Handelsbanken Fonder AB Sells 250,000 Shares of Alarm.com Holdings, Inc. $ALRM
Handelsbanken Fonder AB significantly reduced its stake in Alarm.com Holdings, Inc. by selling 250,000 shares, now owning 272,200 shares valued at approximately $13.9 million. This transaction occurred amidst other institutional investors increasing their holdings and company insiders selling shares. Alarm.com recently exceeded Q1 analyst estimates for both EPS and revenue, though Wall Street's consensus rating for the stock remains "Reduce."
3 Reasons ALRM is Risky and 1 Stock to Buy Instead
Alarm.com's stock has underperformed the S&P 500, losing 9% in the last six months. Analysts cite weak billings, slim projected revenue growth of 3.6% (compared to 10.2% annualized growth for the past five years), and a stagnant GAAP operating margin as key reasons for concern. Despite a fair valuation at 2.2x forward price-to-sales,
Alarm.com (ALRM) CEO tax sell-to-cover of 2,944 shares disclosed
Alarm.com Holdings, Inc. CEO Stephen Trundle sold 2,944 shares of common stock at a weighted average price of $43.56 per share on May 18, 2026. This transaction was a mandatory "sell to cover" to meet tax withholding obligations for vested restricted stock units, not a discretionary trade. Following the sale, Trundle directly holds 330,915 shares, with additional indirect holdings through trusts and an LLC.
Tax-driven Alarm.com (NASDAQ: ALRM) share sale reported by officer
An Alarm.com officer, Daniel Ramos, reported a mandated sale of 1,561 shares of common stock at a weighted average price of $43.56 per share on May 18, 2026. This transaction was not a discretionary trade but was required to cover tax withholding obligations related to vested restricted stock units. Following this sale, Ramos directly holds 65,631 shares of Alarm.com common stock.
Tax-driven stock sale by Alarm.com (ALRM) executive Daniel Kerzner
Alarm.com (ALRM) executive Daniel Kerzner sold 1,915 shares of common stock on May 18, 2026, for a weighted average price of $43.56 per share. This sale was a "sell to cover" transaction to fulfill tax withholding obligations from vested restricted stock units, not a discretionary trade. Following the transaction, Kerzner directly holds 105,085 shares of Alarm.com common stock.
Alarm.com Earnings Call Signals Resilient SaaS Growth
Alarm.com Holdings Inc. (ALRM) reported strong Q1 earnings, emphasizing double-digit SaaS growth, high customer retention, and expanding profitability. Despite hardware business pressures from memory cost spikes and reduced tariff pass-through revenue, the company raised its full-year SaaS and adjusted EBITDA guidance. Key drivers included robust SaaS and license revenue growth, strong free cash flow, ongoing share repurchases, and the promising performance of its EnergyHub and OpenEye AI initiatives.
ALRM SEC Filings - Alarm Com Hldgs Inc 10-K, 10-Q, 8-K Forms
This article from StockTitan provides an overview of Alarm.com Holdings, Inc. (ALRM) SEC filings, including 10-K, 10-Q, and 8-K forms. It highlights recent filings detailing operating results and corporate governance. The platform offers AI-generated summaries, impact scoring, and sentiment analysis for these disclosures.
[144] Alarm.com Holdings, Inc. SEC Filing
This article reports on an SEC Form 144 filing by Alarm.com Holdings, Inc. (ALRM). The filing indicates a proposed sale of securities under Rule 144, detailing information about the issuer, the securities to be sold, and the acquisition transaction. The filing has a neutral impact and sentiment rating according to the platform.
Disciplined Growth holds 3.27M Alarm.com shares (ALRM) — 6.6% stake
Disciplined Growth Investors has reported a 6.6% stake in Alarm.com Holdings, Inc. (ALRM), holding 3,268,986 shares. This disclosure, made via an amended Schedule 13G/A filing, indicates that the investment manager has sole voting power over 3,063,375 shares and sole dispositive power over all 3,268,986 shares. The filing is a passive investment disclosure and does not suggest any intent to influence control or any share transactions.
Alarm.com stock hits 52-week low at 41.49 USD
Alarm.com Holdings Inc. stock has reached a new 52-week low at $41.96, a significant 31% decline over the past year, though InvestingPro data suggests it may be undervalued. Despite this, the company reported strong Q1 2026 financial results, exceeding analyst expectations for both earnings per share and revenue. Alarm.com maintains a "GOOD" financial health score and is focused on strategic initiatives to improve its standing.
