Alarm.com Holdings, Inc.

Informe acción NasdaqGS:ALRM

Capitalización de mercado: US$2.3b

Alarm.com Holdings Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Alarm.com Holdings de 6.5% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 0.2% al año. Se espera que la rentabilidad financiera sea de 14.8% en 3 años.

Información clave

6.5%

Tasa de crecimiento de los beneficios

0.22%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software19.0%
Tasa de crecimiento de los ingresos4.5%
Rentabilidad financiera futura14.80%
Cobertura de analistas

Good

Última actualización20 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

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.

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.

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.

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.

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.

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).

Is Alarm.com Holdings (NASDAQ:ALRM) A Risky Investment?

Feb 10
Is Alarm.com Holdings (NASDAQ:ALRM) A Risky Investment?

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.

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.

Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

Jan 08
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

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.

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).

Is Alarm.com Holdings (NASDAQ:ALRM) Using Too Much Debt?

Oct 08
Is Alarm.com Holdings (NASDAQ:ALRM) Using Too Much Debt?

Is It Too Late To Consider Buying Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

Jul 17
Is It Too Late To Consider Buying Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

Some Investors May Be Worried About Alarm.com Holdings' (NASDAQ:ALRM) Returns On Capital

Jul 04
Some Investors May Be Worried About Alarm.com Holdings' (NASDAQ:ALRM) Returns On Capital

Alarm.com Has Twin Challenges Of Sustainable Growth And Tariff Pricing Pass-Through

Jun 24

Is There An Opportunity With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) 24% Undervaluation?

Jun 14
Is There An Opportunity With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) 24% Undervaluation?

Most Shareholders Will Probably Agree With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) CEO Compensation

May 29
Most Shareholders Will Probably Agree With Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) CEO Compensation

Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shareholders Might Be Looking For Exit

May 13
Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shareholders Might Be Looking For Exit

Alarm.com: Strong Financials And Solid Results, But Rising Market Competition Poses Risks

Apr 21

What Does Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Share Price Indicate?

Apr 16
What Does Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Share Price Indicate?

Returns On Capital Signal Tricky Times Ahead For Alarm.com Holdings (NASDAQ:ALRM)

Mar 21
Returns On Capital Signal Tricky Times Ahead For Alarm.com Holdings (NASDAQ:ALRM)

Calculating The Intrinsic Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Mar 04
Calculating The Intrinsic Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely

Feb 19
These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely

Alarm.com Holdings (NASDAQ:ALRM) Is Reinvesting At Lower Rates Of Return

Dec 19
Alarm.com Holdings (NASDAQ:ALRM) Is Reinvesting At Lower Rates Of Return

Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shares Climb 28% But Its Business Is Yet to Catch Up

Dec 05
Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Shares Climb 28% But Its Business Is Yet to Catch Up

Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Nov 26
Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

We Think Alarm.com Holdings' (NASDAQ:ALRM) Profit Is Only A Baseline For What They Can Achieve

Nov 14
We Think Alarm.com Holdings' (NASDAQ:ALRM) Profit Is Only A Baseline For What They Can Achieve

These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely

Nov 13
These 4 Measures Indicate That Alarm.com Holdings (NASDAQ:ALRM) Is Using Debt Safely

Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

Nov 01
Is There Now An Opportunity In Alarm.com Holdings, Inc. (NASDAQ:ALRM)?

Alarm.com: There Are Likely Better Entry Points On The Horizon

Sep 11

There's Reason For Concern Over Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Price

Sep 09
There's Reason For Concern Over Alarm.com Holdings, Inc.'s (NASDAQ:ALRM) Price
User avatar

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.

Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Aug 21
Calculating The Fair Value Of Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Alarm.com Holdings (NASDAQ:ALRM) Will Want To Turn Around Its Return Trends

Aug 06
Alarm.com Holdings (NASDAQ:ALRM) Will Want To Turn Around Its Return Trends

Is Now The Time To Put Alarm.com Holdings (NASDAQ:ALRM) On Your Watchlist?

Jul 25
Is Now The Time To Put Alarm.com Holdings (NASDAQ:ALRM) On Your Watchlist?

Why Alarm.com Holdings, Inc. (NASDAQ:ALRM) Could Be Worth Watching

Jul 12
Why Alarm.com Holdings, Inc. (NASDAQ:ALRM) Could Be Worth Watching

Alarm.com Holdings: Strong Partnerships To Meet Demand For Security

Jul 09

Alarm.com Holdings (NASDAQ:ALRM) Could Easily Take On More Debt

Jun 10
Alarm.com Holdings (NASDAQ:ALRM) Could Easily Take On More Debt

Earnings Not Telling The Story For Alarm.com Holdings, Inc. (NASDAQ:ALRM)

May 02
Earnings Not Telling The Story For Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:ALRM - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20281,155N/AN/AN/A1
12/31/20271,1091512232346
12/31/20261,0611342122206
12/31/20251,011133136153N/A
9/30/2025992128153174N/A
6/30/2025976130161180N/A
3/31/2025955128164181N/A
12/31/2024940124193206N/A
9/30/2024924125178190N/A
6/30/2024905108165176N/A
3/31/202489590174189N/A
12/31/202388281122136N/A
9/30/202386468118131N/A
6/30/2023858676678N/A
3/31/2023847623867N/A
12/31/2022843562857N/A
9/30/202283047842N/A
6/30/2022806433670N/A
3/31/2022782475468N/A
12/31/20217495288103N/A
9/30/202171959104119N/A
6/30/2021686828399N/A
3/31/20216398493110N/A
12/31/20206187882102N/A
9/30/2020593756690N/A
6/30/2020562574772N/A
3/31/2020542533761N/A
12/31/2019502542747N/A
9/30/201947348N/A50N/A
6/30/201945723N/A68N/A
3/31/201944020N/A56N/A
12/31/201842022N/A61N/A
9/30/201839814N/A54N/A
6/30/201837637N/A48N/A
3/31/201835736N/A48N/A
12/31/201733929N/A57N/A
9/30/201732032N/A50N/A
6/30/201729819N/A39N/A
3/31/201727611N/A28N/A
12/31/201626110N/A23N/A
9/30/201624810N/A17N/A
6/30/201623411N/A27N/A
3/31/2016222-8N/A31N/A
12/31/2015209-7N/A28N/A
9/30/2015198-10N/A30N/A
6/30/2015186-13N/A17N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (6.5% al año) de ALRM es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (6.5% al año) de ALRM crezcan menos que el mercado US (16% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de ALRM crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de ALRM crezcan más despacio que el mercado de US (11.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de ALRM crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ALRM sea baja dentro de 3 años (14.8%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 05:06
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Alarm.com Holdings, Inc. está cubierta por 10 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Saket KaliaBarclays
Adam HotchkissGoldman Sachs
Samad SamanaJefferies LLC