Nama Insights

Alarm.com (ALRM)

Technology · Software Application · NASDAQ

Alarm.com (ALRM) is a Technology company in the Software Application industry. It has a market capitalization of $3.19B, a trailing price-to-earnings ratio of 21.4 and a free-cash-flow yield of 3.5%. Over the most recent reported fiscal year, revenue grew 7.6% and free cash flow per share fell 30.9%. Nama's AI scorecard rates it Buy, 8.1 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 8.1/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Middle · +16.0% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-28.3%
How far the last close sits under the highest price of the past five years.
Market cap$3.19B
Trailing P/E21.4
Price / book3.7
Price / sales3.0
FCF yield3.5%
Dividend yield—
Gross margin65.8%
Operating margin12.8%
Net margin11.1%
Revenue growth (YoY)+7.6%
Revenue growth (3-yr annual)+6.3%
EPS growth (YoY)+14.9%
FCF/share growth (YoY)-30.9%
Beta0.8
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Application

ALRM earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $0.74). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.90 $0.75 +20.0% —
Q2 2026 Aug 6, 2026 $0.77 $0.65 +18.5% $277.73M
Q1 2026 May 7, 2026 $0.65 $0.60 +8.3% $265.19M
Q4 2025 Feb 19, 2026 $0.72 $0.64 +12.5% $261.66M

ALRM analyst price target

Median target $65.00 from 5 analysts, ranging $50.00 – $85.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live ALRM data on Nama Insights →

ALRM FAQ

Is ALRM a buy?
Nama's AI scorecard currently rates Alarm.com Buy (8.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ALRM's P/E ratio?
Alarm.com trades at a trailing price-to-earnings ratio of 21.4.
When does ALRM report earnings?
Alarm.com's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $0.74.
What is the ALRM price target?
The median analyst price target from 5 analysts is $65.00, with a range of $50.00 – $85.00.
Is ALRM Shariah compliant?
Nama's AAOIFI-style screen reads Alarm.com as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.