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SMSMRT

SmartRent, Inc.

$SMRT·$231M·Software - Application·Technology
$1.20+3.4%YTD-42.6%1Y-25.0%
Price updated 51m ago·X counts updated 6d ago
SMSMRT
$SMRTSmartRent, Inc.
$1.20+3.45%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SMRT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Sep 2Sep 13

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SMRT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-09-19

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

Multifamily smart-home platform sub-$1.20 at 23% of range with Databricks partnership and small P-Purchase

SmartRent is a broken-multiple smart-home platform where a fresh strategic partnership is landing.

  • Q1 revenue down 6.4% YoY, Q2 up 4% at $39.8M; the top-line has stabilized near flat but op-margin remains -15%.
  • Databricks Data + AI Platform selected to power the next generation of multifamily property analytics (July 29) — real strategic-partnership catalyst.
  • Insider Bohjalian P-Purchase of 15K shares (~$20K) is small but a genuine open-market conviction signal at these levels.

Speculative-only exposure sized for a total-loss / 3-5x on Databricks partnership monetization; the Nov 4 print sets the near-term direction.

What to watch: The Nov 4 Q3 print for revenue-decline stabilization and any Databricks partnership initial revenue contribution; whether additional insider P-Purchases follow the Bohjalian signal.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Enterprise smart home SaaS platform connecting IoT devices for multifamily property managers to automate leasing, access, and energy management.

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

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $SMRT

Neutral — SmartRent's IoT smart-home platform for multifamily properties is a niche PropTech SaaS; not exposed to the enterprise AI co-pilot and agent automation cycle.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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$160.0M$158.1M – $161.9M-$0.10-$0.10 – -$0.092
FY27$194.9M$185.7M – $204.1M-$0.07-$0.07 – -$0.062
FY28$209.7M$204.6M – $214.8M-$0.01-$0.01 – -$0.011

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.2.9×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.23%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.-0.3%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.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 176.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β1.565-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

BuyAug 20Thomas N BohjalianDirector15.0K sh$20KBuyAug 19Thomas N BohjalianDirector40.0K sh$56KBuyAug 11Thomas N BohjalianDirector5.0K sh$7KBuyAug 11Ana G. PinczukDirector107.0K sh$153KBuyAug 11Frank MartellCEO100.0K sh$142KBuyJun 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$118K
1–10 of 11
+ 21 other (10 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
Free, forever. No credit card.

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
AI summary

SMRT filed an 8-K (Item 2.02) reporting its financial results for the second quarter ended June 30, 2026. A copy of the Company’s press release is att, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

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
+ 9 other (3 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

SmartRent Q2 Earnings Call Highlightsmarketbeat.com·42d agoSmartRent, Inc. (SMRT) Q2 2026 Earnings Call Transcriptseekingalpha.com·46d agoSmartRent Reports Second Quarter 2026 Financial Resultsgurufocus.com·46d agoSmartRent Reports Second Quarter 2026 Financial Resultsbusinesswire.com·46d agoSmartRent Selects Databricks Data + AI Platform to Power the Next Generation of Multifamily Property Analyticsbusinesswire.com·53d ago

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Voices on X · last 7 days

No standout posts about $SMRT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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