Alarm.com Holdings (ALRM) Aktienübersicht
Alarm.com Holdings, Inc. betreibt eine Plattform für vernetzte Immobilien in Nordamerika und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
ALRM Community Fair Values
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Analyst Price Targets
Alarm.com Holdings, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$54.51 |
| 52-Wochen-Hoch | US$59.53 |
| 52-Wochen-Tief | US$41.49 |
| Beta | 0.77 |
| 1 Monat Veränderung | 17.63% |
| 3 Monate Veränderung | 22.66% |
| 1 Jahr Veränderung | -2.21% |
| 3 Jahre Veränderung | -0.96% |
| 5 Jahre Veränderung | -36.61% |
| Veränderung seit IPO | 222.93% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jun 23
ALRM: New Security Products And Guidance Raises Will Support Future Earnings Power
Analysts have modestly adjusted their target for Alarm.com Holdings, raising fair value guidance from $58 to $59, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Alarm.com Holdings Alarm.com launched the ADC-V530 indoor Wi-Fi camera, which offers 4MP HDR video, color night vision via an integrated spotlight, and a physical privacy shutter.Analyseartikel • Jun 16
Alarm.com Holdings (ALRM) Stock Could Be 22% Undervalued on Recurring Revenue Strength
Alarm.com Holdings (ALRM) has drawn investor attention after recent trading left the stock at $45.47, with mixed short and longer term returns that together create a nuanced picture of how the market currently values the business. See our latest analysis for Alarm.com Holdings. Over the past year, Alarm.com Holdings has seen short term share price strength give way to a weaker longer term picture. The 30 day share price return of 6.94% contrasts with a 1 year total shareholder return that...Recent updates
Narrative-Update • Jun 23
ALRM: New Security Products And Guidance Raises Will Support Future Earnings Power
Analysts have modestly adjusted their target for Alarm.com Holdings, raising fair value guidance from $58 to $59, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Alarm.com Holdings Alarm.com launched the ADC-V530 indoor Wi-Fi camera, which offers 4MP HDR video, color night vision via an integrated spotlight, and a physical privacy shutter.Analyseartikel • Jun 16
Alarm.com Holdings (ALRM) Stock Could Be 22% Undervalued on Recurring Revenue Strength
Alarm.com Holdings (ALRM) has drawn investor attention after recent trading left the stock at $45.47, with mixed short and longer term returns that together create a nuanced picture of how the market currently values the business. See our latest analysis for Alarm.com Holdings. Over the past year, Alarm.com Holdings has seen short term share price strength give way to a weaker longer term picture. The 30 day share price return of 6.94% contrasts with a 1 year total shareholder return that...
Narrative-Update • Jun 05
ALRM: AI Security Expansion Will Confront Sector Repricing Risk
Analysts have kept their $40.00 price target on Alarm.com Holdings unchanged, citing only slight adjustments in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially change their overall valuation view. What's in the News Shooter Detection Systems, an Alarm.com company, reported that its SDS Perimeter Outdoor Gunshot Detection System received the Fire/Life Safety category award in the 2026 Security Sales & Integration Most Valuable Product Awards, highlighting its multi mode sensing technology designed to support accurate outdoor gunshot detection and situational awareness.Narrative-Update • May 19
ALRM: AI Proliferation And Sector Repricing Will Shape Fair Value Outlook
Analysts have trimmed their price targets on Alarm.com Holdings, with cuts such as $56 to $50 and $55 to $40 contributing to a refreshed valuation framework. This framework holds fair value at $40.00 and reflects updated assumptions around discount rate, revenue growth, profit margins, and future P/E multiples.Narrative-Update • Apr 26
ALRM: AI Disruption Concerns Will Test But Not Break Future Earnings Power
Alarm.com Holdings' latest analyst price targets have shifted lower, with recent cuts such as $56 to $50 and $55 to $40 reflecting updated models after the Q4 report and wider concerns about software sector competitive moats in light of rapid AI adoption. Analyst Commentary Recent Street research on Alarm.com highlights a mix of company specific considerations and broader sector questions, with price targets reset to $50 and $40 after the Q4 report and a relook at vertical software valuations.Narrative-Update • Apr 10
