Silicon Motion Technology Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Silicon Motion Technology de 24.8% y 22.7% por año respectivamente. Se prevé que el BPA crezca en un 24.6% al año. Se espera que la rentabilidad financiera sea de 27.2% en 3 años.
Información clave
24.8%
Tasa de crecimiento de los beneficios
24.63%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 26.3% |
| Tasa de crecimiento de los ingresos | 22.7% |
| Rentabilidad financiera futura | 27.19% |
| Cobertura de analistas | Good |
| Última actualización | 01 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Apr 30
Silicon Motion Q1: Momentum Has Limitations, Even If You Don't
Summary Silicon Motion Technology has surged 260% since my August 2024 Strong Buy rating, driven by robust fundamental improvements. Q1 marked a genuine inflection point as Silicon Motion exceeded prior guidance and set Q2 expectations significantly higher. Despite stronger fundamentals, the current entry point is less attractive due to elevated momentum-based valuations. The semiconductor boom continues to catalyze SIMO’s re-rating, but valuation discipline is now paramount. Read the full article on Seeking Alpha
Actualización del análisis • Apr 28
SIMO: AI Storage Demand And Margin Outlook Will Shape Next Cycle
Silicon Motion Technology's updated analyst price target has moved higher by between $20 and $40, with analysts pointing to refined assumptions for revenue growth, profit margins, and future P/E as key drivers behind the revision. Analyst Commentary Street research has clustered around higher price targets for Silicon Motion Technology, with several firms lifting their targets by between $20 and $40.
Actualización del análisis • Apr 14
SIMO: AI Storage Demand Will Support Stronger Future Earnings Repricing
Silicon Motion Technology's analyst price target has moved higher by a combined $112 across several firms, as analysts point to updated assumptions around revenue growth, profit margins and P/E expectations to support their revised views. Analyst Commentary Recent Street research has centered on higher price targets and fresh coverage for Silicon Motion Technology, with several bullish analysts revisiting their models around revenue growth, margins and P/E assumptions.Actualización del análisis • Mar 31
SIMO: AI Storage Demand And New Controllers Will Support Next Cycle
Silicon Motion Technology's analyst fair value estimate has shifted from $150.18 to $157.20, reflecting analysts' updated price targets that incorporate recent sector research pointing to steady guidance and stronger demand for NAND, DRAM/HBM, and related storage components tied to rising AI investment. Analyst Commentary Recent research has leaned clearly positive, with multiple firms lifting their price targets for Silicon Motion Technology and one new initiation with a bullish view.Actualización del análisis • Mar 17
SIMO: AI Storage Demand Will Support Stronger Long Term Earnings Power
Analysts have raised their fair value estimate for Silicon Motion Technology from $90.00 to $180.00, citing updated views on revenue growth, profit margins, and potential future P/E multiples following a series of recent price target increases and a bullish initiation across the Street. Analyst Commentary Recent Street research has tilted firmly optimistic on Silicon Motion Technology, with a series of higher price targets and a fresh bullish initiation reinforcing the updated fair value view of US$180.00.Actualización del análisis • Mar 03
SIMO: Rising AI Memory Demand Will Support Next Storage Cycle Upside
The analyst fair value estimate for Silicon Motion has shifted from $114.00 to about $150.18. Analysts point to higher projected revenue growth, a modestly adjusted discount rate, slightly lower profit margin assumptions, and a higher future P/E multiple as they update their price targets and see stronger demand trends for NAND, DRAM/HBM, and related storage components.
