Alarm.com Holdings, Inc. (ALRM)

In the past six months, Alarm.com Holdings, Inc. stock has experienced some volatility. As of April 2, 2026, the stock price was $43.67 per share, representing a decline of 16.82% from April 3, 2025. On February 19, 2026, ALRM reported its Q4 2025 earnings, which beat estimates, and the shares gained +0.9% the day following the announcement. However, following the Q4 2025 report and 2026 guidance, several Wall Street analysts lowered their outlook for Alarm.com. JPMorgan Chase & Co. cut its price target from $55.00 to $40.00 and issued an "underweight" rating, while Barclays decreased its price target from $56.00 to $50.00 with an "equal weight" rating. Additionally, Zacks Research downgraded the stock from "strong-buy" to "hold". The stock's 52-week range has been between $41.50 and $60.76. As of April 10, 2026, the stock price was $42.65.

Based on historical stock price data, there appears to be some seasonality in ALRM's stock performance. July has the highest probability of positive returns at 70.00%, making it a potentially strong month for investment. April also suggests a positive return probability of 54.55%. Conversely, January has the lowest probability of positive returns at 36.36%. While this indicates stock seasonality, direct information on the seasonality of demand for Alarm.com's specific products and services was not explicitly detailed in the search results. However, the company's focus on residential and commercial security and automation suggests a generally consistent demand, potentially with minor fluctuations related to home buying seasons or business investment cycles.

Alarm.com Holdings, Inc. is an American technology company providing cloud-based services for the connected property, offering IoT solutions for residential, multi-family, small business, and enterprise commercial markets. The company operates in the Information Technology sector, specifically within the Software - Application and Packaged Software industries, encompassing security systems, remote monitoring, home automation, and energy management. Alarm.com's cloud-based platform integrates with a variety of IoT devices and delivers solutions through a network of professional service providers and commercial integrators. Its major products and services include interactive security, video monitoring and video analytics, energy management, access control, electric utility grid management, indoor gunshot detection, water management, health and wellness, and data-rich emergency response. The company also offers smart thermostats, video doorbells, and OpenEye software for video surveillance, and acquisitions like CHeKT and EnergyHub have expanded its capabilities in remote video monitoring and demand response services.

Alarm.com Holdings, Inc. has a strong presence in North America, where millions of consumers and businesses utilize its technology. The company is actively expanding its core video offerings and other solutions into new international markets, leveraging existing research and development investments for global scaling. Its network of professional service providers extends across North America and globally. Alarm.com acquired EBS, based in Poland, in 2023, indicating a presence in Europe.

In the past year, Alarm.com has focused on delivering faster, smarter, and more integrated technology, which likely contributes positively to its brand reputation. The company launched AI-powered deterrence and expanded its video hardware lineup in 2025. Alarm.com's integration capabilities with third-party devices are a key competitive advantage, and its customer service reviews often reflect the quality of its partner network. The company's strategic acquisitions, such as OpenEye and CHeKT, and partnerships, like with General Motors Energy via EnergyHub, bolster its commercial offerings and expand its smart energy solutions, enhancing its market standing. Alarm.com emphasizes its consistent investment in the smart home security market, exceeding competitors, and its core residential strategy centers on professionally installed and managed security solutions.

Institutional investors are the dominant force in Alarm.com's shareholder base, owning approximately 97.18% of shares as of May 2025. Mutual funds hold a significant portion, accounting for 63.65% of shares as of March 30, 2025. Major institutional holders include BlackRock, Inc., The Vanguard Group, Inc., Disciplined Growth Investors, Inc., Bank Of Montreal /can/, State Street Corp, Morgan Stanley, Geode Capital Management, Llc, Dimensional Fund Advisors Lp, Burgundy Asset Management Ltd., and Price T Rowe Associates Inc /md/. Insider holdings constituted 2.33% as of December 2024, rising to 2.36% in June 2025, with CEO Stephen Trundle holding 3.52% of shares as of July 2025.