Barclays Issues Positive Forecast for Alarm.com (NASDAQ:ALRM) Stock Price

Alarm.com (NASDAQ:ALRM) had its price target increased by stock analysts at Barclays from $60.00 to $70.00 in a research report issued on Friday, Benzinga reports. The firm currently has an “equal weight” rating on the software maker’s stock. Barclays‘s price objective would suggest a potential upside of 7.52% from the company’s previous close.

Several other equities research analysts also recently weighed in on ALRM. Raymond James Financial reiterated a “strong-buy” rating and issued a $65.00 price target on shares of Alarm.com in a report on Friday, August 7th. William Blair reaffirmed a “market perform” rating on shares of Alarm.com in a research report on Friday. JPMorgan Chase & Co. upped their price objective on Alarm.com from $40.00 to $50.00 and gave the company an “underweight” rating in a research report on Friday, October 30th. Weiss Ratings upgraded Alarm.com from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 15th. Finally, Zacks Research downgraded Alarm.com from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. One analyst has rated the stock with a Strong Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $61.67.

Alarm.com Trading Down 2.9%

Shares of Alarm.com stock traded down $1.93 during trading on Friday, hitting $65.11. The stock had a trading volume of 75,329 shares, compared to its average volume of 472,075. Alarm.com has a 12 month low of $41.49 and a 12 month high of $69.39. The company has a debt-to-equity ratio of 0.57, a current ratio of 4.96 and a quick ratio of 4.38. The firm’s fifty day simple moving average is $57.76 and its 200-day simple moving average is $50.41. The stock has a market cap of $3.22 billion, a PE ratio of 28.81, a PEG ratio of 2.14 and a beta of 0.70.

Alarm.com (NASDAQ:ALRM) last announced its quarterly earnings data on Thursday, November 5th. The software maker reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.15. Alarm.com had a net margin of 11.11% and a return on equity of 15.65%. The business had revenue of $279.44 million during the quarter, compared to the consensus estimate of $265.82 million. During the same quarter last year, the firm earned $0.76 earnings per share. The firm’s quarterly revenue was up 9.0% compared to the same quarter last year. As a group, sell-side analysts expect that Alarm.com will post 2.49 EPS for the current fiscal year.

Insider Buying and Selling

In other Alarm.com news, CEO Stephen Trundle sold 50,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $57.67, for a total transaction of $2,883,500.00. Following the transaction, the chief executive officer directly owned 324,842 shares in the company, valued at $18,733,638.14. This trade represents a 13.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Kevin Bradley sold 5,400 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $55.07, for a total value of $297,378.00. Following the transaction, the chief financial officer owned 78,222 shares in the company, valued at $4,307,685.54. The trade was a 6.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Alarm.com

Several institutional investors have recently made changes to their positions in ALRM. Dimensional Fund Advisors LP boosted its position in Alarm.com by 1.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,117,359 shares of the software maker’s stock valued at $48,257,000 after acquiring an additional 11,624 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Alarm.com by 43.9% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 779,200 shares of the software maker’s stock valued at $33,654,000 after acquiring an additional 237,633 shares during the period. Bank of New York Mellon Corp bought a new position in shares of Alarm.com in the 2nd quarter worth $14,339,000. Principal Financial Group Inc. raised its position in shares of Alarm.com by 5.2% in the 1st quarter. Principal Financial Group Inc. now owns 300,204 shares of the software maker’s stock worth $12,966,000 after acquiring an additional 14,967 shares in the last quarter. Finally, Centaurus Financial Inc. lifted its stake in shares of Alarm.com by 1.0% during the 1st quarter. Centaurus Financial Inc. now owns 271,841 shares of the software maker’s stock worth $11,741,000 after purchasing an additional 2,782 shares during the last quarter. Hedge funds and other institutional investors own 91.74% of the company’s stock.

Key Headlines Impacting Alarm.com

Here are the key news stories impacting Alarm.com this week:

• Positive Sentiment: Q3 revenue rose 9% year over year to $279.4 million, and earnings of $0.90 per share exceeded analyst estimates of about $0.75–$0.77. SaaS and license revenue increased 9% to $191.2 million. Alarm.com Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its full-year 2026 guidance; coverage characterized the updated outlook as exceeding expectations. That supports the view that demand and execution remain solid. Alarm.com beats expectations, full-year outlook exceeds expectations
• Neutral Sentiment: Alarm.com forecast Q4 SaaS and license revenue of $194.6 million to $194.8 million. Investors may compare this near-term guidance with expectations while assessing the raised full-year outlook. Alarm.com Q4 revenue outlook
• Neutral Sentiment: Management’s earnings-call discussion and subsequent coverage highlighted product expansion and commercial M&A as factors shaping the company’s outlook, though the available reports do not provide details on their expected financial contribution. Product expansion and commercial M&A outlook

Alarm.com Company Profile

Alarm.com Holdings, Inc develops cloud-based technology for connected security and smart automation. Its platform helps residential and commercial customers monitor and manage security systems, video cameras, access control, energy use, and other connected devices through mobile applications and web-based tools.

The company’s products and services are delivered primarily through a network of authorized service providers, including security dealers and integrators. Its offerings include intrusion detection, smart-home automation, video surveillance, commercial security and access management, energy management, and solutions designed for property managers and other business customers.

Founded in 2000 and headquartered in Vienna, Virginia, Alarm.com serves customers through service providers in the United States and international markets.