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Alarm.com Holdings, Inc.

ALRM

Technology · 56.36 -0.1% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

Alarm.com Holdings, Inc.'s move is spreading beyond its market group.

ALRM accounts for 6.8% of the group's measured movement across 8.4 effective names. raw member direction is mixed; 9 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 19%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#6 of 12 by movement share
Group movement share6.8%Absolute path energy—not portfolio weight
Relative path+1.33%aligned
Effective breadth8.4 / 12broad
Relative alignment9/12upside path · 2 counter-moving
Capital-flow agreement19%not yet clean
SEQUENCE READ

GLBE, EXPE, DASH moved materially before ALRM. ALRM crossed its material path threshold at 09:50 ET, 5 minutes after the first measured mover. ABNB followed.

EVIDENCE COVERAGE

14 of 24 members in Internet Retail & Services are active. 0 of 7 disclosed connections are confirming.

What would change this read
  • At least 16 of 24 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • BKNG remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 8 of 24 members or fewer.

Watch this read

Who this business touches

The relationships behind ALRM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ARLOArlo Technologies, Inc.competitorMay 7, 2026 ▾

“We also compete with interactive, monitored security solutions sold directly to subscribers and may also be sold through our partners, including companies like Abode Systems, Inc., Arlo Technologies, Inc., Cove Smart, LLC, Scout Security, Inc.”

HONHoneywell International Inc.competitorMay 7, 2026 ▾

“Our current competitors include providers of other technology platforms for the connected property with interactive security, including Alula (formed following the merger of ipDatatel, LLC and Resolution Products, LLC), Ajax Systems CH, Avigilon Corporation,…”

CMCSAComcast CorporationcompetitorMay 7, 2026 ▾

“In addition, our service provider partners compete with security solutions sold directly to subscribers, as well as managed service providers, such as cable television, telephone and broadband companies like Comcast Cable Communications, LLC and Rogers Commun…”

Filing peers

ADTCXDO

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ALRM is currently a Early Follower in the organic co-movement group Internet Retail & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.