Alarm.com Holdings (NASDAQ:ALRM) Stock

Alarm.com Holdings

Alarm.com Holdings Inc has a cloud-based platform that offers an expansive suite of IoT solutions addressing world-wide opportunities in the residential, multi-family, small business and enterprise commercial markets. It has two reportable segments: Alarm.com & Other. The Alarm.com segment represents the cloud-based Software platforms for intelligently connected property & related solutions. The other segment is focused on researching, developing & offering residential & commercial automation solutions & energy management products & services in adjacent markets. The majority of revenue is from the Alarm.com segment. The platform allows home & business owners to secure their properties and automate & control an array of connected devices.

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Alarm.com Holdings, Inc. (NASDAQ: ALRM) shares are trading higher in Thursday&#39;s after-hours session.

What&#39;s Up With Alarm.com Stock?

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Alarm.com Holdings Inc

Guidance

Alarm.Com Sees FY25 Adj. EPS $2.28-$2.29; Revenue $978.2M-$980.8M.

Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) reported quarterly earnings of $0.58 per share which beat the analyst consensus estimate of $0.53 by 9.43 percent. This is a 6.45 percent decrease over earnings of $0.62 per share from the same period last year. The company reported quarterly sales of $242.240 million which beat the analyst consensus estimate of $237.416 million by 2.03 percent. This is a 7.07 percent increase over sales of $226.237 million the same period last year.

Earnings Beats

Alarm.com Holdings Q4 2024 Adj. EPS $0.58 Beats $0.53 Estimate, Sales $242.240M Beat $237.416M Estimate

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Earnings Scheduled For February 20, 2025

Alarm.com Acquires Cloud Platform For Remote Video Monitoring (RVM) Services CHeKT

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Shares of companies within the broader tech sector are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

Stephen Trundle, Chief Executive Officer at Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>), reported a large exercise of company stock options on December 11, according to a new SEC filing.
What Happened: Trundle, Chief Executive Officer at Alarm.com Holdings, made a strategic move by exercising stock options for 47,500 shares of ALRM as detailed in a Form 4 filing on Wednesday with the <a href="https://www.sec.gov/Archives/edgar/data/0001459200/000095017024135434//Archives/edgar/data/1459200/000095017024135434/0000950170-24-135434-index.htm">U.S. Securities and Exchange Commission</a>. The transaction value amounted to $2,207,325.
Alarm.com Holdings shares are currently trading down by 0.0%, with a current price of $68.17 as of Thursday morning. This brings the total value of Trundle's 47,500 shares to $2,207,325.
<h3>Get to Know Alarm.com Holdings Better</h3>
Alarm.com Holdings Inc has two reportable segments: Alarm.com &amp; Other. The Alarm.com segment represents the cloud-based Software platforms for intelligently connected property &amp; related solutions. The other segment is focused on researching, developing &amp; offering residential &amp; commercial automation solutions &amp; energy management products &amp; services in adjacent markets. The majority of revenue is from the Alarm.com segment. The platform allows home &amp; business owners to secure their properties and automate &amp; control an array of connected devices. SaaS &amp; license fees from service providers, who resell these services &amp; pay Alarm.com a monthly subscription, are the sources of revenue for the firm. The majority of revenue is generated in the United States &amp; Canada.
<h3>Alarm.com Holdings: A Financial Overview</h3>
Revenue Growth: Alarm.com Holdings's remarkable performance in 3 months is evident. As of 30 September, 2024, the company achieved an impressive revenue growth rate of 8.4%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company faces challenges with a low gross margin of 64.76%, suggesting potential difficulties in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Alarm.com Holdings's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 0.74.
</li>
</ul>
Debt Management: Alarm.com Holdings's debt-to-equity ratio surpasses industry norms, standing at 1.53. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
Valuation Analysis:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 29.38 is lower than the industry average, implying a discounted valuation for Alarm.com Holdings's stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 4.18 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Indicated by a lower-than-industry-average EV/EBITDA ratio of 16.84, the company suggests a potential undervaluation, which might be advantageous for value-focused investors.
</li>
</ul>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
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<h3>Exploring the Significance of Insider Trading</h3>
Insider transactions should be considered alongside other factors when making investment decisions, as they can offer important insights.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Unlocking the Meaning of Transaction Codes</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001459200">Check Out The Full List Of Alarm.com Holdings's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Stephen Trundle At Alarm.com Holdings Decides to Exercises Options Worth $2.21M

JP Morgan analyst Ella Smith assumes Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Underweight rating and lowers Price Target of $50.

Price Target

Initiation

Analyst Ratings

JP Morgan Assumes Alarm.com Holdings at Underweight, Lowers Price Target of $50

Barclays analyst Saket Kalia maintains Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Equal-Weight and raises the price target from $60 to $67.

Barclays Maintains Equal-Weight on Alarm.com Holdings, Raises Price Target to $67

Alarm.com shares are trading higher after Goldman Sachs raised its price target on the stock from $64 to $67.

Goldman Sachs analyst Adam Hotchkiss maintains Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Neutral and raises the price target from $64 to $67.

Goldman Sachs Maintains Neutral on Alarm.com Holdings, Raises Price Target to $67

Alarm.com shares are trading higher after the company reported better-than-expected Q3 financial results and raised its FY24 guidance.

Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) reported quarterly earnings of $0.62 per share which beat the analyst consensus estimate of $0.49 by 26.53 percent. This is a 10.71 percent increase over earnings of $0.56 per share from the same period last year. The company reported quarterly sales of $240.50 million which beat the analyst consensus estimate of $231.46 million by 3.90 percent. This is a 8.40 percent increase over sales of $221.85 million the same period last year.

