Alarum Technologies (NASDAQ:ALAR) Posts Earnings Results

Alarum Technologies (NASDAQ:ALAR) released its earnings results on Thursday. The company reported $0.15 EPS for the quarter, Zacks reports. Alarum Technologies had a return on equity of 15.97% and a net margin of 2.36%.The firm had revenue of $11.82 million during the quarter, compared to analyst estimates of $12.01 million.

Here are the key takeaways from Alarum Technologies’ conference call:

• Alarum reported strong top-line growth with Q4 revenue of $11.8M (up 60% YoY) and full‑year revenue of $40.7M (up 28% YoY), showing clear acceleration over 2025.
• AI-focused products became a major growth engine, rising to about 30% of revenues (from ~4% a year earlier) and platform workloads surged to as much as 70 petabytes/month, reflecting deeper engagement with large AI developers.
• Margins and profitability were pressured by strategic scale investments: Q4 gross margin fell to 53.8% (from 72.4% a year ago) and full‑year adjusted EBITDA declined to $4.4M from $9.4M in 2024, with EPS also down materially year‑over‑year.
• The company significantly scaled operations—doubling headcount, expanding offices and infrastructure—and ended 2025 with no debt and about $22.5M in cash and equivalents, saying near‑term margin pressure is planned and addressable.
• Q1 2026 guidance calls for revenue around $11M ±7% (≈46% YoY) and adjusted EBITDA of about $1.4M ±$0.5M, while management warns of quarter‑to‑quarter variability tied to AI customers’ model development cycles but reiterates a long‑term target of a >$100M run rate.

Alarum Technologies Stock Up 3.8%

ALAR opened at $6.30 on Friday. Alarum Technologies has a 52-week low of $5.45 and a 52-week high of $18.00. The company has a 50 day moving average of $7.49 and a two-hundred day moving average of $10.74. The company has a market cap of $45.68 million, a P/E ratio of 45.00 and a beta of 1.41.

Wall Street Analyst Weigh In

Several analysts have commented on ALAR shares. Weiss Ratings restated a “sell (d+)” rating on shares of Alarum Technologies in a report on Monday, December 29th. Canaccord Genuity Group decreased their target price on shares of Alarum Technologies from $27.00 to $14.00 and set a “buy” rating on the stock in a research report on Friday. One equities research analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $14.00.

Hedge Funds Weigh In On Alarum Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in ALAR. Renaissance Technologies LLC boosted its position in Alarum Technologies by 34.6% during the 4th quarter. Renaissance Technologies LLC now owns 17,500 shares of the company’s stock worth $150,000 after purchasing an additional 4,500 shares during the period. XTX Topco Ltd purchased a new position in Alarum Technologies in the second quarter valued at about $142,000. Finally, Jones Financial Companies Lllp raised its position in Alarum Technologies by 2,102.9% in the first quarter. Jones Financial Companies Lllp now owns 6,168 shares of the company’s stock valued at $39,000 after purchasing an additional 5,888 shares during the period. Institutional investors and hedge funds own 3.23% of the company’s stock.

Alarum Technologies Company Profile

Alarum Technologies Ltd. provides internet access and web data collection solutions in North, South, and Central America, Europe, Southeast Asia, the Middle East, and Africa. The company operates through two segments, Enterprise Internet Access Solutions and Consumer Internet Access Solutions. The company offers security blanket against ransomware, viruses, phishing, and other online threats, as well as secured and encrypted connection, masking the customers online activity and keeping them safe from hackers.