Professional
Added to YB: 2025-05-02
Pitch date: 2025-04-30
ALRM [bullish]
Alarm.com Holdings, Inc.
+0.8%
current return
Author Info
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Company Info
Alarm.com Holdings, Inc. provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally.
Market Cap
$2.7B
Pitch Price
$53.46
Price Target
79.65 (+46%)
Dividend
N/A
Sector
Software
Category
growth
(NAS:ALRM) Alarm.com: Quietly Powering the Smart Security Boom
ALRM: Residential security leader w/ 10M customers via 10K+ service professionals. Dominates high-end market, expanding to commercial (10% of SaaS rev, 30% growth) & international (6% of rev). R&D-focused (60% of staff), developing AI & IoT integration. 94% homeowner retention, 8% 3yr rev CAGR. Risks: DIY & indirect customer relationships. $79.65 PT (50% upside).
Read full article (8 min)