Alarm.com (NASDAQ:ALRM – Get Free Report) had its target price upped by analysts at Barclays from $60.00 to $70.00 in a note issued to investors on Friday, Benzinga reports. The firm currently has an “equal weight” rating on the software maker’s stock. Barclays‘s target price points to a potential upside of 7.52% from the stock’s previous close.
Other analysts have also recently issued research reports about the company. Weiss Ratings raised Alarm.com from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 15th. Zacks Research lowered Alarm.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. JPMorgan Chase & Co. upped their target price on Alarm.com from $40.00 to $50.00 and gave the company an “underweight” rating in a research report on Friday, October 30th. Wall Street Zen upgraded Alarm.com from a “hold” rating to a “buy” rating in a research note on Sunday, August 16th. Finally, Raymond James Financial restated a “strong-buy” rating and set a $65.00 price objective on shares of Alarm.com in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $61.67.
Get Our Latest Research Report on ALRM
Alarm.com Stock Down 2.9%
NASDAQ:ALRM traded down $1.93 during midday trading on Friday, reaching $65.11. 75,329 shares of the stock traded hands, compared to its average volume of 472,075. The stock has a market capitalization of $3.22 billion, a PE ratio of 28.81, a price-to-earnings-growth ratio of 2.14 and a beta of 0.70. Alarm.com has a 12-month low of $41.49 and a 12-month high of $69.39. The company has a debt-to-equity ratio of 0.57, a quick ratio of 4.38 and a current ratio of 4.96. The business has a 50-day moving average of $57.76 and a two-hundred day moving average of $50.41.
Alarm.com (NASDAQ:ALRM – Get Free Report) last released its quarterly earnings results on Thursday, November 5th. The software maker reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.15. The business had revenue of $279.44 million for the quarter, compared to analyst estimates of $265.82 million. Alarm.com had a net margin of 11.11% and a return on equity of 15.65%. The business’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.76 earnings per share. On average, equities analysts forecast that Alarm.com will post 2.49 earnings per share for the current fiscal year.
Insider Buying and Selling at Alarm.com
In other news, CEO Stephen Trundle sold 50,000 shares of Alarm.com stock in a transaction on Monday, August 24th. The shares were sold at an average price of $57.67, for a total transaction of $2,883,500.00. Following the completion of the sale, the chief executive officer directly owned 324,842 shares in the company, valued at approximately $18,733,638.14. The trade was a 13.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Kevin Bradley sold 5,400 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $55.07, for a total transaction of $297,378.00. Following the sale, the chief financial officer directly owned 78,222 shares in the company, valued at $4,307,685.54. This trade represents a 6.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 4.80% of the company’s stock.
Institutional Trading of Alarm.com
Several large investors have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP increased its holdings in shares of Alarm.com by 1.1% in the first quarter. Dimensional Fund Advisors LP now owns 1,117,359 shares of the software maker’s stock valued at $48,257,000 after purchasing an additional 11,624 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Alarm.com by 43.9% during the first quarter. Arrowstreet Capital Limited Partnership now owns 779,200 shares of the software maker’s stock worth $33,654,000 after purchasing an additional 237,633 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Alarm.com during the second quarter worth about $14,339,000. Principal Financial Group Inc. lifted its holdings in shares of Alarm.com by 5.2% during the first quarter. Principal Financial Group Inc. now owns 300,204 shares of the software maker’s stock worth $12,966,000 after purchasing an additional 14,967 shares during the period. Finally, Centaurus Financial Inc. boosted its position in Alarm.com by 1.0% in the first quarter. Centaurus Financial Inc. now owns 271,841 shares of the software maker’s stock valued at $11,741,000 after buying an additional 2,782 shares during the last quarter. Hedge funds and other institutional investors own 91.74% of the company’s stock.
Key Stories Impacting Alarm.com
Here are the key news stories impacting Alarm.com this week:
- Positive Sentiment: Q3 revenue rose 9% year over year to $279.4 million, and earnings of $0.90 per share exceeded analyst estimates of about $0.75–$0.77. SaaS and license revenue increased 9% to $191.2 million. Alarm.com Reports Third Quarter 2026 Results
- Positive Sentiment: The company raised its full-year 2026 guidance; coverage characterized the updated outlook as exceeding expectations. That supports the view that demand and execution remain solid. Alarm.com beats expectations, full-year outlook exceeds expectations
- Neutral Sentiment: Alarm.com forecast Q4 SaaS and license revenue of $194.6 million to $194.8 million. Investors may compare this near-term guidance with expectations while assessing the raised full-year outlook. Alarm.com Q4 revenue outlook
- Neutral Sentiment: Management’s earnings-call discussion and subsequent coverage highlighted product expansion and commercial M&A as factors shaping the company’s outlook, though the available reports do not provide details on their expected financial contribution. Product expansion and commercial M&A outlook
Alarm.com Company Profile
Alarm.com Holdings, Inc develops cloud-based technology for connected security and smart automation. Its platform helps residential and commercial customers monitor and manage security systems, video cameras, access control, energy use, and other connected devices through mobile applications and web-based tools.
The company’s products and services are delivered primarily through a network of authorized service providers, including security dealers and integrators. Its offerings include intrusion detection, smart-home automation, video surveillance, commercial security and access management, energy management, and solutions designed for property managers and other business customers.
Founded in 2000 and headquartered in Vienna, Virginia, Alarm.com serves customers through service providers in the United States and international markets.
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