AI And Cloud Computing Will Fuel Storage Market Expansion

Published
11 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$93.30
18.1% undervalued intrinsic discount
07 Aug
US$76.38
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1Y
27.5%
7D
-0.05%

Author's Valuation

US$93.3

18.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 16%

The significant increase in analyst price targets for Silicon Motion Technology is primarily driven by sharply upgraded consensus revenue growth forecasts, with a modest improvement in net profit margin also supporting sentiment, resulting in a new fair value estimate of $93.30. What's in the News Company guided Q3 revenue to $219–$228 million and continues to target a $1 billion revenue run rate for 2025 as it exits the year, citing expectations of a stronger second half.

Shared on30 Apr 25
Fair value Decreased 11%

Shared on23 Apr 25
Fair value Increased 26%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.1%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 8.22%

AnalystConsensusTarget has decreased revenue growth from 9.3% to 6.6%, increased profit margin from 13.0% to 16.0%, decreased future PE multiple from 25.3x to 21.2x and increased shares outstanding growth rate from -0.0% to 0.0%.