Latest news with #ALRM
Globe and Mail
28-05-2025
- Business
- Globe and Mail
Analysts Offer Insights on Technology Companies: Salesforce (CRM), Marvell (MRVL) and Alarm (ALRM)
There's a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM – Research Report), Marvell (MRVL – Research Report) and Alarm (ALRM – Research Report) with bullish sentiments. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Salesforce (CRM) Raymond James analyst Brian Peterson maintained a Buy rating on Salesforce today and set a price target of $375.00. The company's shares closed last Friday at $273.13. According to Peterson is a 5-star analyst with an average return of 12.4% and a 55.0% success rate. Peterson covers the Technology sector, focusing on stocks such as Onestream, Inc. Class A, ZoomInfo Technologies, and Manhattan Associates. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Salesforce with a $346.63 average price target, implying a 24.2% upside from current levels. In a report issued on May 12, Jefferies also maintained a Buy rating on the stock with a $375.00 price target. See today's best-performing stocks on TipRanks >> Marvell (MRVL) In a report released today, Srini Pajjuri from Raymond James maintained a Buy rating on Marvell, with a price target of $110.00. The company's shares closed last Friday at $60.69, close to its 52-week low of $53.19. According to Pajjuri is a 5-star analyst with an average return of 16.1% and a 58.7% success rate. Pajjuri covers the Technology sector, focusing on stocks such as Advanced Micro Devices, Lattice Semiconductor, and ARM Holdings PLC ADR. ;'> Marvell has an analyst consensus of Strong Buy, with a price target consensus of $97.81, which is a 62.6% upside from current levels. In a report issued on May 19, UBS also maintained a Buy rating on the stock with a $100.00 price target. Alarm (ALRM) In a report released today, Adam Tindle from Raymond James maintained a Buy rating on Alarm, with a price target of $80.00. The company's shares closed last Friday at $56.50. According to Tindle is a 4-star analyst with an average return of 6.5% and a 52.9% success rate. Tindle covers the Technology sector, focusing on stocks such as Ingram Micro Holding Corporation, CrowdStrike Holdings, and Motorola Solutions. ;'> Alarm has an analyst consensus of Moderate Buy, with a price target consensus of $70.57, representing a 26.0% upside. In a report issued on May 15, Maxim Group also reiterated a Buy rating on the stock with a $85.00 price target. Read More on CRM: Disclaimer & DisclosureReport an Issue
Business Insider
24-05-2025
- Business
- Business Insider
Alarm (ALRM) Receives a Hold from Jefferies
Jefferies analyst Samad Samana maintained a Hold rating on Alarm (ALRM – Research Report) today and set a price target of $65.00. The company's shares closed today at $56.50. Confident Investing Starts Here: According to TipRanks, Samana is a 4-star analyst with an average return of 4.6% and a 49.64% success rate. Samana covers the Technology sector, focusing on stocks such as HubSpot, ServiceNow, and Shopify. In addition to Jefferies, Alarm also received a Hold from William Blair's Stephen Sheldon in a report issued on May 9. However, on May 15, Maxim Group reiterated a Buy rating on Alarm (NASDAQ: ALRM). The company has a one-year high of $71.98 and a one-year low of $48.23. Currently, Alarm has an average volume of 397.4K. Based on the recent corporate insider activity of 40 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ALRM in relation to earlier this year. Earlier this month, Daniel Ramos, the Chief Legal and Compliance Officer; SVP, Corporate Operations of ALRM sold 6,890.00 shares for a total of $413,813.40.
Yahoo
09-05-2025
- Business
- Yahoo
Alarm.com Holdings Inc (ALRM) Q1 2025 Earnings Call Highlights: Strong Growth in SaaS Revenue ...
SaaS and License Revenue: $163.8 million, a 9% year-over-year increase. Total Revenue: $238.8 million, a 7% year-over-year increase. Adjusted EBITDA: $43.5 million, a 17.5% year-over-year increase. GAAP Net Income: $27.7 million, an 18.4% year-over-year increase. Non-GAAP Adjusted Net Income: $30.4 million, an 11.3% year-over-year increase. GAAP EPS: $0.52 per diluted share. Non-GAAP Adjusted EPS: $0.54 per diluted share, an 8% year-over-year increase. Gross Profit: $160.6 million, a 9.4% year-over-year increase. Operating Expenses: $130.9 million; $114.4 million excluding stock-based compensation, a 4.6% year-over-year increase. Free Cash Flow: $17.9 million. Revenue Retention for Commercial Subscribers: 98%. Cash and Cash Equivalents: $1.19 billion. 2025 Full-Year Revenue Guidance: $975.8 million to $991.2 million. 2025 Full-Year SaaS and License Revenue Guidance: $675.8 million to $676.2 million. 2025 Full-Year Non-GAAP Adjusted EBITDA Guidance: $190 million to $193 million. 2025 Full-Year Non-GAAP Adjusted Net Income Guidance: $131.5 million to $132.5 million. 2025 Full-Year Non-GAAP EPS Guidance: $2.32 to $2.33 per diluted share. Warning! GuruFocus has detected 3 Warning Sign with ALRM. Release Date: May 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Holdings Inc (NASDAQ:ALRM) reported financial results for the first quarter that exceeded expectations, with SaaS and license revenue growing to $163.8 million and adjusted EBITDA reaching $43.5 million. The company experienced strong revenue retention in its commercial segment, with a retention rate of 98%, well above the consolidated target range of 92% to 94%. The 729 Floodlight video camera product has been successful, with installations in nearly 4,000 properties per month and over 85% of these cameras subscribing to the Perimeter Guard solution. EnergyHub, a subsidiary of announced a strategic partnership with General Motors Energy to integrate GM EVs and home battery storage solutions, enhancing its market position. The company has significantly diversified its supply chain, with less than 10% of hardware revenue derived from products shipped from China, reducing exposure to tariff risks. The SaaS growth rate is expected to moderate as the year progresses, with guidance for Q2 indicating a growth rate closer to 7%, down from nearly 10% in Q1. The residential market in North America is experiencing slower growth due to headwinds such as elevated interest rates affecting new builds and home sales. The company faces competitive pressure from low-cost video products entering the market, particularly from Asia, which could impact demand for its higher-priced offerings. Holdings Inc (NASDAQ:ALRM) is navigating uncertainties related to US tariff policies, which could impact hardware revenue and gross margins. The company is experiencing challenges in promoting video services to existing residential customers, as service providers are focused on new installations rather than upgrades. Q: Could you talk about recent average revenue per account trends in the commercial sector and the upsell opportunities there? A: Stephen Trundle, CEO, explained that the positive retention metrics are due to a "land and expand" dynamic. As businesses grow, they add more services, such as additional access control or video systems, which increases ARPU. The trend on ARPU is upward, with commercial ARPU being more than twice that of residential. Q: Can you quantify the revenue contribution from tariff-related pricing increases for 2025? A: Kevin Bradley, CFO, stated that a 7.5% price increase on $300 million of hardware revenue could lead to about $20 million annually. However, since the increase will occur halfway through the year and not all products are imported, the impact will be less. Q: What are the key factors driving the moderation in SaaS growth as the year progresses? A: Kevin Bradley noted that EnergyHub's strong Q1 performance, which is annual and recurring, won't reoccur in future quarters. Additionally, the revenue retention rate was above the historical range, contributing to Q1's outperformance. The guidance assumes a return to historical retention rates. Q: How do you feel about competitive position in international markets? A: Stephen Trundle mentioned that international markets are competitive, similar to North America. is in the early stages of expanding its dealer base internationally, focusing on building out the long tail of smaller service providers. Growth is strong, particularly in Latin America and Europe. Q: Are there any material changes in home origination or consumer sentiment post the formal tariff announcements? A: Stephen Trundle observed a brief pause in commercial activity in early April, but it returned to normal by the end of the month. No significant changes were noted in residential activity, and overall, no meaningful macroeconomic changes are currently affecting the business. Q: What are your initial priorities as CFO? A: Kevin Bradley emphasized becoming more familiar with external communications and maintaining business as usual internally. His focus is on engaging more directly with investors and analysts while continuing to support the company's financial strategy. Q: How are service providers driving higher video adoption among existing residential customers? A: Stephen Trundle noted that while new installations have high video attach rates, existing customers are not being targeted as aggressively due to dealers' limited capacity. However, there are opportunities to upsell video services to customers with older systems or through new product offerings. Q: How is the competitive landscape affecting your outlook? A: Stephen Trundle stated that while there is competition from low-cost, direct-to-consumer products, focuses on customers who value comprehensive security solutions. The company remains confident in its market position and continues to monitor competitive threats. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. 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Yahoo
09-05-2025
- Business
- Yahoo
Alarm.com Holdings Inc (ALRM) Q1 2025 Earnings Call Highlights: Strong Growth in SaaS Revenue ...
