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 26.3% y 23.3% por año respectivamente. Se prevé que el BPA crezca en un 25.6% al año. Se espera que la rentabilidad financiera sea de 27.2% en 3 años.
Información clave
26.3%
Tasa de crecimiento de los beneficios
25.60%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 27.4% |
| Tasa de crecimiento de los ingresos | 23.3% |
| Rentabilidad financiera futura | 27.19% |
| Cobertura de analistas | Good |
| Última actualización | 22 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Artículo de análisis • Jun 19
Silicon Motion Technology (SIMO) Stock Could Be 25.3% Overvalued After AI Led Earnings Beat
Silicon Motion Technology (NasdaqGS:SIMO) is back in focus after reporting earnings and revenue above consensus expectations, supported by demand for SSD and enterprise storage controllers tied to AI and cloud workloads. See our latest analysis for Silicon Motion Technology. The strong earnings surprise and AI focused product updates have coincided with powerful momentum in Silicon Motion Technology, with a 30 day share price return of 24.66% and a 1 year total shareholder return of 368.18%...Seeking Alpha • Jun 17
Silicon Motion: There's More Left In The Tank
Summary Silicon Motion Technology is leveraged to AI/datacenter growth, SSD controller share gains, and a rebound in mobile storage, driving exceptional operational performance. I initiate coverage with a buy rating, targeting $400 (30x '27E EPS), reflecting 46% upside as consensus underestimates 2027 earnings power. SIMO’s robust growth is supported by ramping MonTitan enterprise SSD controllers and diversified end-market exposure, with 2027 revenue and EPS estimates well ahead of Street expectations. Key risks include NAND market cyclicality, customer concentration (top five at 66% of revenue), and significant non-U.S. revenue exposure impacting risk profile. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 15
SIMO: AI Storage Upside And Rich P E Expectations Will Shape Returns
Analysts have lifted their Silicon Motion Technology price target to $450, up from $320, citing stronger assumptions for SSD and enterprise sales, as well as the potential for Q2 revenue to come in ahead of guidance. Analyst Commentary Recent research points to a cluster of bullish revisions on Silicon Motion Technology, with several firms lifting price targets and updating their assumptions around the company’s growth path and execution on SSD and enterprise solutions.Actualización de narrativa • Jun 01
SIMO: AI Storage Execution Versus Richer P/E Expectations Will Shape Future Returns
Silicon Motion Technology's analyst price target has been raised to $256.70 from $243.70. Analysts cited higher assumptions for SSD and enterprise sales, as well as generally more constructive Street research updates, as key drivers of the change.Actualización de narrativa • May 15
SIMO: AI Storage Demand And Execution Versus Richer P E Assumptions Will Matter
Silicon Motion Technology's updated fair value estimate has moved from $157.20 to $243.70, as analysts increased price targets in recent research and pointed to adjusted assumptions for revenue growth, profit margin, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on higher price targets from several firms, including JPMorgan and others, with adjustments tied to updated assumptions on growth, profitability, and valuation multiples.Actualización de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 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 | 2,186 | 393 | 334 | 403 | 4 |
| 12/31/2027 | 1,793 | 331 | 252 | 354 | 12 |
| 12/31/2026 | 1,630 | 298 | 88 | 187 | 10 |
| 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 (26.3% al año) de SIMO es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (26.3% al año) de SIMO crezcan más rápidamente que el mercado US (18.9% 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 (23.3% al año) de SIMO crezcan más rápidamente que los del mercado US (13% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (23.3% 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 | 2026/06/22 13:01 |
| Precio de las acciones al final del día | 2026/06/22 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 contamos con 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 24 analistas. 12 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. |