Silicon Motion Technology Inkomsten in het verleden
Verleden criteriumcontroles 3/6
De winst van Silicon Motion Technology is gedaald met een gemiddeld jaarlijks percentage van -11.2%, terwijl de winst van de Semiconductor -industrie jaarlijks groeide met 5.3%. De inkomsten zijn groeide met een gemiddeld percentage van 1.1% per jaar. Het rendement op het eigen vermogen Silicon Motion Technology bedraagt 18.8% en de nettomarge bedraagt 16%.
Belangrijke informatie
-11.19%
Groei van de winst
-10.42%
Groei van de winst per aandeel
| Semiconductor Groei van de industrie | 27.66% |
| Inkomstengroei | 1.06% |
| Rendement op eigen vermogen | 18.76% |
| Nettomarge | 16.02% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
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
Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Silicon Motion Technology geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: SIMO heeft een hoog niveau van non-cash earnings.
Groeiende winstmarge: De huidige netto winstmarges (16%) SIMO } zijn hoger dan vorig jaar (12.1%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van SIMO is de afgelopen 5 jaar met 11.2% per jaar gedaald.
Versnelling van de groei: De winstgroei van SIMO over het afgelopen jaar ( 80.5% ) overtreft het 5-jarig gemiddelde ( -11.2% per jaar).
Winst versus industrie: De winstgroei SIMO over het afgelopen jaar ( 80.5% ) overtrof de Semiconductor -sector 10.3%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 18.8% ) van SIMO wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 09:26 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Silicon Motion Technology Corporation wordt gevolgd door 23 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Burton | Benchmark Company |
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |