Smith Micro Software (SMSI)
NASDAQ:SMSI
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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$0.41 - $1.30
Previous CloseN/A
Volume401.82K
Average Volume (3M)917.41K
Market Cap
$22.29M
Enterprise Value$19.39M
Total Cash (Recent Filing)$1.74M
Total Debt (Recent Filing)$3.78M
Price to Earnings (P/E)―
Beta0.94
Next Earnings
Aug 12, 2026EPS Estimate
-0.1Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.38
Shares Outstanding25,557,407
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 Cap0.87
Enterprise Value/Revenue1.14
Enterprise Value/Gross Profit1.51
Enterprise Value/Ebitda-13.75
Forecast
1Y Price Target
$4.00Price Target Upside463.38% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)-0.47
Revenue Forecast (FY)$19.40M
Bulls Say, Bears Say
Bulls Say
High Gross Margins With Explicit TargetsSustained high gross margins (~75% TTM) reflect a software licensing business with strong scalability and gross-profit leverage. Management's explicit margin targets (78%–80% after cost savings, long-term 85%) provide a clear path to converting revenue into durable profitability once fixed costs and sales traction normalize.
Refocused Product Strategy (SafePath OS) Enlarges TAMPivoting to SafePath OS for children and seniors materially broadens addressable markets and differentiates versus over-the-top apps. This structural repositioning increases carrier relevance for bundled device offerings and recurring licensing, improving long-term revenue opportunity if carrier proofs and integrations convert into multi-year contracts.
Material Cost Reductions And Clearer Path To Non‑GAAP ProfitabilityA sustained, multi-million dollar expense reduction run-rate materially lowers the break-even revenue level and reduces cash burn. Combined with tightened non‑GAAP Opex and management's profitability timeline, the cost base realignment is a durable structural improvement boosting the company's ability to self-fund growth if revenue stabilizes.
Bears Say
Multi-year Steep Revenue DeclinePersistent, large top-line erosion over multiple years undermines operating leverage and product-market traction. Structural revenue decline reduces ability to absorb fixed costs, lengthens payback on sales investments, and makes near-term margin improvements vulnerable unless new carrier wins and recurring license uptake materially reverse the trend.
Negative Free Cash Flow And Tight LiquiditySustained negative operating and free cash flow forces reliance on external financing and insider support, increasing dilution and refinancing risk. Low year‑end cash and near‑term note maturities constrain strategic flexibility and the firm’s ability to invest in sales or carrier integrations—creating a durable execution risk until operations self-fund.
Continued GAAP Losses And Write‑downs Reflect Capital DestructionDeep GAAP losses and material impairments indicate the company has been destroying shareholder capital rather than compounding it. Such structural profitability deficits reduce investor confidence, limit access to non‑dilutive financing, and suggest ongoing execution risk in translating product repositioning into sustained, GAAP-level profitability.
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 $22.29M.
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 96 days.
How were Smith Micro Software’s earnings last quarter?
Smith Micro Software released its earnings results on Apr 29, 2026. The company reported -$0.15 earnings per share for the quarter, the consensus estimate of -$0.15 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 -0.1.
How many shares outstanding does Smith Micro Software have?
Smith Micro Software has 25,557,407 shares outstanding.
What happened to Smith Micro Software’s price movement after its last earnings report?
Smith Micro Software reported an EPS of -$0.15 in its last earnings report, expectations of -$0.15. Following the earnings report the stock price went up 9.914%.
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
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
$4.00
▲(463.38% Upside)
Technical Analysis
Ownership Overview
26.06% Insiders
1.38% Mutual Funds
<0.01% Other Institutional Investors
71.90% Public Companies and
Individual Investors