$ALRM

Alarm.com Holdings, Inc.

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No SEC Form 4 filings for $ALRM in the last 30 days.

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Alarm.com (NASDAQ:ALRM) Reports Bullish Q2 CY2026, Full

Alarm.com (NASDAQ:ALRM) reported Q2 CY2026 revenue of $277.7 million, up 9.2% year on year and above Wall Street estimates, and full-year revenue guidance of $1.08 billion at the midpoint, 1.7% above consensus. Non-GAAP EPS was $0.77, 18.9% above analysts’ expectations. The stock rose 3.7% to $58.38 after results.

Alarm.com Holdings, Inc. (ALRM): Results of Operations and Financial Condition

Alarm.com Holdings, Inc. (ALRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex991earningsreleasejune30.htm EXHIBIT 99.1 PRESS RELEASE DATED AUGUST 6, 2026 Document Exhibit 99.1 Alarm.com Reports Second Quarter 2026 Results -- SaaS and license revenue increased 11.1% to $188.8 million -- -- GAAP net income was $24.2 million -- -- Non-GAAP adjust

ALRM sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning ALRM (Alarm.com Holdings, Inc.). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.

Recent ALRM coverage spans earnings, insider activity and technology.

What's driving ALRM

  • Beat on revenue and above-consensus full-year guidance, with non-GAAP EPS also ahead, supports near-term bullish positioning but growth expectations appear to decelerate.

    financialcontent.com · Aug 6, 2026

  • Raised full-year revenue, EPS, and EBITDA guidance alongside Q2 beats, supporting a bullish re-rating versus prior expectations.

    finance.yahoo.com · Aug 6, 2026

  • Guidance increase and higher EBITDA outlook suggest improving growth and margin trajectory, while cash balance fell due to convertible note settlement.

    SEC EDGAR 8-K · Aug 6, 2026

  • This is a pre-earnings preview with specific consensus expectations and recent peer read-through, which can drive positioning into the print.

    financialcontent.com · Aug 5, 2026

  • EnergyHub’s involvement could strengthen its DERMS positioning, but the article does not quantify contract value or customer counts.

    cleantechnica.com · Jul 27, 2026

alphai scores every news story that mentions ALRM with an AI model for sentiment and relevance, and aggregates insider trades from Alarm.com Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ALRM

Score
$ALRMMedAI 8/10

Alarm.com (NASDAQ:ALRM) Reports Bullish Q2 CY2026, Full

Alarm.com (NASDAQ:ALRM) reported Q2 CY2026 revenue of $277.7 million, up 9.2% year on year and above Wall Street estimates, and full-year revenue guidance of $1.08 billion at the midpoint, 1.7% above consensus. Non-GAAP EPS was $0.77, 18.9% above analysts’ expectations. The stock rose 3.7% to $58.38 after results.

$ALRMHigh

Alarm.com Holdings, Inc. (ALRM): Results of Operations and Financial Condition

Alarm.com Holdings, Inc. (ALRM) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex991earningsreleasejune30.htm EXHIBIT 99.1 PRESS RELEASE DATED AUGUST 6, 2026 Document Exhibit 99.1 Alarm.com Reports Second Quarter 2026 Results -- SaaS and license revenue increased 11.1% to $188.8 million -- -- GAAP net income was $24.2 million -- -- Non-GAAP adjust

What To Expect From Alarm.com’s (ALRM) Q2 Earnings

Alarm.com (ALRM) will report Q2 earnings Thursday after the bell. Last quarter, it posted revenue of $265.2 million, up 11% year on year, and slightly topped full-year EBITDA guidance. Analysts expect Q2 revenue growth of 4.1% y/y. The article cites an average analyst price target of $60 versus $55.86 and notes recent peer results.

$BSYLow

Unpacking Q1 Earnings: Bentley Systems (NASDAQ:BSY) In The Context Of Other Vertical Software Stocks

The article reviews Q1 results for vertical software peers. It says the group’s revenues beat consensus by 3.7% and next-quarter guidance was 0.9% above. Bentley Systems (BSY) reported $424.2M revenue, up 14.5% YoY, beating estimates by 1.2% but missing billings, and its stock was down 1.3% to $31.65. Other companies cited include Alarm.com (ALRM), Guidewire (GWRE), and Manhattan Associates (MANH).

SentinelOne, Alarm.com, and Pegasystems Shares Are Soaring, What You Need To Know

Guggenheim analyst John DiFucci upgraded Salesforce and ServiceNow to Buy on valuation, saying AI monetization is unlikely near term and risks are real; he cited low multiples (CRM ~3.7x EV/recurring revenue; NOW $125 target at 7.5x EV/NTM recurring revenue). The read-through lifted related software stocks, including SentinelOne (+4.6%), Alarm.com (+4.5%), and Pegasystems (+4%).

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