Overview
Security platform's Q4 revenue grew, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Outlook
Alarm.com expects Q1 2026 SaaS and license revenue between $175.8 mln and $176.0 mln
Alarm.com sees full-year 2026 SaaS and license revenue between $743.0 mln and $745.0 mln
Company projects 2026 total revenue between $1.058 bln and $1.065 bln
Result Drivers
SaaS AND LICENSE REVENUE - Increased by 8.8% to $180.2 mln, contributing to overall revenue growth
ACTIVE VIDEO DEVICES - Commercial business surpassed 2 million active video devices, indicating strong market adoption
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $261.70 mln | $250.82 mln (7 Analysts) |
Q4 Adjusted EPS | Beat | $0.72 | $0.64 (7 Analysts) |
Q4 EPS | $0.66 | ||
Q4 Net Income | $34.60 mln | ||
Q4 Adjusted EBITDA | Beat | $54.90 mln | $49.51 mln (7 Analysts) |
Q4 Operating Expenses | $137.67 mln | ||
Q4 Operating income | $34.95 mln | ||
Q4 Pretax Profit | $44.72 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Alarm.com Holdings Inc is $65.00, about 43.8% above its February 18 closing price of $45.21
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: ID:nBw3TzfQ0a
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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