Alarm.com to Participate in Upcoming Investor Conference
TYSONS, Va., May 28, 2025--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that management will host one-on-one investor meetings at the Jefferies Public Technology Conference on Thursday, May 29th, 2025.
About Alarm.com Holdings, Inc.
Alarm.com is the leading platform for the intelligently connected property. Millions of consumers and businesses depend on Alarm.com's technology to manage and control their property from anywhere. Our platform integrates with a growing variety of Internet of Things (IoT) devices through our apps and interfaces. Our security, video, access control, intelligent automation, energy management, and wellness solutions are available through our network of thousands of professional service providers in North America and around the globe. Alarm.com's common stock is traded on Nasdaq under the ticker symbol ALRM. For more information, please visit www.alarm.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250528440078/en/
Contacts
Investor & Media Relations:Matt ZartmanAlarm.comir@alarm.com
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Down 48% From Its Peak, Is This Market-Crushing Growth Stock a Buy Now?
Lululemon tumbled 20% on its recent earnings report. The company slashed its profit guidance due to pressure from tariffs. After the sell-off, the growth stock looks well priced at a forward P/E of 18. 10 stocks we like better than Lululemon Athletica Inc. › Lululemon athletica (NASDAQ: LULU) might not have the profile of a traditional market-crushing stock, but it's been one of the best-performing consumer-facing stocks of the last 20 years. More than any other company, Lululemon is responsible for making athleisure a massive apparel category, and it's made it one of the most valuable apparel companies in the world. Going back to its 2006 IPO, the stock is up roughly 1,800%, and even over the last decade, the stock has gained more than 300% as it's continued to deliver strong growth. However, more recently the stock has struggled. After peaking in late 2023, shares have fallen on concerns about its valuation, slowing growth, and now the trade war and the broader threat to the global economy. The stock is now down 48% from its peak. Lululemon tumbled in its first-quarter earnings report as comparable sales growth slowed to just 1% with comps down 2% in the Americas. Revenue in the quarter rose 7% to $2.37 billion as the company continues to open new stores, which matched estimates. Further down the income statement, gross margin improved from 57.7% to 58.3%, but operating income rose just 1% to $438.6 million as operating margin fell 110 basis points to 18.5% due to an increase in selling, general, and administrative expenses. On the bottom line, earnings per share increased from $2.54 to $2.60, which edged out the consensus of $2.59. What really pressured the stock was the company's guidance, due in part to the impact of tariffs as management said price hikes to absorb tariffs would be targeted and limited. For the full year, Lululemon maintained revenue guidance of $11.15 billion to $11.3 billion, or 6% revenue growth at the midpoint. However, it cut its full-year earnings-per-share guidance from $14.95-$15.15 to $14.58-$14.78. Second-quarter guidance also missed the mark. Lululemon's decision to maintain revenue guidance with a growth rate that's steady from the first quarter shows that it doesn't anticipate a significant impact on demand. Rather, the challenges the company is facing are on the cost side, primarily due to tariffs. The company now expects operating margin to fall 160 basis points, weighing on earnings per share. While Lululemon's growth has slowed in its core North American market, the company continues to see a long runway in China, which represents its biggest market for new store growth. In the first quarter, revenue in China increased 21% on 7% comparable sales growth, and China made up 13% of total revenue last year. Like other American consumer brands that have done well in China like Apple, Starbucks, and Nike, Lululemon seems to be benefiting from the same upscale brand reputation that those companies have as well as a culture of conspicuous consumption. Additionally, Lululemon has managed to deliver solid growth in China even as the consumer economy has been weak there. The retailer currently has 154 stores in China, 20% of its total, and it had an initial goal of opening 200 stores, though it now expects to top that. CFO Meghan Frank said, "We still feel we're early in our journey" in China on the earnings call. Lululemon's challenges with tariffs seem to be similar to what we've heard from other retailers in apparel and related sectors, so it shouldn't be a cause for alarm from investors. Meanwhile, the tariff situation is fluid enough that rates could easily change, and it's unclear if the tariffs will still be relevant a few years from now. After cutting its guidance for the year and Friday's sell-off, Lululemon now trades at a forward P/E of 18. For a company with its brand strength, historical growth rate, and a runway to expand in China, that looks like a great price. While investors may have to be patient as the trade war plays out, at the current price, Lululemon looks like a clear buy. Before you buy stock in Lululemon Athletica Inc., consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Lululemon Athletica Inc. wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Jeremy Bowman has positions in Nike and Starbucks. The Motley Fool has positions in and recommends Apple, Lululemon Athletica Inc., Nike, and Starbucks. The Motley Fool has a disclosure policy. Down 48% From Its Peak, Is This Market-Crushing Growth Stock a Buy Now? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Could Nebius Group Be a Sleeper Growth Pick?
