Alarm.com Holdings, Inc. ALRM
- Market cap
- $2.6B
- P/E
- 22.4×
Follow ALRM
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 14.00 | 26.84 | 33.39 | 41.06 | 32.00 | 73.61 | 46.94 | 44.92 | 51.87 | 46.65 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
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| 34.43 | 49.49 | 60.20 | 71.50 | 104.75 | 108.67 | 85.37 | 67.02 | 77.29 | 64.26 |
High Price
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| 320 | 784 | 288 | 1,160 | 1,404 | 1,500 | 1,733 | 1,989 | 2,010 | 2,058 |
Employees
|
|||
| 1 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
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| 261 | 339 | 420 | 502 | 618 | 749 | 843 | 882 | 940 | 1,011 |
Revenue
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| 61.94% | 65.72% | 65.35% | 63.45% | 63.20% | 59.16% | 59.34% | 63.12% | 65.30% | 66.15% |
Gross Margin
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| 14 | 32 | 12 | 59 | 80 | 46 | 57 | 98 | 142 | 167 |
EBT
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| 5.51% | 9.51% | 2.78% | 11.72% | 12.97% | 6.15% | 6.72% | 11.10% | 15.07% | 16.48% |
EBT Margin
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| 10 | 29 | 22 | 53 | 77 | 51 | 56 | 80 | 123 | 132 |
Net Income
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| 7 | 19 | 23 | 31 | 37 | 56 | 46 | 46 | 47 | 52 |
Depreciation
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| 5.71 | 7.26 | 8.83 | 10.37 | 12.63 | 15.02 | 16.88 | 17.70 | 18.93 | 20.31 |
Revenue/Sh
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| 0.22 | 0.63 | 0.45 | 1.11 | 1.59 | 1.05 | 1.13 | 1.63 | 2.50 | 2.66 |
Earnings/Sh
|
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| 0.49 | 1.23 | 1.27 | 0.97 | 2.09 | 2.07 | 1.14 | 2.73 | 4.16 | 3.08 |
Cash Flow/Sh
|
|||
| (0.23) | (0.22) | (0.25) | (0.40) | (0.35) | (0.40) | (0.57) | (0.28) | (0.27) | (0.35) |
Capex/Sh
|
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| 0.26 | 1.00 | 1.02 | 0.57 | 1.73 | 1.67 | 0.57 | 2.44 | 3.89 | 2.73 |
Free CF/Sh
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| 4.18 | 4.99 | 5.83 | 7.34 | 9.56 | 12.30 | 11.99 | 13.82 | 14.64 | 17.03 |
Book Value/Sh
|
|||
| 46 | 47 | 48 | 48 | 49 | 50 | 50 | 50 | 50 | 50 |
Shares
|
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| 125.27 | 60.05 | 115.27 | 38.71 | 65.06 | 80.77 | 43.61 | 38.90 | 24.42 | 19.18 |
PE Ratio
|
|||
| 4.83 | 5.18 | 5.88 | 4.14 | 8.19 | 5.65 | 2.92 | 3.58 | 3.21 | 2.51 |
PS Ratio
|
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| 6.59 | 7.54 | 8.90 | 5.85 | 10.83 | 6.90 | 4.11 | 4.59 | 4.15 | 3.00 |
PB Ratio
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| 4.31 | 5.11 | 5.69 | 4.04 | 7.98 | 5.28 | 2.78 | 3.37 | 2.97 | 2.54 |
EV/Sales
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| 94.27 | 38.35 | 50.87 | 76.07 | 58.08 | 47.51 | 98.55 | 26.62 | 14.92 | 20.01 |
EV/FCF
|
|||
| 23 | 57 | 61 | 47 | 102 | 103 | 57 | 136 | 206 | 153 |
Op' Cash Flow
|
|||
| (11) | (10) | (12) | (19) | (17) | (20) | (29) | (14) | (13) | (18) |
Capex
|
|||
| 12 | 47 | 49 | 28 | 85 | 83 | 28 | 122 | 193 | 136 |
FCF
|
|||
| 150 | 119 | 153 | 168 | 307 | 788 | 726 | 781 | 1,293 | 609 |
Working Cap'
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| 7 | 71 | 67 | 71 | 120 | 435 | 502 | 494 | 983 | 990 |
Total Debt
|
|||
| (134) | (25) | (79) | (49) | (133) | (275) | (120) | (203) | (237) | 29 |
Net Debt
|
|||
| 191 | 233 | 278 | 356 | 468 | 613 | 599 | 689 | 727 | 848 |
Sh' Equity
|
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| 4.16% | 9.24% | 5.30% | 10.72% | 12.08% | 5.32% | 4.40% | 5.85% | 7.14% | 6.35% |
ROA
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| 15.33% | 10.05% | 3.84% | 10.26% | 10.53% | 11.39% | 6.66% | 8.61% | 13.86% | 9.52% |
ROIC
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| 5.61% | 13.79% | 8.43% | 16.91% | 18.91% | 9.67% | 9.30% | 12.59% | 17.54% | 16.84% |
ROE
|
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Alarm.com Holdings, Inc. peers in Software Application
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|---|---|---|---|
| GRND Grindr Inc. | $2.7B | 31.5× | Compare |
| ADEA Adeia Inc. | $2.8B | 22.5× | Compare |
| SOUN SoundHound AI, Inc. | $2.8B | 0.0× | Compare |
| VIA Via Transportation Inc. | $2.5B | 0.0× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| AGYS Agilysys, Inc. | $2.8B | 65.1× | Compare |
| BRZE Braze, Inc. | $2.8B | 0.0× | Compare |
| INTA Intapp, Inc. | $2.8B | 0.0× | Compare |
| PLUS ePlus inc. | $2.4B | 19.7× | Compare |
Alarm.com Holdings, Inc. (ALRM) key facts
- Alarm.com Holdings, Inc. (ALRM) is a Software Application company in the Technology sector, listed on Nasdaq.
