Smith Micro Software, Inc. SMSI

2.71 0.01 0.37% as of 25 Sep
Market cap
$15.1M
P/E
0.0×

Insider Decisions

Total sells 0.04
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 1 — — — — — — — — —
Insider Ownership 18.27%

Capital & Financial Ratios

Market Cap 15.09
Revenue 16.88
Net Income (15.63)
Free Cash Flow (9.04)
Net Debt (0.80)
Current Ratio 1.45
Debt/Equity 0.12
P/E ratio 0.00
P/S ratio 0.84
P/B ratio 0.81
Past 5Y EPS Growth (21.69%)
This Y EPS Growth 75.48%
Next Y EPS Growth 76.54%
Next 5Y EPS Growth 76.67%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 7 3 1 3
Receivables 8 6 2 3
Inventory — — — —
Other — — — —
17 10 5 7
2023 2024 2025 Q'26
Payables 3 2 2 2
ST’ Debt — — — —
Other 1 1 1 1
8 6 6 5
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (7.89%) (19.48%) (29.00%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 0.00% 0.00% 0.00%
Book Value 2.75% (20.72%) (37.79%)

Revenue

Mar Jun Sep Dec Year
’26 4 4 — — —
’25 5 4 4 4 17
’24 6 5 5 5 21
’23 11 10 11 9 41
’22 13 13 12 11 49
’21 11 16 16 15 58
’20 13 13 13 12 51
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (4) (1) — — —
’25 (1) (2) (2) (2) (7)
’24 (1) (4) (4) (5) (14)
’23 (5) (2) 2 (1) (7)
’22 (7) (5) (3) (5) (19)
’21 4 (2) 1 (15) (13)
’20 2 2 4 0 8
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (4) (1) — — —
’25 (1) (2) (2) (2) (7)
’24 (1) (4) (4) (5) (14)
’23 (5) (2) 2 (1) (7)
’22 (7) (5) (3) (5) (19)
’21 4 (2) 0 (15) (14)
’20 1 2 4 0 7
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.75) (0.52) — — —
’25 (1.40) (3.90) (1.25) (1.00) (7.30)
’24 (16.40) (3.30) (2.70) (1.25) (19.70)
’23 (4.40) (3.60) (3.20) (3.60) (15.20)
’22 (5.20) (6.00) (5.20) (5.60) (21.20)
’21 (2.80) (4.00) (13.60) (2.80) (24.40)
’20 2.00 1.20 0.15 0.53 4.00
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
51.20 32.00 58.00 67.60 131.20 177.20 75.60 26.00 2.60 2.65

Analyst estimates 2026–2028

Powerpack
Low Price
128.00 136.40 118.40 276.00 286.00 322.00 200.40 138.80 37.60 9.75
High Price
173 161 153 198 255 373 315 231 164 118
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
28 23 26 43 51 58 49 41 21 17
Revenue
73.21% 77.88% 83.52% 90.94% 89.88% 78.27% 70.71% 74.16% 70.20% 74.05%
Gross Margin
(16) (7) (3) 11 4 (31) (29) (24) (49) (29)
EBT
(55.15%) (31.37%) (10.37%) 24.92% 8.43% (52.77%) (59.89%) (59.32%) (236.97%) (169.34%)
EBT Margin
(15) (7) (3) 11 4 (31) (29) (24) (49) (29)
Net Income
2 1 1 1 4 9 8 13 6 6
Depreciation
94.49 68.13 47.10 50.24 50.28 45.61 35.01 25.18 8.31 4.21
Revenue/Sh
(48.40) (19.60) (5.60) 12.40 4.00 (24.40) (21.20) (15.20) (19.70) (7.30)
Earnings/Sh
(38.50) (22.00) (5.15) 11.58 7.77 (10.08) (13.90) (4.30) (5.78) (1.75)
Cash Flow/Sh
(1.67) (0.23) (0.31) (1.49) (0.94) (0.50) (0.04) 0.00 0.07 (0.02)
Capex/Sh
(40.17) (22.23) (5.46) 10.08 6.83 (10.58) (13.94) (4.30) (5.71) (1.77)
Free CF/Sh
10.24 13.54 36.84 56.43 57.55 78.51 55.12 46.45 16.48 4.46
Book Value/Sh
0 0 1 1 1 1 1 2 2 4
Shares
0.00 0.00 0.00 12.78 56.03 0.00 0.00 0.00 0.00 0.00
PE Ratio
0.72 1.64 1.53 3.17 4.31 4.31 2.56 1.40 0.79 0.64
PS Ratio
6.64 8.27 1.95 2.82 3.77 2.51 1.63 0.76 0.40 0.61
PB Ratio
0.73 1.67 1.18 2.54 3.90 4.12 2.33 1.27 0.74 0.66
EV/Sales
(1.72) (5.11) (10.17) 13.20 27.29 (18.26) (6.04) (8.09) (1.08) (1.61)
EV/FCF
(12) (7) (3) 10 8 (13) (19) (7) (14) (7)
Op' Cash Flow
0 0 0 (1) (1) (1) 0 0 0 0
Capex
(12) (7) (3) 9 7 (14) (19) (7) (14) (7)
FCF
2 3 17 34 31 19 6 9 4 (2)
Working Cap'
3 3 — 1 5 4 3 — — —
Total Debt
0 1 (12) (27) (21) (12) (11) (7) (3) (1)
Net Debt
3 5 21 49 59 101 76 75 41 18
Sh' Equity
(79.13%) (47.27%) (14.02%) 24.54% 6.21% (33.13%) (26.85%) (25.79%) (72.89%) (82.44%)
ROA
(290.66%) (69.26%) (9.03%) 29.65% 5.83% (21.74%) (29.59%) (16.53%) (81.34%) (107.31%)
ROIC
(179.61%) (174.69%) (21.81%) 30.62% 7.76% (38.98%) (33.10%) (32.15%) (83.85%) (101.77%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Smith Micro Software, Inc. (SMSI) key facts

  • Smith Micro Software, Inc. (SMSI) is a Software Application company in the Technology sector, listed on Nasdaq.
  • Smith Micro Software, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $17.4 million, down 15.5% from fiscal 2024.
  • As of September 25, 2026, SMSI traded at $2.71, a market capitalization of $15.1 million.
  • Return on equity was −101.8% and debt-to-equity 0.12.

Source: company filings (standardised) and stockrow calculations.

Smith Micro Software, Inc. (SMSI) Latest News

News by impact score

Fine-tune

18 Sep

4

Founder Bill Smith returns to Smith Micro Software, Inc. as President and CEO. Founder returning as CEO signals major leadership shift likely to alter strategy and market perception.

10 Sep

4

Smith Micro Software expands multi-year agreement with U.S. Tier 1 mobile operator to advance family safety innovation. Expanded multi-year deal with major carrier secures revenue and strengthens SMSI position in mobile safety solutions.

8 Sep

3

Smith Micro Software announces the first global partner launch of its SafePath Connect family safety solution. Global partner launch of new solution expands product reach and may increase adoption.

2 Sep

3

Smith Micro Software partners with Consumer Cellular to launch a new senior phone experience designed to help seniors age in place. Partnership launches new senior phone product that may moderately expand SMSI mobile software reach and revenue.

20 Aug

3 transcript

Smith Micro Software Inc. held its Q2 2026 earnings call, covering financial results, operations and outlook. Earnings calls supply performance data and guidance that can shift near-term investor views and valuation.

14 Aug

3 transcript

Smith Micro Software held Q2 2026 earnings call covering financial results, revenue, expenses, and operational outlook for the period. Quarterly earnings provide standard financial updates that moderately inform investor views on near-term performance without signaling major strategic shifts.

3 transcript

Smith Micro Software Inc reported revenue growth in Q2 2026 earnings call. Revenue growth reported in earnings call points to moderate positive effects on financial performance and market sentiment.

13 Aug

4

Smith Micro Software introduces SafePath Connect to expand availability of its family safety solutions. New product launch expands family safety solutions availability and may significantly alter company trajectory.

3

Smith Micro Software reported a Q2 loss and missed revenue estimates. Q2 loss combined with revenue shortfall will likely weigh on near-term stock performance and sentiment.

3

Smith Micro Software reported its second quarter 2026 financial results. Quarterly earnings data shapes near-term investor views and stock movement.

27 Jul

4

Smith Micro Software expands its SafePath platform with new SDK and API deployment options. New SDK and API options represent significant product expansion that strengthens SafePath deployment flexibility and market positioning.

6 May

3

Smith Micro Software (SMSI) stands out as a new buy stock due to compelling factors driving its growth and investment appeal. Buy recommendation highlights moderate potential to influence investor sentiment and financial performance without transformative changes.

30 Apr

3

Smith Micro Software Inc (SMSI) Q1 2026 earnings call highlights strategic growth initiatives amid revenue challenges. Earnings highlights indicate moderate influence on financial performance and competitive positioning through strategic growth despite revenue pressures.

29 Apr

4

Smith Micro Software, Inc. (SMSI) reported first quarter 2026 financial results. Quarterly earnings reports significantly impact SMSI's financial performance and investor sentiment.

3

Smith Micro Software, Inc. (SMSI) reported a Q1 net loss but exceeded revenue estimates. Q1 loss despite topping revenue estimates affects financial performance and investor sentiment moderately.

5 Mar

4

Smith Micro Software, Inc. (SMSI) released Q4 2025 earnings call summary covering financial results, operational highlights, and forward guidance. Q4 earnings call summary discloses financial performance and guidance that significantly shape SMSI's trajectory and investor sentiment.

4

Smith Micro Software Inc (SMSI) Q4 2025 earnings call highlights strategic focus and new initiatives alongside financial results. Earnings call reveals major strategic moves and new developments likely to alter SMSI's competitive trajectory and investor sentiment.

