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Alarm.com Holdings Community
NasdaqGS:ALRM Community
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Alarm.com Holdings
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Alarm.com Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
North American Smart Home Pressures Will Drag Down Future Prospects
Key Takeaways Competitive pressures and potential demand declines in North America could dampen revenue growth in the smart home security market. Investment in new technologies like AI-deterrents may strain cash flow if adoption lags behind expectations despite potential long-term benefits.
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US$50.00
FV
11.3% overvalued
intrinsic discount
4.93%
Revenue growth p.a.
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2 days ago
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Alarm.com Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Expansion In AI And IoT Technologies Will Strengthen Offerings, But Competitive Pressures May Pose Challenges
Key Takeaways Expansion in energy management and advanced security technology could drive revenue as the company grows in commercial and international markets. Recent acquisitions and new product releases aim to boost margins and earnings through enhanced service efficiency and diversified revenue streams.
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US$67.43
FV
17.5% undervalued
intrinsic discount
4.36%
Revenue growth p.a.
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2 days ago
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Alarm.com Holdings
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Connected IoT Platforms Will Expand Markets Despite Looming Regulatory Risks
Key Takeaways Accelerating demand for connected IoT security and automation platforms drives recurring, high-margin revenue growth and broader market opportunities. Investment in AI-driven features and strategic international expansion strengthens product differentiation, reduces churn, and diversifies revenue streams.
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US$85.00
FV
34.5% undervalued
intrinsic discount
4.96%
Revenue growth p.a.
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2 days ago
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Your Valuation for
ALRM
ALRM
Alarm.com Holdings
Your Fair Value
US$
Current Price
US$55.65
30.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-8m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.2b
Earnings US$158.7m
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