ALRM PE Ratio & Valuation, Is ALRM Overvalued
Alarm.com Holdings Inc (ALRM) is currently considered undervalued, with a forward PE ratio of 26.25 against a five-year average of 32.40. Its fair price is estimated to be between $47.03 and $69.01, making its current price of $43.67 undervalued by 7.14%. While its P/B ratio is lower than historical averages, its P/S ratio of 1.95 is above the industry average of 3.20, raising questions about the sustainability of this premium given its 8.02% revenue growth.
Alarm.com Holdings, Inc. (0HC2.L) Stock Price, News, Quote & History
This page provides an overview of Alarm.com Holdings, Inc. (0HC2.L) stock information, including its current price, a summary, and links to news, research, charts, community discussions, statistics, historical data, and financial performance. It also shows the stock's performance with a snapshot of its price at market close on April 1. The article highlights that users can upgrade for premium dividend analysis features.
Alarm.com launches AI video search and new security cameras
Alarm.com (NASDAQ:ALRM) has introduced significant updates to its video security suite, including AI-driven search capabilities and two new camera products for residential and commercial use. The new features allow users to quickly locate video footage using natural language queries and provide expanded video coverage with battery-powered spotlight cameras and high-resolution video doorbells. Despite recent stock headwinds, the company maintains strong fundamentals and its stock is considered undervalued by InvestingPro.
Searching security video gets easier with Alarm.com's new AI tool
Alarm.com has significantly updated its video security suite with new AI-driven software and expanded camera options. Key introductions include AI Video Event Search for natural-language query video footage retrieval, the ADC‑V731B Battery Spotlight Camera for extended coverage without wired power, and the ADC‑VDB775 Video Doorbell with advanced detection and familiar face recognition. These enhancements aim to provide faster insights, broader coverage, and a more personalized security experience for both residential and commercial customers.
Alarm.com Expands Video Security Portfolio with New AI Capabilities and Flexible Camera Solutions
Alarm.com announced significant updates to its video security suite, introducing new AI-driven software capabilities and expanded camera hardware options. These updates include AI Video Event Search for faster retrieval of relevant footage, the ADC-V731B Battery Spotlight Camera for extended coverage in wirelessly challenging locations, and the ADC-VDB775 Video Doorbell with advanced detection features like Familiar Face recognition. The company aims to provide more efficient, flexible, and proactive security solutions for both residential and commercial customers.
Can Alarm.com (ALRM) Turn New AI Video Tools Into a Stickier Security Platform Advantage?
Alarm.com recently unveiled new AI-powered platform enhancements and hardware at ISC West, including AI Video Event Search, AI Access Assist, and upgraded camera series. These developments aim to strengthen its unified cloud platform, making it more central to security and property management. The article suggests that while these AI advancements could boost ARPU and recurring SaaS revenue, investors should remain mindful of hardware and supply chain risks, which are significant for the company.
Is It Time To Consider Buying Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
This article will likely discuss an analysis of Alarm.com Holdings, Inc. (NASDAQ:ALRM) to determine if it is a good investment opportunity. It will probably delve into factors that investors should consider before buying the stock.
SG Americas Securities LLC Purchases 245,013 Shares of Alarm.com Holdings, Inc. $ALRM
SG Americas Securities LLC significantly increased its stake in Alarm.com Holdings, Inc. by 1,540% in Q4, acquiring 245,013 additional shares and now owning 0.52% of the company, valued at approximately $13.3 million. This comes as Alarm.com exceeded Q4 earnings and revenue expectations and issued positive FY2026 guidance, despite several analysts adjusting their price targets and ratings, with the average analyst consensus being a "Hold" with a target price of $57. Additionally, the article notes recent insider selling by Alarm.com's CFO.
