SMRT · SmartRent, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on SMRT. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About SMRT · SmartRent, Inc.
SmartRent, Inc., an enterprise real estate technology company, provides management software and applications to rental property owners and operators, property managers, homebuilders, developers, and residents in the United States and internationally. Its smart building hardware and cloud-based software-as-a-service solutions are designed to enhance visibility and control their real estate assets while providing all-in-one home control offerings for residents. The company's products and solutions include smart apartments and homes, access control for buildings, common areas, rental units, community and resident Wi-Fi, asset protection and monitoring, and self-guided tours. It also offers professional services to customers, which include training, installation, and support services. The company was founded in 2017 and is headquartered in Phoenix, Arizona.
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HOLD (score -1) · 12-1 mom 30.1% · RSI 45 · below_both · -46.7% from high
Targets blend Wall Street consensus (2 analysts: low $1.40 / mean $1.45 / high $1.50) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
SMRT triggered on 6 Form 4 filings in 14 days — however, 5 of those are RSU vesting events (code M) and new annual equity grants (code A), which are scheduled compensation not open-market conviction buys. The sole genuine open-market purchase is CEO Frank Martell buying ~$118K worth at $1.178 on May 12 as the stock cratered from its 52-week high near $2.20 to the $1.11 area (-50%). Q4 FY2025 marked SMRT's first revenue growth in seven quarters, and management called it an 'inflection point,' but Q1 FY2026 results missed estimates badly (-118% surprise) on both sales decline (YoY -6.4%) and a GAAP loss of $0.02/share that nearly doubled year-over-year despite being in-line with consensus. The stock has been obliterated from its 52-week high, sitting at RSI ~30 — technically oversold. With forward P/E at 37x on negative EBITDA and no clear near-term catalyst beyond August earnings, the risk/reward for an asymmetric long is poor. The elevated IV environment (175% ATM on the front expiry) does support an income strategy.