SMSI Share Price Performance
US$3.65
-0.85 (-18.86%)
265.0% overvalued intrinsic discount
US$1.00
Fair Value
Price US$3.65
SoDanSome US$1.00
AnalystHighTarget US$3.00
AnalystLowTarget US$2.00
Fair ValueUS$1.00
Share Pricen/a
Smith Micro Software, Inc. Stock Price
- 5 Narratives written by author
- 5 Comments on narratives written by author
- 130 Fair Values set on narratives written by author
SMSI Community Narratives
SO
Fair Value
·Fair Value US$1 265.0% overvalued intrinsic discount
Old, tired, lacking innovation, limited market
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value
·Fair Value US$3 21.7% overvalued intrinsic discount
Family Safety Focus And Senior Segment Expansion Will Transform Long-Term Prospects
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value US$2 82.5% overvalued intrinsic discount
Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual Improvement
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Old, tired, lacking innovation, limited market
Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.Read more
SO
US$1
265.0% overvalued intrinsic discount
Fair Value
Profit Margin
13.25%
Future PE
32.99x
Price in 2030
US$1.61
SMSI Market Outlook
Smith Micro is betting on a growing need for family safety and connected-device security tools sold through big phone carriers, with new SafePath launches and cost cuts as the near-term turning points. The catch is it’s coming off falling sales and ongoing losses, and it faces tough competition and the risk that carriers don’t adopt the new products fast enough.Read more
Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual Improvement
Catalysts About Smith Micro Software Smith Micro Software provides carrier-grade family safety and communications software, including its SafePath OS platform for kids and seniors and CommSuite voice services, to mobile network operators. What are the underlying business or industry changes driving this perspective?Read more
AN
US$2
82.5% overvalued intrinsic discount
Fair Value
Profit Margin
2.87%
Future PE
66.05x
Price in 2029
US$2.58
Family Safety Focus And Senior Segment Expansion Will Transform Long-Term Prospects
Catalysts About Smith Micro Software Smith Micro Software develops family safety and communications software, primarily delivered through mobile carriers. What are the underlying business or industry changes driving this perspective?Read more
AN
US$3
21.7% overvalued intrinsic discount
Fair Value
Profit Margin
2.83%
Future PE
102.25x
Price in 2029
US$3.88
Family Digital Safety Demand Will Drive Long-Term Upside For This Carrier Software Provider
Catalysts About Smith Micro Software Smith Micro Software provides carrier grade family safety, digital lifestyle and messaging solutions for mobile network operators worldwide. What are the underlying business or industry changes driving this perspective?Read more
AN
US$4.5
18.9% undervalued intrinsic discount
Fair Value
Profit Margin
0.13%
Future PE
21.81x
Price in 2028
US$0.06
Trending Discussion
Recently Updated Narratives
SO
Old, tired, lacking innovation, limited market
Fair Value: US$1 265.0% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
SMSI Market Outlook
Fair Value: US$0.64 470.3% overvalued intrinsic discount
23 fair values setusers have set this as their fair value
4 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual Improvement
Fair Value: US$2 82.5% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Smith Micro Software, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -5.64
- 75.49%
- -169.87%
- 10.4%
About SMSI
- Founded
- 1982
- Employees
- 118
- CEO
- WebsiteView website
Smith Micro Software, Inc. develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath OS, SafePath Kids, SafePath Family, SafePath Global, SafePath Drive, OS for senior phone, SafePath 8, drive, digital wellness, and SafePath IoT, 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 provides deliver a next-generation voicemail experience to mobile subscribers, and CommSuite visual voicemail and premium visual voicemail, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also engages in family safety cloud-based, and consulting services. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.