Assenagon Asset Management S.A. Has $6.85 Million Stake in Alarm.com Holdings, Inc. $ALRM
Assenagon Asset Management S.A. significantly reduced its stake in Alarm.com Holdings, Inc. (ALRM) by 47.4% in Q4, selling over 121,000 shares, though still holding shares worth $6.85 million. Major Wall Street firms have lowered their price targets, and the consensus analyst rating is a "Hold" with a target of $57. Despite beating quarterly earnings and revenue estimates and issuing positive FY2026 guidance, the stock is trading lower, and an insider recently sold shares.
Technical Reactions to ALRM Trends in Macro Strategies
The article provides a technical analysis of Alarm.com Holdings Inc. (NASDAQ: ALRM), indicating weak sentiment across all time horizons which supports a short bias. It outlines institutional trading strategies including position trading, momentum breakout, and risk hedging, along with AI-generated support and resistance levels. The analysis suggests elevated downside risk for ALRM.
Zacks Research Downgrades Alarm.com (NASDAQ:ALRM) to Hold
Zacks Research downgraded Alarm.com (NASDAQ:ALRM) from a "strong-buy" to a "hold" rating, aligning with the current consensus "Hold" rating and a target price of $57.00. Despite beating Q4 EPS and revenue estimates and setting positive FY2026 EPS guidance, other analysts like JPMorgan and Barclays have also lowered their price targets for the stock. Insider selling by the CFO and significant institutional ownership were also noted in the report.
Riverbridge Partners LLC Decreases Stake in Alarm.com Holdings, Inc. $ALRM
Riverbridge Partners LLC reduced its stake in Alarm.com Holdings, Inc. by 11.3% in Q4 2025, selling 92,079 shares, though still holding 723,361 shares valued at $36.91 million. Despite Riverbridge's reduction, other institutions like Norges Bank, SG Americas, Millennium, Burgundy, and Franklin Resources significantly increased their holdings, bringing institutional ownership to 91.74%. Alarm.com exceeded Q4 estimates with $0.72 EPS and $261.66 million revenue, and analysts currently rate the stock as a "Moderate Buy" with a $57 price target.
Vanguard disaggregates Alarm.com holdings (NYSE: ALRM) and reports 0 shares
Vanguard has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Alarm.com Holdings Inc. common stock. This change is due to an internal realignment on January 12, 2026, which resulted in certain Vanguard subsidiaries disaggregating their reporting from the main group, in accordance with SEC Release No. 34-39538. Vanguard no longer claims beneficial ownership over the shares held by these separately reporting subsidiaries, signaling a change in reporting structure rather than a transfer of control.
Alarm.com (NASDAQ:ALRM) Sets New 1-Year Low - What's Next?
Alarm.com (NASDAQ:ALRM) recently hit a new 52-week low of $42.90, despite reporting stronger-than-expected quarterly earnings and revenue. While analyst opinions are mixed, with some downgrading the stock, the consensus from MarketBeat remains a "Moderate Buy" with a $57 target price. The company reported an 8.1% year-over-year revenue increase and provided positive FY 2026 EPS guidance, indicating potential for recovery despite recent price performance.
Alarm.com stock hits 52-week low at 42.9 USD
Alarm.com Holdings Inc. stock has hit a 52-week low, trading at $42.90, marking a significant 25.26% decrease over the past year. Despite the downturn, the company remains profitable with a P/E ratio of 17.63. Additionally, Jeff Bedell, President of Venture Businesses and Corporate Strategy, has temporarily stepped back from his role due to a personal family issue, although he will remain a full-time employee and senior advisor to the CEO.
Alarm.com Holdings (ALRM) Q4 earnings and revenues beat estimates
Alarm.com Holdings (ALRM) reported better-than-expected Q4 earnings and revenues. The company's adjusted earnings per share of $0.66 surpassed the Zacks Consensus Estimate of $0.51, indicating strong financial performance. This positive report suggests robust growth, with revenues also exceeding analyst predictions.