New Alarm.com‑CHeKT link lets pros see what your cameras see
Alarm.com announced its Remote Video Monitoring (RVM) Services integration with the CHeKT Monitoring Portal won a Security Sales & Integration (SSI) MVP Award. This integration unifies Alarm.com's advanced video analytics and intrusion events into CHeKT’s monitoring workflow, enhancing professional monitoring for security professionals and end-users. The collaboration aims to provide faster, more accurate responses to security incidents, reduce false alarms, and create new recurring revenue opportunities for integrators.
Alarm.com and CHeKT Earn SSI Most Valuable Product (MVP) Award for Remote Video Monitoring Integration
Alarm.com and CHeKT have jointly received a Security Sales & Integration (SSI) MVP Award for their Remote Video Monitoring (RVM) Services integration. This award recognizes their collaboration in unifying video analytics and professional monitoring, creating an operator-friendly experience that integrates Alarm.com's advanced video analytics with CHeKT's monitoring portal. The integration aims to set a new standard for remote video monitoring by enabling real-time visual verification, reducing false alarms, and offering new revenue opportunities for integrators and dealers.
Alarm.com stock hits 52-week low at 41.49 USD
Alarm.com Holdings Inc. stock has hit a new 52-week low, trading at $41.96, close to its all-time low of $41.50, representing a 31% decline over the past year. Despite recent challenges and downward earnings revisions by analysts, InvestingPro data suggests the stock is undervalued with potential upside. The company reported strong Q1 2026 financial results, exceeding revenue and EPS expectations, and maintains a "GOOD" financial health score with strong free cash flow.
Swedbank AB Has $2.31 Million Stock Holdings in Alarm.com Holdings, Inc. $ALRM
Swedbank AB substantially increased its stake in Alarm.com Holdings, Inc. by 713.1% in the fourth quarter, bringing its total holdings to 45,316 shares valued at approximately $2.31 million. Alarm.com recently reported strong Q1 results, exceeding revenue and EPS estimates, and raised its FY2026 guidance. Despite positive company performance, analysts maintain a "Reduce" consensus rating with an average price target of $47.50.
Alarm.com Holdings, Inc. (NASDAQ:ALRM) Q1 2026 Earnings Call Transcript
Alarm.com Holdings, Inc. (NASDAQ: ALRM) reported strong Q1 2026 results, exceeding revenue and earnings expectations with SaaS and license revenue increasing 10.8% year-over-year to $181.5 million and adjusted EPS of $0.65. The company highlighted robust revenue retention, growth in its commercial and EnergyHub businesses, and strategic share repurchases. Despite challenges like extreme weather disruptions and supply chain volatility for memory components, Alarm.com raised its full-year 2026 revenue and adjusted EBITDA outlook.
Vanguard Group Inc. Has $320.74 Million Stake in Alarm.com Holdings, Inc. $ALRM
Vanguard Group Inc. significantly increased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) during the fourth quarter, now holding 12.60% of the company valued at $320.74 million. Alarm.com recently exceeded Q1 earnings and revenue expectations, raising its FY2026 EPS guidance while maintaining revenue targets near $1.1 billion. Despite mixed analyst sentiment with an average "Hold" rating, the company's strong recurring SaaS revenue growth and management's positive outlook indicate robust financial health.
Alarm.com Holdings (ALRM) Q1 earnings and revenues surpass estimates
This article states that Alarm.com Holdings (ALRM) reported first-quarter results that exceeded both earnings and revenue estimates. This positive financial performance indicates a strong start to the year for the company.
ALRM Maintained by Barclays -- Price Target Raised to $55
Barclays has maintained an Equal-Weight rating for Alarm.com Holdings (ALRM) but raised its price target from $50.00 to $55.00, signaling cautious optimism. According to GuruFocus, ALRM is currently undervalued by 24.2% with a GF Value™ of $62.93 and boasts a strong GF Score™ of 89/100, despite recent insider selling totaling $1.7 million.
ALRM SEC Filings - Alarm Com Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Alarm.com Holdings, Inc. (NASDAQ: ALRM), offering a comprehensive resource for investors and traders. It details the types of documents available, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms, along with AI-powered summaries and analysis. Recent filings include Vanguard disaggregating holdings, insider stock sales to cover RSU taxes and option exercises, a temporary leave of absence for a company executive, and the reporting of 2025 full-year and Q4 financial results.
Goldman Sachs Maintains Alarm.com(ALRM.US) With Hold Rating, Announces Target Price $54
Goldman Sachs has reiterated its Hold rating for Alarm.com (ALRM.US) and set a target price of $54. This indicates that the investment bank views the stock as appropriately valued at its current price and expects moderate performance.
