Alarum Technologies (NASDAQ:ALAR) Announces Quarterly Earnings Results

Alarum Technologies (NASDAQ:ALAR) posted its earnings results on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, Zacks reports. The firm had revenue of $11.82 million for the quarter, compared to analysts’ expectations of $12.01 million. Alarum Technologies had a return on equity of 17.77% and a net margin of 3.28%.

Here are the key takeaways from Alarum Technologies’ conference call:

• Alarum reported strong top-line growth with Q4 revenue of $11.8M (up 60% YoY) and full‑year revenue of $40.7M (up 28% YoY), showing clear acceleration over 2025.
• AI-focused products became a major growth engine, rising to about 30% of revenues (from ~4% a year earlier) and platform workloads surged to as much as 70 petabytes/month, reflecting deeper engagement with large AI developers.
• Margins and profitability were pressured by strategic scale investments: Q4 gross margin fell to 53.8% (from 72.4% a year ago) and full‑year adjusted EBITDA declined to $4.4M from $9.4M in 2024, with EPS also down materially year‑over‑year.
• The company significantly scaled operations—doubling headcount, expanding offices and infrastructure—and ended 2025 with no debt and about $22.5M in cash and equivalents, saying near‑term margin pressure is planned and addressable.
• Q1 2026 guidance calls for revenue around $11M ±7% (≈46% YoY) and adjusted EBITDA of about $1.4M ±$0.5M, while management warns of quarter‑to‑quarter variability tied to AI customers’ model development cycles but reiterates a long‑term target of a >$100M run rate.

Alarum Technologies Trading Down 14.9%

Shares of Alarum Technologies stock opened at $6.07 on Friday. The firm has a market capitalization of $44.01 million, a P/E ratio of 35.71 and a beta of 1.41. The business has a fifty day simple moving average of $7.56 and a two-hundred day simple moving average of $10.80. Alarum Technologies has a 12 month low of $5.45 and a 12 month high of $18.00.

Analyst Ratings Changes

ALAR has been the subject of several research reports. Weiss Ratings restated a “sell (d+)” rating on shares of Alarum Technologies in a report on Monday, December 29th. Canaccord Genuity Group reiterated a “buy” rating on shares of Alarum Technologies in a research report on Friday, November 28th. One analyst has rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $22.00.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Renaissance Technologies LLC lifted its position in Alarum Technologies by 34.6% during the 4th quarter. Renaissance Technologies LLC now owns 17,500 shares of the company’s stock valued at $150,000 after acquiring an additional 4,500 shares during the period. XTX Topco Ltd purchased a new stake in Alarum Technologies in the second quarter worth about $142,000. Finally, Jones Financial Companies Lllp increased its stake in shares of Alarum Technologies by 2,102.9% during the first quarter. Jones Financial Companies Lllp now owns 6,168 shares of the company’s stock valued at $39,000 after purchasing an additional 5,888 shares in the last quarter. 3.23% of the stock is currently owned by institutional investors.

About Alarum Technologies

Alarum Technologies Ltd. provides internet access and web data collection solutions in North, South, and Central America, Europe, Southeast Asia, the Middle East, and Africa. The company operates through two segments, Enterprise Internet Access Solutions and Consumer Internet Access Solutions. The company offers security blanket against ransomware, viruses, phishing, and other online threats, as well as secured and encrypted connection, masking the customers online activity and keeping them safe from hackers.