Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc. (ALRM) Stock Analysis

$57.370

-0.270 (-0.47%)At close

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High
58.620
Open
58.140
VWAP
57.64
Volume
462.99K
Mkt Cap
3.16B
Low
56.935
Amount
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 analysis of Alarm.com Holdings, Inc. (ALRM)

Buy

Alarm.com Holdings Inc is a good buy right now, as it is currently priced at $57.37 with a forward P/E of 26.25, indicating potential for growth. The company has shown strong revenue growth, with Q2 2026 revenue reaching $277.7 million, a 9.2% year-over-year increase. Additionally, hedge funds have increased their buying activity by 571.25% over the last quarter, signaling positive market sentiment. However, the main risk is the estimated sales growth dropping to 3.6% for the next 12 months, which may indicate a slowdown in demand.

Analyst Ratings (12)

+22.01% upside
Buy
7 Buy
5 Hold
0 Sell
Current: 57.37
Low
55.00
Average
70.00
High
85.00

Barclays

2026-08-10

Price Target

$60

Equal Weight

Barclays

2026-05-08

Price Target

$55

Equal Weight

Barclays

2026-02-20

Price Target

$50

Equal Weight

JPMorgan

2026-02-18

Price Target

$40

Underweight

Goldman Sachs

2025-11-10

Price Target

$56

Neutral

Valuation Metrics

The current forward P/E ratio for Alarm.com Holdings, Inc. (ALRM) is 26.25, compared to its 5-year average forward P/E of 29.91.

Forward P/E

Fair
5Y Average P/E
29.91
Current P/E
26.25
Overvalued
35.85
Undervalued
23.96

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
17.47
Current EV/EBITDA
13.24
Overvalued
21.85
Undervalued
13.08

Forward P/S

Fair
5Y Average P/S
3.15
Current P/S
2.49
Overvalued
3.91
Undervalued
2.39

Alphio AI Price Scenarios for ALRM

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ALRM

$58.34

Scenario price

B

Base

Base · 50%ALRM

$51.88

Scenario price

B

Bear

Bear · 25%ALRM

$41.51

Scenario price

Whales holding ALRM

B

Burgundy Asset Management Ltd.

+ HoldingALRM

+6.08%

3M Return

Events Timeline

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

Sees 2026 Revenue of $1.079B to $1.0894B

16:30:00

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

2026-07-23 (ET)

09:30:00

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

News

ALRM FAQ — answered by Alphio AI

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, as it is currently priced at $57.37 with a forward P/E of 26.25, indicating potential for growth. The company has shown strong revenue growth, with Q2 2026 revenue reaching $277.7 million, a 9.2% year-over-year increase. Additionally, hedge funds have increased their buying activity by 571.25% over the last quarter, signaling positive market sentiment. However, the main risk is the estimated sales growth dropping to 3.6% for the next 12 months, which may indicate a slowdown in demand.

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

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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