tiprankstipranks
Smith Micro Software (SMSI)
NASDAQ:SMSI
Want to see SMSI full AI Analyst Report?

Smith Micro Software (SMSI) Price & Analysis

723 Followers

SMSI Stock Chart & Stats

$2.50
$0.02(0.80%)
At close: 4:00 PM EDT
$2.50
$0.02(0.80%)

Bulls Say, Bears Say

Bulls Say
Sustained Gross Margin ImprovementGross margin above 80% indicates the software platform can support attractive unit economics. If maintained, the improvement should increase operating leverage and help offset the company’s currently small revenue base.
Operating Cost DisciplineMeaningful expense reductions improve the path toward breakeven and demonstrate management’s ability to align costs with reduced revenue. Continued discipline could preserve cash and make future revenue growth more financially productive.
Product And Commercial ExpansionExpansion beyond traditional carrier deployments broadens Smith Micro’s potential distribution channels and customer base. New launches, SDKs, APIs, and a multi-year Tier 1 extension could improve recurring platform adoption if execution continues.
Bears Say
Persistent Revenue ContractionThe multi-year revenue decline signals reduced scale and challenges in replacing lost or shrinking deployments. Without a sustained return to growth, fixed product and operating costs will remain difficult to absorb.
Cash Burn And Limited LiquidityOngoing cash outflows substantially exceed the company’s current liquidity, increasing reliance on financing or customer receipts. That dependence can constrain investment, weaken negotiating power, and raise funding and dilution risk.
Unprofitable, Concentrated Business ModelPersistent losses show that the current revenue base does not yet support the cost structure. Dependence on a small number of major carrier customers also creates concentration risk, as delayed launches or lost contracts could materially affect results.

Smith Micro Software News

SMSI FAQ

What was Smith Micro Software’s price range in the past 12 months?
Smith Micro Software lowest stock price was $2.05 and its highest was $4.64 in the past 12 months.
    What is Smith Micro Software’s market cap?
    Smith Micro Software’s market cap is $16.66M.
      When is Smith Micro Software’s upcoming earnings report date?
      Smith Micro Software’s upcoming earnings report date is Nov 11, 2026 which is in 78 days.
        How were Smith Micro Software’s earnings last quarter?
        Smith Micro Software released its earnings results on Aug 13, 2026. The company reported -$0.52 earnings per share for the quarter, missing the consensus estimate of -$0.5 by -$0.02.
          Is Smith Micro Software overvalued?
          According to Wall Street analysts Smith Micro Software’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Smith Micro Software pay dividends?
            Smith Micro Software does not currently pay dividends.
            What is Smith Micro Software’s EPS estimate?
            Smith Micro Software’s EPS estimate is -0.46.
              How many shares outstanding does Smith Micro Software have?
              Smith Micro Software has 5,589,880 shares outstanding.
                What happened to Smith Micro Software’s price movement after its last earnings report?
                Smith Micro Software reported an EPS of -$0.52 in its last earnings report, missing expectations of -$0.5. Following the earnings report the stock price went down -1.038%.
                  Which hedge fund is a major shareholder of Smith Micro Software?
                  Currently, no hedge funds are holding shares in SMSI
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Smith Micro Software

                    Smith Micro Software, Inc. engineers and distributes specialized software solutions globally, primarily to telecommunications and cable service providers, with the goal of enriching the mobile experience. Their product lineup includes the SafePath suite—encompassing SafePath Family, SafePath IoT, and SafePath Home—which provides users with essential tools to protect their digital activities and manage connected devices both within and beyond their households. Additionally, the company offers CommSuite, an advanced messaging platform that empowers mobile carriers to deliver state-of-the-art voicemail services, including multi-language voice-to-text transcription, to their subscribers. Another core offering is ViewSpot, a retail display management system that delivers interactive, on-screen demonstrations for wireless carriers and their retail partners. Beyond its software products, Smith Micro Software also furnishes comprehensive technical assistance and customer support. The company was established in 1982 and maintains its corporate headquarters in Pittsburgh, Pennsylvania.

                    Smith Micro Software (SMSI) Earnings & Revenues

                    SMSI Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights clear operational progress: sequential revenue growth for two consecutive quarters, a strong improvement in gross margin (over 80%), meaningful operating cost reductions, near-term product launches and a growing pipeline driven by SafePath SDKs/APIs and the new SafePath Connect offering. Offsetting these positives are modest year-over-year revenue declines, a low cash balance ($2.8M), timing-driven revenue push from Q2 to Q3, continued GAAP/non-GAAP losses, and planned near-term OpEx increases to support growth. Management provided constructive guidance for Q3 ($5.0M–$5.4M) and signaled confidence in conversion of pipeline, but execution and liquidity remain key risks in the near term.View all SMSI earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    8X8
                    Liveperson
                    Upland Software
                    Yext
                    Weave Communications

                    Ownership Overview

                    29.04%8.78%1.86%57.81%
                    29.04% Insiders
                    1.86% Other Institutional Investors
                    57.81% Public Companies and
                    Individual Investors
                    Popular Stocks