ALRM
Alarm.com Holdings, Inc.
$44.89
-1.06%
$2.2B
No data for this timeframe.
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders8 funds
Inst. Value$516.8M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$2.6M
SEC Reports3
Recent Activity
Jun 4, 2026
Insider
Whall Timothy J. sold 3,222 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
Clarke Donald E sold 3,222 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
NEVIN DARIUS G sold 3,222 shares
Director @ $0.00 ($0.00)
May 20, 2026
SEC
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sales on May 18, 2026,
CLUSTER — Impact 3/10
May 18, 2026
SEC
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at approximately $83,318.
144 — Impact 3/10
Mar 19, 2026
SEC
Director Nevin Darius G exercised and sold 36,000 shares in a single day, generating over $1.66M in proceeds, while CFO
CLUSTER — Impact 6/10
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
309,634 shares ($15.8M)
Inst.
NORGES BANK — NEW
118,819 shares ($6.1M)
Price Targets
$59.00
+30.0% upside
Strong Buy
Current $45.38
Low $40.00
Median $57.50
High $85.00
6 analysts
$40.00
$85.00
Analyst Ratings
4Strong Buy
4Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 20, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 18, 2026 | JP Morgan | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.65 ▼ -3.2% | $0.63 — $0.66 | 8% YoY | 7 |
| Next Q | $0.76 | $0.73 — $0.79 | -0% YoY | 7 |
| Current FY | $2.77 ▼ -0.6% | $2.66 — $2.82 | 6% YoY | 7 |
| Next FY | $2.96 | $2.88 — $3.06 | 7% YoY | 7 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sales on May 18, 2026,
May 20, 2026
NEUTRAL
144
3/10
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at approximately $83,318.
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $320.7M | — |
| MORGAN STANLEY | $68.3M | TRIM |
| FMR LLC | $41.0M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $29.0M | NEW |
| BANK OF AMERICA CORP | $18.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Whall Timothy | A | $0.00 |
| Jun 4, 2026 | Clarke Donald | A | $0.00 |
| Jun 4, 2026 | NEVIN DARIUS | A | $0.00 |
| Jun 4, 2026 | McAdam Timothy | A | $0.00 |
| Jun 4, 2026 | WU Simone | A | $0.00 |
8 institutional holders with $516.8M total value (10,128,396 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,286,541 | $320.7M | 62.1% | — |
| 2 | MORGAN STANLEY | 1,338,254 | $68.3M | 13.2% | TRIM -25.1% |
| 3 | FMR LLC | 803,854 | $41.0M | 7.9% | ADD +31.9% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 568,857 | $29.0M | 5.6% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 356,476 | $18.2M | 3.5% | — |
| 6 | WELLS FARGO & COMPANY/MN | 345,961 | $17.7M | 3.4% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 309,634 | $15.8M | 3.1% | ADD +65.0% |
| 8 | NORGES BANK | 118,819 | $6.1M | 1.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 187,611 | 309,634 | +65.0% | $15.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 118,819 | — | $6.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 24,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 85,329 | 187,611 | +119.9% | $10.0M | 2025-Q3 |
| UBS Group AG | TRIM | 145,393 | 100,083 | -31.2% | $5.3M | 2025-Q3 |
| NORGES BANK | EXIT | 591,466 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 591,466 | — | $33.5M | 2025-Q2 |
| UBS Group AG | TRIM | 235,506 | 145,393 | -38.3% | $8.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 40,225 | 85,329 | +112.1% | $4.8M | 2025-Q2 |
| FMR LLC | ADD | 467,019 | 615,841 | +31.9% | $34.3M | 2025-Q1 |
| UBS Group AG | DOUBLED | 108,961 | 235,506 | +116.1% | $13.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 51,500 | 24,200 | -53.0% | $1.3M | 2025-Q1 |
| NORGES BANK | EXIT | 573,047 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,400,532 | 1,048,753 | -25.1% | $63.8M | 2024-Q4 |