Investment in artificial intelligence (AI) infrastructure is expected to reach nearly $7 trillion by next decade, according to McKinsey & Company. As demand for data centers, network equipment, and chips continue to rise, so does access to this infrastructure. Nebius Group offers a unique cloud-based solution for AI developers seeking access to high-performance AI training and inferencing compute power. 10 stocks we like better than Nebius Group › When it comes to investing in artificial intelligence (AI) stocks, some of the most common opportunities reside in software platforms and semiconductors. But one pocket of the AI realm that is steadily starting to gain some traction is infrastructure. Think of it this way: When cloud hyperscalers such as Amazon, Microsoft, or Alphabet each say they are spending tens of billions of dollars on AI capital expenditures (capex), only some of this spend is allocated toward chipsets and network equipment supplied by the likes of Nvidia, Advanced Micro Devices, or Broadcom. In the background, there are companies that are actually building the data centers and graphics processing unit (GPU) clusters in which they reside. This is where Nebius Group (NASDAQ: NBIS) comes into play. Let's explore what Nebius does and how the company is riding the tailwinds of rising AI infrastructure investment. Could Nebius be an under-the-radar opportunity for growth investors right now? Nebius operates across four segments. The company's core business is an infrastructure-as-a-service (IaaS) business -- essentially offering customers the ability to access high-performance compute architecture via the cloud. In addition, Nebius has three subsidiaries: Avride, Toloka, and TripleTen. Avride is an emerging force in the autonomous vehicle industry, and recently struck a partnership with global car manufacturer Hyundai. Toloka serves as a data partner for large language models (LLMs) and AI developers including Anthropic, Microsoft, and Shopify. TripleTen is a software platform marketed toward the education industry, which is another budding area where AI could lead to some transformative changes. While Nebius is a diversified business and positioned to benefit from AI in many different ways, most investors tend to focus on the company's infrastructure segment. The company works closely with Nvidia, allowing its customers to access a series of different GPU architectures. At the end of the first quarter, Nebius' IaaS business was operating at a $249 million annual recurring revenue (ARR) run rate. While this might not seem like much at first, consider this: Management is guiding toward an ARR run rate between $750 million and $1 billion by year-end, as well as positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). How is Nebius going to increase its core infrastructure segment by nearly fourfold over the next six months? For starters, the company's data center footprint is expanding rapidly. In addition to existing projects in France and Finland, the company is also building out new infrastructure in Iceland, Kansas City, and New Jersey. Moreover, these new data centers will be equipped with the most in-demand GPUs on the market -- of course, I'm talking about Nvidia Blackwell, Grace Blackwell, and Blackwell Ultra architectures. When you consider that major hyperscalers are on pace to spend more than $300 billion on AI capex just this year, coupled with industry forecasts calling for $6.7 trillion of infrastructure spend by next decade, Nebius appears to have strong secular tailwinds fueling its long-run growth narrative. When it comes to investing in Nebius, valuation is a little bit challenging, given the company's corporate history. Toward the end of 2024, Nebius was actually spun out of a Russian internet conglomerate called Yandex. As part of the deal structure, Nebius become an independent entity and listed on the Nasdaq exchange. Given the limited financial picture available to investors, I don't find traditional valuation metrics such as price-to-sales (P/S) or other ratios entirely helpful when looking at Nebius. Rather, I'd like to look at the company relative to some peers. One of the closest comparable public companies to Nebius is AI cloud infrastructure provider CoreWeave, which went public earlier this year. As the graph makes clear, not only does CoreWeave boast a much larger market capitalization than Nebius, but its value is actually expanding. Granted, there are reasons for this. CoreWeave is a much larger company than Nebius on the sales front, and the company continues to strike lucrative partnerships with AI's biggest developers. But even so, it's hard to deny CoreWeave's valuation momentum right now compared to the mundane price action in Nebius. To me, Nebius is flying under the radar -- completely overshadowed by CoreWeave's popularity. I see robust growth ahead for Nebius both in the short and long run, and I think the company's relationships with Nvidia and others in the AI landscape could lead to larger, more strategic deals over time. For these reasons, I would encourage investors looking for new growth opportunities in the AI space to consider a position in the infrastructure services pocket -- and particularly in Nebius. