Core Insights - Investors in the Security and Safety Services sector may consider Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY) as potential undervalued stocks [1] Valuation Metrics - ALRM has a forward P/E ratio of 21.09, while ASAZY has a forward P/E of 24.55 [5] - The PEG ratio for ALRM is 1.65, indicating a more favorable valuation compared to ASAZY's PEG ratio of 2.61 [5] - ALRM's P/B ratio is 3.17, compared to ASAZY's P/B of 4.74, further supporting ALRM's valuation advantage [6] - Based on these metrics, ALRM has a Value grade of B, while ASAZY has a Value grade of C [6] Earnings Outlook - ALRM currently exhibits an improving earnings outlook, contributing to its strong Zacks Rank of 1 (Strong Buy), while ASAZY holds a Zacks Rank of 3 (Hold) [3][7]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Alarm.com Holdings (ALRM) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][11]. Group 1: Earnings Growth - Alarm.com has a historical EPS growth rate of 7.5%, but projected EPS growth for this year is expected to be 39.4%, significantly surpassing the industry average of 26.1% [5]. Group 2: Cash Flow Growth - The year-over-year cash flow growth for Alarm.com is currently at 16.2%, which is notably higher than the industry average of -13.4% [6]. - The company's annualized cash flow growth rate over the past 3-5 years stands at 7.7%, compared to the industry average of 7.2% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Alarm.com have been revised upward, with the Zacks Consensus Estimate increasing by 9.2% over the past month [9]. Group 4: Overall Positioning - Alarm.com has achieved a Growth Score of B and holds a Zacks Rank 1, indicating strong potential for outperformance in the growth stock category [11].

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Micron Technology, Skillsoft, and Alarm.com [1][2][3] Group 1: Micron Technology (MU) - Micron Technology is a leading provider of semiconductor memory solutions with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 27.1% over the last 60 days [1] - The company has a PEG ratio of 0.47, significantly lower than the industry average of 1.28, and possesses a Growth Score of A [2] Group 2: Skillsoft (SKIL) - Skillsoft, which provides digital learning and training solutions, also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Skillsoft's current year earnings has surged by 519.3% over the last 60 days [2] - The company has a PEG ratio of 0.29, slightly lower than the industry average of 0.30, and possesses a Growth Score of B [2] Group 3: Alarm.com (ALRM) - Alarm.com offers interactive security solutions and holds a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Alarm.com's current year earnings has increased by 5.5% over the last 60 days [3] - The company has a PEG ratio of 1.51, which is lower than the industry average of 2.98, and possesses a Growth Score of B [3]

Core Insights - Alarm.com Holdings, Inc. (ALRM) is a technology company specializing in cloud-based services for remote control and monitoring of security systems, offering solutions for home and business automation [1] - The company has a market capitalization of approximately $2.38 billion, indicating its significant presence in the smart home and security technology sector [5] Insider Activity - On November 20, 2025, CEO Trundle Stephen purchased 9,900 shares of ALRM at $48.06 per share, increasing his total ownership to 1,315,243 shares, which may signal confidence in the company's future prospects [2][6] Financial Performance - ALRM held its Q3 2025 earnings call earlier in November, where key executives discussed the company's financial performance and strategic plans, emphasizing the importance of transparency and building investor confidence [3][6] Stock Performance - Currently, ALRM's stock is priced at $47.64, reflecting a slight decrease of 1.06% from the previous day, with a daily trading range between $47.59 and $48.82 [4] - Over the past year, ALRM's stock has experienced volatility, with a high of $70.06 and a low of $46.65 [4][6] - The trading volume for the day is 312,019 shares, indicating active investor interest [5]

Core Insights - The 10-year U.S. Treasury yield has stabilized around 4.1%, indicating a consolidation phase influenced by growth and inflation expectations [1][2][11] - Industrial stocks are expected to perform well in this stable yield environment, as it fosters a predictable setting for capital investment and borrowing [3][4][11] Treasury Yield Analysis - The yield fluctuated between approximately 3.97% and 4.18% over the past two months, reflecting investor sentiment regarding economic growth and Federal Reserve policy [1][2] - The recent rebound in yields suggests increased caution about inflation and potential policy tightening [2] Industrial Sector Performance - Stable long-term interest rates are beneficial for industrial companies, allowing for better management of large projects and capital expenditures [3][4] - The S&P 500 Industrials Select Sector SPDR (XLI) has increased by 15.3% year-to-date as of November 19, indicating strong sector performance [4] Investment Opportunities - Companies highlighted for their strong performance in the current environment include Kaiser Aluminum Corporation (KALU), ScanSource, Inc. (SCSC), and Alarm.com Holdings, Inc. (ALRM) [3][9] - KALU has an expected earnings growth rate of 133.9%, with a Zacks Consensus Estimate increase of 26.5% over the past 60 days [7] - SCSC's expected earnings growth rate is 15.7%, with a 4% increase in earnings estimates over the past 60 days [8] - ALRM has an expected earnings growth rate of 9.7%, with a 5.5% increase in earnings estimates over the past 60 days [9][10]