4 Mar

4

Smith Micro Software, Inc. (SMSI) announces Tim Huffmyer succeeding Bill Smith as President and CEO. CEO succession signals major leadership shift with potential to alter strategic direction and investor confidence.

4

Smith Micro Software, Inc. (SMSI) announces a new investment led by CEO and Founder Bill Smith. CEO-led investment signals strong leadership commitment, likely enhancing market sentiment and financial stability.

4

Smith Micro Software, Inc. (SMSI) reported fourth quarter and fiscal year 2025 financial results. Quarterly and full-year financial results directly shape investor sentiment, stock valuation, and future performance expectations.

3

Smith Micro Software, Inc. (SMSI) reported a Q4 net loss of $5.2 million, or $0.14 per share, compared to a $1.9 million loss last year; revenue fell 14% to $14.0 million, missing estimates of $15.2 million amid SafePath Child Safety and CommSuite declines. Q4 loss and revenue miss highlight weakening financials, moderately impacting investor sentiment and near-term performance.

6 Jan

4

Smith Micro Software, Inc. has launched SafePath OS™, a new operating system designed specifically for senior phones. This innovative platform aims to enhance the user experience for older adults by providing simplified navigation and essential features tailored to their needs. SafePath OS™ includes functionalities such as emergency contacts, health monitoring, and easy access to communication tools, making it a valuable addition to the market focused on senior citizens. The launch reflects Smith Micro's commitment to expanding its product offerings and addressing the unique challenges faced by seniors in technology use. The launch of SafePath OS™ represents a significant strategic move that could enhance Smith Micro's market position and attract a growing demographic of senior users.

5 Nov

4

Bill Smith, the founder and CEO of Smith Micro Software, Inc. (SMSI), is set to invest $1.5 million in financing for the company. This investment is expected to bolster the company's financial position and support its strategic initiatives moving forward. A significant investment from the CEO indicates strong confidence in the company's future and could positively influence its market performance.

4

Smith Micro Software, Inc. (SMSI) reported its financial results for the third quarter of 2025, highlighting key metrics such as revenue growth and net income. The company experienced an increase in demand for its software solutions, contributing to improved financial performance. Management expressed optimism about future growth prospects and ongoing product development initiatives aimed at enhancing market competitiveness. The results reflect a positive trajectory for SMSI as it navigates the evolving technology landscape. The financial results indicate significant growth and strategic initiatives that could alter the company's market position.

3

Smith Micro Software, Inc. (SMSI) reported a loss for Q3, falling short of revenue estimates. The company's financial performance has raised concerns among investors, as it continues to struggle with meeting market expectations. This disappointing report may impact investor sentiment and the company's future outlook. The Q3 loss and revenue shortfall may moderately influence investor sentiment and financial performance.

3

Smith Micro Software, Inc. (SMSI) is anticipated to report negative earnings for Q3, raising concerns among investors about the company's financial health and future performance. Analysts are closely monitoring the situation, as disappointing results could impact market sentiment and the company's stock price. The upcoming earnings report is crucial for understanding the company's trajectory and addressing investor concerns. Negative Q3 earnings could moderately influence investor sentiment and financial performance.

15 Oct

4

Smith Micro Software, Inc. announced strategic cost reductions and leadership changes aimed at improving operational efficiency and positioning the company for future growth. These measures include a reduction in workforce and restructuring of management roles to streamline decision-making processes. The company aims to enhance its focus on core business areas and improve financial performance amidst challenging market conditions. Strategic cost reductions and leadership changes are significant moves that could alter the company's trajectory and investor sentiment.

9 Aug

3

Analysts have reduced their price target for Smith Micro Software, Inc. (SMSI) to US$3.50 following disappointing earnings results. The company's financial performance fell short of expectations, prompting concerns about its growth trajectory and market position. This adjustment reflects a cautious outlook among investors and analysts regarding SMSI's future prospects. Disappointing earnings results may moderately influence investor sentiment and financial performance.

6 Aug

4

Smith Micro Software, Inc. has launched an enhanced version of its SafePath OS™ designed specifically for kids' phones. This updated operating system aims to provide improved safety features and parental controls, allowing parents to monitor and manage their children's phone usage more effectively. The enhancements include new functionalities that promote a safer digital environment for children, aligning with the growing demand for child-friendly technology solutions. The launch of an enhanced product targeting a specific market segment is likely to significantly impact the company's competitive positioning and future performance.

3

Smith Micro Software, Inc. (SMSI) reported a loss for Q2, falling short of revenue estimates. The company's financial performance has raised concerns among investors, as it continues to struggle with meeting market expectations. This disappointing quarter may impact future growth and investor sentiment. The missed revenue estimates and reported loss indicate a moderately noticeable influence on the company's financial performance and market positioning.

stockrow.com/SMSI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com