Alarm.com Leads Vertical Software Q1 with Strongest Beat and Guidance Raise

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Alarm.com posted the biggest analyst estimate beat and highest full-year guidance raise among four tracked vertical software stocks in Q1. The company reported revenues of $265.2 million, up 11% year on year, exceeding analysts' expectations by 5.6%, with strong beats on billings and EBITDA. Manhattan Associates delivered revenues of $282.2 million, up 7.4% year on year and beating estimates by 3.3%, while Bentley Systems grew revenues 14.5% to $424.2 million but missed billings estimates significantly. Guidewire Software achieved the fastest revenue growth at 26.9% to $372.5 million, beating estimates by 4.7%, yet provided the weakest full-year guidance update and saw its stock fall 22.4%. As a group, the four companies beat revenue consensus by 3.7% and guided in line for the next quarter, but their average share price has declined 6.7% since reporting.

Impact on stocks 4

Cloud & Digital Infrastructure± Mixed · 3 stocks
Guidewire Software Inc
GWRE
▼ NegativeCapitalrelevance

Guidewire Software provided the weakest full-year guidance update and its stock fell 22.4%.

Bentley Systems Inc
BSY
± MixedCapitalrelevance

Bentley Systems grew revenues 14.5% but missed billings estimates significantly.

Artificial Intelligence▲ · 1 stocks
Alarm.com Holdings Inc
ALRM
▲ PositiveCapitalrelevance

Alarm.com posted the biggest analyst estimate beat and highest full-year guidance raise among tracked vertical software stocks.

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