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/ALRM
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Alarm.com Holdings Inc

Alarm.com Holdings Inc

ALRM
$55.36USD+0.34%+0.19 today

MARKET CAP

2.7B

P/E (TTM)

19.0x

FWD P/E

18.5x

DAY RANGE

$54 – $56

52W RANGE

$41
$58

AI Summary

Stalk
StalkMedium

ALRM remains in a Stage 2 advance with the medium-term tradable side bullish despite an active Support Failure pattern warning of potential downside. Price has pulled back below the 9- and 21-period EMAs into the rising 50-period SMA, testing structural support without clear exhaustion. Execution calls for deferring new buys until shorter EMAs are reclaimed, rather than chasing the current pullback.

  • Q2 revenue of $277.7M (+9.2% YoY) and adjusted EPS $0.77 beat estimates
  • Raised FY26 revenue guidance to $1.079–1.089B after strong Q2
  • Q2 net income declined to $24.25M, raising efficiency concerns
Full analysis →

Buying

7

institutions

Selling

6

institutions

New Positions

0

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY9.49 M443.47 M+355.31 K+12.4%0.01%
JC

Jpmorgan Chase & Co

Q2 2026

BUY395.07 K18.40 M+338.04 K+661.9%0.00%
AC

Aqr Capital Management LLC

Q2 2026

BUY265.58 K12.41 M+100.53 K+74.1%0.00%
MM

Millennium Management LLC

Q2 2026

BUY191.88 K8.96 M+93.17 K+110.3%0.00%
VI

Voloridge Investment Management, LLC

Q2 2026

SELL140.31 K6.56 M+-24.59 K-8.0%0.03%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL73.69 K3.44 M+-19.89 K-14.8%0.00%
CA

Citadel Advisors LLC

Q2 2026

BUY66.36 K3.10 M+7.05 K+21.0%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY51.11 K2.39 M+10.20 K+35.1%0.02%
JH

Janus Henderson Group Plc

Q1 2026

BUY43.57 K1.88 M+21.79 K+69.3%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL37.58 K1.76 M+-36.00 K-44.8%0.00%
FA

Fisher Asset Management, LLC

Q2 2026

SELL7.20 K336.15 K+-559.00+0.4%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL393.0018.36 K+-372.00-44.4%0.00%
MG

Man Group Plc

Q2 2026

SELL0.000.00+-16.88 K-100.0%0.00%