ALRM: AI Proliferation And Reset Expectations Will Shape Fair Value Outlook
Analysts have lowered Alarm.com Holdings' average price target significantly. Recent revisions to $50 and $40 reflect updated Q4 modeling and broader concerns about vertical software valuations and competitive moats as AI adoption accelerates.Narrative-Update • Mar 27
ALRM: AI Proliferation And Fair Value Outlook Will Shape Sector Multiple
Alarm.com Holdings' analyst price targets have been reset lower, with recent cuts to $50 and $40. These changes reflect updated models after the Q4 report and broader concern from analysts about vertical software valuations and the impact of rapid AI adoption on competitive moats.Narrative-Update • Mar 12
ALRM: Future Earnings Power Will Be Tested By AI Moat Concerns
Analysts have trimmed their fair value estimate for Alarm.com Holdings to $58.00 from $68.71, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E following recent price target cuts from $56 to $50 and from $55 to $40 in Street research. Analyst Commentary Recent Street research highlights a mix of caution and recalibration around Alarm.com Holdings, with price targets reset following the latest Q4 report and broader reassessments in software valuations.Narrative-Update • Feb 25
ALRM: AI Moat Uncertainty Will Pressure Vertical Software Multiple
Narrative Update: Alarm.com Holdings Analysts have trimmed their fair value estimate for Alarm.com Holdings to $40 from $55, pointing to updated sector views, revised P/E assumptions, and recent research that includes reduced price targets of $40 and $50 following the latest Q4 report. Analyst Commentary Recent Street research reflects a more cautious stance on Alarm.com Holdings, with multiple bearish analysts trimming price targets after the latest Q4 report and sector review.Narrative-Update • Feb 11
ALRM: Expanding Connected Security Offerings Will Support Constructive Long Term Outlook
Analysts have maintained their price target for Alarm.com Holdings at $55.00, noting that only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E were made, which do not materially change their overall view. What's in the News Alarm.com released a low cost Video Intercom Mobile Directory that replaces traditional intercom hardware with a mobile based, QR code enabled visitor management system for multi-tenant residential and commercial properties, using the company’s existing professionally installed and monitored infrastructure (Key Developments).Analyseartikel • Feb 10
Is Alarm.com Holdings (NASDAQ:ALRM) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative-Update • Jan 27
ALRM: Expanding Security Platform And Disciplined Guidance Will Support Balanced Outlook
Analysts kept their price target for Alarm.com Holdings steady at US$55.00, citing only small model adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major change in the outlook. What's in the News Launched the ADC-V730, the company's first Wi-Fi spotlight camera.Narrative-Update • Jan 11
ALRM: Expanding Security Platform And Steady Guidance Will Support Balanced Outlook
Analysts have maintained their fair value estimate for Alarm.com Holdings at $55.00. This reflects only slight adjustments in inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall price view.Analyseartikel • Jan 08
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
Alarm.com Holdings, Inc. ( NASDAQ:ALRM ), is not the largest company out there, but it saw a double-digit share price...Narrative-Update • Dec 27
ALRM: Expanded Security Offerings And Buybacks Will Support Steady Outlook
Narrative Update Analysts have maintained their price target for Alarm.com Holdings at 55.00 dollars, with only marginal model refinements to discount rates, revenue growth, profit margin, and future valuation multiples. These refinements support a steady outlook rather than a material reassessment of the company’s fair value.Narrative-Update • Dec 12
ALRM: Product Expansion And Share Buybacks Will Support Balanced Outlook