Group 1: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US, focusing on maintaining and deepening shipping channels, reclaiming land from the ocean, and renourishing storm-damaged coastlines [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a 7.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Great Lakes Dredge & Dock has a PEG ratio of 0.91, significantly lower than the industry average of 4.78, and possesses a Growth Score of A [2] Group 2: Skillsoft (SKIL) - Skillsoft provides digital learning, training, and talent solutions, and also carries a Zacks Rank of 1 [2] - The company has experienced a remarkable 519.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Skillsoft has a PEG ratio of 0.29, which is slightly lower than the industry average of 0.31, and has a Growth Score of B [2] Group 3: Alarm.com (ALRM) - Alarm.com offers interactive security solutions for home and business owners and holds a Zacks Rank of 1 [3] - The company has seen a 5.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Alarm.com has a PEG ratio of 1.52, compared to the industry average of 3.10, and possesses a Growth Score of B [3]

Core Insights - Three stocks are highlighted with strong growth characteristics and buy ranks for investors to consider on November 17th: Micron Technology, Alarm.com, and H World Group Limited [1][2][3] Company Summaries - **Micron Technology (MU)**: - Recognized as a leading provider of semiconductor memory solutions - Holds a Zacks Rank 1 (Strong Buy) - Zacks Consensus Estimate for current year earnings increased by 23.5% over the last 60 days - PEG ratio stands at 0.53, significantly lower than the industry average of 1.50 - Growth Score is A [1][2] - **Alarm.com (ALRM)**: - Provides interactive security solutions for home and business owners - Also carries a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 3.4% over the last 60 days - PEG ratio is 1.61, compared to the industry average of 3.09 - Growth Score is B [2] - **H World Group Limited Sponsored ADR (HTHT)**: - Engaged in the hotel industry - Maintains a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 3.1% over the last 60 days - PEG ratio is 1.23, lower than the industry average of 1.99 - Growth Score is B [3]

Alarm.com Holdings (ALRM) closed the last trading session at $50.3, gaining 1.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $66.71 indicates a 32.6% upside potential.The mean estimate comprises seven short-term price targets with a standard deviation of $12.19. While the lowest estimate of $55.00 indicates a 9.3% increase from the current price level, the most optimistic analy ...

Core Insights - Alarm.com has launched the ADC-V730, its first Wi-Fi spotlight camera, featuring 4MP video resolution and proactive threat prevention capabilities [2][4] Product Features - The ADC-V730 includes built-in video analytics that detect people, animals, or vehicles, triggering an integrated spotlight and activating Perimeter Guard® and AI Deterrence (AID) protocols [3][4] - AID provides AI-generated verbal responses to deter threats in real-time, enhancing security measures [3][4] - The camera offers a 129° horizontal field of view, dual-band Wi-Fi connectivity, and supports microSD cards up to 1TB for continuous recording [6] Deployment and Usability - The V730 is designed for streamlined deployment, utilizing Bluetooth® Enrollment technology for quick connections and fewer service callbacks, benefiting both technicians and DIY customers [5] - The camera's features are aimed at providing service providers with operational advantages and improving customer experience [5] Market Availability - The ADC-V730 is currently available through Alarm.com service providers in North America, with plans for international availability in the near future [7]

Core Insights - Alarm.com reported Q3 CY2025 results exceeding market revenue expectations, with sales increasing by 6.6% year-on-year to $256.4 million and a non-GAAP profit of $0.76 per share, which was 24.3% above analysts' consensus estimates [1][3][5] Financial Performance - Revenue reached $256.4 million, surpassing analyst estimates of $251 million, reflecting a 6.6% year-on-year growth and a 2.2% beat [5] - Adjusted EPS was $0.76, exceeding analyst estimates of $0.61 by 24.3% [5] - Adjusted Operating Income stood at $52.8 million, with a margin of 20.6%, beating analyst expectations by 42% [5] - Management raised full-year Adjusted EPS guidance to $2.53 at the midpoint, indicating a 5.4% increase [5] - Operating Margin was 14.4%, consistent with the same quarter last year [5] - Billings at quarter end were $257.1 million, up 6.4% year-on-year [5] - Market Capitalization is currently $2.48 billion [5] Growth Drivers - The company experienced broad-based growth, particularly in the energy segment and commercial video and access control solutions [3][4] - New product launches and enhancements leveraging artificial intelligence contributed to increased customer engagement and adoption [3][4] - Management highlighted the positive impact of electrification trends, data center expansion, and an expanding AI-driven product suite on future growth [3] Management Outlook - Management raised profit guidance based on expectations of continued SaaS growth and durable demand for energy management solutions [3] - CFO noted potential short-term variability due to seasonal factors and hardware margin fluctuations but emphasized a focus on balancing reinvestment in growth initiatives with improving operating efficiency [3]