Alarm.com (ALRM) Projects Q2 Revenue Between $185.5M and $185.7M
Alarm.com (ALRM) has projected its Q2 software-as-a-service (SaaS) and license revenue to be between $185.5 million and $185.7 million. The company, a leader in cloud-based IoT solutions, shows strong profitability and growth with a GF Score™ of 90/100, though its financial strength is a "grey area." Recent insider selling of $1.7 million, without corresponding buying, may raise questions for investors.
Alarm.com Holdings (ALRM) Q1 Earnings and Revenues Surpass Estimates
Alarm.com Holdings (ALRM) reported first-quarter earnings of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.60, and revenues of $265.19 million, surpassing estimates by 5.91%. Despite the strong quarterly performance, the company's shares have lost about 10.9% year-to-date, and its current Zacks Rank of #4 (Sell) suggests expected underperformance in the near future. Investors are advised to monitor management's commentary and future earnings outlook given the unfavorable estimate revisions trend.
Alarm.com (ALRM) Q1 2026 Earnings Transcript
Alarm.com reported strong Q1 2026 results, exceeding expectations with 10.8% SaaS and license revenue growth and a total revenue growth of 11%. The company highlighted a 95.4% revenue retention rate, the introduction of AI-driven features in its OpenEye commercial video platform, and expansion in its EnergyHub segment. Despite supply chain volatility, increased memory costs, and tariff adjustments, Alarm.com raised its full-year revenue and adjusted EBITDA outlook, maintaining a commitment to shareholder returns through share repurchases and strategic acquisitions.
Earnings Flash (ALRM) Alarm.com Holdings, Inc. Posts Q1 Adjusted EPS $0.65 per Share, vs. FactSet Est of $0.60
Alarm.com Holdings, Inc. (ALRM) reported its Q1 adjusted EPS at $0.65 per share, surpassing the FactSet estimate of $0.60. The company also announced Q1 revenue of $265.2 million, exceeding the FactSet estimate of $250.9 million. Alarm.com provides cloud-based Internet of Things (IoT) solutions for intelligently connected properties in various markets.
Earnings Flash (ALRM) Alarm.com Holdings, Inc. Reports Q1 Revenue $265.2M, vs. FactSet Est of $250.9M
Alarm.com Holdings, Inc. (ALRM) announced its Q1 revenue reached $265.2 million, surpassing the FactSet estimate of $250.9 million. The company reported this financial update on May 7, 2026, at 04:41 PM EDT, according to MT Newswires.
Alarm.com (NASDAQ: ALRM) grows Q1 2026 revenue and raises 2026 outlook
Alarm.com Holdings, Inc. (NASDAQ: ALRM) reported strong financial results for Q1 2026, with total revenue increasing by 11.0% to $265.2 million and SaaS and license revenue growing by 10.8% to $181.5 million. The company also raised its full-year 2026 outlook, forecasting SaaS and license revenue between $749.5 million and $750.5 million and non-GAAP adjusted EBITDA between $215.0 million and $216.0 million. Despite a decline in GAAP net income, non-GAAP adjusted EBITDA and diluted EPS improved, reflecting solid operational performance and a strategic debt repayment of $500.0 million in convertible senior notes.
Alarm.com Reports First Quarter 2026 Results
Alarm.com Holdings, Inc. announced its financial results for the first quarter ended March 31, 2026, including a 10.8% increase in SaaS and license revenue to $180.5 million. The company also provided an updated financial outlook for the second quarter and full year 2026, raising its guidance for full-year SaaS and license revenue. Recent business highlights include the introduction of AI-driven video analytics for enterprises and enhanced user experience features.
After paying off $500M notes, Alarm.com raised its 2026 forecast
Alarm.com Holdings, Inc. reported its financial results for the first quarter ended March 31, 2026, with a 10.8% increase in SaaS and license revenue to $181.5 million. The company paid off $500.0 million in convertible senior notes in January 2026, leading to a decrease in cash and cash equivalents. Following these results, Alarm.com increased its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA.
Alarm.com: Q1 Earnings Snapshot
Alarm.com Holdings Inc. reported a first-quarter profit of $23.6 million, or 47 cents per share, which exceeded Wall Street expectations. Adjusted earnings were 65 cents per share, surpassing the average analyst estimate of 60 cents. The security service company also beat revenue forecasts, posting $265.2 million against an expected $250.4 million, and provided full-year earnings and revenue guidance.
