US · Technology · Software - Application
EPS came in at 0.77 against a street estimate of 0.66 — a beat of 16.7%.
Analysts rate Alarm.com Holdings Inc a buy (3 buy, 2 hold, 1 sell out of 6) with an average price target of $65.00.
CONFIDENT Q2 beat guidance with 11% SaaS growth and 15.7% EBITDA growth. Fire Communicator launch targets $4–5M TAM. International hit 1M subscribers; growth initiatives now 35% of revenue, accelerating. Full-year guidance raised. Q2 2026 International surpassed 1M active subscribers across 70+ countries, representing a key milestone after significant localization investment. Analysts pressed on EnergyHub's market opportunity and Fire Communicator's competitive moat; management confirmed rising market tailwinds and channel-driven advantage. International acceleration questioned; management emphasized infrastructure maturity enables faster next phase. S&M leverage discussed; CFO noted employees roughly flat while shifting mix toward sales. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 19.34% |
| Vanguard Portfolio Management, LLC | 8.22% |
| Disciplined Growth Investors Inc | 7.30% |
| Bank of Montreal | 7.04% |
| BMO Capital Markets Corp. | 7.04% |
| State Street Corp | 4.46% |
| Vanguard Capital Management, LLC | 4.36% |
| Geode Capital Management, LLC | 2.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $279.438 million, up from $256.400 million in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 SaaS and license revenue increased 9.0% to $191.2 million, from $175.4 million. • Total revenue increased 9.0% | 2026-11-05 |
| Quarterly report · Q2 2026 ALARM.COM HOLDINGS, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Total Revenue: $277.7 million (up 9.2% vs Q2 2025: $254.3 million) • | 2026-08-06 |
| Results announced · Q3 2026 ALARM.COM HOLDINGS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • SaaS and license revenue: $188.8 million, up 11.1% year-over-year (from $170. | 2026-08-06 |
| Shareholder vote results · Q2 2026 ALARM.COM HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 3, 2026 • Total votes cast for director elec | 2026-06-08 |
| Quarterly report · Q1 2026 ALARM.COM HOLDINGS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $265.2 million, up 11% year-over-year from $238.8 million | 2026-05-07 |
| Results announced · Q2 2026 ALARM.COM HOLDINGS, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • SaaS and license revenue: $181.5 million, up 10.8% YoY (Q1 2025: $163.8 milli | 2026-05-07 |
| Proxy statement · Q2 2026 ALARM.COM HOLDINGS, INC. — 2026 PROXY STATEMENT SUMMARY --- CEO COMPENSATION & CHANGES • Stephen Trundle (CEO) total compensation for 2025: Documen | 2026-04-23 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Alarm.com Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.