SMSISMITH MICRO SOFTWARE, INC.(SMSI)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Limited institutional coverage

Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 26 institutional filers currently hold this stock.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

SMSI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SMITH MICRO SOFTWARE, INC. (SMSI), a Technology sector company. SMSI is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 26 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2026), SMITH MICRO SOFTWARE, INC. reports quarterly revenue of $4.2M, net income of $-3.9M, free cash flow of $-3.8M. Top institutional holders of SMSI by reported 13-F value include Pacific Ridge Capital Partners,, GEODE CAPITAL MANAGEMENT,, VANGUARD 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 7.8 — a declining long-term trajectory across 20 quarterly and live scoring snapshots.

Revenue

Q1 2026

$4.2M

Net Income

Q1 2026

$-3.9M

Free Cash Flow

Q1 2026

$-3.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-15.5% YoY
$17.4MFY 2025
FY21 $58.4MFY22 $48.5MFY24 $20.6MFY25 $17.4M

Net Income

+99.9% YoY
$-30.1KFY 2025
FY21 $-31.0MFY22 $-29.3MFY24 $-48.7MFY25 $-30.1K

Operating Income

+41.3% YoY
$-29.0MFY 2025
FY21 $-30.9MFY22 $-30.9MFY24 $-49.4MFY25 $-29.0M

EPS (Diluted)

+62.9% YoY
$-1.46FY 2025
FY21 $-0.38FY22 $-0.33FY24 $-3.94FY25 $-1.46

Total Assets

-48.0% YoY
$25.0MFY 2025
FY21 $114.5MFY22 $103.6MFY24 $48.0MFY25 $25.0M

Total Debt

FY 2025
FY21 FY22 FY24 FY25

Op. Cash Flow

+49.7% YoY
$-7.2MFY 2025
FY21 $-12.9MFY22 $-19.3MFY24 $-14.3MFY25 $-7.2M

AI Insight: SMSI Ratio Trends

SMSI shows improving operational efficiency with operating margin recovering from -140.1% in Q3 2024 to -79.9% in Q1 2026, though all profitability metrics remain deeply negative.

Operating margin improved significantly from -140.1% in Q3 2024 to -79.9% in Q1 2026.

ROA strengthened from -55.2% in Q3 2024 to -60.4% in Q1 2026, showing asset utilization deterioration.

ROIC improved from -69.0% in Q3 2024 to -73.6% in Q1 2026, indicating worsening capital efficiency.

All profitability metrics remain deeply negative with no clear path to breakeven visible.

TTM operating margin of -160.2% versus Q1 2026's -79.9% suggests potential seasonal volatility.

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Available Research

13F Pro tracks comprehensive data for SMITH MICRO SOFTWARE, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

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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.

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.