Alarm.com Holdings Q3 Adj $0.62 Beats $0.49 Estimate, Sales $240.50M Beat $231.46M Estimate

Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) raises FY2024 Adj EPS guidance from $2.06-2.07 to $2.25-2.27 vs $2.07 analyst estimate. Raises FY2024 sales outlook from $920.80 million-931.20 million to $933.70 million-935.90 million vs $926.47 million estimate.

Alarm.com Holdings Raises FY2024 Adj EPS Guidance from $2.06-2.07 to $2.25-2.27 vs $2.07 Est; Raises FY2024 Sales Guidance from $920.80M-931.20M to $933.70M-935.90M vs $926.47M Est

4 analysts have shared their evaluations of Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Alarm.com Holdings and provided 12-month price targets. The average target is $65.5, accompanied by a high estimate of $73.00 and a low estimate of $60.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 12.67%. 
<img src="https://www.benzinga.com/files/images/story/2024/1730811675_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
A clear picture of Alarm.com Holdings's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Samad Samana</td>
<td>Jefferies</td>
<td>Announces</td>
<td>Buy</td>
<td>$65.00</td>
<td>-</td>
</tr>
<tr>
<td>Darren Aftahi</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Buy</td>
<td>$73.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Saket Kalia</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$60.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>Adam Hotchkiss</td>
<td>Goldman Sachs</td>
<td>Announces</td>
<td>Neutral</td>
<td>$64.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Alarm.com Holdings. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Alarm.com Holdings compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Alarm.com Holdings's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Alarm.com Holdings's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/ALRM/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Alarm.com Holdings analyst ratings.</a>
<h2>Get to Know Alarm.com Holdings Better</h2>
Alarm.com Holdings Inc has two reportable segments: Alarm.com &amp; Other. The Alarm.com segment represents the cloud-based Software platforms for intelligently connected property &amp; related solutions. The other segment is focused on researching, developing &amp; offering residential &amp; commercial automation solutions &amp; energy management products &amp; services in adjacent markets. The majority of revenue is from the Alarm.com segment. The platform allows home &amp; business owners to secure their properties and automate &amp; control an array of connected devices. SaaS &amp; license fees from service providers, who resell these services &amp; pay Alarm.com a monthly subscription, are the sources of revenue for the firm. The majority of revenue is generated in the United States &amp; Canada.
<h3>Key Indicators: Alarm.com Holdings's Financial Health</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Growth: Alarm.com Holdings displayed positive results in 3 months. As of 30 June, 2024, the company achieved a solid revenue growth rate of approximately 4.44%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Alarm.com Holdings's net margin is impressive, surpassing industry averages. With a net margin of 14.33%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Alarm.com Holdings's ROE stands out, surpassing industry averages. With an impressive ROE of 4.88%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.01%, the company showcases effective utilization of assets.
Debt Management: Alarm.com Holdings's debt-to-equity ratio surpasses industry norms, standing at 1.57. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 4 Analysts Discuss Alarm.com Holdings Stock

Jefferies analyst Samad Samana initiates coverage on Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Buy rating and announces Price Target of $65.

Jefferies Initiates Coverage On Alarm.com Holdings with Buy Rating, Announces Price Target of $65

Roth MKM analyst Darren Aftahi maintains Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Buy and lowers the price target from $78 to $73.

Roth MKM Maintains Buy on Alarm.com Holdings, Lowers Price Target to $73

Barclays analyst Saket Kalia maintains Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Equal-Weight and lowers the price target from $72 to $60.

Barclays Maintains Equal-Weight on Alarm.com Holdings, Lowers Price Target to $60

OpenEye Launches New Line Of Cloud Cameras With Onboard Recording And Advanced Analytics, Offering Infinite Scalability, Real-Time Alerts, And Centralized Management Through OpenEye Web Services

Goldman Sachs analyst Adam Hotchkiss initiates coverage on Alarm.com Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRM#NASDAQ">ALRM</a>) with a Neutral rating and announces Price Target of $64.

Goldman Sachs Initiates Coverage On Alarm.com Holdings with Neutral Rating, Announces Price Target of $64

Alarm.com becomes newest partner on the No. 18 FIA Formula 3 car driven by American Max Esterson
Alarm.com announces a new multi-year sponsorship of FIA Formula 3 rookie Max Esterson. Esterson's unlikely career began by racing online before transitioning to real-life racing in 2020 at the age of 17, just months after earning his driver's license. The up-and-comer is the sole American on the F3 circuit and is building on his successful career in virtual racing to make a name for himself in the real-world FIA Formula 3 Championship, one of the top open wheel championships in the world with races throughout Europe, Australia and the Middle East.

Alarm.com Sponsors Formula 3 Rookie, Max Esterson

Press Releases

Alarm.com Reports Third Quarter 2024 Results

FranklinWH and EnergyHub Partner to Accelerate Virtual Power Plant Growth Across North America

Alarm.com to Participate in Upcoming Investor Conferences

OpenEye Welcomes Eric Moe as VP, North American Sales

EnergyHub Acquires Finland-Based Kapacity.io to Accelerate Demand-Side Flexibility in Europe

CES 2025: Alarm.com Introduces Award-Winning AI Deterrence (AID) and Perimeter Solutions to Stop Crime in its Tracks

Alarm.com to Announce 2024 Fourth Quarter and Full Year Results on February 20, 2025

Alarm.com Acquires CHeKT, a Leader in Proactive Video Monitoring Solutions

Alarm.com Reports Fourth Quarter and Full Year 2024 Results

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