This article provides a comprehensive stock analysis of Alarm.com Holdings Inc (ALRM), highlighting its strong fundamentals, high growth potential, and fair valuation within the Software & IT Services industry. It notes high institutional ownership and a recent "Buy" rating from analysts with a target price of $56.55. The analysis suggests the stock is expected to trend upwards in the medium term, despite current technicals indicating sideways trading.
Alarm.com Holdings Inc (ALRM) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Alarm.com Holdings Inc (ALRM), detailing its volatility, financial risk, and investment risk. ALRM has a risk assessment score of 8.80, ranking it 22nd out of 486 in the Software & IT Services industry. The company's beta of 0.78 indicates it is less volatile than the S&P 500, underperforming in rising markets but experiencing smaller declines in falling markets.
Alarm.com Holdings Inc Today's Market Trends | ALRM Stock Real-Time Quotes, Trading Strategies & Related Analysis | TradingKey
This report provides a detailed analysis of Alarm.com Holdings Inc (ALRM), highlighting its strong fundamentals, high growth potential, and "Buy" rating from analysts with a target price of $56.55. Despite healthy fundamentals and recent market outperformance, technical indicators suggest the stock is currently trading sideways, making it suitable for range-bound swing trading. The company is a key player in the intelligently connected property sector, offering cloud-based IoT solutions for various markets.
Arrowstreet Capital Limited Partnership Grows Position in Alarm.com Holdings, Inc. $ALRM
Arrowstreet Capital Limited Partnership significantly increased its stake in Alarm.com Holdings, Inc. by 43.9% in the first quarter, now owning 1.58% of the company's shares valued at $33.65 million. Other institutional investors have also adjusted their positions in ALRM. The company reported strong financial results for its latest quarter, beating analyst earnings estimates, and analysts have set new price targets for the stock.
Alarm.com Holdings Inc (ALRM) Cash Flow
This article provides a detailed cash flow statement for Alarm.com Holdings Inc (ALRM), presenting both quarterly and annual data for operating, investing, and financing activities. It includes key financial metrics like operating cash flow, net income, capital expenditures, and free cash flow over several fiscal years. The document also offers definitions and explanations of these cash flow components and their significance for investors.
Alarm.com Holdings Inc (ALRM) Financial Health: Profitability & Balance Sheet Analysis
Alarm.com Holdings Inc (ALRM) has a robust financial status with a current financial score of 8.47, ranking 85th in the Software & IT Services industry. The company reported a 11.04% year-over-year revenue increase and a 15.62% year-over-year net profit increase in its latest quarter. While specific details on cash and cash equivalents, assets, liabilities, and free cash flow were not disclosed, its operational efficiency and financial health are noted as high.
Alarm.com Holdings Inc (ALRM) Income Statement
This article presents the quarterly and annual income statements for Alarm.com Holdings Inc (ALRM), providing detailed financial figures such as total revenue, cost of revenue, operating expenses, and net income, alongside year-over-year percentage changes. It also includes key financial metrics like earnings per share (EPS) and answers frequently asked questions about interpreting ALRM's income statement on TradingKey. The data is meant to offer insights into the company's performance and operational efficiency over time.
Alarm.com Holdings, Inc. Revenue Breakdown – BX:3RL
Alarm.com Holdings, Inc. (BX:3RL) generated 801.64 million CHF last year, with its core Alarm.com segment contributing 726.75 million CHF. The company's largest regional contribution came from North America, accounting for 761.56 million CHF. This data provides a breakdown of the company's revenue streams and geographical performance for the reported period.
ALRM|Alarm.com Holdings Inc|Price:50.450|
Alarm.com Holdings, Inc. (ALRM) provides a cloud-based platform for intelligently connected properties, offering IoT solutions for residential, multi-family, small business, and enterprise commercial markets. The company's main segment, Alarm.com, focuses on its cloud and software platforms, while its "Other" segment explores automation and energy management in adjacent markets. In Q1 2026, the SaaS and license revenue business was the primary source of revenue, generating $689.40 million and accounting for 68.18% of total revenue.
