Alarm.com Holdings, Inc. $ALRM Stock: Summit Creek Advisors LLC Cuts Position

Summit Creek Advisors LLC decreased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 15.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,021 shares of the software maker’s stock after selling 9,035 shares during the period. Summit Creek Advisors LLC owned approximately 0.10% of Alarm.com worth $2,725,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Pictet Asset Management Holding SA boosted its stake in shares of Alarm.com by 32.5% during the 3rd quarter. Pictet Asset Management Holding SA now owns 7,408 shares of the software maker’s stock worth $404,000 after acquiring an additional 1,819 shares in the last quarter. Vise Technologies Inc. purchased a new position in Alarm.com in the 3rd quarter valued at approximately $220,000. Summit Global Investments increased its stake in Alarm.com by 368.0% in the 3rd quarter. Summit Global Investments now owns 27,200 shares of the software maker’s stock valued at $1,482,000 after purchasing an additional 21,388 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al raised its holdings in Alarm.com by 46.0% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 7,300 shares of the software maker’s stock worth $398,000 after purchasing an additional 2,300 shares during the last quarter. Finally, Cardinal Capital Management raised its holdings in Alarm.com by 4.7% during the third quarter. Cardinal Capital Management now owns 39,080 shares of the software maker’s stock worth $2,129,000 after purchasing an additional 1,767 shares during the last quarter. Hedge funds and other institutional investors own 91.74% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Stephen Trundle sold 50,000 shares of the business’s stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $57.67, for a total value of $2,883,500.00. Following the completion of the transaction, the chief executive officer owned 324,842 shares of the company’s stock, valued at approximately $18,733,638.14. The trade was a 13.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Kevin Bradley sold 5,400 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $55.07, for a total transaction of $297,378.00. Following the completion of the transaction, the chief financial officer owned 78,222 shares in the company, valued at approximately $4,307,685.54. This trade represents a 6.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 4.80% of the stock is owned by company insiders.

Trending Headlines about Alarm.com

Here are the key news stories impacting Alarm.com this week:

• Positive Sentiment: Q3 revenue rose 9% year over year to $279.44 million, beating analysts’ expectations of $265.82 million. Adjusted earnings of $0.90 per share also exceeded estimates of about $0.75–$0.77 and were up from $0.76 a year earlier. Alarm.com Q3 results
• Positive Sentiment: Alarm.com raised its full-year 2026 outlook. Its Q4 forecast calls for SaaS and license revenue of approximately $194.6 million to $194.8 million, supporting expectations for continued recurring-revenue growth. Q4 revenue outlook
• Neutral Sentiment: Barclays raised its price target from $60 to $70, but kept an “equal weight” rating, signaling a more balanced view rather than a strong bullish endorsement. Barclays recommendations
• Negative Sentiment: Despite the earnings beat and higher guidance, shares declined in Friday trading. The supplied reports do not identify a specific negative catalyst; the market response may indicate that investors had already priced in strong results.

Wall Street Analysts Forecast Growth

A number of analysts have commented on ALRM shares. Raymond James Financial reiterated a “strong-buy” rating and set a $65.00 target price on shares of Alarm.com in a research report on Friday, August 7th. Wall Street Zen upgraded Alarm.com from a “hold” rating to a “buy” rating in a research report on Sunday, August 16th. Barclays lifted their price target on Alarm.com from $60.00 to $70.00 and gave the stock an “equal weight” rating in a research note on Friday. JPMorgan Chase & Co. boosted their price objective on shares of Alarm.com from $40.00 to $50.00 and gave the stock an “underweight” rating in a research report on Friday, October 30th. Finally, William Blair reissued a “market perform” rating on shares of Alarm.com in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $61.67.

Alarm.com Price Performance

ALRM stock opened at $65.03 on Friday. Alarm.com Holdings, Inc. has a 1 year low of $41.49 and a 1 year high of $69.39. The company has a debt-to-equity ratio of 0.57, a quick ratio of 4.38 and a current ratio of 4.96. The stock’s 50 day moving average price is $57.91 and its 200 day moving average price is $50.49. The firm has a market cap of $3.22 billion, a P/E ratio of 28.65, a PEG ratio of 2.05 and a beta of 0.70.

Alarm.com (NASDAQ:ALRM) last released its quarterly earnings results on Thursday, November 5th. The software maker reported $0.90 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.15. The company had revenue of $279.44 million during the quarter, compared to the consensus estimate of $265.82 million. Alarm.com had a return on equity of 16.08% and a net margin of 10.79%. Alarm.com’s revenue was up 9.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.76 earnings per share. On average, sell-side analysts expect that Alarm.com Holdings, Inc. will post 2.49 earnings per share for the current fiscal year.

Alarm.com Profile

Alarm.com Holdings, Inc develops cloud-based technology for connected security and smart automation. Its platform helps residential and commercial customers monitor and manage security systems, video cameras, access control, energy use, and other connected devices through mobile applications and web-based tools.

The company’s products and services are delivered primarily through a network of authorized service providers, including security dealers and integrators. Its offerings include intrusion detection, smart-home automation, video surveillance, commercial security and access management, energy management, and solutions designed for property managers and other business customers.

Founded in 2000 and headquartered in Vienna, Virginia, Alarm.com serves customers through service providers in the United States and international markets.