Analysts have raised their price target on Alarm.com Holdings by 10.0 percent, from 50 dollars to 55 dollars, citing slightly higher long term profit margin and valuation assumptions despite somewhat slower projected revenue growth. What's in the News Launched a low cost Video Intercom Mobile Directory that modernizes multi tenant visitor management with QR code access, mobile video calling, and remote door control, reducing the need for in unit hardware (Key Developments).Analyseartikel • Oct 08
Is Alarm.com Holdings (NASDAQ:ALRM) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Jul 17
Is It Too Late To Consider Buying Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
Alarm.com Holdings, Inc. ( NASDAQ:ALRM ), is not the largest company out there, but it saw a double-digit share price...Analyseartikel • Jul 04
Some Investors May Be Worried About Alarm.com Holdings' (NASDAQ:ALRM) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Seeking Alpha • Jun 24
Alarm.com Has Twin Challenges Of Sustainable Growth And Tariff Pricing Pass-Through
Summary 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. I maintain a neutral Hold rating until we see more durable international/commercial growth and the resolution of tariff risks impacting hardware profitability. Read the full article on Seeking AlphaAnalyseartikel • Jun 14
Is There An Opportunity With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) 24% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Alarm.com Holdings fair value estimate is US$74.34 Alarm.com...Analyseartikel • May 29
Most Shareholders Will Probably Agree With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) CEO Compensation
Key Insights Alarm.com Holdings to hold its Annual General Meeting on 4th of June Salary of US$238.3k is part of CEO...Analyseartikel • May 13
Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 23.2x Alarm.com Holdings, Inc. ( NASDAQ:ALRM ) may be sending bearish...Seeking Alpha • Apr 21
Alarm.com: Strong Financials And Solid Results, But Rising Market Competition Poses Risks
Summary Alarm.com Holdings is a market leader in cloud-based IoT security solutions, with strong financials and a revenue CAGR of 11.05% from FY20 to FY24. Despite growth, Alarm faces challenges from tech giants like Google and Amazon, and high revenue concentration from top ten customers. Management's growth strategy focuses on commercial surveillance, smart energy, and international expansion, but ADT's partnership with Google poses significant risks. A DCF analysis indicates a potential downside of over 10%, leading to a "Hold" rating due to rising competition and valuation concerns. Read the full article on Seeking AlphaAnalyseartikel • Apr 16
What Does Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Share Price Indicate?
While Alarm.com Holdings, Inc. ( NASDAQ:ALRM ) might not have the largest market cap around , it received a lot of...Analyseartikel • Mar 21
Returns On Capital Signal Tricky Times Ahead For Alarm.com Holdings (NASDAQ:ALRM)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyseartikel • Mar 04
Calculating The Intrinsic Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)
Key Insights The projected fair value for Alarm.com Holdings is US$64.51 based on 2 Stage Free Cash Flow to Equity With...Analyseartikel • Feb 19
These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyseartikel • Dec 19
Alarm.com Holdings (NASDAQ:ALRM) Is Reinvesting At Lower Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analyseartikel • Dec 05
Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shares Climb 28% But Its Business Is Yet to Catch Up
Alarm.com Holdings, Inc. ( NASDAQ:ALRM ) shareholders would be excited to see that the share price has had a great...Analyseartikel • Nov 26
Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)
Key Insights The projected fair value for Alarm.com Holdings is US$57.23 based on 2 Stage Free Cash Flow to Equity With...Analyseartikel • Nov 14
We Think Alarm.com Holdings' (NASDAQ:ALRM) Profit Is Only A Baseline For What They Can Achieve
Alarm.com Holdings, Inc.'s ( NASDAQ:ALRM ) strong earnings report was rewarded with a positive stock price move. We...Analyseartikel • Nov 13
These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Nov 01
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?
