Alarm.com (ALRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Alarm.com Holdings, Inc. (ALRM) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company shows stable top-line growth of 11.0%, the current P/E of 18.84 and inconsistent cash conversion efficiency warrant a cautious wait-and-see approach until margin stability is restored.
Alarm.com Holdings, Inc. (ALRM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Alarm.com Holdings, Inc. (ALRM) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.65vs $0.60+8.3% | $265Mvs $251M+5.7% |
| Q1 2026 | Feb 19, 2026 | $0.72vs $0.66+9.1% | $262Mvs $251M+4.3% |
| Q4 2025 | Nov 6, 2025 | $0.76vs $0.62+22.6% | $256Mvs $251M+2.3% |
| Q3 2025 | Aug 7, 2025 | $0.60vs $0.52+15.4% | $254Mvs $250M+1.6% |
Recent stock market news and headlines for Alarm.com Holdings, Inc. (ALRM)
Alarm.com (ALRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, announced the ADC‑V530, a premium indoor Wi-Fi camera designed to deliver strong security and built-in privacy. The V530 delivers 4MP HDR video, color night vision with an integrated spotlight, and a physical privacy shutter, all at a lower cost than the previous generation indoor camera. The ADC‑V530 is Alarm.com's first indoor camera with a built-in privacy shutter that physica.

Key metrics vs top competitors for Alarm.com Holdings, Inc. (ALRM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $49.87 | $2.47B | 20.27 | 7.59% | 13.11% | 15.95% | — | |
| $13.19 | $1.43B | 94.21 | 3.6% | 5.47% | 22.92% | — | |
| $32.09 | $4.86B | -8.51 | 10.52% | -6.5% | -17.64% | — | |
| $65.32 | $15.78B | 20.74 | 6.63% | 12.65% | 11.62% | — | |
| $10.44 | $216.42M | 13.92 | 1.49% | 10.33% | 7.28% | — | |
| $28.47 | $722.52M | -22.60 | -3.24% | -12.67% | -10.13% | — |
Alarm.com Holdings, Inc. (ALRM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Alarm.com Holdings, Inc. (ALRM) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Mar 18, 2026·SEC
Feb 19, 2026·SEC
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Alarm.com Holdings, Inc. (ALRM) stock FAQ — growth, dividends, profitability & financials explained
Alarm.com Holdings, Inc. (ALRM) reported $1.04B in revenue for fiscal year 2025. This represents a 975% increase from $96.5M in 2012.
Alarm.com Holdings, Inc. (ALRM) grew revenue by 7.6% over the past year. This is steady growth.
Yes, Alarm.com Holdings, Inc. (ALRM) is profitable, generating $128.2M in net income for fiscal year 2025 (13.1% net margin).
Alarm.com Holdings, Inc. (ALRM) has a return on equity (ROE) of 16.0%. This is reasonable for most industries.
Alarm.com Holdings, Inc. (ALRM) generated $168.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.