Silicon Motion Technology 향후 성장
Future 기준 점검 6/6
Silicon Motion Technology (는) 각각 연간 24.8% 및 22.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.2% 로 예상됩니다.
핵심 정보
24.8%
이익 성장률
24.63%
EPS 성장률
| Semiconductor 이익 성장 | 26.3% |
| 매출 성장률 | 22.7% |
| 향후 자기자본이익률 | 27.19% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 01 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: SIMO 의 연간 예상 수익 증가율(24.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: SIMO 의 연간 수익(24.8%)이 US 시장(16.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: SIMO 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: SIMO 의 수익(연간 22.7%)이 US 시장(연간 11.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SIMO 의 수익(연간 22.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SIMO의 자본 수익률은 3년 후 27.2%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 05:19 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Silicon Motion Technology Corporation는 23명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Burton | Benchmark Company |
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |