Alarm.com Holdings, Inc.

NasdaqGS:ALRM Stok Raporu

Piyasa değeri: US$2.3b

Alarm.com Holdings Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Alarm.com Holdings kazanç ve gelirin sırasıyla yıllık 6.5% ve 4.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 0.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

6.5%

Kazanç büyüme oranı

0.22%

EPS büyüme oranı

Software kazanç büyümesi19.0%
Gelir büyüme oranı4.5%
Gelecekteki özkaynak getirisi14.80%
Analist kapsamı

Good

Son güncelleme20 Apr 2026

Gelecekteki son büyüme güncellemeleri

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)

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:ALRM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ALRM 'nin tahmini kazanç büyümesi (yıllık 6.5% ) tasarruf oranının ( 3.4% ) üzerindedir.

Kazançlar ve Piyasa: ALRM şirketinin kazançlarının (yıllık 6.5% ) US pazarından (yıllık 16% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ALRM şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: ALRM şirketinin gelirinin (yıllık 4.5% ) US pazarından (yıllık 11.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ALRM şirketinin gelirinin (yıllık 4.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ALRM 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.8 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 19:07
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Alarm.com Holdings, Inc. 10 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Saket KaliaBarclays
Adam HotchkissGoldman Sachs
Samad SamanaJefferies LLC