Roth Capital Equities Analysts Lower Earnings Estimates for Alarm.com Holdings, Inc. (NASDAQ:ALRM)

Alarm.com Holdings, Inc. (NASDAQ:ALRM) – Analysts at Roth Capital dropped their Q2 2025 EPS estimates for shares of Alarm.com in a report released on Thursday, June 27th. Roth Capital analyst D. Aftahi now expects that the software maker will post earnings per share of $0.38 for the quarter, down from their prior estimate of $0.39. The consensus estimate for Alarm.com’s current full-year earnings is $1.43 per share. Roth Capital also issued estimates for Alarm.com’s Q4 2025 earnings at $0.46 EPS.

A number of other research analysts have also commented on ALRM. William Blair upgraded shares of Alarm.com to a “hold” rating in a research note on Thursday, May 9th. StockNews.com lowered shares of Alarm.com from a “strong-buy” rating to a “buy” rating in a research note on Friday, June 14th. Three equities research analysts have rated the stock with a hold rating, four have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Alarm.com currently has a consensus rating of “Moderate Buy” and an average target price of $68.83.

Alarm.com Price Performance

Shares of NASDAQ:ALRM opened at $62.79 on Monday. The company’s fifty day moving average price is $65.43 and its 200 day moving average price is $66.56. Alarm.com has a 12 month low of $48.61 and a 12 month high of $77.29. The company has a debt-to-equity ratio of 0.68, a current ratio of 5.51 and a quick ratio of 5.03. The firm has a market capitalization of $3.15 billion, a P/E ratio of 37.15, a P/E/G ratio of 3.12 and a beta of 0.92.

Alarm.com (NASDAQ:ALRM) last announced its quarterly earnings data on Thursday, May 9th. The software maker reported $0.35 earnings per share for the quarter, beating analysts’ consensus estimates of $0.31 by $0.04. Alarm.com had a net margin of 10.08% and a return on equity of 12.14%. The business had revenue of $223.28 million for the quarter, compared to analyst estimates of $218.32 million.

Institutional Trading of Alarm.com

A number of institutional investors have recently added to or reduced their stakes in ALRM. Envestnet Asset Management Inc. boosted its holdings in Alarm.com by 32.3% during the third quarter. Envestnet Asset Management Inc. now owns 165,348 shares of the software maker’s stock worth $10,109,000 after buying an additional 40,368 shares in the last quarter. FMR LLC lifted its holdings in shares of Alarm.com by 18,200.6% in the third quarter. FMR LLC now owns 312,391 shares of the software maker’s stock valued at $19,100,000 after purchasing an additional 310,684 shares in the last quarter. Northern Trust Corp lifted its holdings in shares of Alarm.com by 1.5% in the third quarter. Northern Trust Corp now owns 706,274 shares of the software maker’s stock valued at $43,182,000 after purchasing an additional 10,245 shares in the last quarter. Gotham Asset Management LLC lifted its holdings in shares of Alarm.com by 23.4% in the third quarter. Gotham Asset Management LLC now owns 9,023 shares of the software maker’s stock valued at $552,000 after purchasing an additional 1,710 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Alarm.com by 1.1% in the third quarter. Vanguard Group Inc. now owns 5,824,656 shares of the software maker’s stock valued at $356,119,000 after purchasing an additional 62,262 shares in the last quarter. Hedge funds and other institutional investors own 91.74% of the company’s stock.

Alarm.com Company Profile

Alarm.com Holdings, Inc provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally. The company operates through two segments, Alarm.com and Other. It offers solutions to control and monitor security systems, as well as to IoT devices, including door locks, garage doors, thermostats, and video cameras; and video monitoring and analytics solutions, such as video analytics, escalated events, video doorbells, intelligent integration, live streaming, secure cloud storage, and video alerts.