Alarm.comALRM
ALRM
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
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 3 analysts
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
Low target
$58
6%
upside
Avg. target
$66
21%
upside
High target
$80
46%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Raymond James Adam Tindle | 46%upside $80 | Strong Buy Maintained | 9 May 2025 |
Goldman Sachs Adam Hotchkiss | 6%upside $58 | Neutral Maintained | 17 Apr 2025 |
Barclays Saket Kalia | 10%upside $60 | Equal-Weight Maintained | 14 Apr 2025 |
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
Alarm.com Has Twin Challenges Of Sustainable Growth And Tariff Pricing Pass-Through
Alarm.com delivered better-than-expected Q1 2025 results, but US residential growth remains challenged and tariff uncertainties will likely pressure hardware margins. SaaS and international segments are driving higher margins and growth, yet the sustainability of these trends is still uncertain for the second half of 2025. ALRM's capital allocation has been conservative, with opportunistic buybacks offsetting stock-based compensation, but management's future plans remain unclear.
Neutral
Business Wire
3 weeks ago
Video, Anywhere: The Cell Connector for Video from Alarm.com Wins a 2025 ESX Innovation Award
TYSONS, Va.--(BUSINESS WIRE)--The Electronic Security Association announced today the winners of the 2025 Electronic Security Expo (ESX) Innovation Awards. Alarm.com (Nasdaq: ALRM) for Business's Cell Connector for Video won in the Video Surveillance – Hosted and Managed Video Systems category this year, recognizing Alarm.com's strategic approach to expanding video surveillance in more locations. The Cell Connector for Video expands video surveillance by enabling dependable connectivity in loca.
Neutral
Business Wire
1 month ago
Alarm.com to Participate in Upcoming Investor Conference
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that management will host one-on-one investor meetings at the Jefferies Public Technology Conference on Thursday, May 29th, 2025. About Alarm.com Holdings, Inc. Alarm.com is the leading platform for the intelligently connected property. Millions of consumers and businesses depend on Alarm.com's technology to manage and control their property from.
Positive
Zacks Investment Research
1 month ago
4 Security & Safety Stocks to Consider on Promising Industry Trends
The Zacks Security and Safety Services industry gains from growing awareness of safety and security among people. ALLE, MSA, LIF and ALRM are some notable stocks in the industry.
Neutral
Business Wire
1 month ago
EnergyHub and FLO Partner to Help Utilities Manage EV Charging Load
NEW YORK--(BUSINESS WIRE)--EnergyHub, a leading provider of grid-edge flexibility, and FLO, a leading North American electric vehicle (EV) charging network operator and a smart charging solutions provider, have announced a collaboration aimed at expanding driver participation in EV managed charging programs across North America. Residential customers with FLO chargers can now enroll in EnergyHub programs and earn rewards for helping support the electrical grid. This marks the first integration.
Neutral
Seeking Alpha
2 months ago
Alarm.com Holdings, Inc. (ALRM) Q1 2025 Earnings Call Transcript
Alarm.com Holdings, Inc. (NASDAQ:ALRM ) Q1 2025 Results Conference Call May 8, 2025 4:30 PM ET Company Participants Matthew Zartman - Vice President, Investor Relations Steve Trundle - Chief Executive Officer Kevin Bradley - Chief Financial Officer Conference Call Participants Matt Bullock - Bank of America Adam Tindle - Raymond James Saket Kalia - Barclays Billy Fitzsimmons - Jefferies Matt Filek - William Blair Darren Aftahi - ROTH Jack Vander Aarde - Maxim Group Operator Good day, and thank you for standing by. Welcome to Alarm.com's First Quarter 2025 Earnings Conference Call.
Positive
The Motley Fool
2 months ago
Why Alarm.com Holdings Stock Was a Winner Today
Alarm.com Holdings (ALRM 1.27%), a company specializing technology-fueled security products and services, unveiled its first-quarter financial results Friday morning, and investors found them the opposite of alarming. On a modest double beat, the market rewarded the company with a slightly over 1% share price gain.
Neutral
Zacks Investment Research
2 months ago
Alarm.com Holdings (ALRM) Q1 Earnings and Revenues Beat Estimates
Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.50 per share a year ago.
Neutral
Business Wire
2 months ago
Alarm.com Reports First Quarter 2025 Results
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today reported financial results for its first quarter ended March 31, 2025. Alarm.com also provided its financial outlook for SaaS and license revenue for the second quarter of 2025 and its guidance for the full year of 2025. First Quarter 2025 Financial Results as Compared to First Quarter 2024 SaaS and license revenue increased 9.0% to $163.8 million, compared.
Neutral
Business Wire
2 months ago
Alarm.com to Announce 2025 First Quarter Results on May 8, 2025
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that it will report 2025 first quarter financial results after the market close on May 8, 2025. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day. Please click here to pre-register for the conference call and obtain your dial-in number and individual passcode. You can also l.
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