Smith Micro Software (SMSI)
NASDAQ:SMSI
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SMSI Stock Chart & Stats
$0.70
-$0.16(-10.12%)
At close: 4:00 PM EST
$0.70
-$0.16(-10.12%)
Day’s Range― - ―
52-Week Range$0.41 - $1.30
Previous CloseN/A
Volume401.82K
Average Volume (3M)917.41K
Market Cap
$17.99M
Enterprise Value$15.22M
Total Cash (Recent Filing)$1.49M
Total Debt (Recent Filing)$2.34M
Price to Earnings (P/E)―
Beta0.99
Next Earnings
May 13, 2026EPS Estimate
-0.15Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.20
Shares Outstanding25,763,020
10 Day Avg. Volume2,390,606
30 Day Avg. Volume917,415
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)0.61
Price to Sales (P/S)0.64
P/FCF Ratio-1.53
Enterprise Value/Market Cap0.85
Enterprise Value/Revenue0.88
Enterprise Value/Gross Profit1.18
Enterprise Value/Ebitda-1.10
Forecast
1Y Price Target
$3.00Price Target Upside328.57% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)-0.31
Revenue Forecast (FY)$20.50M
Bulls Say, Bears Say
Bulls Say
High Gross Margins And Explicit Margin TargetsSustained high gross margins reflect a software-centric revenue mix with strong product-level economics. That structural margin headroom gives the company durable operating leverage: as fixed costs are trimmed, incremental revenue converts efficiently to operating profit, improving the path to sustainable profitability.
Material Cost Reductions And Disciplined Opex CutsLarge, permanent operating expense reductions materially lower the break-even point and cash burn. A $7.2M annualized run‑rate cut plus sequential non‑GAAP opex declines demonstrate structural cost discipline, making a return to non‑GAAP profitability more achievable if revenue stabilizes.
Product Refocus Expanding Addressable Market (SafePath OS)A shift to SafePath OS targeting kids and seniors meaningfully enlarges the TAM and creates carrier-differentiated value versus OTT apps. Carrier-aligned OS features are structurally attractive to telcos, improving odds of durable, contract-based revenue if mid-2026 carrier engagements convert to deployments.
Bears Say
Multi-year Revenue ContractionA prolonged decline in top line erodes operating scale and limits the company’s ability to spread fixed costs. Persistent shrinkage from product/market mix pressures reduces cash flow potential and raises the execution burden for any turnaround, making sustained profitability harder even with margin gains.
Weak Cash Generation And Low LiquidityConsistently negative operating and free cash flow signal the business cannot self-fund operations or investments. Large annual cash burn versus a very small year-end cash balance forces reliance on external financing, compressing optionality and increasing refinancing and survival risk if revenues don’t stabilize.
Reliance On Insider Financing And Dilution/refinancing RiskDependence on secured convertible notes and founder/insider funding extends runway but increases dilution and related‑party exposure. Structural reliance on inside capital can constrain future financing terms, heighten governance concerns, and leave the company vulnerable if insiders do not or cannot continue to fund the turnaround.
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 $0.41 and its highest was $1.30 in the past 12 months.
What is Smith Micro Software’s market cap?
Smith Micro Software’s market cap is $17.99M.
When is Smith Micro Software’s upcoming earnings report date?
Smith Micro Software’s upcoming earnings report date is May 13, 2026 which is in 26 days.
How were Smith Micro Software’s earnings last quarter?
Smith Micro Software released its earnings results on Mar 04, 2026. The company reported -$0.2 earnings per share for the quarter, missing the consensus estimate of -$0.13 by -$0.07.
Is Smith Micro Software overvalued?
According to Wall Street analysts Smith Micro Software’s price is currently Undervalued.
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 -0.15.
How many shares outstanding does Smith Micro Software have?
Smith Micro Software has 25,763,020 shares outstanding.
What happened to Smith Micro Software’s price movement after its last earnings report?
Smith Micro Software reported an EPS of -$0.2 in its last earnings report, missing expectations of -$0.13. Following the earnings report the stock price went up 25.926%.
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. develops and sells software to enhance the mobile experience to wireless and cable service providers worldwide. It offers SafePath Family, SafePath IoT, and SafePath Home product suite, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service providers deliver a next-generation voicemail experience to mobile subscribers, as well as enables multi-language Voice-to-Text transcription messaging. It also offers ViewSpot, a retail display management platform that provides on-screen and interactive demos to wireless carriers and retailers; and technical support and customer services. The company was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.
SMSI Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presents a mixed but cautiously optimistic picture: revenue trends remain negative with meaningful YoY declines and a low cash balance that requires continued financing, which are material concerns. Offsetting this are clear operational improvements — substantial cost reductions, improved gross margins, reductions in non-GAAP losses, committed funding from founders, a refined product strategy (SafePath OS) that expands the addressable market, expected new carrier wins mid-2026, and an orderly leadership succession. Given the balance of meaningful financial risks against tangible progress on margins, cost structure, funding and go-to-market strategy, the tone is constructive but still dependent on execution and the realization of expected customer wins and funding plans.View all SMSI earnings summariesSMSI Stock 12 Month Forecast
Average Price Target
$3.00
▲(328.57% Upside)
Technical Analysis
Ownership Overview
25.73% Insiders
1.26% Mutual Funds
2.37% Other Institutional Investors
69.99% Public Companies and
Individual Investors