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SMSMRT

SmartRent, Inc.

$SMRT·$251M·Software - Application·Technology
$1.37+5.4%
Mentions · last 7 days
2026-07-30: 1 posts2026-07-31: 0 posts2026-08-01: 1 posts2026-08-02: 2 posts2026-08-03: 0 posts2026-08-04: 0 posts2026-08-05: 5 posts9
Price updated 10m ago·X counts updated 22h ago
SMSMRT
$SMRTSmartRent, Inc.
$1.37+5.38%9 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SMRT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-06

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

SmartRent reported Q2 today with modest EPS miss — multifamily-property smart-home platform selected Databricks AI for next-gen analytics.

SmartRent is an enterprise software company providing a unified smart-home platform for multifamily residential properties — connects thermostats, locks, leak sensors, and access controls across owned + operated apartment portfolios. Recurring-revenue SaaS with hardware attach.

The mechanics of the setup:

  • Q2 revenue was $39.8M, up 4% YoY — modest growth continuing.
  • Q2 EPS was -$0.03 versus -$0.02 expected — 50% miss (larger loss than expected).
  • Q3 EPS estimate for November 4 is -$0.02 — normalized loss expected.
  • Q2 gross margin at 40.7% reflects the hardware-plus-software mix.
  • Q2 free cash flow was -$1.9M — modest burn.
  • The July 29 Databricks Data + AI Platform selection is a real strategic partnership — signals SmartRent's evolution toward AI-driven multifamily property analytics, potentially expanding the addressable market beyond core smart-home services.
  • D/E 0 reflects an essentially unlevered balance sheet.
  • At $251M market cap and 1.66x TTM P/S the multiple is compressed for a growth-with-scale SaaS name.
  • Operating margin -14.9% and TTM P/E of -13 reflect the sustained growth-investment cycle.
  • The Aug 5 8-K included Items 2.02 / 7.01 / 9.01 — multi-item earnings + Reg FD structure suggests both Q2 results and material forward disclosures.
  • Absence of X sentiment reflects limited retail interest in this specific mid-growth SaaS name.

The path from here is defined by the November 4 Q3 print + Databricks partnership traction. Continued growth + Databricks AI-analytics revenue disclosure + narrowing losses re-rate the stock; further growth deceleration or margin compression resets to lower levels.

What to watch: November 4 Q3 print — revenue growth, Databricks AI-analytics revenue commentary, and gross margin trajectory. Growth + Databricks revenue supports a re-rating; further deceleration + margin compression resets.

On the calendar: 2026-11-04 — Q3 2026 earnings

missing sentiment

Read the AI verdict + X sentiment for $SMRT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

SmartRent, Inc. is an enterprise software company that furnishes a unified smart home platform throughout the United States. This system serves a wide array of clients, including residential property management companies and operators, home builders, institutional real estate investors, developers, and the occupants themselves. The company's technology is engineered to grant residential communities improved insight and command over their properties, while simultaneously fostering cost reductions and new revenue streams. For residents, the solution centralizes all home control features into one user-friendly interface. SmartRent's extensive range of products and services includes smart apartments and residences, advanced access control for structures, shared amenities, and individual units, as well as property monitoring and protection. Further offerings extend to parking management, automated self-guided property tours, and dedicated Wi-Fi connectivity for both communities and their inhabitants. Additionally, SmartRent delivers full-suite professional services, covering essential training, efficient installation, and continuous support for its clientele. The company, founded in 2017, is based in Scottsdale, Arizona.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SMRT.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-8.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-12.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.03$-0.02-50.0%
Q1 2026May 6, 2026$-0.02$-0.020.0%
Q4 2025Feb 5, 2026$-0.02$-0.020.0%
Q3 2025Nov 5, 2025$-0.03$-0.06+50.0%
Next earningsWed, Nov 4·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$39.8M+4.0%40.7%-16.2%$-0.03$-1.9M
Q1 FY26$38.7M-6.4%39.1%-13.2%$-0.02$-5.6M
Q4 FY25$36.5M+3.1%38.6%-10.9%$-0.02$7.7M
Q3 FY25$36.2M-10.6%26.4%-19.4%$-0.03$-3.2M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$161.4M$158.0M – $164.7M-$0.09-$0.10 – -$0.082
FY27$200.4M$178.0M – $222.7M-$0.06-$0.06 – -$0.052
FY28$370.8M$344.4M – $397.2M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 170.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 10Thomas N BohjalianDirector75.0K sh$83KBuyJun 5Frank MartellCEO40.3K sh$45KBuyJun 4Frank MartellCEO20.0K sh$24KBuyMay 26Sangeeth PonathilChief Information Officer10.0K sh$13KBuyMay 12Frank MartellCEO100.0K sh$118KBuyMay 8Frank MartellCEO50.0K sh$56KBuyMar 12Thomas N BohjalianDirector150.0K sh$260K
+ 20 other (9 exempts · 8 awards · 3 inkinds) in window

See when $SMRT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 273
3New insider — initial holdingsMar 273
8-KPress release / Reg FDMar 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (2 10-Qs · 2 13Gs · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SmartRent, Inc. (SMRT) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoSmartRent Reports Second Quarter 2026 Financial Resultsgurufocus.com·1d agoSmartRent Reports Second Quarter 2026 Financial Resultsbusinesswire.com·2d agoSmartRent Selects Databricks Data + AI Platform to Power the Next Generation of Multifamily Property Analyticsbusinesswire.com·8d agoSmartRent to Report Second Quarter 2026 Financial Results on August 5, 2026businesswire.com·22d ago

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Voices on X · last 7 days

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