- Alarm.com Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 7.59% from fiscal 2024.
- Net income was $131.6 million, or $2.66 per share (basic), a net margin of 13.1%.
- As of September 25, 2026, ALRM traded at $53.38, a market capitalization of $2.6 billion.
- At that price the stock trades at 22.4× trailing-twelve-month earnings and 2.5× sales.
- Return on equity was 16.8% and debt-to-equity 0.57.
Alarm.com Holdings, Inc. (ALRM) Latest News
23 Sep
Alarm.com (ALRM) is listed among three low-volatility stocks flagged as concerns. The company, which processes over 325 billion data points annually from more than 150 million connected devices, offers cloud-based platforms for remotely monitoring and controlling security, video, energy, and other devices. The piece highlights weak 8.7% average billings growth over the past year and forecasts 4% sales growth in the next 12 months, implying demand may slow from its two-year trend. Operating margin has not improved, signaling limited efficiency gains. At $53.16 per share, ALRM trades at about 2.7x forward price-to-sales. The article also covers CRA International and NOV with similar caution, framing a broader warning against low-volatility plays that may underperform in bull markets. Weak near-term growth signals and flat margins suggest modest downside risk to ALRM's growth trajectory.
22 Sep
Implied volatility on Alarm.com Holdings’ Dec 18, 2026 $35 call was among the highest for equity options, signaling market expectations of a big move. High IV can reflect an anticipated event or a potential rally or sell-off, though it is only one factor in options strategy. Fundamentally, Alarm.com is a Zacks Rank #1 (Strong Buy) in Security and Safety Services, with two analysts raising the current-quarter earnings estimate from 77 cents to 90 cents. The article suggests traders may sell premium in high-IV setups, making this a potential trade idea rather than a confirmed forecast. Implied volatility hints at a possible big move but no concrete operational or strategic changes are reported.
10 Sep
OpenEye advances enterprise operations with its latest AI capabilities. OpenEye's new AI capabilities moderately strengthen Alarm.com Holdings' product innovation and enterprise positioning.
12 Aug
Alarm.com Holdings achieved upward guidance revision after Q2 strength in commercial, energy and international segments. Upward guidance revision from core segment growth signals significant positive shift in trajectory and sentiment.
7 Aug
Alarm.com Holdings, Inc. conducted its Q2 2026 earnings call, covering financial results and company outlook. Q2 earnings call supplies financial updates and guidance that moderately affect ALRM stock trajectory.
Alarm.com Holdings Inc reported Q2 2026 earnings with SaaS revenue surging 11%. 11% SaaS revenue growth signals moderate positive effect on operations and investor view.
6 Aug
Alarm.com (ALRM) reported bullish Q2 CY2026 results with full-year outlook exceeding expectations. Strong quarterly beat combined with raised full-year guidance signals major positive momentum for revenue growth and investor sentiment.
Alarm.com Holdings reported Q2 earnings call highlights covering financial results and operational updates. Q2 earnings updates provide performance details that moderately affect investor sentiment without major strategic shifts.
Alarm.com Holdings reported its second quarter 2026 financial results. Quarterly earnings provide key metrics that can shift near-term stock valuation and sentiment.
4 Aug
Alarm.com Holdings beat Q2 earnings estimates, aided by strong printer sales that lifted revenue. Q2 earnings beat with sales growth signals moderate positive effects on near-term results and sentiment.