Alarm.com Holdings, Inc. ( NASDAQ:ALRM ), is not the largest company out there, but it saw significant share price...Seeking Alpha • Sep 11
Alarm.com: There Are Likely Better Entry Points On The Horizon
Summary Alarm.com is expanding internationally and into commercial markets, but its EPS and revenue growth rates are currently a contraction from historical levels. Despite a contraction in top-line and bottom-line growth, its PE and PS ratios have not contracted enough. Therefore, I consider the stock to have a vulnerable valuation at the moment. I expect we could see a near-term stock price decline, but I believe the consensus estimates could begin to expand long-term as management consolidates its position in new markets. My conclusion is that there are better entry points for buying into Alarm.com, but it is certainly a strong company with robust long-term prospects if management continues to operate well. Read the full article on Seeking AlphaAnalyseartikel • Sep 09
There's Reason For Concern Over Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Neues Narrative • Sep 05
Cloud Expansion And Generative AI Propel Growth Amid Market And Profit Margin Challenges
Expansion through cloud-based solutions and generative AI adoption indicates growth in the commercial segment and operational efficiency.Analyseartikel • Aug 21
Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)
Key Insights The projected fair value for Alarm.com Holdings is US$63.87 based on 2 Stage Free Cash Flow to Equity With...Aktionärsrenditen
| ALRM | US Software | US Markt | |
|---|---|---|---|
| 7D | 4.4% | -0.9% | -1.5% |
| 1Y | -2.2% | -23.8% | 16.0% |
Rendite im Vergleich zur Industrie: ALRM übertraf die Branche US Software , die im vergangenen Jahr eine Rendite von -23.8 erzielte.
Rendite vs. Markt: ALRM hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 16 erzielte.
Preisvolatilität
| ALRM volatility | |
|---|---|
| ALRM Average Weekly Movement | 5.0% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: ALRM hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: ALRMDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2000 | 2,051 | Steve Trundle | www.alarm.com |
Alarm.com Holdings, Inc. betreibt eine Plattform für vernetzte Immobilien in Nordamerika und international. Das Unternehmen ist in zwei Segmenten tätig, Alarm.com und Sonstige. Das Unternehmen bietet Lösungen für Privathaushalte, wie z. B. Alarmübertragung, Smart-Signal, intelligente Scharfschaltung und persönliche Sicherheit und Bewusstsein, sowie Echtzeit-Warnungen und Always-on-Monitoring; Video-Überwachung Lösungen, einschließlich Video-Analyse, Remote-Video-Überwachung, AI Abschreckung, Video-Türklingel, intelligente Integration und Zelle Stecker; Szenen, Video-Analyse-Trigger, intelligente Thermostat Zeitpläne, reaktionsschnelle Einsparungen, Präzision Komfort, HVAC Monitoring Service, Orte-Funktion, ganze Haus Wasser-Sicherheitslösung, und Energieverbrauch und Solar-Monitoring-Lösung.
Alarm.com Holdings, Inc.'s Grundlagenzusammenfassung
| ALRM grundlegende Statistiken | |
|---|---|
| Marktanteil | US$2.70b |
| Gewinn(TTM) | US$128.21m |
| Umsatz(TTM) | US$1.04b |
21.0x
Kurs-Gewinn-Verhältnis 2.6x
Kurs-Umsatz-VerhältnisIst ALRM zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ALRM Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.04b |
| Kosten der Einnahmen | US$354.57m |
| Bruttogewinn | US$682.99m |
| Sonstige Ausgaben | US$554.78m |
| Gewinn | US$128.21m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Aug 06, 2026
| Gewinn per Aktie (EPS) | 2.59 |
| Bruttomarge | 65.83% |
| Nettogewinnspanne | 12.36% |
| Schulden/Eigenkapital-Verhältnis | 54.3% |
Wie hat sich ALRM auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/28 13:53 |
| Aktienkurs zum Tagesende | 2026/07/28 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Alarm.com Holdings, Inc. wird von 10 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Saket Kalia | Barclays |
| Adam Hotchkiss | Goldman Sachs |
| Samad Samana | Jefferies LLC |