Alarm.com Holdings

ALRM · NASDAQ

$58.68+$1.22 (+2.12%)TodayMarket closed · Oct 20, 7:45 PM ET

Prev close $57.46

ALRM analyst rating

HoldConsensus of 2 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold1
Underperform1
Sell0

12-month price target · 8 analysts

Average $67.39 (+14.8% upside)

Low: $55.89
Now: $58.68
High: $89.25

Upgrades and downgrades

The latest rating actions, newest first

ALRM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Aug 10, 2026	Maintains	Equal-Weight	$55.00 → $60.00	66%
Barclays	May 8, 2026	Maintains	Equal-Weight	$50.00 → $55.00	66%
Barclays	Feb 20, 2026	Maintains	Equal-Weight	$56.00 → $50.00	66%
JP Morgan	Feb 18, 2026	Maintains	Underweight	$55.00 → $40.00	36%
Barclays	Nov 7, 2025	Maintains	Equal-Weight	$60.00 → $56.00	66%

The case for and against

Updated Oct 22, 2025

Bull case

Alarm.com Holdings Inc operates a robust cloud-based platform that caters to diverse markets including residential, multi-family, small business, and enterprise commercial sectors, showcasing its broad applicability and growth potential. The company reports two key segments, with the Alarm.com segment generating the majority of revenue through its advanced Software platforms that facilitate property security and automation. Additionally, the Other segment's focus on research and development in adjacent markets further indicates a commitment to innovation and diversification, which are critical drivers for long-term financial performance.

Bear case

Alarm.com Holdings Inc faces significant risks related to intellectual property, which, if not effectively managed, could adversely affect its business and financial performance. The company operates within a niche market of home automation, raising concerns about its reliance on consumer discretionary spending, particularly in economic downturns. Additionally, potential weakening of key relationships could further hinder Alarm.com's financial results, indicating a challenging environment for sustained revenue growth.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.