The Bull Case For Alarm.com Holdings (ALRM) Could Change Following New AI Video Search Platform Features
Alarm.com Holdings (ALRM) recently introduced new AI-powered platform features, including AI Video Event Search and AI Access Assist, at ISC West. These enhancements, particularly the natural-language video search, are expected to deepen user engagement and support the company's shift towards higher SaaS and license revenue, reinforcing its software-centric investment thesis. While these AI upgrades bolster the bull case, investors should remain aware of rising competition in connected security.
Alarm.com (NASDAQ: ALRM) director sells 36,000 shares after option exercise
Alarm.com Holdings, Inc. director Darius G. Nevin exercised stock options for 36,000 shares of common stock at $21.70 per share and subsequently sold all 36,000 shares in open-market transactions at a weighted average price of $46.17 per share. These transactions, conducted under a pre-arranged Rule 10b5-1 Trading Plan, resulted in Nevin directly holding 24,375 shares and indirectly owning 2,500 shares through G3 Investment Holdings, LLC. The SEC Form 4 filing details the specifics of the share movement and Nevin's remaining holdings.
Alarm.com (ALRM) CFO sells 1,510 shares to cover RSU taxes
Alarm.com Holdings, Inc.'s Chief Financial Officer, Bradley Kevin Christopher, sold 1,510 shares of common stock on March 18, 2026, at a weighted average price of $45.97 per share. This sale was a mandated "sell to cover" transaction to fulfill tax withholding obligations from vested restricted stock units and was not a discretionary trade. Following this, Christopher directly holds 51,546 shares of Alarm.com common stock.
Alarm.com Holdings, Inc. Files Form 8-K for Common Stock (ALRM) on NASDAQ – Company Details and Filing Overview
Alarm.com Holdings, Inc. (ALRM) announced in an 8-K filing that Jeff Bedell, President of Venture Businesses and Corporate Strategy, will temporarily step down from operational duties due to a personal family issue, effective March 12, 2026. He will remain a full-time employee, transitioning to a senior advisor role to the CEO. The company reassured stakeholders that this change is for personal reasons and not related to performance, with the rest of the management team unchanged.
Wall Street Analysts Believe Alarm.com (ALRM) Could Rally 25.68%: Here's is How to Trade
Wall Street analysts project Alarm.com (ALRM) could rally 25.68% from its current price, with a mean price target of $58. While price targets alone are not always reliable indicators, strong agreement among analysts on upward earnings estimate revisions and a Zacks Rank #1 (Strong Buy) for ALRM suggest potential upside. Investors are advised to use price targets as a starting point for further research, rather than the sole basis for investment decisions.
8-K] Alarm.com Holdings, Inc. Reports Material Event | ALRM SEC Filing - Form 8-K
Alarm.com Holdings, Inc. (ALRM) reported a material event via an 8-K SEC filing, announcing that Jeff Bedell will temporarily step down from his role as President of Venture Businesses and Corporate Strategy due to a personal family matter. He will remain a full-time employee, serving as a senior advisor to the CEO. This information was officially filed with the SEC on March 18, 2026, and relates to an event that occurred on March 12, 2026.
Alarm.com Holdings (ALRM) Q4 earnings and revenues beat estimates
Alarm.com Holdings (ALRM) reported strong financial results for Q4, surpassing both earnings and revenue estimates. The company's performance indicates a positive close to the fiscal year, signaling potential growth and stability in its market.
Alarm.com (ALRM) Unveils AI Innovations at ISC West 2026
Alarm.com (ALRM) is showcasing its latest AI-driven platform innovations at ISC West 2026, emphasizing interconnected security solutions and expanding its platform to meet global demand. The company has surpassed $1 billion in annual revenue and integrates security, video, access control, automation, energy management, and professional monitoring into its cloud-based system. Alarm.com focuses on practical, privacy-conscious AI with third-party collaborations and custom hardware to support partners and protect end-users.