| UBS Group AG | DOUBLED | 47,916 | 108,961 | +127.4% | $6.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 179,600 | 51,500 | -71.3% | $3.1M | 2024-Q4 |
| MORGAN STANLEY | ADD | 986,274 | 1,400,532 | +42.0% | $76.6M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 521,543 | — | $28.5M | 2024-Q3 |
11 unique insiders with 8 transactions. Net insider value: -$2.6M ($0.00 bought, $2.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Whall Timothy J. | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | Clarke Donald E | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | NEVIN DARIUS G | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | McAdam Timothy P | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | WU Simone | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | Harper Cecile Burleigh | Director | A | 3,222 | $0.00 | $0.00 |
| Jun 4, 2026 | Evans Stephen C. | Director | A | 3,222 | $0.00 | $0.00 |
| May 26, 2026 | Ramos Daniel | See Remarks | SELL | 2,532 | $43.78 | $110.9K |
| May 26, 2026 | Kerzner Daniel | See Remarks | SELL | 3,944 | $43.78 | $172.7K |
| May 26, 2026 | Trundle Stephen | Chief Executive Officer | SELL | 6,073 | $43.78 | $265.9K |
| May 18, 2026 | Trundle Stephen | Chief Executive Officer | SELL | 2,944 | $43.56 | $128.2K |
| May 18, 2026 | Ramos Daniel | See Remarks | SELL | 1,561 | $43.56 | $68.0K |
| May 18, 2026 | Kerzner Daniel | See Remarks | SELL | 1,915 | $43.56 | $83.4K |
| Apr 8, 2026 | Kerzner Daniel | See Remarks | A | 55,000 | $0.00 | $0.00 |
| Apr 8, 2026 | Ramos Daniel | See Remarks | A | 25,000 | $0.00 | $0.00 |
| Apr 8, 2026 | Bradley Kevin Christopher | Chief Financial Officer | A | 35,000 | $0.00 | $0.00 |
| Apr 8, 2026 | Trundle Stephen | Chief Executive Officer | A | 65,000 | $0.00 | $0.00 |
| Mar 18, 2026 | NEVIN DARIUS G | Director | SELL | 36,000 | $46.17 | $1.7M |
| Mar 18, 2026 | NEVIN DARIUS G | Director | M | 36,000 | $21.70 | $781.2K |
| Mar 18, 2026 | Bradley Kevin Christopher | Chief Financial Officer | SELL | 1,510 | $45.97 | $69.4K |
| Mar 18, 2026 | NEVIN DARIUS G | Director | M | 36,000 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL
CLUSTER
3/10
Three insiders at Alarm.com, including CEO Stephen Trundle, sold a total of ~$280K in open-market sa
May 20, 2026
NEUTRAL
144
3/10
Officer Jeffrey Bedell filed a Form 144 to sell 1,915 shares of Alarm.com common stock, valued at ap
May 18, 2026
BEARISH
CLUSTER
6/10
Director Nevin Darius G exercised and sold 36,000 shares in a single day, generating over $1.66M in
Mar 19, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (57% buy). Based on 14 analysts: 4 strong buy, 4 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$59.00 mean target
+30.0% upside
Strong Buy (3.00)
$40.00 Low
$85.00 High
| Metric | Value |
|---|---|
| Current Price | $45.38 |
| Target Low | $40.00 |
| Target Mean | $59.00 |
| Target Median | $57.50 |
| Target High | $85.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.65 | $0.63 | $0.66 | 7.8% | -3.2% | 1↑ 3↓ | $0.3B | 4.2% | 7 |
| Next Q 2026-09-30 |
$0.76 | $0.73 | $0.79 | -0.4% | +0.2% | 1↑ 3↓ | $0.3B | 3.5% | 7 |
| Current FY 2026-12-31 |
$2.77 | $2.66 | $2.82 | 5.8% | -0.6% | 3↑ 2↓ | $1.1B | 5.4% | 7 |
| Next FY 2027-12-31 |
$2.96 | $2.88 | $3.06 | 6.9% | -0.3% | 3↑ 3↓ | $1.1B | 4.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.647 | |
| 7d ago | $0.666 | -0.019 |
| 30d ago | $0.668 | -0.022 |
| 60d ago | $0.668 | -0.021 |
| 90d ago | $0.661 | -0.015 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 20, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 18, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| May 1, 2026 | 4 | 4 | 5 | 1 | 0 | 57% | |
| Apr 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Mar 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Feb 1, 2026 | 4 | 4 | 4 | 1 | 0 | 62% | |
| Jan 1, 2026 | 5 | 4 | 4 | 1 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
ALRM Q1 2026 Earnings Scheduled — 2026-05-07