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Alarm.com Holdings, Inc.

ALRM · NASDAQ

Market closed$53.20$-0.900000 (-1.66%)After hours $53.20 · 0.00%

Key statistics

Previous close$54.10
Open$54.04
Day high$54.85
Day low$53.07
52-week high$59.53
52-week low$41.49
Market cap2.63B
Volume386.23K
Average volume537.35K
P/E ratio19.49
Forward P/E—
EPS2.73
Dividend yield0.00%

Market context

Why it moved

Despite Alarm.com's positive announcement of entering the commercial fire security market with its new Fire Communicator product, ALRM shares declined amid a broader tech sector selloff driven by chip stock weakness and growing investor concerns about the sustainability of AI-driven market valuations.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Alarm.com shares closed modestly lower, caught in the broader software sector selloff triggered by IBM's historic earnings warning last week, which sparked fears that AI-driven capex reprioritization is squeezing software budgets. Against this backdrop, a Benzinga report flagged ALRM as potentially overbought, while a Zacks note highlighted the stock among security and safety names facing industry headwinds including rising costs and labor expenses. Partially offsetting sector pressure, Alarm.com launched its new Fire Communicator (ADC-FC100) on July 16, expanding its commercial security platform into fire monitoring and earning a 2026 ESX Innovation Award, building on a strong Q1 beat where EPS of $0.65 topped estimates.

-1.6636

July 16, 2026Alarm.com shares rallied after the company launched its Fire Communicator (ADC-FC100), expanding its commercial security platform into fire monitoring and completing coverage across all four major commercial security categories—intrusion, access control, video, and fire. The product launch, recognized with a 2026 ESX Innovation Award, broadens Alarm.com's addressable market and strengthens its value proposition to service providers. The gain is notable given broader software sector headwinds following IBM's preliminary Q2 earnings warning last week, which sparked a sector-wide selloff on fears that enterprise IT budgets are shifting toward hardware and away from software.

3.5407

July 14, 2026Alarm.com closed essentially unchanged as broader software sector pressure from IBM's historic earnings collapse dominated sentiment. IBM plunged over 20%—its worst single-day drop since 1968—after warning that clients were cutting software budgets to prioritize hardware and memory purchases amid AI-driven chip shortages, rattling the entire software sector. While Alarm.com's home security and connected property platform is largely insulated from enterprise IT spending shifts, the IBM-driven sector rout weighed on software broadly; Wall Street Zen's recent upgrade to 'Buy' and the company's May earnings beat (EPS $0.65 vs. $0.60 est.; revenue up 11.1% YoY) provide fundamental support against the headwinds.

-0.0191

July 14, 2026Alarm.com shares edged higher, closing up roughly 1.4%, outperforming a broadly weak tape weighed down by U.S.-Iran tensions and chip stock selloffs. The stock's resilience follows a string of positive analyst developments — Wall Street Zen upgraded shares to 'buy' this weekend, and Weiss Ratings lifted its rating from 'sell' to 'hold' last week. Momentum from Alarm.com's strong Q1 beat, where it reported $265M in revenue (+11% YoY) and delivered the largest earnings estimate beat among vertical software peers, continues to support investor sentiment.

1.4369

July 10, 2026Alarm.com Holdings closed modestly lower, slipping about 0.4%, as investors weigh the stock's recent rally following its addition to multiple Russell value and small-cap indices — including the Russell 2000 Value and Russell 3000 Value. The index inclusions have driven a ~14% one-month gain and renewed institutional interest, with analysts citing a fair value estimate of $59 versus the current ~$51.50 price, suggesting roughly 15% upside. Broader market rotation away from mega-cap tech toward small-cap value names provides a supportive backdrop, though longer-term shareholders remain underwater with a 1-year return of nearly -9%.