Alarm.com Holdings Inc (ALRM) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Alarm.com Holdings Inc (ALRM), detailing its current earnings forecast score, average price target, and analyst ratings. It highlights that the company's score is 7.14, ranking 293 in the Software & IT Services industry, with an average price target of $67.50, and most analysts recommending a "Buy." The report also includes FAQs on expected revenue, price targets, and past EPS performance.
Alarm.com to Announce 2026 Second Quarter Results on August 6, 2026
Alarm.com Holdings, Inc. (Nasdaq: ALRM) will release its 2026 second-quarter financial results after market close on August 6, 2026. The company will host a conference call and webcast at 4:30 p.m. ET on the same day to discuss these results. Interested parties can pre-register for the call or listen via the webcast on Alarm.com's investor relations website.
Alarm.com schedules after-hours results and a 4:30 p.m. call
Alarm.com Holdings, Inc. (Nasdaq: ALRM) announced it will report its 2026 second-quarter financial results after the market closes on August 6, 2026. Management will host a conference call and webcast at 4:30 p.m. ET on the same day to discuss these results. Interested parties can pre-register for the call or access the webcast via Alarm.com’s investor relations website.
US11642AC9 Bond Risk Profile
This article provides a risk profile for the US11642AC9 bond, issued by Alarm.com Holdings, Inc., with a 2.25% coupon and maturing on June 1, 2029. It outlines key metrics for assessing credit risk, including the bond's security level, inflation protection, and issuer rating, to help investors make informed decisions. The bond is listed on the Frankfurt Stock Exchange.
ETFs Investing in Alarm.com Holdings, Inc. Stocks
This article lists various ETFs that include Alarm.com Holdings, Inc. (ALRM) stocks in their portfolios. It provides a detailed table featuring each ETF's market value, weight of ALRM stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, and 3-year total return. The ETFs cover a range of strategies from small-cap to cybersecurity and information technology, offering potential investment opportunities with diversified risk.
ALRM5820219 Bond Profile — Key Metrics
This article provides key metrics for the ALRM5820219 bond issued by Alarm.com Holdings, Inc. It details the bond's coupon rate, issue and maturity dates, outstanding and face values, and a description of Alarm.com Holdings, Inc.'s business, which focuses on smart property solutions.
Alarm.com Holdings, Inc. (ALRM) Stock Forecasts
This article provides a brief overview and a research report summary for Alarm.com Holdings Inc. (ALRM) from Argus, dated July 22, 2026. Alarm.com, with a current price of $51.78, offers cloud-based IoT solutions for residential and commercial markets. The report encourages users to upgrade for premium research and detailed company profiles.
A Look at Alarm.com Holdings Inc (ALRM) After 3.2% Decline -- GF Value $65.22 vs Price $50.54
Alarm.com Holdings Inc (ALRM) shares declined by 3.2% to $50.54, yet the stock is considered "Modestly Undervalued" with a GF Value of $65.22, suggesting a potential upside of 22.5%. The company holds a strong GF Score of 89/100, driven by high profitability and growth, but insider selling of $1.4 million worth of shares in the last three months signals caution for investors.
ALRM: Alarm.com Holdings Inc Latest Stock Price, Analysis, News and Trading Ideas
This article provides current stock information for Alarm.com Holdings Inc (ALRM), including its latest stock price, market capitalization, P/E ratio, and recent news. It highlights upcoming earnings announcements and mentions a partnership for a residential vehicle-to-grid program. The page also features trending stocks and top discussions among investors.
Alarm.com Holdings, Inc. $ALRM Shares Sold by Commonwealth of Pennsylvania Public School Empls Retrmt SYS
The Commonwealth of Pennsylvania Public School Employees' Retirement System significantly reduced its stake in Alarm.com Holdings, Inc. (ALRM) by 98.3% in the first quarter of 2026, selling over 730,000 shares. Despite this institutional selling, other firms like Argos Wealth Advisors LLC and Inspire Investing LLC increased their positions in the software maker. Alarm.com reported strong first-quarter earnings, beating revenue and EPS expectations, and analysts currently have a "Reduce" consensus rating with an average price target of $47.50.
