Alarm.comALRM
About: Alarm.com Holdings Inc has a cloud-based platform that offers an expansive suite of IoT solutions addressing world-wide opportunities in the residential, multi-family, small business and enterprise commercial markets. It 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.
Employees: 2,010
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
418% more call options, than puts
Call options by funds: $2.33M | Put options by funds: $450K
34% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 44
13% more capital invested
Capital invested by funds: $2.58B [Q3] → $2.93B (+$343M) [Q4]
4% more funds holding
Funds holding: 296 [Q3] → 307 (+11) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 110
0.21% less ownership
Funds ownership: 96.17% [Q3] → 95.95% (-0.21%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Adam Hotchkiss 33% 1-year accuracy 8 / 24 met price target | 18%upside $58 | Neutral Maintained | 17 Apr 2025 |
Barclays Saket Kalia 48% 1-year accuracy 27 / 56 met price target | 22%upside $60 | Equal-Weight Maintained | 14 Apr 2025 |
Financial journalist opinion









