J.P. Morgan analyst Cory Carpenter downgrades $Alarm.com (ALRM.US)$ to a sell rating, and adjusts the target price from $65 to $50.
According to TipRanks data, the analyst has a success rate of 34.8% and a total average return of -10.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alarm.com (ALRM.US)$'s main analysts recently are as follows:
Alarm.com has developed a cloud-monitoring and management platform that is both highly scalable and dependable, with a focus on residential and commercial security. Nevertheless, there are concerns about the company's revenue challenges, confined margin potential, and a comparatively higher proportion of hardware/non-recurring revenues when compared to similarly valued stocks. The company is going through a significant slowdown in revenue growth, and intense competition is constraining its ability to control pricing and enhance margins.
Alarm.com's third-quarter revenue and profitability surpassed expectations, bolstered by a slight overperformance in their software-as-a-service and license segments, along with a more significant outperformance in hardware. Nevertheless, it's noted that growth obstacles have influenced Alarm.com's preliminary outlook for 2025.
Alarm.com's performance exceeded expectations in Q3, mainly driven by a significant outperformance in hardware revenue.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Cory Carpenter下调$Alarm.com (ALRM.US)$至卖出评级，并将目标价从65美元下调至50美元。
根据TipRanks数据显示，该分析师近一年总胜率为34.8%，总平均回报率为-10.5%。
此外，综合报道，$Alarm.com (ALRM.US)$近期主要分析师观点如下：
Alarm.com开发了一个具有高度可扩展性和可靠性的云监控和管理平台，重点是住宅和商业安全。尽管如此，与价值相似的股票相比，有人担心该公司的收入挑战、利润潜力有限以及硬件/非经常性收入的比例相对较高。该公司的收入增长正在大幅放缓，激烈的竞争限制了其控制定价和提高利润率的能力。
Alarm.com第三季度的收入和盈利能力超出预期，这得益于其软件即服务和许可证领域的表现略有跑赢大盘，以及硬件方面的更明显跑赢大盘。尽管如此，值得注意的是，增长障碍影响了Alarm.com对2025年的初步展望。
Alarm.com在第三季度的表现超出预期，这主要是由硬件收入的显著跑赢大盘推动的。
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