Alarm.com Holdings, Inc. (NASDAQ:ALRM) Q4 2025 Earnings Call Transcript
Alarm.com Holdings, Inc. (NASDAQ:ALRM) reported strong fourth quarter and full-year 2025 results, exceeding expectations with SaaS and license revenue up 8.8% and total revenue surpassing $1 billion for the first time. The company highlighted its diversified business model, emphasizing its unique SaaS pricing structure based on connected devices rather than seat-based models, and its strategic expansion into commercial security and energy markets through EnergyHub. Alarm.com also provided an optimistic financial outlook for 2026, projecting continued revenue growth and profitability while actively investing in R&D and strategic acquisitions.
Alarm.com Reports Fourth Quarter and Full Year 2025 Results
Alarm.com reported strong 2025 financial results with total annual revenue reaching $1.0112 billion and SaaS and license revenue increasing 9.2% to $689.4 million. The company expanded its product line with the VDB775 video doorbell and a Gen-AI Video Search Tool while providing positive 2026 guidance with total revenue projected up to $1.065 billion.
Alarm.com: Q4 Earnings Snapshot
Alarm.com Holdings Inc. (ALRM) reported a fourth-quarter profit of $34.7 million, with adjusted earnings of 72 cents per share beating Wall Street expectations. The security service company posted quarterly revenue of $261.7 million and projects full-year earnings between $2.78 and $2.79 per share.
Alarm.com (NASDAQ:ALRM) Beats Q4 CY2025 Sales Expectations, Stock Soars
Alarm.com (NASDAQ:ALRM) reported strong Q4 CY2025 results, exceeding Wall Street's expectations for both revenue and adjusted EPS, with sales up 8% year-on-year. Despite impressive Q4 performance, the company's full-year revenue guidance for CY2026 fell significantly short of analyst estimates. The stock reacted positively, trading up 7.9% immediately after the announcement due to beats across key Q4 metrics like revenue, adjusted EPS, and Adjusted EBITDA.
Inside Alarm.com’s 38,000 MWh grid shift and new AI video search
Alarm.com reported full-year 2025 revenue of $1.01 billion, marking a significant milestone supported by a 9.2% increase in SaaS and license revenue. The company highlighted major operational achievements including the shifting of 38,000 MWh of energy load via its EnergyHub platform and the launch of a new generative AI video search tool.
Alarm.com (NASDAQ:ALRM) Reaches New 12-Month Low After Analyst Downgrade
Alarm.com (NASDAQ:ALRM) stock reached a new 52-week low after JPMorgan Chase & Co. downgraded its price target from $55 to $40 and issued an "underweight" rating. Insiders have been net sellers of the stock, while institutions hold a significant portion. Despite the downgrade, the consensus analyst rating remains "Hold" with a target price of $58.50.
Alarm.com set to report earnings as analyst skepticism grows
Alarm.com Holdings Inc. is scheduled to report its fourth-quarter results, facing increased scrutiny as its stock approaches 52-week lows and analyst sentiment becomes more cautious. While analysts expect adjusted earnings of $0.64 per share and revenue of $250.8 million, demonstrating year-over-year growth, these figures represent a sequential decline from the previous quarter. The company's ability to maintain its growth trajectory amidst slowing revenue expansion and increasing competition in the smart home security market will be a key focus for investors.
JP Morgan Adjusts Alarm.com Holdings (ALRM) Price Target to $40.
JP Morgan has maintained its "Underweight" rating for Alarm.com Holdings (ALRM) but has lowered its price target from $55.00 to $40.00, reflecting a 27.27% change. This adjustment is based on JP Morgan's assessment of market conditions and the company's operational outlook. Other analysts also have varied ratings, with an average target price of $68.60, implying a potential upside of 51.80% from the current price.
Are Options Traders Betting on a Big Move in ALRM Stock?
Options traders are showing significant interest in Alarm.com Holdings, Inc. (ALRM) stock, with the March 20, 2026 $25 Call exhibiting high implied volatility. This suggests an expectation of a notable price movement due to upcoming events or market sentiment. Despite the high implied volatility, analysts currently rate ALRM as a Zacks Rank #3 (Hold).
Alarm.com (ALRM) Q4 Earnings: What To Expect
Alarm.com (ALRM) is expected to report its Q4 earnings this Thursday after market hours. Analysts anticipate a revenue growth of 3.6% year-on-year to $250.8 million and adjusted earnings of $0.64 per share. The company has a strong record of beating revenue estimates, and its stock is currently trading below the average analyst price target.