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nebius Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Adam Spatacco has positions in Alphabet, Amazon, Microsoft, Nvidia, and Shopify. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, Nebius Group, Nvidia, and Shopify. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Could Nebius Group Be a Sleeper Growth Pick? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
London must ‘market its successes better' to avoid another Wise
Britain must emulate the success of Nasdaq and get better at trumpeting its business success stories if it wants to attract more companies to list in London, one of the UK's top fintech venture capital investors has said. Speaking to City AM the day that payments darling Wise revealed plans to ditch its primary listing for New York, Anthemis founder Amy Nauiokas said the London Stock Exchange (LSE) should try emulate the support promotion the US's tech-heavy bourse gives its new constituents. 'It's not brain surgery,' said Nauiokas, whose firm has been an early-stage backer of fintech success stories like Etoro, Zoopla and Tide. 'They [the LSE] need to promise UK entrepreneurs that there's a path here, and that they'll support them, build an ecosystem around them, and give the perks that the Nasdaq gives them.' London capital markets have been locked in a multi-year struggle to attract and retain some of its brightest companies. Since the start of 2024 alone, cherished listed firms like Darktrace, TUI and most DS Smith have all delisted or been taken private from the capital's stock market. And promising UK-headquartered scale-ups like Arm have opted to list in New York over London, with other darlings like Revolut and Klarna looking likely to follow suit. Departed firms have tended to cite London's stubbornly low valuations and lower liquidity relative to its US rivals, but Nauiokas argued that the lengths to which New York goes to promote and celebrate its new additions was just as important a factor. Commenting on the Nasdaq's custom of advertising its fresh listings in New York's Time Square, she said: 'Half the reason why people go there is so they get to see their their picture on 45th Street.' Her comments ring true with the rationale for ditching London given by Wise, which floated in the UK to great fanfare in 2021. Billionaire cofounder Kristo Kaarmannder said a US listing would help raise Wise's profile in the country as it joins the many London-based fintech giants looking to expand their services in the world's largest market. 'We believe the addition of a primary US listing would help us accelerate our mission and bring substantial strategic and capital market benefits to Wise and our owners,' he said in the firm's statement announcing its planned departure. Nauiokas, whose firm invests in start-ups in both the US and UK with offices in both New York and London, said she understood the Wise board's decision, adding that were she a secondary capital and pre-IPO dealmaker, she 'would probably say the best option right now was either a dual listing or a US-based IPO'. But despite the downbeat rhetoric surrounding the London Stock Exchange, she added that the ongoing political turmoil in America was something on which London – and Europe as a whole – should be poised to capitalise. 'It strikes me that all the opportunity is here [in London],' she said. 'This is a moment. A moment for investors to find great entrepreneurs and make money, but also a moment for regulatory navel gazing – government navel gazing – private partnership navel gazing – to say we could do something here. Let's do something.' Family offices and institutional money are increasingly looking to reduce the weighting of US assets in their portfolio in response to the capricious and unpredictable policy directives from the White House, Nauiokas said. Many ultra-rich families have re-weighted their portfolios from an '80/20 North America to Europe to now 50/50'. 'I'm super excited about the UK specifically. But it needs to take this moment of market geopolitical dislocation,' she said, adding: 'The LSE can do a much better job of reshaping its proposition, and the government needs to get rid of stamp duty on shares.' Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
