SMSI
SMITH MICRO SOFTWARE, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q1 2026: 1 added (0 new), 2 trimmed or exited.
- Short sellersCOVERING
Short interest −22.0% to 75.6K shares. 4.4 days to cover, ≈1.4% of shares.
- TrendDOWNTREND
14% below its 50-day average.
Who's buying
13F· Q1 2026| Fund | Move | Value |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $261.2K |
| UBS Group AG | NEAR_EXIT | $7.2K |
| GROUP ONE TRADING LLC | TRIM | $3.2K |
| UBS Group AG | DOUBLED | $126.3K |
| RENAISSANCE TECHNOLOGIES LLC | ADD | $59.8K |
| OSAIC HOLDINGS, INC. | NEAR_EXIT | $23.00 |
| MORGAN STANLEY | NEAR_EXIT | $6.00 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | $56.5K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action May 2026Price is below the lowest target. Median implies +376%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| May 1, 2026 | Benchmark MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | SMITH WILLIAM W JR Executive Chairman | TAX W/H | $1.3K |
| Sep 15, 2026 | Huffmyer Timothy C. President and CEO | TAX W/H | $290.00 |
| Aug 19, 2026 | Huffmyer Timothy C. President and CEO | TAX W/H | $861.00 |
| Aug 19, 2026 | SMITH WILLIAM W JR Executive Chairman | TAX W/H | $2.8K |
| Aug 19, 2026 | Braund Bethany M VP, CFO and Treasurer | TAX W/H | $5.72 |
| May 14, 2026 | Braund Bethany M VP, CFO and Treasurer | TAX W/H | $1.6K |
| May 14, 2026 | Huffmyer Timothy C. President and CEO | TAX W/H | $510.68 |
| May 14, 2026 | SMITH WILLIAM W JR Executive Chairman | TAX W/H | $1.4K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.11 | -$0.11–-$0.11 | — | $5.1M |
| Next Q | $0.01 | $0.01–$0.01 | -80.0% | $6.0M |
| Current FY | -$0.67 | -$0.67–-$0.67 | -67.5% | $19.6M |
| Next FY | $0.46 | $0.46–$0.46 | -54.0% | $30.7M |
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 1 bullish · 2 bearish · 2 neutral- NEUTRAL 8-KSep 18, 2026
Smith Micro Software announced the immediate resignation of CEO Tim Huffmyer and the return of…
Monitor the next quarterly filing for any change in operational trajectory under the founder's renewed leadership. The company's reliance on insider funding from the CEO is a key risk to watch.
- NEUTRAL 8-KAug 13, 2026
Smith Micro Software reported Q2 2026 revenue of $4.3M, slightly down from $4.4M a year ago, and a…
The filing shows a company still burning cash with no clear path to profitability. The sequential revenue growth and improved gross margins are positive signals, but the lack of guidance and ongoing…
- BULLISH 8-KJun 23, 2026
Smith Micro Software received formal notice from Nasdaq that it has regained compliance with the…
The delisting overhang is fully resolved, which removes a key barrier for institutional ownership and reduces forced-selling pressure. Monitor the next 10-Q for any fundamental revenue or cash-flow…
- BEARISH 8-KJun 12, 2026
Smith Micro Software entered into inducement letter agreements with holders of its existing…
The inducement structure signals the company needed to incentivize warrant holders to exercise at a deep discount to the original strike, suggesting cash constraints. The ~$1.6M raise is modest…
All SMSI filing & press-release reports (5)
- 8-K reportSep 18, 2026
- 8-K reportAug 13, 2026
- 8-K reportJun 23, 2026
- 8-K reportJun 12, 2026
- 8-K reportMar 4, 2026