-0.3676

July 8, 2026Alarm.com Holdings closed essentially flat amid a broad risk-off session driven by escalating U.S.-Iran tensions and a semiconductor selloff that weighed on the Nasdaq. The company's software-focused business model insulated it from the chip-sector carnage — where names like Micron fell ~5% and AMD slumped ~6.5% — as investors rotated out of AI hardware into more defensive software names. Despite a consensus "Reduce" rating and an average price target of $47.50, institutional interest has been building, with 91.74% of shares now held by institutions and several funds initiating or expanding positions following Alarm.com's Q1 beat ($0.65 EPS vs. $0.60 estimate; revenue up 11.1% YoY).

0.295

July 8, 2026Alarm.com Holdings rose nearly 2% to close at $50.84, outperforming the broader software sector on a turbulent day for tech. The gain came as chip stocks led a sharp pullback in the Nasdaq — triggered by a 'sell-the-news' reaction to Samsung's record Q2 earnings — while application software names like Alarm.com held up comparatively well. Institutional interest in the company remains elevated, with 91.74% of shares held by institutions and multiple funds building positions in Q1. Alarm.com's Q1 beat — EPS of $0.65 vs. $0.60 est., revenue of $265M vs. $251M est. — continues to underpin the bullish case, though analysts maintain a consensus 'Reduce' rating with a $47.50 average price target, below current levels.

1.9451

July 6, 2026Alarm.com shares edged up modestly, closing near flat as investors digested a broadly supportive backdrop for software stocks. The company recently posted its best Q1 among vertical software peers — revenues of $265.2 million, up 11% year-over-year, beating estimates by 5.6% — and raised full-year revenue guidance to $1.06–$1.07 billion. In late June, ALRM was added to several Russell value and small-cap indices, boosting institutional visibility. Analyst sentiment remains cautious with a consensus 'Reduce' rating and $47.50 average price target, though the stock trades above that level, aided by a broader software re-rating narrative as analysts push back on 'SaaSpocalypse' fears.

0.3622

Simply Wall Street · July 18, 2026Alarm.com (ALRM) Enters Commercial Fire Security With Fire Communicator LaunchInvesting.com · July 16, 2026Alarm.com launches fire communicator for commercial securityMoomoo · July 16, 2026Alarm.com Introduces Commercial Fire Signaling DeviceStock Titan · May 14, 2026New Alarm.com‑CHeKT link lets pros see what your cameras seeTradingView · May 1, 2026ZoomInfo, SentinelOne, and Alarm.com Shares Are Soaring, What You Need To KnowTradingView · April 23, 2026Why Alarm.com (ALRM) Shares Are Plunging TodayMoomoo · February 18, 2026J.P. Morgan Maintains Alarm.com(ALRM.US) With Sell Rating, Announces Target Price $40
Mt Newswire · July 16, 2026Alarm.com Introduces Commercial Fire Signaling Device
Mt Newswire · June 12, 2026Alarm.com Holdings Insider Sold Shares Worth $462,840, According to a Recent SEC Filing
Benzinga · May 8, 2026Barclays Maintains Equal-Weight on Alarm.com Holdings, Raises Price Target to $55
Benzinga · May 7, 2026Alarm.com Holdings Raises FY2026 Adj EPS Guidance from $2.78-$2.79 to $2.81 vs $2.79 Est; Raises FY2026 Sales Guidance from $1.058B-$1.065B to $1.060B-$1.071B vs $1.061B Est
Mt Newswire · May 7, 2026Earnings Flash (ALRM) Alarm.com Holdings, Inc. Reports Q1 Revenue $265.2M, vs. FactSet Est of $250.9M
Mt Newswire · May 7, 2026Earnings Flash (ALRM) Alarm.com Holdings, Inc. Posts Q1 Adjusted EPS $0.65 per Share, vs. FactSet Est of $0.60
Benzinga · May 7, 2026Alarm.com Holdings Q1 Adj. EPS $0.65 Beats $0.60 Estimate, Sales $265.193M Beat $250.860M Estimate
Mt Newswire · April 15, 2026Alarm.com Unveils Enhanced Communicator to Modernize Legacy Security Systems

Peers

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