Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc.(ALRM)の株式分析

$57.370

-0.270 (-0.47%)終値時点

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高値
58.620
始値
58.140
出来高加重平均価格
57.64
出来高
462.99K
時価総額
3.16B
安値
56.935
売買代金
26.69M
EV/EBITDA(TTM)
13.24

Alarm.com Holdings, Inc. provides a platform for intelligently connected property. Its cloud-based platform offers a suite of Internet of Things (IoT) solutions addressing global opportunities in the residential, multi-family, small business and enterprise commercial markets. The Company's segments include Alarm.com and Other. Its Alarm.com segment represents its cloud-based and Software platforms for intelligently connected property and related solutions. Its Other segment is focused on researching, developing and offering residential and commercial automation solutions and energy management products and services in adjacent markets. This segment also includes advanced grid services and virtual power plant (VPP) solutions for utilities. Its solution suite includes security, video and video analytics, energy management, access control, electric utility grid management, indoor gunshot detection, water management, health and wellness, personal safety and data-rich emergency response.

www.alarm.com

AI分析 of Alarm.com Holdings, Inc. (ALRM)

買い

Alarm.com Holdings Inc is a good buy right now due to its current price of $55.65 being below the analyst price target of $60, indicating a potential upside of 7.5%. Additionally, the company reported a Q2 2026 non-GAAP EPS of $0.77, exceeding expectations by $0.12, which reflects strong profitability and market confidence. However, a risk to consider is the estimated sales growth dropping to 3.6% for the next 12 months, suggesting potential demand slowdown.

アナリスト評価(12)

上値余地 +22.01%
買い
7 買い
5 中立
0 売り
現在: 57.37
安値
55.00
平均
70.00
高値
85.00

Barclays

2026-08-10

目標株価

$60

Equal Weight

Barclays

2026-05-08

目標株価

$55

Equal Weight

Barclays

2026-02-20

目標株価

$50

Equal Weight

JPMorgan

2026-02-18

目標株価

$40

アンダーウェイト

Goldman Sachs

2025-11-10

目標株価

$56

中立

バリュエーション指標

Alarm.com Holdings, Inc.(ALRM)の現在の予想PERは26.25で、5年平均は29.91です。

予想PER

適正
5年平均 P/E
29.91
現在のP/E
26.25
割高
35.85
割安
23.96

予想EV/EBITDA

適正
5年平均 EV/EBITDA
17.47
現在のEV/EBITDA
13.24
割高
21.85
割安
13.08

予想PSR

適正
5年平均 P/S
3.15
現在のP/S
2.49
割高
3.91
割安
2.39

Alphio AI による ALRM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%ALRM

$58.34

シナリオ価格

基

基本

基本 · 50%ALRM

$51.88

シナリオ価格

弱

弱気

弱気 · 25%ALRM

$41.51

シナリオ価格

ALRM を保有するクジラ

B

Burgundy Asset Management Ltd.

+ を保有ALRM

+6.08%

3か月リターン

イベントタイムライン

2026-09-10 (ET)

09:30:00

OpenEye Introduces AI-Powered Visual Search and Alerting

2026-09-01 (ET)

09:30:00

Shooter Detection Systems Joins ONVIF as User Member

2026-08-06 (ET)

16:30:00

Alarm.com Sees Q3 SaaS and License Revenue of $189.8M-$190.0M

16:30:00

Sees 2026 Revenue of $1.079B to $1.0894B

2026-07-23 (ET)

09:30:00

Eversource and National Grid Jointly Test Vehicle-to-Grid Capabilities

ニュース

ALRM のよくある質問 — Alphio AI が回答

Alarm.com Holdings, Inc. provides a platform for intelligently connected property. Its cloud-based platform offers a suite of Internet of Things (IoT) solutions addressing global opportunities in the residential, multi-family, small business and enterprise commercial markets. The Company's segments include Alarm.com and Other. Its Alarm.com segment represents its cloud-based and Software platforms for intelligently connected property and related solutions. Its Other segment is focused on researching, developing and offering residential and commercial automation solutions and energy management products and services in adjacent markets. This segment also includes advanced grid services and virtual power plant (VPP) solutions for utilities. Its solution suite includes security, video and video analytics, energy management, access control, electric utility grid management, indoor gunshot detection, water management, health and wellness, personal safety and data-rich emergency response. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Alarm.com Holdings Inc is a good buy right now due to its current price of $55.65 being below the analyst price target of $60, indicating a potential upside of 7.5%. Additionally, the company reported a Q2 2026 non-GAAP EPS of $0.77, exceeding expectations by $0.12, which reflects strong profitability and market confidence. However, a risk to consider is the estimated sales growth dropping to 3.6% for the next 12 months, suggesting potential demand slowdown.

12 analysts cover ALRM: 7 rate it Buy, 5 Hold and 0 Sell. The average price target is 70.00.

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