Alarm.com Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.9%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$1.1Bnext fiscal year
FY EPS (est.)
$2.89next fiscal year
Monitoring Framework
Key Performance Indicators
SaaS and License Revenue Quarterly181.5MTarget: 749.5 million to 750.5 million
SaaS and License Revenue Retention Rate Quarterly95.4%Target: Maintain above 94%
Non-GAAP Adjusted EBITDA Quarterly49.6MTarget: $215.0 million to $216.0 million
Watch Items
- Convertible Senior Notes Maturity and RefinancingTrigger: Retirement of $500 million of 0% convertible senior notes in January 2026Action: Monitor remaining cash balances and interest income impact following the debt retirement.
- Hardware and Other Revenue Supply Chain PressuresTrigger: Rising memory costs and tariff pass-through feesAction: Track hardware gross margins and pass-through fee structures to mitigate margin compression.
Research as of 20 Jun 2026