Alarm.com Holdings, Inc. · NASDAQ (us_market)
Technology · Software - Application · United States
Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other. The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
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DROP2024-12-06$68.41 RISE2025-04-21$49.34 PEAK2025-05-13$60.68 158d | -27.9% 136d | Missed | Missed | — | — | +23.0% 22d | Missed |
DROP2024-07-30$71.19 RISE2024-10-03$52.26 PEAK2024-12-04$68.81 127d | -26.6% 65d | Missed | Missed | — | — | +31.7% 62d | Missed |
DROP2024-02-29$75.69 RISE2024-06-20$60.91 PEAK2024-07-30$71.19 152d | -19.5% 112d | Missed | Missed | — | — | +16.9% 40d | Missed |
DROP2023-09-25$62.02 RISE2023-11-01$50.38 PEAK2023-12-29$64.62 95d | -18.8% 37d | Missed | Missed | — | — | +28.3% 58d | Missed |
DROP2023-02-02$58.24 RISE2023-05-02$45.32 PEAK2023-07-28$55.16 176d | -22.2% 89d | Missed | Missed | — | — | +21.7% 87d | Missed |
DROP2022-08-19$73.13 RISE2022-12-28$47.13 PEAK2023-02-02$58.24 167d | -35.6% 131d | Missed | Missed | — | — | +23.6% 36d | Missed |
DROP2022-08-12$76.79 RISE2022-11-28$47.50 PEAK2023-02-02$58.24 174d | -38.1% 108d | Missed | Missed | — | — | +22.6% 66d | Missed |
DROP2022-02-15$72.90 RISE2022-06-16$58.15 PEAK2022-08-12$76.79 178d | -20.2% 121d | Missed | Missed | — | — | +32.1% 57d | Missed |
DROP2021-12-31$84.81 RISE2022-05-11$55.67 PEAK2022-08-08$73.20 220d | -34.4% 131d | Missed | Missed | — | — | +31.5% 89d | Missed |
DROP2021-08-06$90.28 RISE2021-10-11$76.73 PEAK2021-11-05$89.52 91d | -15.0% 66d | Missed | Missed | — | — | +16.7% 25d | Missed |
DROP2021-04-27$95.23 RISE2021-08-18$77.10 PEAK2021-11-05$89.52 192d | -19.0% 113d | Missed | Missed | — | — | +16.1% 79d | Missed |
DROP2021-02-09$104.60 RISE2021-06-03$78.08 PEAK2021-08-06$90.28 178d | -25.4% 114d | Missed | Missed | — | — | +15.6% 64d | Missed |
DROP2021-01-13$107.69 RISE2021-03-24$82.03 PEAK2021-04-27$95.23 104d | -23.8% 70d | Missed | Missed | — | — | +16.1% 34d | Missed |
DROP2020-07-21$73.49 RISE2020-09-24$53.74 PEAK2020-12-18$93.54 150d | -26.9% 65d | Missed | Missed | — | — | +74.0% 85d | Missed |
DROP2020-03-02$50.11 RISE2020-03-16$34.29 PEAK2020-06-08$60.42 98d | -31.6% 14d | Missed | Missed | — | — | +76.2% 84d | Missed |
No scored news yet for a sentiment trend.
Why weak billing trends are back in focus for Alarm.com Holdings (ALRM) Recent commentary points to weaker billing growth at Alarm.com Holdings (ALRM), softer demand signals, rising competition, and slowing projected revenue expansion, while operating margins stay flat and investors reassess the stock’s risk profile. See our latest analysis for Alarm.com Holdings. At a share price of US$43.80, Alarm.com’s recent 7 day share price return of 3.01% contrasts with a weaker year to date share...
Over the past six months, Alarm.com’s stock price fell to $43.83. Shareholders have lost 9% of their capital, which is disappointing considering the S&P 500 has climbed by 11.6%. This may have investors wondering how to approach the situation.
Alarm.com’s first quarter results reflected broad-based growth across its portfolio, with management crediting robust customer retention and growth in its commercial and energy businesses as key drivers. CEO Steve Trundle highlighted a revenue retention rate of 95.4%, which he described as “unusually high versus our traditional range,” and noted that the EnergyHub business provided a notable tailwind by pulling forward some revenue from later in the year. The quarter was not without challenges:
A number of stocks fell in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.
Award recognizes Alarm.com and CHeKT collaboration unifying video analytics and professional monitoring...
