Alarm.com (ALRM) Projected to Post Earnings on Thursday

Key Points

• Alarm.com (ALRM) is set to release its Q2 2025 earnings on August 7th, with analysts predicting earnings of $0.52 per share and revenue of $243.96 million.
• Insider trading activity has been notable, with CEO Stephen Trundle selling 3,644 shares recently, decreasing his ownership by 1.34%.
• Institutional investors control 91.74% of Alarm.com’s stock, with significant increases in holdings reported by several large investment firms in the first quarter.

Alarm.com (NASDAQ:ALRM - Get Free Report) is anticipated to announce its Q2 2025 earnings results after the market closes on Thursday, August 7th. Analysts expect Alarm.com to post earnings of $0.52 per share and revenue of $243.96 million for the quarter.

Alarm.com Trading Up 1.7%

Shares of Alarm.com stock traded up $0.93 during trading on Monday, reaching $54.98. 84,352 shares of the company were exchanged, compared to its average volume of 341,460. Alarm.com has a twelve month low of $48.23 and a twelve month high of $70.06. The business has a 50-day moving average price of $56.64 and a 200-day moving average price of $57.11. The company has a quick ratio of 2.01, a current ratio of 2.14 and a debt-to-equity ratio of 0.64. The firm has a market capitalization of $2.73 billion, a price-to-earnings ratio of 23.21, a P/E/G ratio of 2.89 and a beta of 0.97.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Barclays lowered their price target on Alarm.com from $67.00 to $60.00 and set an "equal weight" rating for the company in a research note on Monday, April 14th. Raymond James Financial decreased their price objective on shares of Alarm.com from $85.00 to $80.00 and set a "strong-buy" rating for the company in a report on Friday, May 9th. Finally, The Goldman Sachs Group cut their target price on shares of Alarm.com from $66.00 to $58.00 and set a "neutral" rating on the stock in a report on Thursday, April 17th. One equities research analyst has rated the stock with a sell rating, two have issued a hold rating, three have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $64.33.

Insider Activity at Alarm.com

In other Alarm.com news, insider Daniel Ramos sold 7,000 shares of the business's stock in a transaction that occurred on Tuesday, May 27th. The stock was sold at an average price of $57.68, for a total value of $403,760.00. Following the sale, the insider owned 42,192 shares in the company, valued at approximately $2,433,634.56. The trade was a 14.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jeffrey A. Bedell sold 2,204 shares of the firm's stock in a transaction that occurred on Friday, May 23rd. The stock was sold at an average price of $56.66, for a total transaction of $124,878.64. Following the transaction, the insider directly owned 505,805 shares of the company's stock, valued at $28,658,911.30. This represents a 0.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 34,167 shares of company stock worth $1,994,181 over the last ninety days. 5.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in ALRM. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Alarm.com by 4.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 131,200 shares of the software maker's stock valued at $7,301,000 after acquiring an additional 6,080 shares in the last quarter. Jane Street Group LLC raised its stake in shares of Alarm.com by 610.0% during the 1st quarter. Jane Street Group LLC now owns 114,715 shares of the software maker's stock worth $6,384,000 after purchasing an additional 98,557 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of Alarm.com by 7.8% during the 1st quarter. AQR Capital Management LLC now owns 59,005 shares of the software maker's stock worth $3,284,000 after purchasing an additional 4,246 shares in the last quarter. Intech Investment Management LLC boosted its holdings in shares of Alarm.com by 20.6% in the 1st quarter. Intech Investment Management LLC now owns 31,356 shares of the software maker's stock valued at $1,745,000 after buying an additional 5,363 shares during the last quarter. Finally, Amundi grew its stake in shares of Alarm.com by 6.8% in the first quarter. Amundi now owns 17,532 shares of the software maker's stock valued at $920,000 after buying an additional 1,113 shares in the last quarter. Institutional investors own 91.74% of the company's stock.

About Alarm.com

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.