Why did Alarm.com (ALRM) stock move recently?

On 9/1/2026, Alarm.com moved -3.4% — Alarm.com shares fell with no company-specific news, earnings, or filing released today; the decline appears to reflect broader market or sector movement. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Alarm.com (ALRM) overvalued or fairly valued?

MarketChacha shows Alarm.com's valuation in context — a trailing P/E of about 26.3, a forward P/E of about 19.1, a price-to-book of about 3.3 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Alarm.com's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.48×) from reported figures — education, not a rating.

What is Alarm.com's revenue?

Alarm.com reported revenue of $1.0B for FY2025, with net profit of $131.6M, per official filings.

What is the share price of Alarm.com (ALRM)?

Alarm.com last traded at $58.61 (+2.0% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Alarm.com

ALRM · NYSE · Technology · United States

Snapshot

TickerALRM

ExchangeNYSE

SectorTechnology

IndustrySoftware - Application

CountryUnited States

CEOMr. Jeffrey A. Bedell

Employees2,051

HeadquartersTysons, United States

Websitewww.alarm.com

Filings tracked12

About Alarm.com

Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other. The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.

Who owns it

Insiders5.6%
Institutions94.4%
Public & other0.0%

455 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.19.19%
Vanguard Portfolio Management LLC8.16%
Disciplined Growth Investors, Inc.7.25%
Bank of Montreal /CAN/6.99%
State Street Corporation4.42%
Vanguard Capital Management LLC4.33%
Geode Capital Management, LLC2.71%
Dimensional Fund Advisors LP2.54%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.48×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend9.1% → 13.0%

Margin has expanded by about 3.9 points — the business is getting more profitable.

Return on equity15.5%

Latest ROE of 15.5% — capital is generating a healthy return.

Growth qualityrev 7% · PAT 28%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $274.1M · EPS 0.74

Est. earnings growth +3.4%

Next fiscal year

Rev $1.1B · EPS 3.07

Est. earnings growth +6.1%

Analyst consensus estimates — not the company's own guidance.

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$1.0B

Net margin

13.0%

ROE

15.5%

Revenue CAGR (2y)

+7.1%

Profit CAGR (2y)

+28.0%

EPS (FY2025)

2.46

Net profit (FY2025)

$131.6M

Ask MarketChacha about ALRM

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
Alarm.com shares fell with no company-specific news, earnings, or filing released today; the decline appears to reflect broader market or sector movement.
source 1 ↗· confidence: low
Jul 27, 2026
ALRM rose with the broader market/sector amid no company-specific news or filings on July 27; recent product launches and index additions occurred days/weeks earlier.
· confidence: low
Jul 22, 2026
No clear company-specific catalyst or filing today; ALRM fell while major indices rose, suggesting no obvious driver beyond possible sector or market rotation.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$1.0B	$131.6M	2.46	13.0%	15.5%
FY2024	$939.8M	$122.5M	2.29	13.0%	16.9%
FY2023	$881.7M	$80.3M	1.53	9.1%	11.7%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$277.7M	$24.2M	0.48	8.7%
2026Q1	$265.2M	$23.4M	0.47	8.8%
2025Q3	$256.4M	$35.1M	0.65	13.7%
2025Q2	$254.3M	$34.2M	0.63	13.5%
2025Q1	$238.8M	$27.7M	0.52	11.6%
2024Q4	$242.2M	$30.3M	0.56	12.5%
2024Q3	$240.5M	$36.7M	0.67	15.3%
2024Q2	$233.8M	$33.5M	0.62	14.3%
2024Q1	$223.3M	$23.6M	0.44	10.6%
2023Q4	$226.2M	$31.3M	0.58	13.8%
2023Q3	$221.9M	$19.5M	0.37	8.8%
2023Q2	$223.9M	$15.8M	0.30	7.1%
2023Q1	$209.7M	$14.4M	0.28	6.9%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Exhibits
SEC8/6/2026material
10-Q — 10-Q ALARM.COM HOLDINGS, INC. JUNE 30, 2026
SEC8/6/2026
8-K — Shareholder vote results
SEC6/8/2026material
8-K — Results of operations, Exhibits
SEC5/7/2026material
10-Q — 10-Q ALARM.COM HOLDINGS, INC. MARCH 31, 2026
SEC5/7/2026
8-K — Executive/director change
SEC3/18/2026material
8-K — Results of operations, Exhibits
SEC2/19/2026material
10-K — 10-K ALARM.COM HOLDINGS, INC. DECEMBER 31, 2025
SEC2/19/2026

2025

8-K — Results of operations, Exhibits
SEC11/6/2025material
10-Q — 10-Q ALARM.COM HOLDINGS, INC. SEPTEMBER 30, 2025
SEC11/6/2025
8-K — Results of operations, Exhibits
SEC8/7/2025material
10-Q — 10-Q ALARM.COM HOLDINGS, INC. JUNE 30, 2025
SEC8/7/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.