Alarm.comALRM
About: Alarm.com Holdings Inc has a cloud-based platform that offers an expansive suite of IoT solutions addressing world-wide opportunities in the residential, multi-family, small business and enterprise commercial markets. It has two reportable segments: Alarm.com & Other. The Alarm.com segment represents the cloud-based Software platforms for intelligently connected property & related solutions. The other segment is focused on researching, developing & offering residential & commercial automation solutions & energy management products & services in adjacent markets. The majority of revenue is from the Alarm.com segment. The platform allows home & business owners to secure their properties and automate & control an array of connected devices.
Employees: 2,020
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
155% more call options, than puts
Call options by funds: $695K | Put options by funds: $273K
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 40
0.63% less ownership
Funds ownership: 97.43% [Q4 2024] → 96.8% (-0.63%) [Q1 2025]
1% less funds holding
Funds holding: 308 [Q4 2024] → 305 (-3) [Q1 2025]
9% less capital invested
Capital invested by funds: $2.93B [Q4 2024] → $2.66B (-$264M) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 120
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Raymond James Adam Tindle | 41%upside $80 | Strong Buy Maintained | 9 May 2025 |
Goldman Sachs Adam Hotchkiss | 2%upside $58 | Neutral Maintained | 17 Apr 2025 |
Barclays Saket Kalia | 6%upside $60 | Equal-Weight Maintained | 14 Apr 2025 |
Financial journalist opinion