LSV Asset Management Boosts Stock Holdings in Alarm.com Holdings, Inc. $ALRM
LSV Asset Management significantly increased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 160% in the third quarter, acquiring an additional 37,600 shares to own a total of 61,100 shares valued at $3.24 million. Other hedge funds also adjusted their holdings in the software maker. The stock currently has a consensus "Hold" rating from analysts with an average price target of $64.67, while insiders have been both buying and selling shares.
Alarm.com Holdings, Inc. (ALRM) Investor Outlook: Unveiling A Potential Upside Of 42.84%
Alarm.com Holdings, Inc. (ALRM) shows a potential upside of 42.84% with an average analyst target price of $66.33. The company, a key player in IoT solutions, reported a revenue growth of 6.60% and a robust Return on Equity of 15.76%. Despite mixed analyst sentiment and technical indicators suggesting potential resistance, Alarm.com's strategic initiatives and focus on innovation position it as a compelling growth stock in the technology sector.
Alarm.com (NASDAQ:ALRM) Reaches New 12-Month Low - Should You Sell?
Alarm.com (NASDAQ:ALRM) recently hit a new 52-week low of $44.81, trading below its 50- and 200-day moving averages. Wall Street analysts generally hold a cautious "Hold" rating, with an average price target of $64.67, though some firms have lowered their targets or downgraded the stock. Insider selling slightly outpaced buying in the last quarter, with institutional investors holding a significant majority of shares.
Alarm.com (ALRM) Expected to Announce Earnings on Thursday
Alarm.com (ALRM) is anticipated to release its Q4 2025 earnings after market close on Thursday, February 19th, with analysts forecasting an EPS of $0.66 and revenue of $250.75 million. The stock is currently trading around $46.44 with a "Hold" consensus rating and a target price of $64.67. Insider transactions show the CEO purchased shares, while another insider sold shares, with institutions holding a significant portion of the stock.
(ALRM) Price Dynamics and Execution-Aware Positioning
This article analyzes Alarm.com Holdings Inc. (NASDAQ: ALRM) stock, highlighting a strong near-term sentiment that could challenge persistent mid- and long-term weakness. It identifies support being tested and provides an exceptional 29.1:1 risk-reward setup targeting an 8.2% gain versus 0.3% risk. The piece also details three AI-generated institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis.
Is Alarm.com Holdings (NASDAQ:ALRM) A Risky Investment?
Alarm.com Holdings (NASDAQ:ALRM) appears to be a low-risk investment despite carrying debt, as highlighted by its net cash position of US$80.5m. The company's balance sheet showed US$1.07 billion in cash against US$988 million in debt as of September 2025. Furthermore, Alarm.com has demonstrated strong free cash flow generation, producing US$153 million, which is 148% of its EBIT, indicating robust financial health and ability to manage its obligations.
2.1% Earnings Growth Over 5 Years Has Not Materialized Into Gains for Alarm.com Holdings (NASDAQ:ALRM) Shareholders Over That Period
Alarm.com Holdings (NASDAQ:ALRM) has seen its share price drop by 54% over the last five years, despite an 11% annual increase in earnings per share (EPS) during the same period. While revenue grew by 9.0% annually, the market's perception of the company has not translated EPS growth into share price gains. Recent insider buying suggests some positive sentiment, but the stock continues to underperform the broader market.
Alarm.com stock hits 52-week low at $46.60
Alarm.com Holdings Inc. (ALRM) stock recently dropped to a 52-week low of $46.60, marking a 20.9% decrease over the past year. Despite this, the company maintains "GOOD" financial health and is considered undervalued by InvestingPro, with liquid assets exceeding short-term obligations and moderate debt. Investors are watching for Q4 earnings on February 19 and strategic adjustments in the smart home technology sector.
Alarm.com stock hits 52-week low at $46.60
Alarm.com Holdings Inc. (ALRM) stock recently dropped to a 52-week low of $46.60, marking a 20.9% decrease over the past year. Despite this, the company maintains a "GOOD" financial health score and is considered undervalued by InvestingPro. Alarm.com is addressing market challenges with new product releases and strategic partnerships in the smart home technology sector.
Brown Capital Management LLC Has $59.83 Million Position in Alarm.com Holdings, Inc. $ALRM
Brown Capital Management LLC reduced its stake in Alarm.com Holdings, Inc. by 33.8% in Q3, now holding 1,127,126 shares valued at $59.83 million. Alarm.com recently exceeded quarterly earnings expectations with $0.76 EPS and $256.4 million in revenue, leading to a consensus "Hold" rating from analysts. Institutional investors own a significant portion of the stock, while company insiders have been net sellers over the past three months.
