These Analysts Think SmartRent, Inc.'s (NYSE:SMRT) Sales Are Under Threat

The analysts covering SmartRent, Inc. (NYSE:SMRT) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for next year. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative. The stock price has risen 9.6% to US$1.48 over the past week. It will be interesting to see if this downgrade motivates investors to start selling their holdings.AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. After this downgrade, SmartRent's twin analysts are now forecasting revenues of US$162m in 2026. This would be an okay 6.9% improvement in sales compared to the last 12 months. Before the latest update, the analysts were foreseeing US$180m of revenue in 2026. The consensus view seems to have become more pessimistic on SmartRent, noting the measurable cut to revenue estimates in this update. Check out our latest analysis for SmartRent NYSE:SMRT Earnings and Revenue Growth November 7th 2025 Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that SmartRent's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 5.5% growth on an annualised basis. This is compared to a historical growth rate of 17% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 10% per year. Factoring in the forecast slowdown in growth, it seems obvious that SmartRent is also expected to grow slower than other industry participants. The Bottom Line The clear low-light was that analysts slashing their revenue forecasts for SmartRent next year. They also expect company revenue to perform worse than the wider market. Overall, given the drastic downgrade to next year's forecasts, we'd be feeling a little more wary of SmartRent going forwards. Looking for more information? We have estimates for SmartRent from its twin analysts out until 2026, and you can see them free on our platform here. Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders.