Alarum Technologies Ltd. (ALAR)
NASDAQ (CM) NASDAQ (CM) Primary 
My July Stock Pick: Alarum's High Growth And Margins Supported By Demand For AI Training Data
Alarum Technologies has been growing revenue at a 75% CAGR for the last five years, with little debt, a growing cash pile, and profitability. Alarum operates in the IPPN and ADCL markets, with subsidiary NetNut being the #3 player in the IPPN industry. Alarum's competitive advantages include scale, reliability, and IP integration, positioning them for sustainable growth in a fast-growing industry.
Alarum: Data Collection Is Key For Enabling Gen AI
Alarum Technologies (NASDAQ:ALAR) provides web data collection solutions which are key for training AI models. More importantly, it is doing so through sales diversification while building on its position as a provider of IP proxy solutions for companies to securely access the internet. I target an 18% upside considering additional sales opportunities for the AI Data Collector next year.
Alarum Price Forecast and Prediction: Is The Stock a Buy
Among the more intriguing growth stocks in the market right now, Alarum (NASDAQ: ALAR) hasn't seen the kind of growth stock most investors would immediately think of.
Alarum Technologies Ltd. (ALAR) Q1 2024 Earnings Call Transcript
Alarum Technologies Ltd. (NASDAQ:ALAR ) Q1 2024 Earnings Conference Call May 24, 2024 8:30 AM ET Company Participants Shachar Daniel - Chief Executive Officer Shai Avnit - Chief Financial Officer Conference Call Participants Kris Tuttle - Caterpillar Investments Brian Kinstlinger - Alliance Global Partners Operator Good morning, ladies and gentlemen.
Alarum: Data Collection Business Is A Hidden Gem And AI Beneficiary
Alarum Technologies is a usage-based SaaS company that offers IP proxies and data collection tools for enterprises. Alarum should see significant tailwinds from the AI megatrend due to the importance of collecting good data anonymous, automatically and correctly. Alarum is trading at a 18x forward P/E even though we expect revenue to grow 90% next year. This is very cheap for a SaaS company with a long runway.
Alarum: Strong Fundamentals Should Continue To Drive The Share Price Higher
Alarum's core IPPN business is performing well, generating strong growth and profit margins in the first quarter. The company is adding new services, although these are not expected to be material in the short-term. Analyst projections and Alarum's share price both continue to lag the dramatic shift in the performance of the underlying business.
