ALRM Share Price Performance
US$45.59
-14.74 (-24.43%)
32.6% undervalued intrinsic discount
US$67.60
Fair Value
Price US$45.59
AnalystConsensusTarget US$67.60
AnalystLowTarget US$55.00
AnalystHighTarget US$85.00
Fair ValueUS$68.71
Share Pricen/a
Alarm.com Holdings, Inc. Stock Price
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- 4 Fair Values set on narratives written by author
ALRM Community Narratives
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Fair Value US$68.71 33.7% undervalued intrinsic discount
Connected Devices And Cloud Security Will Expand Global Reach
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Fair Value US$55 17.1% undervalued intrinsic discount
Rising Compliance Burdens And Supply Issues Will Compress Margins
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Fair Value US$85 46.4% undervalued intrinsic discount
Cloud-based IoT Adoption Will Reshape Digital Safety Yet Face Risks
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Rising Compliance Burdens And Supply Issues Will Compress Margins
Key Takeaways Rising regulatory costs, greater competition, and supply chain disruptions threaten profitability, margin protection, and retention of market share in core segments. Shifting customer demographics and increased price sensitivity limit recurring revenue growth and reduce pricing power, challenging long-term earnings prospects.Read more
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US$55
17.1% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.87% p.a.
Profit Margin
13.42%
Future PE
24.33x
Price in 2029
US$72.13
Cloud-based IoT Adoption Will Reshape Digital Safety Yet Face Risks
Key Takeaways Growing dominance in provider relationships, integrated IoT platform, and secular demand resilience position Alarm.com for faster recurring revenue and margin expansion than the market expects. Strong capital efficiency and expanding addressable markets support durable free cash flow, enabling strategic flexibility and potentially outpacing top-line growth forecasts.Read more
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US$85
46.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
4.85% p.a.
Profit Margin
15.14%
Future PE
33.45x
Price in 2028
US$110.89
Connected Devices And Cloud Security Will Expand Global Reach
Key Takeaways Expansion in smart home adoption and diversified markets is boosting recurring software revenue, margins, and operating leverage through an asset-light model. Investments in technology, partner networks, and advanced security solutions are reinforcing competitive advantages and driving long-term growth and profitability.Read more
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AN
US$68.71
33.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.13% p.a.
Profit Margin
14.66%
Future PE
28.5x
Price in 2028
US$89.64
Trending Discussion
Recently Updated Narratives
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ALRM: Expanding Connected Security Offerings Will Support Constructive Long Term Outlook
Fair Value: US$55 17.1% undervalued intrinsic discount
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AN
Cloud-based IoT Adoption Will Reshape Digital Safety Yet Face Risks
Fair Value: US$85 46.4% undervalued intrinsic discount
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Connected Devices And Cloud Security Will Expand Global Reach
Fair Value: US$68.71 33.7% undervalued intrinsic discount
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Snowflake Analysis
Alarm.com Holdings, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 2.67
- 66.15%
- 13.11%
- 111.1%
About ALRM
- Founded
- 2000
- Employees
- 2058
- CEO
- WebsiteView website
Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other. The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.