Alarm.com schedules Feb. 19 call to review 2025 results
Alarm.com Holdings, Inc. (Nasdaq: ALRM) announced it will release its 2025 fourth quarter and full-year financial results after market close on February 19, 2026. The company will host a conference call and webcast on the same day at 4:30 p.m. ET to discuss the results. Investors can pre-register for the call or listen via webcast on Alarm.com’s investor relations website.
Alarm.com to Announce 2025 Fourth Quarter and Full Year Results on February 19, 2026
Alarm.com (Nasdaq: ALRM) announced it will report its 2025 fourth quarter and full-year financial results after the market closes on February 19, 2026. A conference call and webcast will be hosted by management at 4:30 p.m. ET on the same day to discuss these results. The company is a leading platform for intelligently connected properties, providing security, monitoring, and management solutions through a network of professional service providers globally.
Alarm.com to Announce 2025 Fourth Quarter and Full Year Results on February 19, 2026
Alarm.com Holdings, Inc. (Nasdaq: ALRM) announced it will report its 2025 fourth quarter and full-year financial results after the market closes on February 19, 2026. The company will host a conference call and webcast on the same day at 4:30 p.m. ET to discuss these results. Interested parties can pre-register for the call or access a webcast and recorded version on Alarm.com’s investor relations website.
Alarm.com stock hits 52-week low at $46.60
Alarm.com Holdings Inc. (ALRM) stock recently dropped to a 52-week low of $46.60, representing a 20.9% decrease over the past year. Despite this, the company maintains a "GOOD" financial health score and is considered undervalued by InvestingPro. This decline comes amidst broader market trends and challenges in the smart home technology sector, with upcoming earnings expected on February 19.
(ALRM) as a Liquidity Pulse for Institutional Tactics
This article analyzes Alarm.com Holdings Inc. (NASDAQ: ALRM) through an AI-driven institutional perspective. It identifies weak sentiment across all time horizons supporting a short bias, highlighting a significant 24.9:1 risk-reward short setup. The analysis provides specific trading strategies, including long, breakout, and short positions, along with multi-timeframe signal analysis for support and resistance levels.
AlphaQuest LLC Buys Shares of 43,582 Alarm.com Holdings, Inc. $ALRM
AlphaQuest LLC has purchased a new stake of 43,582 shares in Alarm.com Holdings, Inc. (NASDAQ:ALRM), valued at approximately $2.31 million. This acquisition comes as Alarm.com exceeded quarterly earnings and revenue estimates and provided positive FY2025 guidance. Despite mixed insider activity, institutional ownership remains high at 91.74%, with analyst consensus holding a "Hold" rating.
Alarm.com to Announce 2025 Fourth Quarter and Full Year Results on February 19, 2026
Alarm.com Holdings, Inc. (Nasdaq: ALRM) announced it will report its 2025 fourth quarter and full-year financial results on February 19, 2026, after the market closes. 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 listen via the company's investor relations website, where a recorded version will also be available.
A Look At Alarm.com Holdings (ALRM) Valuation After Recent Share Price Weakness
Alarm.com Holdings (ALRM) has seen its share price decline recently, making investors re-evaluate its valuation. Simply Wall St's analysis suggests the company's IoT platform is undervalued, with a fair value of $68.71 compared to its current price of $48.72, driven by expected growth in connected devices and smart home adoption. However, potential risks like tariff pressures and slower U.S. housing demand are noted watchpoints.
The five-year underlying earnings growth at Alarm.com Holdings (NASDAQ:ALRM) is promising, but the shareholders are still in the red over that time
Alarm.com Holdings (NASDAQ:ALRM) has shown promising underlying earnings growth of 11% per year over the last five years, yet its stock price has declined by 49% during the same period and 21% in the past year. This discrepancy suggests that market sentiment and investor expectations might not fully align with the company's financial performance, which also includes a 9.0% revenue increase over five years. Despite the stock's poor performance, a significant amount of insider buying in the last quarter indicates potential positive future outlooks for the company.
The five-year underlying earnings growth at Alarm.com Holdings (NASDAQ:ALRM) is promising, but the shareholders are still in the red over that time
Alarm.com Holdings (NASDAQ:ALRM) has seen promising underlying earnings per share growth of 11% per year over the last five years, with revenue also up 9.0%. However, despite this growth, shareholders are still experiencing losses, with the stock down 49% over five years and 21% in the last year. Insider buying has been noted, but the market also suggests that higher growth expectations may have been unreasonable.
