Alarm Com Hldgs Stock Price, News & Analysis
Company Description
Alarm.com Holdings, Inc. (NASDAQ: ALRM) is described as the leading platform for intelligently connected properties. According to the company, millions of homeowners and businesses use its technology to secure, monitor, and manage their environments from anywhere. Alarm.com operates in the information sector and is classified in the software publishers industry, with its common stock listed on Nasdaq under the ticker symbol ALRM.
Alarm.com’s platform focuses on the intelligently connected property, bringing together security, automation, and management capabilities. The company states that its technology is relied on by residential and commercial customers to help protect people and property, manage access, and oversee day-to-day activity across homes, multi-tenant buildings, and business locations.
Business Model and Platform
Alarm.com reports that it generates a significant portion of its revenue from software-as-a-service (SaaS) and license revenue. Its solutions are delivered exclusively through a network of professional service providers and commercial integrators, rather than being sold directly to end users. These partners use Alarm.com’s cloud-based software platforms and connected devices to build managed security, video, access control, automation, and related services for their customers.
The company’s financial disclosures and public statements describe a model centered on recurring SaaS and license fees, complemented by hardware and other revenue. Alarm.com has identified two reportable segments: the Alarm.com segment, which represents its cloud-based software platforms for intelligently connected property and related solutions, and an "Other" segment focused on researching, developing, and offering residential and commercial automation solutions and energy management products and services in adjacent markets. The majority of revenue is attributed to the Alarm.com segment.
Core Solutions and Use Cases
Alarm.com highlights a comprehensive suite of solutions for connected properties. These include security, video surveillance, access control, active shooter detection, intelligent automation, energy management, and wellness offerings. The company emphasizes that these capabilities are integrated into a single platform that can be accessed via mobile and web interfaces, enabling users to interact with their properties remotely.
In the residential and small business markets, Alarm.com’s platform allows property owners to secure their premises and automate and control an array of connected devices. The company notes that its technology is used in residential, multi-family, small business, and enterprise commercial markets. Solutions such as video surveillance, access control, and automation are positioned to help customers manage entry, monitor activity, and coordinate devices like cameras, locks, and other connected equipment.
Segments and Adjacent Markets
Within its "Other" segment, Alarm.com focuses on adjacent markets for residential and commercial automation and energy management. The company’s grid services subsidiary, EnergyHub, is described as a leading provider of grid-edge flexibility solutions and a grid-edge distributed energy resource management system (DERMS) platform. EnergyHub works with utilities to manage distributed energy resources (DERs) such as thermostats, electric vehicles, batteries, and other devices to support grid and market objectives.
EnergyHub’s activities, including acquisitions such as Bridge to Renewables and Resideo Grid Services, are positioned to expand Alarm.com’s presence in utility-facing energy management and virtual power plant (VPP) programs. These initiatives align with the company’s broader focus on energy management within intelligently connected properties and the electric grid.
Commercial and Enterprise Focus
Alarm.com also emphasizes solutions tailored for commercial and enterprise customers through its Alarm.com for Business offerings and subsidiaries such as OpenEye and Shooter Detection Systems (SDS). The partnership with Everon, LLC is described as a strategic collaboration to deliver a unified console for commercial customers to manage integrated intrusion protection, access control, remote video monitoring, and business management solutions.
OpenEye is referenced in the company’s communications as providing enterprise video surveillance and analytics capabilities that integrate with Alarm.com’s commercial security offerings. Shooter Detection Systems, an Alarm.com company, focuses on gunshot detection solutions, including indoor and outdoor systems and software designed to provide real-time, map-based visualization and integration with broader security systems.
Product and Technology Highlights
Alarm.com regularly introduces new hardware and software features that connect to its cloud-based platforms. For example, the company has announced the ADC-V730 Wi-Fi spotlight camera, which combines 4MP video resolution, spotlight-enabled color night vision, and built-in video analytics for detecting people, animals, or vehicles. The camera supports features such as Perimeter Guard and AI Deterrence, two-way audio, dual-band Wi-Fi, and microSD recording, and is designed for use with Alarm.com’s professionally monitored infrastructure and video services.
The company has also introduced the Video Intercom Mobile Directory, a solution aimed at multi-tenant buildings that replaces traditional intercom systems with a mobile-based visitor directory and video calling experience. Visitors can scan a QR code at a video intercom hub to access a tenant directory and initiate secure video calls, while residents and commercial tenants can see, speak, and unlock doors from anywhere using an Alarm.com video intercom app. This solution is positioned as a way to modernize visitor management and centralize entry control.
Ecosystem and Integrations
Alarm.com’s platform is designed to work with a broad ecosystem of connected devices and third-party systems. Public announcements highlight integrations with access control readers, smart locks, and other smart home and commercial devices. For example, ULTRALOQ’s Bolt Z-Wave smart lock is described as offering full support for Alarm.com and other Z-Wave ecosystems, enabling keyless entry and access control as part of professionally managed smart home and security platforms.