Alarm.com earnings up next: Can AI push offset slowing growth?
Alarm.com Holdings Inc. is set to announce its first-quarter earnings, with investors focused on whether its AI-powered platform advancements can counter slowing revenue growth in the competitive smart home security market. Analysts predict earnings of $0.61 per share on revenue of $250.5 million. The company's ability to maintain its premium positioning against DIY competitors and reignite top-line momentum with new AI-enhanced products will be key.
Alarm.com: Q1 Earnings Snapshot
Alarm.com Holdings Inc. (ALRM) reported a strong first quarter, with profits of $23.6 million, or 47 cents per share, surpassing Wall Street expectations. The company's adjusted earnings were 65 cents per share on revenue of $265.2 million, also exceeding analyst forecasts. Despite a nearly 8% decline in shares since the beginning of the year, Alarm.com projects full-year earnings between $2.81 and $2.82 per share, and revenue from $1.06 billion to $1.07 billion.
Alarm.com: Q1 Earnings Snapshot
Alarm.com Holdings Inc. (ALRM) reported a first-quarter profit of $23.6 million, or 47 cents per share, which adjusted to 65 cents per share, surpassing Wall Street expectations. The company's revenue of $265.2 million also exceeded forecasts. Alarm.com provided full-year guidance, projecting earnings between $2.81 and $2.82 per share and revenue from $1.06 billion to $1.07 billion.
Alarm.com Holdings Inc (ALRM) Stock Up 6.1% and Still Undervalued -- GF Score: 90/100
Alarm.com Holdings Inc (ALRM) shares increased by 6.1% to $47.13 but are still considered undervalued based on the GF Value™ estimate of $62.82, offering significant potential upside. Despite a high GF Score™ of 90/100 indicating strong overall performance, insider selling worth $1.7 million and moderate financial strength suggest that investors should conduct thorough research. The stock's current P/E ratio is also significantly below its historical median, reinforcing its undervalued status.
Vanguard Capital Management boosts position — Alarm.com (NASDAQ: ALRM) 5.09% stake
Vanguard Capital Management has reported a 5.09% stake in Alarm.com (NASDAQ: ALRM) through a Schedule 13G SEC filing. This institutional ownership amounts to 2,530,042 shares, with Vanguard holding sole dispositive power over all these shares and sole voting power over 375,980 shares. The filing, dated April 29, 2026, reflects the ownership position as of March 31, 2026.
Vanguard Portfolio Management reports 8.04% stake in Alarm.com (ALRM)
Vanguard Portfolio Management has filed a Schedule 13G, revealing a beneficial ownership of 3,997,102 shares, representing an 8.04% stake, in Alarm.com Holdings Inc. The filing indicates Vanguard's sole voting power over 41,399 shares and sole dispositive power over the entire 3,997,102 shares as of March 31, 2026. This disclosure provides transparency on significant ownership for investment purposes.
Alarm.com (NASDAQ: ALRM) details 2026 director elections, auditor and say-on-pay
Alarm.com Holdings, Inc. (NASDAQ: ALRM) has announced the agenda for its upcoming June 3, 2026, annual stockholders' meeting. Key items for shareholder vote include the election of eight directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor for 2026, and an advisory vote on executive compensation. The company's proxy statement highlights its 2025 financial performance, including a 9.2% increase in SaaS and license revenue to $689.4 million and a 7.6% rise in total revenue to $1.0112 billion, which underpins its pay-for-performance executive compensation philosophy.
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This article features Baltimore Ravens offensive tackle Eugene Monroe discussing his family's use of smart home security provided by Alarm.com. The content is a brief promotional piece, likely accompanying a YouTube video showcasing the system.
Alarm.com to Announce 2026 First Quarter Results on May 7, 2026
Alarm.com Holdings, Inc. (Nasdaq: ALRM) will report its 2026 first quarter financial results after the market close on May 7, 2026. Management is scheduled to host a conference call and webcast on the same day at 4:30 p.m. ET to discuss the results. Interested parties can pre-register for the call or listen via the company's investor relations website.
Press Release: Alarm.com to Announce 2026 First Quarter Results on May 7, 2026
Alarm.com Holdings, Inc. (NASDAQ: ALRM) is scheduled to announce its first quarter 2026 earnings results on Thursday, May 7, 2026. A conference call and webcast will accompany the earnings release at 4:30 p.m. ET (1:30 p.m. PT) on the same day.
