Alarm.com Holdings, Inc.

NasdaqGS:ALRM Rapport sur les actions

Capitalisation boursière : US$2.3b

Alarm.com Holdings Croissance future

Future contrôle des critères 1/6

Alarm.com Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 6.5% et de 4.5% par an respectivement. Le BPA devrait croître de de 0.2% par an. Le rendement des capitaux propres devrait être 14.8% dans 3 ans.

Informations clés

6.5%

Taux de croissance des bénéfices

0.22%

Taux de croissance du BPA

Software croissance des bénéfices19.0%
Taux de croissance des recettes4.5%
Rendement futur des capitaux propres14.80%
Couverture par les analystes

Good

Dernière mise à jour20 Apr 2026

Mises à jour récentes de la croissance future

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
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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)

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:ALRM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ALRM ( 6.5% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de ALRM ( 6.5% par an) devraient croître plus lentement que le marché US ( 15.8% par an).

Croissance élevée des bénéfices: Les bénéfices de ALRM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ALRM ( 4.5% par an) devrait croître plus lentement que le marché de US ( 11.1% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ALRM ( 4.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de ALRM devrait être faible dans 3 ans ( 14.8 %).

Découvrir les entreprises en croissance

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1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 01:44
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Alarm.com Holdings, Inc. est couverte par 10 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Saket KaliaBarclays
Adam HotchkissGoldman Sachs
Samad SamanaJefferies LLC