Alarm.com Showcases Unified Platform Growth and AI‑Powered Innovation at ISC West 2026
Alarm.com announced its participation at ISC West 2026 to showcase new AI-powered platform advancements and product innovations, emphasizing its milestone year of over $1 billion in annual revenue. The company will highlight its unified cloud-based platform for connected properties, focusing on AI-driven intelligence, next-generation video solutions, and expanded commercial and safety offerings. These innovations aim to provide scalable protection, simplify operations for partners, and enhance security, video, access control, and energy management across residential and commercial environments.
Trading the Move, Not the Narrative: (ALRM) Edition
This article analyzes Alarm.com Holdings Inc. (ALRM) by focusing on quantitative signals and trading strategies rather than market narratives. It identifies a near-term weak sentiment within broader long-term weakness, but highlights a strong mid-term outlook. The analysis provides specific entry, target, and stop-loss levels for different trading strategies, including position, momentum breakout, and risk hedging.
Alarm.com Holdings, Inc. (NASDAQ:ALRM) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Alarm.com Holdings, Inc. (NASDAQ:ALRM) has a consensus "Moderate Buy" rating from six analysts, with an average 12-month price target of $57. The company recently surpassed Q4 EPS and revenue estimates, reporting $0.72 EPS against $0.66 expected and $261.66M revenue against $250.75M. Despite some analyst price target reductions, the company issued positive FY2026 guidance, and institutional investors hold a significant stake in the stock.
Assessing Alarm.com Holdings (ALRM) Valuation After Mixed Recent Share Price Performance
Alarm.com Holdings (ALRM) has experienced mixed share price performance recently, with a small gain over the past month but weaker returns over longer periods. Despite this, the company is considered 15.8% undervalued with a fair value of $58, driven by its asset-light recurring software model and margin growth. However, potential risks like tariff pressures or AI competition from rivals could challenge these projections.
Assessing Alarm.com Holdings (ALRM) Valuation After Mixed Recent Share Price Performance
Alarm.com Holdings (ALRM) has experienced mixed share price performance recently, with a small gain over the past month contrasting with weaker returns over longer periods. Despite this, a popular narrative suggests the company is 15.8% undervalued with a fair value of $58, driven by its asset-light recurring software model and diversified revenue base. However, potential risks include margin pressure from tariffs and hardware costs, and competition from larger tech rivals using AI.
New apartment lock lets one badge open both building and unit doors
PointCentral has launched the industry's first online multi-credential Z-Wave lock solution for multifamily properties, integrating perimeter access with individual unit entry. Developed in collaboration with Yale, this new 800 Series Z-Wave Long Range mortise lock allows residents to use a single RFID badge for both community and apartment access, while property managers can remotely issue PIN codes for various needs. The system aims to simplify access management, streamline operations, and enhance resident experience in multifamily communities.
Q4 Earnings Highs And Lows: Alarm.com (NASDAQ:ALRM) Vs The Rest Of The Vertical Software Stocks
This article analyzes the Q4 earnings performance of Alarm.com (NASDAQ:ALRM) and other vertical software companies. Alarm.com reported strong Q4 results with revenues exceeding expectations, though its full-year guidance was the weakest in the group. The article also highlights Guidewire Software (NYSE:GWRE) for the biggest beat and fastest revenue growth, and Manhattan Associates (NASDAQ:MANH) for the weakest performance and slowest revenue growth.
Fisher Asset Management LLC Sells 245,470 Shares of Alarm.com Holdings, Inc. $ALRM
Fisher Asset Management LLC significantly reduced its stake in Alarm.com Holdings, Inc. (ALRM) by selling 245,470 shares, cutting its holdings by 97.2% to 7,155 shares. This comes as Alarm.com exceeded Q4 earnings and revenue estimates and provided positive FY2026 guidance. Despite some analyst downgrades and insider selling, the stock maintains a "Moderate Buy" consensus rating with a $57 target price.
Elo Mutual Pension Insurance Co Makes New $1.08 Million Investment in Alarm.com Holdings, Inc. $ALRM
Elo Mutual Pension Insurance Co has made a new investment of $1.08 million in Alarm.com Holdings, Inc. (NASDAQ:ALRM), acquiring 20,246 shares. Despite recent insider selling, institutional investors hold a significant majority of the company's stock. Alarm.com recently exceeded quarterly earnings estimates and holds a "Moderate Buy" consensus rating with an average target price of $57.