Actualización del análisis • Feb 17
SIMO: AI Storage Euphoria Will Strain Future Margin And P/E Assumptions
Silicon Motion Technology's analyst price targets have moved higher, with our fair value estimate shifting from $86.97 to $89.05 as analysts factor in updated assumptions around growth, profitability, and P/E expectations. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on revised price targets and fresh coverage, with several firms updating their models to reflect new views on growth, profitability, and sector demand trends.Actualización del análisis • Feb 03
SIMO: AI Storage Hype Will Test Rich Future Pricing Assumptions
Analysts have trimmed their fair value estimate for Silicon Motion Technology slightly to about US$86.97 from roughly US$87.16, reflecting updated views on revenue growth, profit margins, and future P/E assumptions in light of recent bullish coverage and a higher US$135 Street price target associated with AI driven storage demand trends. Analyst Commentary Recent Street research on Silicon Motion Technology reflects generally constructive sentiment tied to AI related storage demand, but it also highlights several areas where more cautious investors may pause, especially around valuation, execution, and the durability of growth tied to AI data center spending.Actualización del análisis • Jan 19
SIMO: AI Memory Demand Will Test Rich Pricing Expectations
Analysts have nudged their fair value estimate for Silicon Motion Technology slightly lower to about $87.16 from $87.24, while citing higher Street price targets of up to $135 as reflecting growing confidence in AI driven demand for NAND, DRAM/HBM and related storage components. Analyst Commentary Recent Street research on Silicon Motion Technology reflects constructive views on long term AI related memory and storage demand, but the tone is not uniformly bullish.Artículo de análisis • Jan 12
Investors Appear Satisfied With Silicon Motion Technology Corporation's (NASDAQ:SIMO) Prospects As Shares Rocket 29%
The Silicon Motion Technology Corporation ( NASDAQ:SIMO ) share price has done very well over the last month, posting...Artículo de análisis • Jan 07
Silicon Motion Technology (NASDAQ:SIMO) Could Be Struggling To Allocate Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Actualización del análisis • Jan 05
SIMO: Fair Value View Will Balance AI Storage Upside And Execution Risk
Analysts have raised their fair value estimate for Silicon Motion Technology from US$65 to approximately US$87.24, citing updated views on growth, profitability and valuation that are consistent with recent Street research, including a higher US$110 price target from one major firm. Analyst Commentary The latest fair value update sits below JPMorgan's US$110 price target, which signals that some analysts see more upside potential than what is baked into the revised estimate.Actualización del análisis • Dec 20
SIMO: Strengthening Memory Demand Will Drive Upcoming AI Storage Cycle Upside
Analysts have modestly lifted their price target on Silicon Motion Technology to $114.00 from $114, reflecting increased confidence in the company's positioning for strengthening memory demand and upcoming product cycles highlighted in recent research. Analyst Commentary Recent Street research reflects a constructive outlook on Silicon Motion Technology, with multiple firms lifting price targets into the $110 to $120 range as confidence grows in the company’s growth trajectory and execution on upcoming product cycles.Actualización del análisis • Dec 06
SIMO: Strengthening Memory Cycle Will Drive Shares Higher Through 2026
Analysts have lifted their blended price target on Silicon Motion to $114.00, reflecting a modest uptick in conviction as improving memory demand and a favorable 2025 to 2026 product cycle are seen as supporting sustained growth and profitability. Analyst Commentary Recent research updates underscore a more constructive stance on Silicon Motion, with multiple bullish analysts lifting price targets in response to strengthening fundamentals and a clearer multi year product roadmap.Actualización del análisis • Nov 22
SIMO: Next-Gen Memory Demand Will Drive Share Performance Into 2025
Silicon Motion Technology's fair value estimate has been revised upward from $111.50 to $114.00 per share. Analysts point to strengthened memory market signals and the company's strategic positioning for upcoming chip cycles as key drivers for the increased price target.Actualización del análisis • Nov 06
SIMO: Sector Demand And Margin Strength Will Drive Performance Into 2025
Analysts have increased their average price target for Silicon Motion Technology from $96 to $111.50. They cite improved profit margins and stronger revenue growth expectations, based on positive sector trends highlighted in recent research.Actualización del análisis • Oct 23
Analyst Commentary Highlights New Price Targets and Steady Valuation for Silicon Motion Technology
Analysts have raised their price target for Silicon Motion, with new targets ranging from $95 to $120. They cite recent sector strength, increased market share in mobile, and expectations for sustained momentum from upcoming enterprise and SSD controller products.Actualización del análisis • Oct 09
AI And Cloud Computing Will Fuel Storage Market Expansion
Silicon Motion Technology's analyst price target has been raised from $93.30 to $96.00 because analysts cite recent momentum from increased market share, new product ramps, and stronger-than-expected earnings growth in the core mobile and enterprise sectors. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Silicon Motion Technology’s outlook as the company enters new product cycles and navigates evolving market dynamics.Artículo de análisis • Sep 10
Investors Appear Satisfied With Silicon Motion Technology Corporation's (NASDAQ:SIMO) Prospects
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Artículo de análisis • Aug 26
Some Investors May Be Worried About Silicon Motion Technology's (NASDAQ:SIMO) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Artículo de análisis • Aug 04
Silicon Motion Technology (NASDAQ:SIMO) Has Affirmed Its Dividend Of $0.4975
The board of Silicon Motion Technology Corporation ( NASDAQ:SIMO ) has announced that it will pay a dividend of $0.4975...Artículo de análisis • Jul 21
Silicon Motion Technology (NASDAQ:SIMO) Is Paying Out A Dividend Of $0.4975
Silicon Motion Technology Corporation's ( NASDAQ:SIMO ) investors are due to receive a payment of $0.4975 per share on...Artículo de análisis • Jul 09
At US$72.34, Is Silicon Motion Technology Corporation (NASDAQ:SIMO) Worth Looking At Closely?