Alarm.com will discuss first-quarter results on a May 7 webcast
Alarm.com Holdings, Inc. (Nasdaq: ALRM) announced it will report its 2026 first-quarter financial results after market close on May 7, 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 company's investor relations website.
Maxim Group Maintains Alarm.com(ALRM.US) With Buy Rating, Maintains Target Price $85
Maxim Group has reiterated its Buy rating for Alarm.com (ALRM.US) and maintained its price target at $85. This indicates a continued positive outlook from the firm regarding the company's stock performance.
[ARS] Alarm.com Holdings, Inc. SEC Filing
This article announces an SEC Filing for Alarm.com Holdings, Inc. (ALRM) of type ARS, filed on April 23, 2026, at 5:19 PM. It provides details about the filing, links to the original document, and lists recent news and other SEC filings related to the company. The company overview shows a market cap of $2.33 billion.
The Technical Signals Behind (ALRM) That Institutions Follow
This article analyzes Alarm.com Holdings Inc. (ALRM) using AI models to identify institutional trading signals. It highlights strong near and mid-term sentiment but a weak long-term outlook, identifying an exceptional 27.7:1 risk-reward setup. The analysis provides specific long, breakout, and short strategies with entry zones, targets, and stop losses based on multi-timeframe signal analysis.
Keep the old alarm panel: Alarm.com adds mobile control and alerts
Alarm.com has enhanced its Universal Communicator to allow residential and commercial customers to upgrade their legacy security systems without replacing existing panels. The enhancements, including Smart Connector functionality and Verizon LTE support, provide remote system control, real-time alerts, and intelligent automation. This offers a cost-effective and flexible path to modern security, enabling service providers to expand their reach and businesses to consolidate system management.
Alarm.com adds features to Universal Communicator device
Alarm.com (NASDAQ:ALRM) has announced significant enhancements to its Universal Communicator product, incorporating Smart Connector functionality, Verizon LTE support, and updated firmware. These updates allow customers to upgrade legacy phone-line-based alarm systems to the Alarm.com platform, enabling remote control, real-time alerts, and automation without full panel replacement. The company continues to expand its platform capabilities and, according to InvestingPro, its stock appears undervalued despite trading near its 52-week low.
Alarm.com Modernizes Legacy Security Systems with Enhanced Universal Communicator
Alarm.com has announced enhancements to its Universal Communicator, designed to upgrade legacy security systems without requiring a full panel replacement. These updates include Smart Connector functionality, Verizon LTE support, and streamlined installations, offering a more flexible and efficient path to modern security for both residential and commercial clients. The improved communicator allows customers to retain existing panels and sensors while gaining access to Alarm.com’s unified platform, including features like remote system control, real-time alerts, and advanced analytics for businesses.
A Look At Alarm.com Holdings (ALRM) Valuation After Its New AI Video Security Launch
Alarm.com Holdings (ALRM) recently launched new AI-focused video security upgrades, yet its share price performance has been weak. Despite a 12.71% decline over 30 days and a 16.97% decline over a year, Simply Wall St's narrative suggests the stock is undervalued, with a fair value of $58 against its current trading price of $42.65. This valuation is based on its asset-light recurring software model and diversified revenue base, although it depends on continued AI differentiation and stable margins.
ALRM Should I Buy
Alarm.com Holdings Inc (ALRM) is not considered a strong buy for long-term beginner investors due to bearish technical indicators and downgraded analyst sentiment. While the company showed positive financial growth in Q4 2025, analysts from Barclays and JPMorgan have lowered price targets, citing competitive landscape concerns and the impact of AI proliferation on software companies. Hedge funds have increased their positions, but the stock faces a 60% chance of short-term decline based on candlestick analysis.
Alarm.com (ALRM) CFO receives 35,000 RSU equity award vesting through 2031
Alarm.com Holdings, Inc.'s CFO, Bradley Kevin Christopher, was granted 35,000 Restricted Stock Units (RSUs) as an equity award. These RSUs will vest in five equal annual installments starting April 8, 2027, and will be fully vested by April 8, 2031, contingent on his continued employment. Following this grant, Christopher directly holds 86,546 shares of common stock.
Alarm.com (ALRM) officer awarded 25,000 RSUs vesting through 2031
Daniel Ramos, an officer at Alarm.com (ALRM), has been granted 25,000 restricted stock units (RSUs) under the company's 2025 Equity Incentive Plan. These RSUs will vest in five equal annual installments starting April 8, 2027, and will be fully vested by April 8, 2031, provided Ramos continues his service with the company. Following this grant, Ramos directly holds 67,192 shares of Alarm.com common stock.
