Alarm.Com, Inc. (ALRM)
NASDAQFinancialsSoftware - ApplicationSnapshot 2026-10-29
$66.54+2.50%
Close 2026-10-29 · 1-day change
NASDAQFinancialsSoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put ALRM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $2.79 in 2026: Diluted EPS: $0.48 per share.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 24% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskALRM’s earnings growth case depends on steady operating progress, not a judged growth catalyst. Revenue growth slowed from 11.0% to 9.2%, although Q2 FY2026 EPS beat consensus. ALRM trades at 24× P/E versus the 30× peer median and its own 20× historical multiple. Despite the lower peer multiple, the market prices in more growth than our forecast. The next-quarter miss probability is 19%, and EPS is near the 2026 pillar cited as under pressure. Peer multiples imply a price about 24% below where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. ALRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering ALRM (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ALRM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ALRM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ALRM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase total revenue and expand platform offerings
Upward guidance indicates strong revenue growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue growth
Missed revenue indicates potential growth challenges.
