Alarm.com Holdings, Inc. (ALRM) is a leading player in the smart home and business solutions industry, providing a state-of-the-art platform for intelligently connected properties. Anchored in Vienna, Virginia, ALRM has a track record for offering innovative and advanced cloud-based software that drives automation and connectivity, enabling constant vigilance of homes and business premises.
Since its establishment in 2000, the Nasdaq-listed firm has been instrumental in deploying technology services tailored to bolster safety, energy management, and smart home and business connectivity. Alarm.com leverages an expansive cloud-based backend to support a broad suite of alarm communication, property monitoring, control, and automation capabilities.
Alarm.com's platform harnessed by a robust network of professional service providers, including security dealers, provides mobile-based access control, thus making it a one-stop shop for home and business owners seeking a holistic solution for property safety and automation.
The value proposition of ALRM's services extends beyond the conventional security systems. Its platform integrates advanced services like video monitoring, energy management, and home automation, thus enabling users to proactively take control of their property's functionality from any location. Among its offerings is also wellness monitoring, which leverages sensor information and sophisticated algorithms to keep track of daily routines and provide automated assistance.
Over the years, Alarm.com has emerged as a pioneer in the 'Internet of Things' (IoT) market. As an established innovator in this space, the firm continually evolves its software, hardware, and data analytics capabilities to provide more powerful insights, leading to better outcomes for its end-users.
At the heart of its expansive clientele base are residential property users. However, the company has also made significant forays into the commercial sector, offering a wide range of video surveillance, controlled access, and energy management solutions.
Alarm.com maintains strategic partnerships with a vast ecosystem of best-in-class device manufacturers, telecommunications carriers, and professional service providers, including big names like Verizon, Qualcomm, and Telguard.
Alarm.com Holdings, Inc. has turned into a hallmark of excellence in the rapidly growing connected property market, with its advanced, robust, and reliable solutions. As security and home automation continue to transform, ALRM is well-positioned to remain at the forefront of shaping these key consumer and commercial trends.
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JPMorgan Chase & Co. has increased its price target for Alarm.com (NASDAQ:ALRM) from $40.00 to $50.00, though it maintained an "underweight" rating, suggesting a potential downside of 22.91%. Despite mixed analyst ratings, Alarm.com has a consensus "Hold" rating and an average target price of $58.33. The company recently surpassed quarterly earnings and revenue expectations, reporting $0.77 EPS against a $0.65 estimate and revenue of $277.73 million, up 9.2% year-over-year.
Alarm.com (ALRM) is expected to release its Q3 2026 earnings after market close on Thursday, November 5th, with analysts projecting $0.742 per share on $265.82 million in revenue. The company previously surpassed estimates in Q2 2026, reporting $0.77 EPS and $277.73 million in revenue, a 9.2% year-over-year increase. Despite recent trading near its 52-week high, analysts maintain a "Hold" rating with a $55 price target, while the CEO and CFO have recently sold company shares.
Alarm.com (NASDAQ:ALRM) recently reached a new 52-week high of $58.86, trading near $58.68, giving it a market capitalization of $2.90 billion. Despite this, analysts largely maintain a "Hold" rating with an average price target of $55.00, though ratings vary from "Sell" to "Strong Buy." The company exceeded recent earnings and revenue expectations, but its CEO and CFO have recently reduced their shareholdings.
Alarm.com Holdings (ALRM) has seen its price-to-earnings multiple fall significantly over the past three years, from 45.8x to 24.0x, while its share price slipped by 6.0%. This apparent "cheapness" is primarily due to a substantial increase in profit, which nearly doubled from $66.6 million to $118 million, rather than a steep decline in the share price. Although profit growth has recently turned negative, investors are advised to focus on future profit reports, with the next one expected around November 4, 2026.
Alarm.com Holdings reported strong Q2 2026 results with SaaS and license revenue up 11% year-over-year to $188.8 million and adjusted EBITDA of $57.7 million. The company expanded its commercial platform with a new fire communicator and saw significant growth in its Energy Hub utility programs, while its international business surpassed 1 million active subscribers. For the full year 2026, Alarm.com raised its total revenue outlook to between $1.079 billion and $1.089 billion, emphasizing continued investment in R&D and strategic growth in commercial and energy sectors.