Alarm.comALRM
Market Cap: $2.76B
About: Alarm.com Holdings Inc has two reportable segments: Alarm.com & Other. The Alarm.com segment represents the cloud-based Software platforms for intelligently connected property & related solutions. The other segment is focused on researching, developing & offering residential & commercial automation solutions & energy management products & services in adjacent markets. The majority of revenue is from the Alarm.com segment. The platform allows home & business owners to secure their properties and automate & control an array of connected devices. SaaS & license fees from service providers, who resell these services & pay Alarm.com a monthly subscription, are the sources of revenue for the firm. The majority of revenue is generated in the United States & Canada.
Employees: 2,033
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
78% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $1.32M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
43% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 87
5.83% more ownership
Funds ownership: 90.14% [Q1] → 95.97% (+5.83%) [Q2]
7% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 43
1% less funds holding
Funds holding: 297 [Q1] → 294 (-3) [Q2]
6% less capital invested
Capital invested by funds: $3.25B [Q1] → $3.06B (-$194M) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Adam Hotchkiss 77% 1-year accuracy 10 / 13 met price target | 14%upside $64 | Neutral Initiated | 6 Sept 2024 |
Barclays Saket Kalia 50% 1-year accuracy 23 / 46 met price target | 29%upside $72 | Equal-Weight Maintained | 11 Jul 2024 |