Alarm.com Holdings, Inc. (ALRM)

Over the past six months, Alarm.com's stock has been influenced by several events. The company reported a rise in SaaS and license revenue by 9.0% to $170.0 million, and total revenue increased by 8.8% to $254.3 million compared to the second quarter of 2024, with GAAP net income rising by 5.2% to $34.2 million, leading to a slight stock increase. Alarm.com launched the ADC-V516 indoor camera, expanding its AI-driven security offerings. Reports of slower billings growth and decelerating estimated sales growth have subjected Alarm.com Holdings to scrutiny. As of October 14, 2025, the stock price was $50.15 per share, representing a 6.63% decline from its price of $53.71 per share on October 14, 2024. Alarm.com announced that it would report its third-quarter 2025 financial results after the market close on November 6, 2025. As of October 23, 2025, the stock was trading at $51.04 USD, within a 52-week range of $49.34 to $68.81, with technical indicators suggesting a bearish sentiment, although it recorded 15 "green days" out of the last 30.

While specific demand seasonality for Alarm.com's entire product portfolio is not detailed, its energy management solutions, particularly smart thermostats, suggest some seasonal influence due to heating and cooling needs, with potential peaks during extreme weather. However, a comprehensive seasonal trend for all of Alarm.com's diverse offerings is not explicitly detailed.

Alarm.com operates in the Technology sector, focusing on smart home and business automation through its cloud-based platform. The company offers security solutions including intrusion detection and video monitoring, home and business automation with smart devices, energy management solutions, wellness solutions, commercial solutions for businesses, and service provider solutions with online portals and support tools.

Alarm.com is headquartered in Tysons, Virginia, U.S., and has an international presence with operations in the United States, Canada, Mexico, Brazil, the Netherlands, and Poland. Its solutions are delivered through a network of thousands of professional service providers across North America and globally.

Alarm.com has a reputation as a trusted technology provider, emphasizing subscriber privacy and not selling user data, supported by its network of over 7,000 service provider partners. However, ongoing legal proceedings, such as a lawsuit filed by SkyBell Technologies alleging misappropriation of trade secrets, could distract management and potentially tarnish the company's reputation. While Alarm.com settled litigation with Vivint and entered into a long-term intellectual property license agreement in December 2023, there are continuing concerns regarding intellectual property.

Alarm.com Holdings, Inc.'s ownership is primarily held by institutional investors, with retail investors and company insiders having smaller stakes. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Disciplined Growth Investors Inc /mn, iShares Core S&P Small-Cap ETF, State Street Corp., Brown Capital Management Llc, Vanguard Total Stock Market Index Fund Investor Shares, Geneva Capital Management Llc, Geode Capital Management, Llc, Morgan Stanley, Nationwide Fund Advisors, Burgundy Asset Management Ltd., T. Rowe Price Group, Inc., Charles Schwab Investment Management, Inc., and The Goldman Sachs Group, Inc.