(ALRM) Risk Channels and Responsive Allocation
This article analyzes Alarm.com Holdings Inc. (NASDAQ: ALRM), identifying a near-term weak sentiment that may lead to a resumption of long-term weakness. It highlights a mid-channel oscillation pattern and presents an exceptional 25.3:1 risk-reward short setup. The analysis provides specific trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors.
Alarm.com (ALRM): Buy, Sell, or Hold Post Q3 Earnings?
Alarm.com (ALRM) shares have fallen 7.8% in the last six months, prompting investors to question its future. Despite a seemingly favorable entry price, the article suggests Alarm.com will underperform due to weak billings, slim projected revenue growth, and only a modest increase in operating margin. The analysis concludes that while the valuation is reasonable, the shaky fundamentals present too much downside risk.
Alarm.com (NASDAQ:ALRM) Cut to Hold at Zacks Research
Alarm.com (NASDAQ:ALRM) was downgraded by Zacks Research from a "strong-buy" to a "hold" rating. The company reported earnings of $0.76 EPS for the quarter, beating estimates, and its revenue of $256.40 million also surpassed analyst expectations. Insider transactions show both sales and acquisitions of shares, with institutional investors owning a significant portion of the company's stock.
(ALRM) Movement as an Input in Quant Signal Sets
This article provides an AI-generated analysis of Alarm.com Holdings Inc. (NASDAQ: ALRM), highlighting a potential shift in near-term sentiment despite broader weak alignment. It details a strong risk-reward setup, divergent sentiment across different time horizons, and outlines three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to various risk profiles. Key findings include specific support and resistance levels across multiple timeframes.
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
Alarm.com Holdings, Inc. (ALRM) recently saw a double-digit share price rise but is still considered undervalued by Simply Wall St's analysis, with an intrinsic value of $72.86 against its current trading price of US$52.19. The company has a positive outlook with expected double-digit earnings growth, suggesting it could be a good investment opportunity for both current shareholders looking to accumulate and potential investors. However, investors are advised to consider the company's financial health and analyst forecasts before making investment decisions.
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
Alarm.com Holdings (NASDAQ:ALRM) has seen a significant share price increase recently and is currently trading below its intrinsic value of $72.86, offering a potential buying opportunity at its current price of US$52.19. The company has a positive future outlook with expected double-digit earnings growth, which analysts believe is not yet fully factored into the stock price. Investors are encouraged to consider the company's financial health and analysts' forecasts before making investment decisions.
Liquidity Mapping Around (ALRM) Price Events
This article analyzes Alarm.com Holdings Inc. (NASDAQ: ALRM) focusing on near-term weak sentiment that may lead to resumed long-term weakness. It highlights an exceptional 23.7:1 risk-reward setup, targeting a 7.0% gain versus 0.3% risk, and provides AI-generated trading strategies for different risk profiles. The analysis includes position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Q3 Vertical Software Earnings Review: First Prize Goes to Alarm.com (NASDAQ:ALRM)
Alarm.com (NASDAQ:ALRM) led vertical software companies in Q3 earnings, reporting strong revenue growth and exceeding analyst expectations, with its stock up 10% since reporting. Other companies like Manhattan Associates, Guidewire Software, and Bentley Systems also had their quarterly results analyzed, showing mixed performances with varying impacts on their stock prices. The article highlights the strong Q3 for vertical software even as many of their share prices have experienced a downturn since earnings results.
Riverbridge Partners LLC Lowers Stock Position in Alarm.com Holdings, Inc. $ALRM
Riverbridge Partners LLC decreased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 7.6% in the third quarter of 2025 by selling 67,276 shares, now holding 815,440 shares valued at approximately $43.28 million. Insider activity for Alarm.com was mixed, with Jeffrey A. Bedell selling shares, while CEO Stephen Trundle increased his stake. The company's recent earnings beat estimates, and it has a "Moderate Buy" consensus rating with a target price of $64.67.
Alarm.com Holdings (ALRM) Q1 Earnings and Revenues Beat Estimates
Alarm.com Holdings (ALRM) reported Q1 earnings of $0.54 per share, surpassing the Zacks Consensus Estimate of $0.48 and last year's $0.50. The company also exceeded revenue expectations, posting $238.82 million against a consensus of $234.33 million. Despite outperforming estimates four times in the last four quarters, ALRM shares have seen a 12.2% decline year-to-date, contrasting with the S&P 500's -4.3%.
