Alarm.com Holdings, Inc. (ALRM)

Over the past six months, Alarm.com's stock price has experienced some fluctuations. The stock was trading at $51.02 at the beginning of 2026 and saw a decrease of 6.7% to $47.60 by May 9, 2026. Key events impacting the stock include Q4 2024 earnings beating estimates, leading to a 0.9% gain in the stock price. The company announced strong first-quarter results, exceeding revenue and adjusted EPS estimates, and raised its full-year 2026 guidance for both SaaS and license revenue and total revenue. In Q1 2026, Alarm.com repurchased 428,000 shares for $20 million, and the board authorized an additional $150 million in share repurchases. In January 2026, the company retired $500 million of convertible notes. Alarm.com introduced new AI-driven video security capabilities and expanded camera solutions. The company indicated that it would increase prices for products using memory due to rising costs. The Q1 2026 results highlighted a revenue retention rate of over 95%. Analysts currently have a consensus "Hold" rating for Alarm.com stock.

Demand for Alarm.com's products and services exhibits some seasonality. The company's EnergyHub revenue recurs annually, and its seasonality can fluctuate based on utility program activity. The industry typically experiences seasonal softness in demand between the fourth quarter and the first quarter of the following year. The timing of major trade shows, such as ISC West, can also influence sales and marketing expenses.

Alarm.com Holdings, Inc. is a technology company providing a cloud-based platform for intelligently connected properties, offering IoT solutions for residential, multi-family, small business, and enterprise commercial markets. The company operates primarily within the Technology sector, with its core business in Application Software, and also encompasses industries such as Security systems, Remote monitoring, Home automation, and Energy management. Alarm.com's major products and services include interactive security, video monitoring, energy management, and home automation capabilities. The company also offers access control solutions, wellness solutions, clean energy software and services, commercial-grade video solutions, and specialized offerings like OpenEye software for video surveillance and Shooter Detection Systems. Alarm.com's services are delivered through a network of professional service providers.

Alarm.com Holdings, Inc. is headquartered in Tysons, Virginia, U.S. The company has a global presence, serving customers in North America and internationally, including Europe, Latin America, Australia, and select Asia-Pacific markets.

Alarm.com maintains a strong brand reputation as the "leading platform for the intelligently connected property." The company's reports have an aggregate usefulness score of 4.8 out of 5.0 based on 131 reviews on AnnualReports.com. The company's showcase of AI-powered platform advancements at ISC West 2026 has helped differentiate it from lower-cost alternatives. Alarm.com faces increasing competition from DIY security providers like Ring, which could challenge its premium market positioning. There has been a deceleration in revenue growth, and the professional service provider channel is experiencing pressure. In the past three months, there has been more insider selling than buying of Alarm.com stock.

Institutional investors are the dominant owners of Alarm.com Holdings, Inc., holding approximately 91.74% of the stock as of May 2026. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., Disciplined Growth Investors, Inc., 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 represent a smaller percentage, at 5.80% as of May 2026. Stephen Trundle, the CEO, holds 3.52% of the shares.