In the commercial security space, Alarm.com’s collaboration with Everon leverages Alarm.com for Business capabilities to provide mobile security experiences, including panel arm/disarm, real-time activity monitoring, user management, and push notifications. Integration with OpenEye’s enterprise video surveillance and analytics supports incident management and advanced monitoring scenarios.
Energy and Grid Services
Through EnergyHub, Alarm.com participates in the energy management and grid services sector. EnergyHub’s Edge DERMS platform is used by utilities to manage distributed energy resources for grid and market objectives. Public communications state that EnergyHub works with more than 120 utilities in North America, managing gigawatts of flexible capacity and millions of DERs.
EnergyHub’s acquisitions, such as Bridge to Renewables and Resideo Grid Services, are intended to expand its managed charging and demand response capabilities. These activities support utility programs that use virtual power plants and managed charging to address load growth, integrate electric vehicles, and improve grid reliability and affordability. EnergyHub’s work with utilities and DER manufacturers is presented as part of Alarm.com’s broader energy management focus.
Distribution and Go-to-Market
Alarm.com emphasizes that its solutions are delivered exclusively through a trusted network of thousands of professional service providers and commercial integrators across North America and worldwide. These partners handle installation, configuration, and ongoing service for end customers, using Alarm.com’s cloud-based platforms, apps, and connected devices.
The company’s announcements highlight benefits for service providers, such as streamlined device enrollment, Bluetooth-based installation workflows, and tools for managing multi-site deployments. This partner-centric model is central to how Alarm.com brings its technology to market in both residential and commercial segments.
Stock and Regulatory Reporting
Alarm.com Holdings, Inc. files periodic and current reports with the U.S. Securities and Exchange Commission (SEC), including Forms 10-K, 10-Q, and 8-K. Recent Form 8-K filings reference the release of quarterly financial results and related information. The company’s common stock trades on Nasdaq under the symbol ALRM, and it reports SaaS and license revenue, total revenue, non-GAAP adjusted EBITDA, and other metrics in its financial communications.
FAQs
Stock Performance
Alarm Com Hldgs (ALRM) stock last traded at $46.06, down 0.20% from the previous close. Over the past 12 months, the stock has lost 21.1%. At a market capitalization of $2.3B, ALRM is classified as a mid-cap stock with approximately 49.7M shares outstanding.
Latest News
Alarm Com Hldgs has 10 recent news articles, with the latest published today. Of the recent coverage, 5 articles coincided with positive price movement and 3 with negative movement. Key topics include AI, earnings, earnings date. View all ALRM news →
SEC Filings
Alarm Com Hldgs has filed 5 recent SEC filings, including 2 Form 144, 2 Form 8-K, 1 Form 10-K. The most recent filing was submitted on March 18, 2026. SEC filings provide transparency into a company's financial condition, material events, and regulatory compliance. View all ALRM SEC filings →
Financial Highlights
Alarm Com Hldgs generated $1.0B in revenue over the trailing twelve months, retaining a 66.1% gross margin, operating income reached $133.6M (13.2% operating margin), and net income was $131.6M, reflecting a 13.0% net profit margin. Diluted earnings per share stood at $2.46. The company generated $153.3M in operating cash flow. With a current ratio of 1.92, the balance sheet reflects a strong liquidity position.
Upcoming Events
ISC West product debut
Exhibit at ISC West 2026
Alarm Com Hldgs has 2 upcoming scheduled events. The next event, "ISC West product debut", is scheduled for March 23, 2026 (in 4 days). Investors can track these dates to stay informed about potential catalysts that may affect the ALRM stock price.
Short Interest History
Short interest in Alarm Com Hldgs (ALRM) currently stands at 2.2 million shares, down 8.6% from the previous reporting period, representing 4.7% of the float. This relatively low short interest suggests limited bearish sentiment. The 6.0 days to cover indicates moderate liquidity for short covering.
Days to Cover History
Days to cover for Alarm Com Hldgs (ALRM) currently stands at 6.0 days, down 18.7% from the previous period. This moderate days-to-cover ratio suggests reasonable liquidity for short covering, requiring about a week of average trading volume. The ratio has shown significant volatility over the period, ranging from 3.9 to 7.8 days.
ALRM Company Profile & Sector Positioning
Alarm Com Hldgs (ALRM) operates in the Software - Application industry within the broader Services-prepackaged Software sector and is listed on the NASDAQ.
Investors comparing ALRM often look at related companies in the same sector, including NCR Atleos Corp (NATL), WeRide Inc. (WRD), Agilysys (AGYS), RingCentral (RNG), and Asana Inc (ASAN). Comparing financial metrics, valuation ratios, and stock performance across these peers can help investors evaluate ALRM's relative position within its industry.