SaaS and License Revenue: $163.8 million, a 9% year-over-year increase. Total Revenue: $238.8 million, a 7% year-over-year increase. Adjusted EBITDA: $43.5 million, a 17.5% year-over-year increase. GAAP Net Income: $27.7 million, an 18.4% year-over-year increase. Non-GAAP Adjusted Net Income: $30.4 million, an 11.3% year-over-year increase. GAAP EPS: $0.52 per diluted share. Non-GAAP Adjusted EPS: $0.54 per diluted share, an 8% year-over-year increase. Gross Profit: $160.6 million, a 9.4% year-over-year increase. Operating Expenses: $130.9 million; $114.4 million excluding stock-based compensation, a 4.6% year-over-year increase. Free Cash Flow: $17.9 million. Revenue Retention for Commercial Subscribers: 98%. Cash and Cash Equivalents: $1.19 billion. 2025 Full-Year Revenue Guidance: $975.8 million to $991.2 million. 2025 Full-Year SaaS and License Revenue Guidance: $675.8 million to $676.2 million. 2025 Full-Year Non-GAAP Adjusted EBITDA Guidance: $190 million to $193 million. 2025 Full-Year Non-GAAP Adjusted Net Income Guidance: $131.5 million to $132.5 million. 2025 Full-Year Non-GAAP EPS Guidance: $2.32 to $2.33 per diluted share. Warning! GuruFocus has detected 3 Warning Sign with ALRM. Release Date: May 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Holdings Inc (NASDAQ:ALRM) reported financial results for the first quarter that exceeded expectations, with SaaS and license revenue growing to $163.8 million and adjusted EBITDA reaching $43.5 million. The company experienced strong revenue retention in its commercial segment, with a retention rate of 98%, well above the consolidated target range of 92% to 94%. The 729 Floodlight video camera product has been successful, with installations in nearly 4,000 properties per month and over 85% of these cameras subscribing to the Perimeter Guard solution. EnergyHub, a subsidiary of announced a strategic partnership with General Motors Energy to integrate GM EVs and home battery storage solutions, enhancing its market position. The company has significantly diversified its supply chain, with less than 10% of hardware revenue derived from products shipped from China, reducing exposure to tariff risks. The SaaS growth rate is expected to moderate as the year progresses, with guidance for Q2 indicating a growth rate closer to 7%, down from nearly 10% in Q1. The residential market in North America is experiencing slower growth due to headwinds such as elevated interest rates affecting new builds and home sales. The company faces competitive pressure from low-cost video products entering the market, particularly from Asia, which could impact demand for its higher-priced offerings. Holdings Inc (NASDAQ:ALRM) is navigating uncertainties related to US tariff policies, which could impact hardware revenue and gross margins. The company is experiencing challenges in promoting video services to existing residential customers, as service providers are focused on new installations rather than upgrades. Q: Could you talk about recent average revenue per account trends in the commercial sector and the upsell opportunities there? A: Stephen Trundle, CEO, explained that the positive retention metrics are due to a "land and expand" dynamic. As businesses grow, they add more services, such as additional access control or video systems, which increases ARPU. The trend on ARPU is upward, with commercial ARPU being more than twice that of residential. Q: Can you quantify the revenue contribution from tariff-related pricing increases for 2025? A: Kevin Bradley, CFO, stated that a 7.5% price increase on $300 million of hardware revenue could lead to about $20 million annually. However, since the increase will occur halfway through the year and not all products are imported, the impact will be less. Q: What are the key factors driving the moderation in SaaS growth as the year progresses? A: Kevin Bradley noted that EnergyHub's strong Q1 performance, which is annual and recurring, won't reoccur in future quarters. Additionally, the revenue retention rate was above the historical range, contributing to Q1's outperformance. The guidance assumes a return to historical retention rates. Q: How do you feel about competitive position in international markets? A: Stephen Trundle mentioned that international markets are competitive, similar to North America. is in the early stages of expanding its dealer base internationally, focusing on building out the long tail of smaller service providers. Growth