(ALRM) Volatility Zones as Tactical Triggers
Alarm.com Holdings Inc. (NASDAQ: ALRM) shows strong near and mid-term sentiment, despite a weak long-term outlook. The analysis identifies a mid-channel oscillation pattern and an exceptional 26.1:1 risk-reward setup targeting a 7.5% gain versus 0.3% risk. Different trading strategies (Position, Momentum Breakout, Risk Hedging) are outlined, along with multi-timeframe signal analysis indicating support and resistance levels.
A Look At Alarm.com (ALRM) Valuation After New Perimeter Gunshot Detection Launch
Alarm.com Holdings recently launched its Perimeter Outdoor Gunshot Detection System, extending its security capabilities. Despite recent short-term share price gains, the company has experienced weaker long-term returns. Simply Wall St's analysis suggests Alarm.com is currently undervalued, with a fair value of $68.71 against its current trading price of $49.32, driven by recurring software revenue and expected growth in connected devices and smart home adoption.
New outdoor gunshot sensors aim to speed lockdowns at workplaces, schools
Shooter Detection Systems (SDS), an Alarm.com company, is showcasing its new SDS Perimeter Outdoor Gunshot Detection System at ISC West 2026. This system extends proven indoor gunshot detection capabilities to building exteriors and campus perimeters, aiming to provide faster incident response and better coordination during active threat situations. The company hopes to address the increasing demand for rapid, responsive security solutions amidst rising gun violence.
Alarm.com Holdings (Nasdaq:ALRM) - Stock Analysis
This Simply Wall Street analysis provides a detailed look at Alarm.com Holdings (ALRM), highlighting its current valuation, future growth prospects, past performance, and financial health. The report notes that ALRM is currently trading below its estimated fair value with projected earnings growth, and includes various analyst perspectives on the company's potential. It also covers recent news, price performance, and fundamental statistics for the company.
Vanguard Group Inc. Sells 21,735 Shares of Alarm.com Holdings, Inc. $ALRM
Vanguard Group Inc. decreased its stake in Alarm.com Holdings, Inc. by 0.3% during the third quarter, selling 21,735 shares but still retaining over 12% ownership valued at $330.84 million. Alarm.com recently exceeded quarterly earnings and revenue expectations, reporting $0.72 EPS against an estimated $0.66, and revenue of $261.66 million. Despite a "Moderate Buy" consensus rating and a $57 target price, some analysts, like JPMorgan, have lowered their price targets, and company insiders sold a significant number of shares recently.
Handelsbanken Fonder AB Boosts Stake in Alarm.com Holdings, Inc. $ALRM
Handelsbanken Fonder AB has increased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 19.4% to 522,200 shares, valued at approximately $27.72 million, making it about 1.05% of the company. Alarm.com recently beat Q4 earnings expectations with $0.72 EPS and $261.66 million in revenue, leading to a Moderate Buy consensus rating and an average $57 price target. Despite recent insider selling, institutional ownership remains high at 91.74%, while insiders hold 5.8% of the stock.
ALRM - Alarm Com Hldgs Inc Latest Stock News & Market Updates
This page provides investors and traders with the latest news and insights on Alarm.com Holdings (ALRM). It covers product launches, strategic partnerships, subsidiary activities, and financial results across various segments like security, video surveillance, energy management, and smart home solutions. The company's diverse offerings and recent financial performance are highlighted, including Q3 2020 results and upcoming investor conferences.
Zacks Research Upgrades Alarm.com (NASDAQ:ALRM) to "Strong-Buy"
Zacks Research has upgraded Alarm.com (NASDAQ:ALRM) from a "hold" to a "strong-buy" rating, despite a mixed analyst consensus and an average price target of $57.00. The upgrade follows Alarm.com exceeding Q4 expectations with $0.72 EPS and $261.66M revenue, an 8.1% year-over-year increase, and providing optimistic FY2026 EPS guidance. The article also details recent insider stock sales and significant institutional investor activity in Alarm.com shares.
