Alarum Technologies is expected to report Q2 2026 revenue of $15.82 million and EPS of $0.48, with the current stock price of $38.75 trading significantly below the average analyst target of $52.00. The primary focus for investors is the sustained growth and margin profile of the NetNut subsidiary, which now accounts for the vast majority of company value.
Analysts are monitoring the company's ability to maintain its industry-leading gross margins while scaling its IP proxy network (IPPN) for enterprise data collection. Recent performance has been bolstered by a successful transition to a pure-play data collection platform, making recurring revenue growth the critical metric for post-earnings price action.