Latest revenue
$265.2M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (227 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think ALRM is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.24B
- Enterprise value
- $2.24B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 2.61×
- Dividend yield
- —
- 52-wk high
- $59.98
- 52-wk low
- $41.49
- Beta
- —
- Shares out
- 49.5M
5-year trend
What this company does
ITEM 1. BUSINESS Overview Alarm.com is the leading platform for intelligently connected properties. Our cloud-based platform offers an expansive suite of Internet of Things, or IoT, solutions addressing global opportunities in the residential, multi-family, small business, enterprise commercial and energy markets. Alarm.com’s solution suite includes security, video surveillance and video analytics, energy management, access control, electric utility grid management, active shooter detection, water management, personal safety and data-rich emergency response. During 2025, our platforms processed more than 365 billion data points generated by over 170 million connected devices. We believe…
AI summary unavailable — showing raw filing excerpt
Generated from ALRM's filing dated 2026-02-19
Key risks
ITEM 1A. RISK FACTORS Risks Related to Our Business and Industry Our actual operating results may differ significantly from any guidance provided. Our guidance, including forward-looking statements, is prepared by management and is qualified by, and subject to, a number of assumptions and estimates that, while presented with numerical specificity, are inherently subject to significant business, economic and competitive uncertainties and contingencies. Many of these uncertainties and contingencies are beyond our control and are based upon specific assumptions with respect to future business decisions, some of which will change. We generally state possible outcomes as high and low ranges…
AI summary unavailable — showing raw filing excerpt
Generated from ALRM's filing dated 2026-02-19
Profitability
Operating margin
13.2%
14.4%Net margin
-0.1%
45.2%Return on equity
-0.1%
41.0%Return on assets
-0.0%
43.7%Leverage
Debt / equity
1.94×
7.5%Long-term debt / equity
0.67×
50.2%Debt / assets
66.0%
2.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $265.2M | +11.0% | — | — | — |
Q4 2025 2025-12-31 | $261.7M | +8.0% | — | — | — |
Q3 2025 2025-09-30 | $256.4M | +6.6% | — | — | — |
Q2 2025 2025-06-30 | $254.3M | +8.8% | — | — | — |
Q1 2025 2025-03-31 | $238.8M | +7.0% | — | — | — |
Q4 2024 2024-12-31 | $242.2M | — | — | — | — |
Q3 2024 2024-09-30 | $240.5M | +8.4% | — | — | — |
Q2 2024 2024-06-30 | $233.8M | +4.4% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
Keep private notes on ALRM — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$1.3M
Insider selling
$5.0M
Net activity
−$3.7M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ALRM
Institutional value
$1.17B
Total shares held
28.4M
Distinct holders
176
-128 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.1M | $394.6M | -114.5K (-1.2%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $170.8M | — | New |
| 3 | BANK OF MONTREAL /CAN/ | 2.7M | $114.8M | +426.4K (+19.1%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $93.0M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $48.3M | +11.6K (+1.1%) | Added |
| 6 | GENEVA CAPITAL MANAGEMENT LLC | 1.1M | $46.2M | -84.3K (-7.3%) | Trimmed |
| 7 | RIVERBRIDGE PARTNERS LLC | 592.9K | $25.6M | -130.5K (-18.0%) | Trimmed |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 457.6K | $19.8M | -144.4K (-24.0%) | Trimmed |
| 9 | DEUTSCHE BANK AG\ | 356.8K | $15.4M | -60.1K (-14.4%) | Trimmed |
| 10 | Nuveen, LLC | 351.0K | $15.2M | +34.6K (+10.9%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 342.0K | $14.8M | — | New |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 300.2K | $13.0M | +15.0K (+5.2%) | Added |
| 13 | Bank of New York Mellon Corp | 289.8K | $12.5M | -5.0K (-1.7%) | Trimmed |
| 14 | Public Sector Pension Investment Board | 281.6K | $12.2M | -10.2K (-3.5%) | Trimmed |
| 15 | Invesco Ltd. | 269.2K | $11.6M | +25.3K (+10.4%) | Added |
| 16 | WELLS FARGO & COMPANY/MN | 241.2K | $10.4M | -104.8K (-30.3%) | Trimmed |
| 17 | FEDERATED HERMES, INC. | 220.8K | $9.5M | +161.6K (+273.0%) | Added |
| 18 | Summit Creek Advisors LLC | 191.4K | $8.3M | -24.4K (-11.3%) | Trimmed |
| 19 | Evanson Asset Management, LLC | 162.5K | $7.0M | -6.4K (-3.8%) | Trimmed |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 143.2K | $6.2M | -136.8K (-48.9%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ALRM's latest filing finishes processing.
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