is strong, particularly in Latin America and Europe. Q: Are there any material changes in home origination or consumer sentiment post the formal tariff announcements? A: Stephen Trundle observed a brief pause in commercial activity in early April, but it returned to normal by the end of the month. No significant changes were noted in residential activity, and overall, no meaningful macroeconomic changes are currently affecting the business. Q: What are your initial priorities as CFO? A: Kevin Bradley emphasized becoming more familiar with external communications and maintaining business as usual internally. His focus is on engaging more directly with investors and analysts while continuing to support the company's financial strategy. Q: How are service providers driving higher video adoption among existing residential customers? A: Stephen Trundle noted that while new installations have high video attach rates, existing customers are not being targeted as aggressively due to dealers' limited capacity. However, there are opportunities to upsell video services to customers with older systems or through new product offerings. Q: How is the competitive landscape affecting your outlook? A: Stephen Trundle stated that while there is competition from low-cost, direct-to-consumer products, focuses on customers who value comprehensive security solutions. The company remains confident in its market position and continues to monitor competitive threats. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. 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Yahoo
23-04-2025
- Business
- Yahoo
3 Cash-Producing Stocks That Concern Us
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities. Cash flow is valuable, but it's not everything - StockStory helps you identify the companies that truly put it to work. That said, here are three cash-producing companies that don't make the cut and some better opportunities instead. Trailing 12-Month Free Cash Flow Margin: 20.9% Founded in 2000 as a business unit within MicroStrategy, (NASDAQ:ALRM) is a software-as-a-service platform that enables users to control their security systems and smart home appliances from a single app. Why Does ALRM Give Us Pause? Offerings struggled to generate meaningful interest as its average billings growth of 6.5% over the last year did not impress Estimated sales growth of 4.1% for the next 12 months implies demand will slow from its three-year trend Gross margin of 65.3% is below its competitors, leaving less money to invest in areas like marketing and R&D stock price of $51.89 implies a valuation ratio of 3.1x forward price-to-sales. Read our free research report to see why you should think twice about including ALRM in your portfolio, it's free. Trailing 12-Month Free Cash Flow Margin: 2.5% Named after founder Philip Leslie, who established the company in 1963, Leslie's (NASDAQ:LESL) is a retailer that sells pool and spa supplies, equipment, and maintenance services. Why Are We Wary of LESL? Poor same-store sales performance over the past two years indicates it's having trouble bringing new shoppers into its brick-and-mortar locations Smaller revenue base of $1.33 billion means it hasn't achieved the economies of scale that some industry juggernauts enjoy High net-debt-to-EBITDA ratio of 10× increases the risk of forced asset sales or dilutive financing if operational performance weakens At $0.61 per share, Leslie's trades at 9.6x forward price-to-earnings. Check out our free in-depth research report to learn more about why LESL doesn't pass our bar. Trailing 12-Month Free Cash Flow Margin: 6.9% Formerly Crown Cork & Seal, Crown Holdings (NYSE:CCK) produces packaging products for consumer marketing companies, including food, beverage, household, and industrial products. Why Should You Dump CCK? Underwhelming constant currency revenue performance over the past two years suggests its product offering at current prices doesn't resonate with customers Projected sales growth of 1.8% for the next 12 months suggests sluggish demand Earnings per share have dipped by 2.5% annually over the past two years, which is concerning because stock prices follow EPS over the long term Crown Holdings is trading at $87.80 per share, or 12.7x forward price-to-earnings. Dive into our free research report to see why there are better opportunities than CCK. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Axon (+711% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