Barclays lowers Alarm.com (ALRM) price target to $50 from $56 post earnings
Barclays has reduced its price target for Alarm.com (ALRM) to $50 from $56. This adjustment comes after the company's recent earnings report.
3 Stocks Under $50 with Warning Signs
This article identifies three stocks under $50—Alarm.com (ALRM), Azenta (AZTA), and F.N.B. Corporation (FNB)—that exhibit warning signs for investors, detailing reasons for caution for each company. It also suggests alternative investment opportunities from StockStory's "Top 5 Strong Momentum Stocks." The author advises against these specific picks due to factors like slowing sales growth, declining profitability, and unexciting financial trends, while highlighting better-performing stocks from their curated list.
Barclays Lowers Alarm.com (ALRM) Price Target to $50 from $56 Post Earnings
Barclays analyst Saket Kalia reduced Alarm.com Holdings Inc.'s (NASDAQ: ALRM) price target to $50 from $56, while maintaining an Equal Weight rating, following the company's strong fourth-quarter earnings. Despite the lowered target, Alarm.com surpassed revenue and EPS consensus estimates for Q4 2025 and provided an optimistic revenue guidance for fiscal year 2026. JPMorgan also lowered its price target on ALRM, citing concerns about competitive moats in the vertical software sector due to rapid AI deployment.
Barclays Lowers Alarm.com (ALRM) Price Target to $50 from $56 Post Earnings
Barclays has reduced its price target for Alarm.com (ALRM) to $50 from $56, while JPMorgan also lowered its target to $40 from $55, citing concerns over competitive moats in the software sector due to AI acceleration. Despite these adjustments, Alarm.com reported strong fourth-quarter results, exceeding revenue and EPS estimates, and provided a positive revenue outlook for fiscal 2026. The company, a cloud-based platform for IoT devices, is expanding into AI-driven analytics and energy management.
Rivian owners get new utility perks through smart charging tie-up
EnergyHub, a subsidiary of Alarm.com, has partnered with Rivian to expand access to utility EV programs for Rivian drivers across North America. This collaboration aims to provide Rivian owners with intuitive smart charging features, lower costs, and enhance grid reliability. The partnership will enable both passive and active managed charging programs, turning electric vehicles into valuable grid resources.
Barclays Lowers Alarm.com (ALRM) Price Target to $50 from $56 Post Earnings
Barclays has reduced its price target for Alarm.com (ALRM) to $50 from $56, maintaining an Equal Weight rating after the company's Q4 earnings report. JPMorgan also lowered its price target to $40 from $55 due to concerns about AI's impact on software business models. Despite these adjustments, Alarm.com exceeded revenue and EPS expectations for Q4 2025 and provided an optimistic revenue guidance for fiscal year 2026.
Price-Driven Insight from (ALRM) for Rule-Based Strategy
This article provides a price-driven analysis for Alarm.com Holdings Inc. (NASDAQ: ALRM) using AI models, offering insights for rule-based trading strategies. It describes near-term neutral sentiment suggesting a pause in mid and long-term weakness, along with specific position, momentum breakout, and risk hedging strategies. The analysis highlights elevated downside risk and provides support and resistance signals across different time horizons.
Alarm.com Holdings (ALRM) Q4 Earnings and Revenues Beat Estimates
Alarm.com Holdings (ALRM) reported Q4 earnings of $0.72 per share and revenues of $261.66 million, both surpassing Zacks Consensus Estimates. The company has consistently beaten EPS and revenue estimates over the past four quarters. Despite this strong performance, ALRM shares have lagged the S&P 500 year-to-date, and the stock currently holds a Zacks Rank #3 (Hold) due to mixed estimate revisions.
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.