Alarm.com (NASDAQ:ALRM) Insider Jeffrey Bedell Sells 22,727 Shares
Alarm.com insider Jeffrey Bedell sold 22,727 shares of the company's stock for approximately $1.18 million, reducing his holding by 4.3%. The sale occurred on December 16th at an average price of $51.82 per share. Alarm.com recently exceeded quarterly earnings expectations, reporting an EPS of $0.76 against an estimated $0.62, and analysts maintain a "Moderate Buy" consensus rating with a target price of $64.67.
Alarm.com (NASDAQ:ALRM) Director Stephen Evans Sells 1,154 Shares
Alarm.com (NASDAQ:ALRM) Director Stephen Evans sold 1,154 shares of the company's stock on December 12th at an average price of $52.27, totaling $60,319.58. This transaction reduced his stake by 15.86% to 6,123 shares. The company recently beat quarterly earnings estimates and provided FY2025 guidance, and institutional investors hold a significant portion of its stock.
Jeffrey Bedell Sells 2,273 Shares of Alarm.com (NASDAQ:ALRM) Stock
Alarm.com insider Jeffrey Bedell recently sold 2,273 shares of the company's stock for over $119,000, reducing his direct ownership by 0.45%. This transaction comes after Alarm.com reported better-than-expected quarterly earnings and revenue, issuing optimistic FY2025 guidance. Analysts currently rate the stock as a "Moderate Buy" with an average target price of $64.67.
Alarm.com Holdings, Inc. (NASDAQ:ALRM) Given Average Recommendation of "Moderate Buy" by Analysts
Alarm.com Holdings, Inc. (NASDAQ:ALRM) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $64.67. Recent insider transactions show CEO Stephen Trundle buying shares while another insider sold, resulting in a net insider acquisition of 26,000 shares over the past 90 days. The company recently reported strong quarterly earnings, surpassing analyst expectations, and provided optimistic FY2025 guidance.
Alarm.com Holdings, Inc. $ALRM Shares Bought by Squarepoint Ops LLC
Squarepoint Ops LLC increased its stake in Alarm.com Holdings, Inc. by 19.7% in Q2, acquiring 25,020 additional shares, bringing their total to 151,875 shares valued at approximately $8.59 million. Alarm.com (NASDAQ:ALRM) exceeded quarterly earnings estimates with an EPS of $0.76 and revenue of $256.4 million, and insiders, including CEO Stephen Trundle, have also been active in buying and selling company stock. The company maintains a "Moderate Buy" rating from analysts with an average target price of $64.67.
Alarm.com Transforms Multi-Tenant Buildings with Low-Cost Video Intercom Directory Solution
Alarm.com has launched a new low-cost Video Intercom Mobile Directory solution designed to modernize secure entry management in multi-tenant buildings. This innovative system replaces traditional intercoms with a mobile-ready video calling and directory service that tenants can use from their existing smartphones. It offers simple activation, low-cost hardware installation, and advanced entry management features for various building types.
Alarm.com Transforms Multi-Tenant Buildings with Low-Cost Video Intercom Directory Solution
Alarm.com has introduced a new low-cost Video Intercom Mobile Directory solution for multi-tenant buildings, which replaces traditional intercoms with a smart video calling and mobile directory system. This advanced solution allows visitors to securely video call tenants using a QR code and their mobile phones, while residents can manage access from anywhere. It aims to provide an affordable, easy-to-use, and professionally supported entry management system, eliminating the need for complex hardware and in-unit equipment.
Alarm.com Transforms Multi-Tenant Buildings with Low-Cost Video Intercom Directory Solution
Alarm.com has launched a new low-cost Video Intercom Mobile Directory solution designed to modernize multi-tenant buildings' entry management. This system replaces traditional intercoms with a smart video calling and mobile directory that doesn't require new hardware for many installations. It allows visitors to connect with tenants via QR code scans and mobile phones, enabling tenants to manage access remotely and securely.
Alarm.com (Nasdaq: ALRM) debuts low-cost video intercom directory to modernize multi-tenant access
Alarm.com (Nasdaq: ALRM) has launched its new low-cost Video Intercom Mobile Directory, designed to modernize multi-tenant building access control. This solution replaces traditional intercom systems with smart video calling and a mobile directory, requiring little to no new hardware. It is affordable for property managers and allows tenants to manage visitors and unlock doors remotely using their existing mobile phones.
Alarm.com Transforms Multi-Tenant Buildings with Low-Cost Video Intercom Directory Solution
Alarm.com has announced a new low-cost Video Intercom Mobile Directory solution for multi-tenant buildings, designed to modernize entry management. This innovative system replaces traditional intercoms with smart video calling and a mobile directory, eliminating the need for new hardware. It allows visitors to use QR codes to browse tenant directories and initiate secure video calls, while residents can manage access remotely via an app.
