Alarm.com Holdings (ALRM) Lifts Guidance On Earnings Beat With Valuation Back In Focus

Simply Wall St.11-07

How the latest earnings and guidance reset the Alarm.com story Alarm.com Holdings (ALRM) just turned in a quarter that topped market expectations and raised its full year outlook, while also folding ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2681481223?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/8041000-choice2-card/1788941901517","is_english":true,"pubTime":"2026-11-07 19:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2681481223","market":"nz","top_or_hot":-1,"title":"Alarm.com Holdings (ALRM) Lifts Guidance On Earnings Beat With Valuation Back In Focus","media":"Simply Wall St.","content":"<div>\n<p>How the latest earnings and guidance reset the Alarm.com story Alarm.com Holdings (ALRM) just turned in a quarter that topped market expectations and raised its full year outlook, while also folding ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-alrm/alarmcom-holdings/news/alarmcom-holdings-alrm-lifts-guidance-on-earnings-beat-with\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alarm.com Holdings (ALRM) Lifts Guidance On Earnings Beat With Valuation Back In Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlarm.com Holdings (ALRM) Lifts Guidance On Earnings Beat With Valuation Back In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-07 19:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-alrm/alarmcom-holdings/news/alarmcom-holdings-alrm-lifts-guidance-on-earnings-beat-with><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How the latest earnings and guidance reset the Alarm.com story Alarm.com Holdings (ALRM) just turned in a quarter that topped market expectations and raised its full year outlook, while also folding ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-alrm/alarmcom-holdings/news/alarmcom-holdings-alrm-lifts-guidance-on-earnings-beat-with\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ALRM","symbol_name":"Alarm.com Holdings, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-alrm/alarmcom-holdings/news/alarmcom-holdings-alrm-lifts-guidance-on-earnings-beat-with","article_id":"2681481223","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/8041000-choice2-card/1788941901517"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-alrm/alarmcom-holdings/news/alarmcom-holdings-alrm-lifts-guidance-on-earnings-beat-with","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2681481223","pubTimestamp":1794051057,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"BBailey PembertonNovember 7, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ALRM":"Alarm.com Holdings, Inc."},"translate_title":"Alarm.com Holdings (ALRM) 上调盈利预期，估值重新成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALRM":1.5},"content_text":"How the latest earnings and guidance reset the Alarm.com story Alarm.com Holdings (ALRM) just turned in a quarter that topped market expectations and raised its full year outlook, while also folding in the CellGate acquisition to deepen its SaaS footprint. The third quarter print put revenue at US$279.44 million, ahead of forecasts and above the US$256.40 million figure reported a year earlier. Adjusted earnings per share also came in stronger than analysts had pencilled in. Headline net income for the period was US$34.44 million compared with US$35.34 million a year ago. The beat investors focused on therefore came from better than expected adjusted profitability rather than a jump in bottom line profit. Investors have already reacted to this reset in expectations. Alarm.com Holdings shares are up 18.93% on a 1 month share price return and 26.91% on a year to date share price return, feeding into a 30.43% 1 year total shareholder return even though the 5 year total shareholder return is down 24.23%. This hints that momentum has recently picked up after a weak longer stretch as the market reassesses the risk and reward trade off around SaaS growth, guidance and acquisitions like CellGate. Spot 19 high quality undiscovered gems that, like Alarm.com Holdings after this earnings beat and guidance lift, could be quietly resetting expectations before the wider market catches on.\nAlarm.com Holdings now trades almost exactly on the average analyst target, while some intrinsic value estimates sit materially higher. Is the recent rerating already enough, or is the gap still too wide to ignore? AdvertisementMost Popular Narrative: 3% Overvalued Alarm.com Holdings last closed at $65.03, slightly above the narrative fair value of $63 that applies a 9.16% discount rate, so the current price leans ahead of that central estimate without moving far away from it.  The analysts have a consensus price target of $63.0 for Alarm.com Holdings based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $85.0, and the most bearish reporting a price target of just $40.0.  See why 2 investors see Alarm.com Holdings as 3% overvalued. Result: Fair Value of $63 (OVERVALUED) Still, tariff related pressure on hardware and slower account or billings growth could weaken Alarm.com Holdings recurring SaaS engine and unsettle that fair value story. Find out about the key risks to this Alarm.com Holdings narrative. Another View: Alarm.com valuation through the earnings lens On one hand, the narrative model pegs Alarm.com Holdings as slightly overvalued at $65.03 against a $63 fair value. On the other, the P/E tells a different story. The stock trades on 27.3x earnings versus a 50.7x peer average and 30.2x for the wider US Software group, yet the fair ratio sits lower at 23.3x. So investors are left with a split screen: a market that prices Alarm.com below many peers on earnings, but still above its own fair ratio, which raises a simple question for you. Does that gap look more like valuation risk if sentiment cools, or a price you are comfortable paying for the business you see today? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:ALRM P/E Ratio as at Nov 2026Next Steps Mixed signals on value and risk often create the most interesting setups, so move quickly, review the data, and test Alarm.com Holdings against your own framework. To weigh both sides of the story in one place, start with our breakdown of 2 key rewards and 1 important warning sign Looking for more investment ideas beyond Alarm.com Holdings? Do not stop with a single ticker when a whole field of opportunities is sitting open in front of you. Give yourself options, test your thinking, and let the data show you which ideas deserve a spot on your watchlist.  Target potential mispricing by scanning a curated pool of quality candidates through the 39 high quality undervalued stocks. Strengthen your focus on resilience by filtering for companies with robust finances using the list of solid balance sheet and fundamentals (24 results). Balance return potential with smoother ride potential by running a focused search across the 29 resilient stocks with low risk scores.  This article is general in nature and was produced with the assistance of AI automation,\n        based on data and analysis from Simply Wall St. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2681481223","isCrawlerRequest":true}