Update shared on04 Aug 2025
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.
- Its Universal Flash Storage (UFS) solution achieved compatibility validation on Qualcomm Snapdragon Cockpit SA8295P, enabling adoption in smart automotive cockpit platforms with extensive compliance certifications.
- Announced launch of the SM2504XT PCIe Gen5 DRAM-less SSD controller with industry-leading power efficiency and performance, and the SM2324, the industry's first single-chip portable SSD controller with native USB4 and integrated Power Delivery, broadening offerings for AI PCs, gaming, and portable storage applications.
Valuation Changes
Summary of Valuation Changes for Silicon Motion Technology
- The Consensus Analyst Price Target has significantly risen from $80.10 to $93.30.
- The Consensus Revenue Growth forecasts for Silicon Motion Technology has significantly risen from 9.2% per annum to 14.7% per annum.
- The Net Profit Margin for Silicon Motion Technology has risen slightly from 16.24% to 16.94%.
Disclaimer
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