While Silicon Motion Technology Corporation ( NASDAQ:SIMO ) might not have the largest market cap around , it led the...Seeking Alpha • Mar 16
Silicon Motion: Upbeat Outlook, Attractive Share Price
Summary Silicon Motion Technology is a global leader in NAND flash controllers, with strong 2024 results and an optimistic outlook for 2025. Despite short-term challenges, SIMO's long-term growth prospects and market leadership make it a compelling buy, with potential for significant upside. SIMO's robust R&D and product launches, particularly in SSD controllers, position it well for future growth, despite market volatility. Valued at $1.7 billion, SIMO is trading below fair value, offering a recovery investment opportunity with strong fundamentals and large customers like Micron. Read the full article on Seeking AlphaSeeking Alpha • Nov 10
Silicon Motion: NAND Flash Has Got To Give - Maintaining Buy
Summary Silicon Motion stock traded weaker since my buy call in May, down 25%, but I see a turnaround moment ahead. Silicon Motion Technology, a leader in NAND flash controllers, faces near-term market weakness but is poised for a 2025 rebound, especially in QLC NAND. The anticipated recovery in smartphone and PC markets, plus new product ramps like MonTitan and PCIe 5 controller, should support share gain for Silicon Motion. I herein share my positive sentiment on SIMO stock and why I see upside potential ahead for mid to long-term investors. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 2,175 | 383 | 334 | 389 | 3 |
| 12/31/2027 | 1,738 | 309 | 252 | 338 | 11 |
| 12/31/2026 | 1,616 | 295 | 88 | 168 | 9 |
| 3/31/2026 | 1,061 | 170 | -82 | -20 | N/A |
| 12/31/2025 | 886 | 123 | 6 | 61 | N/A |
| 9/30/2025 | 798 | 96 | -4 | 54 | N/A |
| 6/30/2025 | 769 | 78 | 30 | 81 | N/A |
| 3/31/2025 | 781 | 94 | 74 | 120 | N/A |
| 12/31/2024 | 804 | 89 | 33 | 77 | N/A |
| 9/30/2024 | 815 | 89 | 81 | 125 | N/A |
| 6/30/2024 | 775 | 79 | 88 | 135 | N/A |
| 3/31/2024 | 704 | 59 | 102 | 150 | N/A |
| 12/31/2023 | 639 | 53 | 99 | 149 | N/A |
| 9/30/2023 | 638 | 55 | 99 | 148 | N/A |
| 6/30/2023 | 716 | 88 | 86 | 126 | N/A |
| 3/31/2023 | 828 | 128 | 58 | 93 | N/A |
| 12/31/2022 | 946 | 173 | 51 | 84 | N/A |
| 9/30/2022 | 1,010 | 210 | N/A | N/A | N/A |
| 6/30/2022 | 1,013 | 222 | 66 | 99 | N/A |
| 3/31/2022 | 982 | 220 | 122 | 155 | N/A |
| 12/31/2021 | 922 | 200 | 150 | 175 | N/A |
| 9/30/2021 | 802 | 141 | 106 | 128 | N/A |
| 6/30/2021 | 673 | 110 | 112 | 129 | N/A |
| 3/31/2021 | 589 | 88 | 78 | 94 | N/A |
| 12/31/2020 | 540 | 80 | 98 | 117 | N/A |
| 9/30/2020 | 549 | 104 | 111 | 127 | N/A |
| 6/30/2020 | 533 | 84 | 82 | 99 | N/A |
| 3/31/2020 | 495 | 82 | 98 | 113 | N/A |
| 12/31/2019 | 457 | 64 | N/A | 78 | N/A |
| 9/30/2019 | 427 | 54 | N/A | 81 | N/A |
| 6/30/2019 | 455 | 79 | N/A | 118 | N/A |
| 3/31/2019 | 495 | 85 | N/A | N/A | N/A |
| 12/31/2018 | 530 | 98 | N/A | 108 | N/A |
| 9/30/2018 | 543 | 93 | N/A | 92 | N/A |
| 6/30/2018 | 532 | 81 | N/A | 100 | N/A |
| 3/31/2018 | 526 | 75 | N/A | N/A | N/A |
| 12/31/2017 | 523 | 75 | N/A | 104 | N/A |
| 9/30/2017 | 531 | 91 | N/A | 115 | N/A |
| 6/30/2017 | 563 | 106 | N/A | 133 | N/A |
| 3/31/2017 | 571 | 111 | N/A | N/A | N/A |
| 12/31/2016 | 556 | 111 | N/A | 126 | N/A |
| 9/30/2016 | 510 | 98 | N/A | N/A | N/A |
| 6/30/2016 | 447 | 79 | N/A | N/A | N/A |
| 3/31/2016 | 393 | 68 | N/A | N/A | N/A |
| 12/31/2015 | 361 | 60 | N/A | 66 | N/A |
| 9/30/2015 | 344 | 59 | N/A | N/A | N/A |
| 6/30/2015 | 335 | 60 | N/A | N/A | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (24.8% al año) de SIMO es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (24.8% al año) de SIMO crezcan más rápidamente que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de SIMO crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (22.7% al año) de SIMO crezcan más rápidamente que los del mercado US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (22.7% al año) de SIMO crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de SIMO sea alta dentro de 3 años (27.2%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 03:33 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Silicon Motion Technology Corporation está cubierta por 23 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michael Burton | Benchmark Company |
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |