SMITH MICRO SOFTWARE, INC.(SMSI)Stock Analysis
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Rank #2,840 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
SMSI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for SMITH MICRO SOFTWARE, INC. (SMSI), a Technology sector company. 13F Pro's AI-powered ranking engine scores SMSI at 16.4/100 on a 32-signal composite quality model, placing it at rank #2,840 of 2,962 stocks — the bottom half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), SMITH MICRO SOFTWARE, INC. reports quarterly revenue of $4.3M, net income of $-2.6M, free cash flow of $-943.0K. Top institutional holders of SMSI by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, Pacific Ridge Capital Partners, GEODE CAPITAL MANAGEMENT, based on the most recent SEC filings. SMSI trades on the Nasdaq exchange and files with the SEC under CIK 948708. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SMSI 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 SMITH MICRO SOFTWARE, INC. directly from SEC EDGAR. SMITH MICRO SOFTWARE, INC.'s 13F Pro composite quality score has ranged between 8 and 54 since 2021, currently 16.4 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q2 2026
$4.3M
Net Income
Q2 2026
$-2.6M
Free Cash Flow
Q2 2026
$-943.0K
ROIC
Q2 2026
-54.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-15.5% YoYNet Income
+39.8% YoYOperating Income
+41.3% YoYEPS (Diluted)
+62.9% YoYTotal Assets
-48.0% YoYOp. Cash Flow
+49.7% YoYFree Cash Flow
+49.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $17.4M -15.5% | $20.6M -49.7% | $40.9M -15.8% | $48.5M -17.0% | $58.4M +13.9% | $51.3M |
| Net Income | $-29.3M +39.8% | $-48.7M -99.6% | $-24.4M +16.7% | $-29.3M +5.7% | $-31.0M -845.3% | $4.2M |
| Operating Income | $-29.0M +41.3% | $-49.4M -173.6% | $-18.1M +41.6% | $-30.9M +0.0% | $-30.9M -978.7% | $3.5M |
| EPS (Diluted) | $-1.46 +62.9% | $-3.94 -109.4% | $-1.88 -468.0% | $-0.33 +13.1% | $-0.38 -709.9% | $0.06 |
| Total Assets | $25.0M -48.0% | $48.0M -43.9% | $85.6M -17.4% | $103.6M -9.5% | $114.5M +57.1% | $72.9M |
| Operating Cash Flow | $-7.2M +49.7% | $-14.3M -105.0% | $-7.0M +63.8% | $-19.3M -49.1% | $-12.9M -263.0% | $7.9M |
| Free Cash Flow | $-7.3M +49.1% | $-14.3M -105.2% | $-7.0M +63.9% | $-19.3M -40.5% | $-13.7M -308.2% | $6.6M |
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Top Institutional Holders of SMSI
VANGUARD CAPITAL MANAGEMENT LLC
$357.6K133,421 shPacific Ridge Capital Partners, LLC
$279.1K104,145 shGEODE CAPITAL MANAGEMENT, LLC
$109.3K40,786 shHRT FINANCIAL LP
$78.0K29,340 shUBS Group AG
$75.1K28,038 shCITADEL ADVISORS LLC
$66.3K24,733 shRENAISSANCE TECHNOLOGIES LLC
$63.3K23,625 shVANGUARD FIDUCIARY TRUST CO
$46.6K17,370 shVirtu Financial LLC
$42.0K15,701 shBlackRock, Inc.
$24.3K9,063 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $357.6K | 133,421 |
| Pacific Ridge Capital Partners, LLC | $279.1K | 104,145 |
| GEODE CAPITAL MANAGEMENT, LLC | $109.3K | 40,786 |
| HRT FINANCIAL LP | $78.0K | 29,340 |
| UBS Group AG | $75.1K | 28,038 |
| CITADEL ADVISORS LLC | $66.3K | 24,733 |
| RENAISSANCE TECHNOLOGIES LLC | $63.3K | 23,625 |
| VANGUARD FIDUCIARY TRUST CO | $46.6K | 17,370 |
| Virtu Financial LLC | $42.0K | 15,701 |
| BlackRock, Inc. | $24.3K | 9,063 |
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Popular Research
Is SMSI a good stock to buy?
13F Pro's AI-powered analysis of SMITH MICRO SOFTWARE, INC. (SMSI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SMSI are available on the SMSI 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. SMSI is classified as a small company.
Which hedge funds own SMSI?
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 SMSI. 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 SMITH MICRO SOFTWARE, INC.'s investment landscape.