Alarm.com (NASDAQ:ALRM) Given New $70.00 Price Target at Barclays

Alarm.com (NASDAQ:ALRM) had its price objective hoisted by Barclays from $60.00 to $70.00 in a report published on Friday,Benzinga reports. They currently have an equal weight rating on the software maker’s stock.

ALRM has been the topic of a number of other reports. JPMorgan Chase & Co. boosted their price objective on shares of Alarm.com from $40.00 to $50.00 and gave the company an “underweight” rating in a research report on Friday, October 30th. William Blair reiterated a “market perform” rating on shares of Alarm.com in a research report on Friday. Raymond James Financial reiterated a “strong-buy” rating and issued a $65.00 target price on shares of Alarm.com in a research report on Friday, August 7th. Weiss Ratings raised shares of Alarm.com from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 15th. Finally, Wall Street Zen upgraded shares of Alarm.com from a “hold” rating to a “buy” rating in a report on Sunday, August 16th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $61.67.

Alarm.com Trading Down 3.0%

Alarm.com stock traded down $2.00 during midday trading on Friday, reaching $65.03. The stock had a trading volume of 586,407 shares, compared to its average volume of 502,287. The firm’s fifty day simple moving average is $57.91 and its two-hundred day simple moving average is $50.49. Alarm.com has a twelve month low of $41.49 and a twelve month high of $69.39. The company has a debt-to-equity ratio of 0.57, a current ratio of 4.96 and a quick ratio of 4.38. The firm has a market cap of $3.22 billion, a price-to-earnings ratio of 28.65, a PEG ratio of 2.08 and a beta of 0.70.

Alarm.com (NASDAQ:ALRM) last announced its earnings results on Thursday, November 5th. The software maker reported $0.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.15. The company had revenue of $279.44 million for the quarter, compared to the consensus estimate of $265.82 million. Alarm.com had a net margin of 11.11% and a return on equity of 15.65%. The company’s revenue was up 9.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.76 EPS. Equities analysts anticipate that Alarm.com will post 2.49 EPS for the current fiscal year.

Insider Transactions at Alarm.com

In related news, CFO Kevin Bradley sold 5,400 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $55.07, for a total value of $297,378.00. Following the transaction, the chief financial officer owned 78,222 shares in the company, valued at approximately $4,307,685.54. This represents a 6.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Stephen Trundle sold 50,000 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $57.67, for a total value of $2,883,500.00. Following the completion of the transaction, the chief executive officer owned 324,842 shares in the company, valued at $18,733,638.14. This represents a 13.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 4.80% of the stock is owned by company insiders.

Institutional Trading of Alarm.com

Several large investors have recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC acquired a new position in shares of Alarm.com during the 2nd quarter worth $28,000. Simplex Trading LLC lifted its stake in shares of Alarm.com by 112.7% in the 3rd quarter. Simplex Trading LLC now owns 589 shares of the software maker’s stock valued at $32,000 after purchasing an additional 5,238 shares during the last quarter. Allworth Financial LP lifted its stake in shares of Alarm.com by 435.5% in the 2nd quarter. Allworth Financial LP now owns 980 shares of the software maker’s stock valued at $46,000 after purchasing an additional 797 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in shares of Alarm.com by 661.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,066 shares of the software maker’s stock valued at $58,000 after purchasing an additional 926 shares during the last quarter. Finally, Pacer Advisors Inc. boosted its holdings in Alarm.com by 21.2% in the first quarter. Pacer Advisors Inc. now owns 2,312 shares of the software maker’s stock worth $100,000 after purchasing an additional 404 shares in the last quarter. 91.74% of the stock is owned by institutional investors.

Alarm.com News Summary

Here are the key news stories impacting Alarm.com this week:

• Positive Sentiment: Q3 revenue rose 9% year over year to $279.44 million, beating analysts’ expectations of $265.82 million. Adjusted earnings of $0.90 per share also exceeded estimates of about $0.75–$0.77 and were up from $0.76 a year earlier. Alarm.com Q3 results
• Positive Sentiment: Alarm.com raised its full-year 2026 outlook. Its Q4 forecast calls for SaaS and license revenue of approximately $194.6 million to $194.8 million, supporting expectations for continued recurring-revenue growth. Q4 revenue outlook
• Neutral Sentiment: Barclays raised its price target from $60 to $70, but kept an “equal weight” rating, signaling a more balanced view rather than a strong bullish endorsement. Barclays recommendations
• Negative Sentiment: Despite the earnings beat and higher guidance, shares declined in Friday trading. The supplied reports do not identify a specific negative catalyst; the market response may indicate that investors had already priced in strong results.

Alarm.com Company Profile

Alarm.com Holdings, Inc develops cloud-based technology for connected security and smart automation. Its platform helps residential and commercial customers monitor and manage security systems, video cameras, access control, energy use, and other connected devices through mobile applications and web-based tools.

The company’s products and services are delivered primarily through a network of authorized service providers, including security dealers and integrators. Its offerings include intrusion detection, smart-home automation, video surveillance, commercial security and access management, energy management, and solutions designed for property managers and other business customers.

Founded in 2000 and headquartered in Vienna, Virginia, Alarm.com serves customers through service providers in the United States and international markets.