Should You Buy This Mid Cap Tech Stock-ALRM

Acrobull UK Advisory Services Ltd.

September 26			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Alarm.com Holdings Inc.	ALRM-NASDAQ	Technology		$2.566 Billion	Medium

Alarm.com Holdings, Inc. offers a wide range of Internet of Things (IoT) solutions and services tailored to the residential, multi-family, small business, and enterprise commercial sectors, both across North America and globally. The company operates through its Alarm.com segment as well as other business segments.

Recent Highlights

OpenEye Launches AI-Driven Video Analytics
OpenEye, Alarm.com’s commercial surveillance subsidiary, has rolled out AI-powered search tools to streamline video investigations. Subscribers can quickly locate key footage by searching for visual attributes such as clothing color or vehicle type, or by selecting target objects in video scenes to find similar matches. This cloud-based solution improves the speed and accuracy of security responses.

Alarm.com Introduces T25 Smart Thermostat
Alarm.com’s new T25 smart thermostat features a sleek design, broad HVAC compatibility, and easy installation. Integrated with the Alarm.com platform, it enables efficient deployment and offers subscribers advanced energy management and system monitoring capabilities.

Second Quarter Financial Highlights

SaaS and License Revenue Growth: SaaS and license revenue saw an increase of 9.0%, rising to $170.0 million from $155.9 million in the prior period, reflecting robust growth in the company’s subscription and licensing offerings.

Total Revenue Expansion: Total revenue grew by 8.8%, reaching $254.3 million compared to $233.8 million in the previous year, driven by strong performance across all business segments.

GAAP Net Income Performance: GAAP net income increased by 5.2%, totaling $34.2 million, up from $32.5 million. Additionally, GAAP net income attributable to common stockholders rose by 3.1%, reaching $34.6 million, or $0.63 per diluted share, compared to $33.5 million, or $0.62 per diluted share in the prior year.

Non-GAAP Adjusted EBITDA Growth: Non-GAAP adjusted EBITDA improved by 13.0%, increasing to $48.4 million from $42.8 million, highlighting strong operational efficiency and profitability.

Stock Observation-Total Revenue Growth Outlook: Total revenue increased by 8.8%, reaching $254.3 million, up from $233.8 million in the previous year, driven by robust performance across all business segments. Looking ahead, the company remains well-positioned for continued revenue growth, supported by strong demand and strategic initiatives across its diverse portfolio.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$51.29 USD
Acrobull Recommendation	Buy at $50.70 USD
Target Price	Target $56.25 USD
RSI Level	35
Total Shares Outstanding	49.91 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	5.35% 98.59% Medium 5%