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Smart property technology provider Alarm.com (NASDAQ:ALRM) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 11% year on year to $265.2 million. Its non-GAAP profit of $0.65 per share was 7.6% above analysts’ consensus estimates.
Presentation Operator MessageOperator Good day, and thank you for standing by. Welcome to the Alarm.com First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised
Why Alarm.com’s latest earnings matter for investors Alarm.com Holdings (ALRM) just posted first quarter 2026 results that combined double digit revenue growth with an earnings beat, higher full year guidance, new AI driven video tools, and some early warning on hardware costs. See our latest analysis for Alarm.com Holdings. The stock’s 1 day share price return of 3.43% and 7 day gain of 5.83% suggest a short term bounce around the earnings beat and higher guidance. At the same time, the 1...
Barclays analyst Saket Kalia maintains Alarm.com Holdings (NASDAQ:ALRM) with a Equal-Weight and raises the price target from $50 to $55.
Alarm.com (ALRM) delivered earnings and revenue surprises of +7.74% and +5.91%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Alarm.com Q1 2026 earnings beat estimates with $265.2M revenue and $0.65 EPS. SaaS revenue grew 10.8%, cash flow doubled, and full-year guidance raised.
Smart property technology provider Alarm.com (NASDAQ:ALRM) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 11% year on year to $265.2 million. The company expects the full year’s revenue to be around $1.07 billion, close to analysts’ estimates. Its non-GAAP profit of $0.65 per share was 7.6% above analysts’ consensus estimates.Correction Note: The previous version of this article incorrectly estimated full year sales guidance. This has been updated in the current version to r
Alarm.com (NASDAQ:ALRM) executives said first-quarter 2026 results exceeded internal expectations, driven by strong subscription revenue retention and outperformance at its EnergyHub business, while also flagging near-term hardware uncertainty tied to tariffs and memory component costs. Quarterly r
For the full year of 2026:SaaS and license revenue is now expected to be in the range of $749.5 million to $750.5 million, up $6.0 million from the midpoint of the full year of 2026 SaaS and license revenue guidance
SaaS and license revenue increased 10.8% to $181.5 million, compared to $163.8 million for the first quarter of 2025 ---- GAAP net income was $23.4 million, compared to $27.7 million ----...
Alarm.com Holdings (NASDAQ:ALRM) reported quarterly earnings of $0.65 per share which beat the analyst consensus estimate of $0.60 by 8.33 percent. This is a 20.37 percent increase over earnings of $0.54 per share from
Alarm.com Holdings, Inc. , the leading platform for intelligently connected properties, today announced that it will report 2026 first quarter financial results after the market close on May 7, 2026....
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ALRM | -4.29% | -4.99% | -11.58% | -21.41% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | -22.29% | -41.88% | -44.26% | -86.86% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 2.04M | $87.94M | 0.00% | Added+0.7% | 2026-03-31 |
| FidelityFMR | fundamental | 969.1K | $41.86M | 0.00% | Added+20.6% | 2026-03-31 |
| TwoSigma | quant | 681.3K | $29.42M | 0.02% | Added+120.0% | 2026-03-31 |
| DEShaw | quant | 238.5K | $10.30M | 0.01% | Trimmed-15.0% | 2026-03-31 |
| Citadel | multi-strat | 93.6K | $4.04M | 0.01% | Added+24.7% | 2026-03-31 |
| TRowePrice | fundamental | 629.5K | $27.19K | 0.00% | Trimmed-29.7% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-06upcoming | 0.65 | — | — |
| 2026-05-07 | 0.60 | 0.65 | +7.62% |
| 2026-02-19 | 0.64 | 0.72 | +12.16% |
| 2025-11-06 | 0.61 | 0.76 | +24.34% |
| 2025-08-07 | 0.51 | 0.60 | +18.06% |
| 2025-05-08 | 0.47 | 0.54 | +13.79% |
| 2025-02-20 | 0.53 | 0.58 | +8.59% |
| 2024-11-07 | 0.49 | 0.62 | +26.65% |
| 2024-08-08 | 0.49 | 0.58 | +17.86% |
| 2024-05-09 | 0.49 | 0.50 | +2.61% |
| 2024-02-22 | 0.47 | 0.62 | +31.42% |
| 2023-11-09 | 0.40 | 0.56 | +39.76% |
| 2023-08-09 | 0.36 | 0.49 | +36.59% |
| 2023-05-10 | 0.31 | 0.41 | +33.13% |
| 2023-02-23 | 0.44 | 0.53 | +20.73% |
| 2022-11-08 | 0.50 | 0.55 | +9.24% |