ETFs Investing in Alarm.com Holdings, Inc. Stocks
This article lists various ETFs that include Alarm.com Holdings, Inc. (0HC2) as part of their holdings. The ETFs are primarily focused on small-cap, information technology, and cybersecurity sectors, offering diversified investment opportunities. The list provides detailed metrics for each ETF, such as market value, weight, issuer, expense ratio, and 3-year NAV total return.
ETFs Investing in Alarm.com Holdings, Inc. Stocks
This article lists various ETFs that include Alarm.com Holdings, Inc. stock in their portfolios. The ETFs are sorted by market value and provide details such as weight, issuer, management style, focus, expense ratio, AUM, price, change, and 3-year NAV total return. The ETFs cover a range of strategies, including small-cap, information technology, cybersecurity, and extended market.
Top 3 Tech Stocks That May Fall Off A Cliff This Month
This article identifies three tech stocks—Karooooo (NASDAQ: KARO), Alarm.com Holdings (NASDAQ: ALRM), and AstroNova (NASDAQ: ALOT)—that appear to be overbought based on their high Relative Strength Index (RSI) values. The article details recent positive news and stock performance for each company but warns investors that their current momentum might be unsustainable, suggesting a potential decline this month.
Alarm.com launches fire communicator for commercial security By Investing.com
Alarm.com (NASDAQ:ALRM) has launched its Fire Communicator (ADC-FC100), expanding its commercial security platform to include fire monitoring. This device replaces traditional phone line fire communications with dual-path signaling, integrating with existing fire alarm control panels and offering consolidated management through Alarm.com's platform. The company, which recently reported strong Q1 2026 financial results, received a 2026 ESX Innovation Award for this product.
Alarm.com launches fire communicator for commercial security
Alarm.com (NASDAQ:ALRM) has launched its Fire Communicator (ADC-FC100), extending its commercial security platform to include fire monitoring. This device replaces traditional phone line fire communications with dual-path signaling, approved by various regulatory bodies, and won a 2026 ESX Innovation Award. The company also reported strong Q1 2026 financial results, exceeding analyst expectations, and introduced a new 4MP indoor Wi-Fi camera.
Alarm.com (ALRM) moves 5.2% higher: Will this strength last?
Alarm.com (ALRM) saw a 5.2% price increase, closing at $18.33. This move follows a strong previous session and outpaces the broader market's gains, raising questions about its sustainability. Key support and resistance levels are identified for investors watching the stock's future performance.
Alarm.com Adds Fire Monitoring Without Replacing Existing Panels
Alarm.com has launched its new Fire Communicator (ADC-FC100), expanding its "Alarm.com for Business" platform to include commercial fire monitoring. This device allows businesses to update their fire communication systems without replacing existing fire alarm control panels, offering a more affordable modernization path with dual-path and dual-SIM communication. The Fire Communicator integrates fire monitoring with intrusion, video, and access control, providing a unified security management experience and real-time alerts.
Alarm.com Expands into Commercial Fire with New Fire Communicator
Alarm.com announced the launch of its Fire Communicator (ADC-FC100), expanding its Alarm.com for Business platform into commercial fire monitoring. This new UL Listed and NFPA 72-compliant communicator replaces legacy POTS fire communications with reliable dual-path signaling, integrating fire alongside intrusion, access control, and video. The Fire Communicator allows businesses to modernize fire monitoring without replacing existing infrastructure, offering centralized real-time alerts and management through the Alarm.com app.
Alarm.com Expands into Commercial Fire with New Fire Communicator
Alarm.com has launched its new Fire Communicator (ADC‑FC100), enabling the company to expand its Alarm.com for Business platform into the commercial fire category. This device allows businesses to modernize their fire monitoring systems without replacing existing infrastructure, offering dual-path signaling and centralized visibility alongside intrusion, access control, and video services. The Fire Communicator is UL Listed and NFPA 72-compliant, providing a unified platform for comprehensive commercial security management.
