SmartRent, Inc.(SMRT)Stock Analysis
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Rank #2,718 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SMRT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SmartRent, Inc. (SMRT), a Technology sector company. 13F Pro's AI-powered ranking engine scores SMRT at 17.4/100 on a 32-signal composite quality model, placing it at rank #2,718 of 2,879 stocks — the bottom half of the AI-ranked universe. SMRT scores in the top quartile across institutional flow (81.6). Areas of concern include revenue growth (7.3) and profitability (11.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SmartRent, Inc. reports quarterly revenue of $38.7M, net income of $-4.4M, free cash flow of $-4.6M. Top institutional holders of SMRT by reported 13-F value include CITIGROUP, OAKTREE CAPITAL MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SMRT trades on the NYSE exchange and files with the SEC under CIK 1837014. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SMRT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SmartRent, Inc. directly from SEC EDGAR. SmartRent, Inc.'s 13F Pro composite quality score has ranged between 8 and 49 since 2022, currently 17.4 — a declining long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$38.7M
Net Income
Q1 2026
$-4.4M
Free Cash Flow
Q1 2026
$-4.6M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-12.9% YoYNet Income
-80.0% YoYOperating Income
-53.2% YoYEPS (Diluted)
-88.2% YoYTotal Assets
-23.6% YoYTotal Debt
Op. Cash Flow
+34.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Revenue | $152.3M -12.9% | $174.9M -26.2% | $236.8M +350.8% | $52.5M | — |
| Net Income | $-60.6M -80.0% | $-33.6M +2.7% | $-34.6M +6.8% | $-37.1M | — |
| Operating Income | $-64.0M -53.2% | $-41.8M +3.2% | $-43.2M -20.8% | $-35.7M | — |
| EPS (Diluted) | $-0.32 -88.2% | $-0.17 +0.0% | $-0.17 -84900.0% | $-0.00 | — |
| Total Assets | $320.9M -23.6% | $420.2M -17.6% | $509.8M +390.9% | $103.8M | — |
| Total Debt | — | — | — | $1.7M | — |
| Operating Cash Flow | $-21.6M +34.4% | $-32.9M -650.3% | $6.0M +121.0% | $-28.5M | — |
AI Insight: SMRT Financial Trends
SmartRent revenue declined 20% from $49M in Q2 2024 to $39M in Q1 2026 while losses persisted despite improving from Q1 2025's $40M net loss.
• Revenue fell from $49M in Q2 2024 to $39M in Q1 2026, with peak decline to $35M in Q4 2024.
• Operating losses narrowed from $41M in Q1 2025 to $5M in Q1 2026, showing operational improvement.
• Operating cash flow turned positive at $8M in Q4 2025 after seven consecutive quarters of negative cash generation.
• Equity declined from $329M in Q2 2024 to $231M in Q1 2026 due to accumulated losses.
⚠ Operating cash flow turned negative again in Q1 2026 at $-5M after positive $8M in Q4 2025.
⚠ Revenue volatility continues with sequential declines in three of past four quarters despite Q1 2026 uptick.
AI Insight: SMRT Ratio Trends
SmartRent's operating margin deteriorated to -13.2% in Q1 2026 from -10.9% in Q4 2025, reversing recent improvement trend.
• Operating margin improved dramatically from -99.9% in Q1 2025 to -10.9% in Q4 2025 before deteriorating to -13.2% in Q1 2026.
• ROIC showed steady recovery from -65.9% in Q1 2025 to -6.9% in Q4 2025, then worsened to -8.8% in Q1 2026.
• Net profit margin followed similar pattern, improving from -97.2% to -8.9% before declining to -11.5% in latest quarter.
⚠ Recent margin deterioration in Q1 2026 halts four-quarter improvement streak that began after Q1 2025 trough.
⚠ All profitability metrics remain deeply negative despite significant recovery from Q1 2025 lows.
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Available Research
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Top Institutional Holders of SMRT
CITIGROUP INC
$23.8M15,885,582 shOAKTREE CAPITAL MANAGEMENT LP
$11.3M7,505,294 shVANGUARD CAPITAL MANAGEMENT LLC
$10.5M6,969,162 shUBS Group AG
$10.1M6,706,936 shBlue Door Asset Management, LLC
$8.9M5,932,081 shMARSHALL WACE, LLP
$8.4M5,610,709 shLong Pond Capital, LP
$8.4M5,610,150 shBANK OF AMERICA CORP /DE/
$8.1M5,387,342 shPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$7.5M5,032,880 shNorthern Right Capital Management, L.P.
$7.5M4,985,800 sh
| Fund | Value | Shares |
|---|---|---|
| CITIGROUP INC | $23.8M | 15,885,582 |
| OAKTREE CAPITAL MANAGEMENT LP | $11.3M | 7,505,294 |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.5M | 6,969,162 |
| UBS Group AG | $10.1M | 6,706,936 |
| Blue Door Asset Management, LLC | $8.9M | 5,932,081 |
| MARSHALL WACE, LLP | $8.4M | 5,610,709 |
| Long Pond Capital, LP | $8.4M | 5,610,150 |
| BANK OF AMERICA CORP /DE/ | $8.1M | 5,387,342 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.5M | 5,032,880 |
| Northern Right Capital Management, L.P. | $7.5M | 4,985,800 |
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Popular Research
Is SMRT a good stock to buy?
13F Pro's AI-powered analysis of SmartRent, Inc. (SMRT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SMRT are available on the SMRT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SMRT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SMRT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SmartRent, Inc.'s investment landscape.