16 Jul
Alarm.com launches new fire communicator to expand into commercial fire sector. New product extends ALRM reach into adjacent commercial segment with moderate revenue upside.
18 Jun
Alarm.com introduces a premium indoor camera with built-in privacy shutter and color night vision. New camera model adds incremental product features in core security segment.
24 May
Alarm.com Holdings valuation faces pressure from weak billing growth and rising competition that threaten profitability outlook. Weak billing growth combined with competitive pressure directly affects Alarm.com profitability expectations and investor valuation.
18 May
Alarm.com Holdings addressed key analyst questions in its Q1 earnings call covering subscriber growth, revenue outlook, product development and competitive positioning. Q1 earnings call insights can moderately shape near-term investor views on operations and growth trajectory.
11 May
Alarm.com Holdings (ALRM) Q1 growth driven by AI offerings and energy segment, offsetting hardware volatility. AI-driven offerings and energy segment growth represent major strategic advancements countering hardware challenges.
9 May
Alarm.com Holdings, Inc. (ALRM) beat earnings expectations, raised full-year guidance, and unveiled new AI-powered tools, sparking a valuation review amid strong growth prospects. Earnings beat, guidance raise, and new AI tools represent major financial and innovative advancements boosting ALRM's trajectory and investor sentiment.
7 May
Alarm.com Holdings (ALRM) Q1 earnings and revenues beat analyst estimates. Beating Q1 earnings and revenue estimates boosts financial outlook and investor sentiment significantly.
Alarm.com (NASDAQ:ALRM) exceeded Q1 CY2026 expectations. Exceeding quarterly expectations signals strong financial health, likely driving significant positive shifts in stock performance and investor sentiment.
Alarm.com Holdings, Inc. (ALRM) released Q1 earnings call highlights detailing financial performance, revenue growth, and strategic updates. Q1 earnings call highlights disclose key financial metrics and guidance that significantly influence ALRM's trajectory and investor sentiment.
Alarm.com Holdings, Inc. (ALRM) reported first quarter 2026 results. First quarter earnings results directly affect financial performance, stock price, and investor sentiment.
27 Apr
Alarm.com's investment narrative shifts positively as AI developments advance and financial targets reset higher, signaling improved growth prospects. AI integration and upward target resets indicate significant strategic momentum for Alarm.com's competitive positioning and investor sentiment.
24 Apr
Alarm.com Holdings, Inc. (ALRM) shares are plunging today. Sharp share price drop signals major negative developments likely to alter investor sentiment and company trajectory.
15 Apr
Alarm.com Holdings, Inc. (ALRM) launches enhanced Universal Communicator to modernize legacy security systems, enabling seamless upgrades for existing installations and expanding compatibility with older hardware. Enhanced Universal Communicator upgrade targets legacy systems market, driving revenue growth through broader compatibility and customer retention for ALRM.
31 Mar
Alarm.com Holdings, Inc. (ALRM) expands its video security portfolio with new AI capabilities and flexible camera solutions. AI-enhanced video security expansions represent a major product innovation strengthening competitive positioning.
23 Mar
Alarm.com Holdings (ALRM) unveils new AI security platform upgrades at ISC West 2026, raising questions on whether they will reshape the company's market narrative and future trajectory. AI security platform upgrades at a key industry event like ISC West represent a major product launch with potential to significantly enhance competitive positioning and investor sentiment.
18 Mar
Shooter Detection Systems, an Alarm.com subsidiary, launched SDS Perimeter, extending its proven indoor gunshot detection technology to outdoor environments for enhanced perimeter security. SDS Perimeter launch expands gunshot detection to outdoor markets, driving revenue growth and strengthening Alarm.com's position in security solutions.
Alarm.com showcased growth in its unified platform alongside AI-powered innovations at ISC West 2026. Showcasing unified platform growth and AI innovations at a major trade show enhances competitive positioning and investor sentiment on product development.
12 Mar
Analysts are recutting valuation targets for Alarm.com (ALRM), shifting the narrative around the company amid changing perceptions of its prospects. Analysts revising valuation targets signals major shifts in investor sentiment and potential trajectory changes for ALRM.
11 Mar
PointCentral introduced the industry's first online multi-credential Z-Wave Long Range lock solution for multifamily properties, enabling remote management of multiple access methods including PIN codes, NFC cards, and fobs via a cloud-connected platform. Introducing the first online multi-credential Z-Wave Long Range lock solution strengthens ALRM's competitive edge in multifamily smart access control.
4 Mar
Alarm.com Holdings, Inc. (ALRM) announced at a conference a strategic pivot from home security to a connected property platform, highlighting significant upside from AI video capabilities. ALRM's pivot to a connected property platform with AI video upside signals a major strategic expansion beyond core home security.