Alarm.com (ALRM)
Connects homes and businesses through dealer-delivered security, video, automation, and energy software.
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Sells cloud software and hardware for connected-property security, video, access, automation, and energy management through professional service providers. Monthly per-subscriber SaaS and license fees drive revenue, with North America dominant and ADT a material channel customer.
Delivers cloud software, hardware, and related services for residential and commercial security, video surveillance, access control, automation, energy management, and emergency response. The core Alarm.com platform and OpenEye serve connected properties through professional service providers, while EnergyHub runs utility demand-response and virtual-power-plant programs; Noonlight, Shooter Detection Systems, and CHeKT extend personal safety, gunshot detection, and remote video monitoring.
Monthly per-subscriber SaaS and license fees are the main revenue engine, supplemented by hardware, software licenses, and activation fees. Broad device compatibility, cloud analytics, and dealer workflow tools support integrated deployments across North America, where substantially all revenue originates.
Independent service providers sell, install, and support the solutions, making channel execution a structural dependency. ADT contributes a material share of revenue.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $55 | Target: $60 |
| Aug 7, 2026 | Raymond James | Reiterate | Rating: —Target: $83 | Target: $65 |
| May 8, 2026 | Barclays | Reiterate | Rating: —Target: $50 | Target: $55 |
| Feb 20, 2026 | Barclays | Reiterate | Rating: —Target: $67 | Target: $50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $479.4M · Total debt $567.5M · Total assets $1.66B · Shareholders' equity $864.5M
- Revenue
- $277.7M
- Operating income
- $32.5M
- Net income
- $24.2M
No dividends on record.
| Institutions | ≈ 100.50% | 49.33M shares | |
|---|---|---|---|
| 320 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.98% | 3.43M shares | |
| 13 holders · as of Sep 4, 2026 | |||
| Adds to | 107.48% | ||
49.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 107.48%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 19.34% | 9.49M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.22% | 4.04M | as of Jun 30, 2026 |
Disciplined Growth Investors Inc /MNInstitution | 7.30% | 3.59M | as of Jun 30, 2026 |
Bank of Montreal /Can/Institution | 7.04% | 3.46M | as of Jun 30, 2026 |
William Blair Investment Management, LLCInstitution | 5.09% | 2.50M | filed Feb 12, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Stephen Trundle | director, officer: Chief Executive Officer | −50,000 | $57.67 |
| Aug 12, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −5,400 | $55.07 |
| Jul 2, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −724 | $48.46 |
| Jun 10, 2026 | Kevin Christopher Bradley | officer: Chief Financial Officer | −2,200 | $46.15 |
| Jun 12, 2026 | Daniel Ramos | officer: See Remarks | −2,000 | $46.50 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alarm.com | $53.43 | +0.51% | $2.63B | 23.5 | 18.2 | 2.5 | +9.2% |
| NRG Energy | $101.09 | −1.62% | $21.68B | 27.0 | 9.7 | 0.6 | +11.0% |
| ADT | $6.39 | −2.29% | $5.23B | 9.3 | 6.7 | 1.0 | +1.9% |
| Resideo Technologies | $18.83 | −0.29% | $2.87B | 8.0 | 10.6 | 0.4 | +2.0% |
| Motorola Solutions | $463.13 | +1.41% | $75.81B | 36.0 | 25.6 | 6.2 | +13.3% |
| Napco Security Technologies | $36.03 | +0.42% | $1.28B | 29.9 | 21.9 | 6.3 | +10.0% |
| Alphabet Class A | $340.62 | −3.00% | $4.25T | 17.6 | 25.4 | 9.5 | +24.2% |
| Amazon | $250.14 | −1.90% | $2.74T | 20.5 | 26.8 | 3.5 | +19.6% |
| Arlo | $13.19 | −1.64% | $1.46B | 49.7 | 15.0 | 2.5 | +20.5% |
| Median | 23.7 | 18.5 | 3.0 | +12.2% |