Silicon Motion Technology Résultats passés
Passé contrôle des critères 3/6
Les bénéfices de Silicon Motion Technology ont diminué à un taux annuel moyen de -11.2%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en à 1.8% par an. Les revenus ont augmenté de en à un taux moyen de 1.1% par an. Le rendement des capitaux propres de Silicon Motion Technology est 18.8% et ses marges nettes sont de 16%.
Informations clés
-11.19%
Taux de croissance des bénéfices
-10.42%
Taux de croissance du BPA
| Semiconductor Croissance de l'industrie | 27.66% |
| Taux de croissance des recettes | 1.06% |
| Rendement des fonds propres | 18.76% |
| Marge nette | 16.02% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.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 AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Silicon Motion Technology gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 1,061 | 170 | 81 | 294 |
| 31 Dec 25 | 886 | 123 | 72 | 263 |
| 30 Sep 25 | 798 | 96 | 62 | 237 |
| 30 Jun 25 | 769 | 78 | 60 | 226 |
| 31 Mar 25 | 781 | 94 | 60 | 218 |
| 31 Dec 24 | 804 | 89 | 59 | 218 |
| 30 Sep 24 | 815 | 89 | 57 | 220 |
| 30 Jun 24 | 775 | 79 | 56 | 203 |
| 31 Mar 24 | 704 | 59 | 56 | 194 |
| 31 Dec 23 | 639 | 53 | 55 | 174 |
| 30 Sep 23 | 638 | 55 | 51 | 170 |
| 30 Jun 23 | 716 | 88 | 52 | 176 |
| 31 Mar 23 | 828 | 128 | 61 | 178 |
| 31 Dec 22 | 946 | 173 | 63 | 189 |
| 30 Sep 22 | 1,010 | 210 | 67 | 181 |
| 30 Jun 22 | 1,013 | 222 | 65 | 178 |
| 31 Mar 22 | 982 | 220 | 54 | 174 |
| 31 Dec 21 | 922 | 200 | 51 | 164 |
| 30 Sep 21 | 802 | 141 | 47 | 157 |
| 30 Jun 21 | 673 | 110 | 43 | 138 |
| 31 Mar 21 | 589 | 88 | 41 | 128 |
| 31 Dec 20 | 540 | 80 | 40 | 122 |
| 30 Sep 20 | 549 | 104 | 42 | 119 |
| 30 Jun 20 | 533 | 84 | 42 | 117 |
| 31 Mar 20 | 495 | 82 | 42 | 111 |
| 31 Dec 19 | 457 | 64 | 43 | 110 |
| 30 Sep 19 | 427 | 54 | 47 | 103 |
| 30 Jun 19 | 455 | 79 | 50 | 104 |
| 31 Mar 19 | 495 | 85 | 47 | 104 |
| 31 Dec 18 | 530 | 98 | 47 | 102 |
| 30 Sep 18 | 543 | 93 | 49 | 96 |
| 30 Jun 18 | 532 | 81 | 48 | 96 |
| 31 Mar 18 | 526 | 75 | 44 | 104 |
| 31 Dec 17 | 523 | 75 | 43 | 102 |
| 30 Sep 17 | 531 | 91 | 44 | 98 |
| 30 Jun 17 | 563 | 106 | 45 | 98 |
| 31 Mar 17 | 571 | 111 | 43 | 98 |
| 31 Dec 16 | 556 | 111 | 45 | 90 |
| 30 Sep 16 | 510 | 98 | 45 | 83 |
| 30 Jun 16 | 447 | 79 | 42 | 77 |
| 31 Mar 16 | 393 | 68 | 38 | 74 |
| 31 Dec 15 | 361 | 60 | 38 | 69 |
| 30 Sep 15 | 344 | 59 | 35 | 67 |
| 30 Jun 15 | 335 | 60 | 34 | 66 |
Des revenus de qualité: SIMO a un niveau élevé de bénéfices non monétaires.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SIMO sont plus élevées que l'année dernière SIMO. (16%) sont plus élevées que l'année dernière (12.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de SIMO ont diminué de 11.2% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de SIMO au cours de l'année écoulée ( 80.5% ) dépasse sa moyenne sur 5 ans ( -11.2% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SIMO au cours de l'année écoulée ( 80.5% ) a dépassé celle du secteur Semiconductor 18.7%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SIMO ( 18.8% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 18:12 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Silicon Motion Technology Corporation est couverte par 23 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Burton | Benchmark Company |
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |