Is Alarm.com’s New Mobile Intercom And Everon Partnership Altering The Investment Case For ALRM?

• Earlier this month, Alarm.com announced a low-cost Video Intercom Mobile Directory that uses QR codes and mobile phones to modernize secure entry management for multi-tenant residential and commercial properties across North America and select international markets.
• Just days before, Alarm.com and Everon, LLC revealed a partnership to offer a unified console that integrates intrusion protection, access control, and advanced video analytics, signaling a push deeper into integrated commercial security solutions.
• Next, we’ll explore how this mobile-first intercom launch, alongside Everon’s unified console partnership, may influence Alarm.com’s investment narrative.

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Alarm.com Holdings Investment Narrative Recap

To own Alarm.com, you need to believe its mix of software, hardware and service-provider partnerships can keep growing recurring security and access-control revenue even as competition stays intense. The new Video Intercom Mobile Directory and Everon console integration both lean into higher-value commercial and multi-tenant use cases, which could support near term sentiment around commercial SaaS traction. They do not, however, materially reduce the key risks tied to hardware cost inflation and supply chain exposure.

Of the recent announcements, the Everon partnership looks most relevant, because it puts Alarm.com’s business platform and analytics in front of a wider base of commercial customers. If that helps deepen adoption of integrated intrusion, video and access control, it ties directly into the core catalyst of higher ARPU from advanced security features, while still sitting against the backdrop of rising competition from large technology players and low cost entrants.

But while these launches are encouraging, investors should still be aware that rising competitive threats from larger tech ecosystems could...

Read the full narrative on Alarm.com Holdings (it's free!)

Alarm.com Holdings' narrative projects $1.1 billion revenue and $161.6 million earnings by 2028.

Uncover how Alarm.com Holdings' forecasts yield a $68.71 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community members currently see fair value for Alarm.com between US$68.71 and US$78.16, highlighting how far opinions can spread. Set that against the growing focus on integrated commercial security platforms and you can quickly see why it pays to compare several different views on the company’s future performance.

Explore 3 other fair value estimates on Alarm.com Holdings - why the stock might be worth as much as 50% more than the current price!

Build Your Own Alarm.com Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Alarm.com Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Alarm.com Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Alarm.com Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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