Alarm.com Q4 revenue beats estimates

Alarm.com Holdings

19/02/2026 21:13

Overview

Security platform's Q4 revenue grew, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Outlook

Alarm.com expects Q1 2026 SaaS and license revenue between $175.8 mln and $176.0 mln

Alarm.com sees full-year 2026 SaaS and license revenue between $743.0 mln and $745.0 mln

Company projects 2026 total revenue between $1.058 bln and $1.065 bln

Result Drivers

SaaS AND LICENSE REVENUE - Increased by 8.8% to $180.2 mln, contributing to overall revenue growth

ACTIVE VIDEO DEVICES - Commercial business surpassed 2 million active video devices, indicating strong market adoption

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$261.70 mln
$250.82 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.72
$0.64 (7 Analysts)
Q4 EPS
$0.66
Q4 Net Income
$34.60 mln
Q4 Adjusted EBITDA
Beat
$54.90 mln
$49.51 mln (7 Analysts)
Q4 Operating Expenses
$137.67 mln
Q4 Operating income
$34.95 mln
Q4 Pretax Profit
$44.72 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Alarm.com Holdings Inc is $65.00, about 43.8% above its February 18 closing price of $45.21

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw3TzfQ0a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)