Smith Micro Software (SMSI)
NASDAQ:SMSI
Want to see SMSI full AI Analyst Report?
SMSI Stock Chart & Stats
$0.71
-$0.16(-10.12%)
At close: 4:00 PM EST
$0.71
-$0.16(-10.12%)
Day’s Range― - ―
52-Week Range$2.05 - $6.50
Previous CloseN/A
Volume401.82K
Average Volume (3M)917.41K
Market Cap
$14.98M
Enterprise Value$14.52M
Total Cash (Recent Filing)$1.74M
Total Debt (Recent Filing)$3.78M
Price to Earnings (P/E)―
Beta0.93
Next Earnings
Aug 12, 2026EPS Estimate
-0.5Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.90
Shares Outstanding5,111,482
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 Cap0.97
Enterprise Value/Revenue0.86
Enterprise Value/Gross Profit1.13
Enterprise Value/Ebitda-6.26
Forecast
1Y Price Target
$20.00Price Target Upside2716.90% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)-2.35
Revenue Forecast (FY)$19.40M
Bulls Say, Bears Say
Bulls Say
Balance Sheet LeverageLow reported debt (debt-to-equity ~0.21) materially reduces near-term default risk and gives management flexibility to bridge cash shortfalls or invest in product development. Over 2–6 months this balance-sheet conservatism supports operational continuity while the company works to stabilize revenue.
High Gross MarginsA ~75% gross margin indicates scalable software economics and strong unit profitability on delivered services. If topline stabilizes, those high gross margins can feed operating leverage, enabling faster recovery of profitability as fixed costs are allocated across renewed or growing subscription volumes.
Recurring SaaS / Carrier Revenue ModelRevenue tied to per-subscriber and recurring platform fees with carrier/MSO distribution creates durable, contract-driven cash flows and customer stickiness. These structural relationships enhance predictable revenue streams and long-term retention potential if the company preserves carrier integrations.
Bears Say
Multi-year Revenue DeclineA multi-year sharp revenue decline erodes scale and bargaining power with carriers, raises per-unit SG&A burden, and undermines investor confidence in product-market fit. Sustained top-line contraction over months reduces free-cash-flow prospects and the company’s ability to reinvest for growth.
Persistent Negative Free Cash FlowConsistent negative operating and free cash flow (~-$10M TTM) forces reliance on financing and exhausts liquidity over time. Even with improved burn metrics, continued negative FCF constrains R&D and sales investment, raising the risk of product stagnation or service degradation over the medium term.
Financing & Dilution RiskRecent warrant inducement and shareholder-approved reverse split indicate management is actively reshaping equity structure to preserve listing and raise cash. This creates ongoing dilution risk and signals dependence on capital markets, which can limit long-term shareholder alignment and reduce per-share economics.
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 $6.50 in the past 12 months.
What is Smith Micro Software’s market cap?
Smith Micro Software’s market cap is $14.98M.
When is Smith Micro Software’s upcoming earnings report date?
Smith Micro Software’s upcoming earnings report date is Aug 12, 2026 which is in 52 days.
How were Smith Micro Software’s earnings last quarter?
Smith Micro Software released its earnings results on Apr 29, 2026. The company reported -$0.75 earnings per share for the quarter, the consensus estimate of -$0.75 by $0.
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 -0.5.
How many shares outstanding does Smith Micro Software have?
Smith Micro Software has 5,111,482 shares outstanding.
What happened to Smith Micro Software’s price movement after its last earnings report?
Smith Micro Software reported an EPS of -$0.75 in its last earnings report, expectations of -$0.75. Following the earnings report the stock price went up 9.909%.
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.
SMSI Earnings Call
Q1 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
$20.00
▲(2716.90% Upside)
Technical Analysis
Ownership Overview
25.22% Insiders
1.92% Mutual Funds
2.03% Other Institutional Investors
70.16% Public Companies and
Individual Investors