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Alarm.com Holdings recently reported third quarter 2025 results, surpassing revenue and earnings expectations and raising full-year guidance with projected total revenue of US$1.00 billion.
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The company’s highlighted expansion through the acquisition of CHeKT and deepened partnerships in its Energy Hub segment underlines its focus on broadening market presence and recurring SaaS revenue streams.
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With upgraded guidance and enhanced product offerings, we’ll explore how Alarm.com’s business expansion efforts influence the investment narrative going forward.
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To be a shareholder in Alarm.com Holdings, you need to believe in the company’s ability to consistently grow its cloud-based SaaS revenues while expanding across residential, commercial, and energy management markets. The latest quarterly results and raised guidance provide support for the key short-term catalyst of recurring revenue growth, with little immediate change to the biggest risk, margin pressure tied to hardware-related costs and supply chain volatility.
Among recent announcements, Alarm.com’s acquisition of CHeKT stands out, directly strengthening its commercial and residential capabilities through enhanced remote video services, aligning squarely with the recurring SaaS growth catalyst highlighted in its upgraded guidance. This move complements the company’s progress in expanded product offerings and deeper partner integrations noted in the latest earnings.
However, on the other side of the coin, investors should consider the risk that increased hardware tariffs and potential supply chain issues…
Read the full narrative on Alarm.com Holdings (it’s free!)
Alarm.com Holdings is projected to reach $1.1 billion in revenue and $161.6 million in earnings by 2028. This outlook assumes a 4.1% annual revenue growth rate and a $32 million increase in earnings from current earnings of $129.5 million.
Uncover how Alarm.com Holdings’ forecasts yield a $68.71 fair value, a 38% upside to its current price.
Three fair value estimates from the Simply Wall St Community range from US$60.63 to US$78.16 per share. With participants holding varied outlooks, consider how margin volatility from rising hardware costs could influence future results.
Explore 3 other fair value estimates on Alarm.com Holdings – why the stock might be worth just $60.63!
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