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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摩根大通分析師Cory Carpenter下調$Alarm.com (ALRM.US)$至賣出評級，並將目標價從65美元下調至50美元。
根據TipRanks數據顯示，該分析師近一年總勝率為34.8%，總平均回報率為-10.5%。
此外，綜合報道，$Alarm.com (ALRM.US)$近期主要分析師觀點如下：
Alarm.com開發了一個具有高度可擴展性和可靠性的雲監控和管理平台，重點是住宅和商業安全。儘管如此，與價值相似的股票相比，有人擔心該公司的收入挑戰、利潤潛力有限以及硬件/非經常性收入的比例相對較高。該公司的收入增長正在大幅放緩，激烈的競爭限制了其控制定價和提高利潤率的能力。
Alarm.com第三季度的收入和盈利能力超出預期，這得益於其軟件即服務和許可證領域的表現略有跑贏大盤，以及硬件方面的更明顯跑贏大盤。儘管如此，值得注意的是，增長障礙影響了Alarm.com對2025年的初步展望。
Alarm.com在第三季度的表現超出預期，這主要是由硬件收入的顯著跑贏大盤推動的。
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