Silicon Motion Technology Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
Silicon Motion Technology s intäkter har minskat med en genomsnittlig årlig takt på -5.2%, medan Semiconductor -branschen såg intäkter på sjunkande på 0.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 2.5% per år. Silicon Motion Technology s avkastning på eget kapital är 27.7% och den har en nettomarginal på 22.1%.
Viktig information
-5.24%
Tillväxttakt i vinsten
-4.54%
Tillväxttakt för EPS
| Semiconductor Tillväxt i branschen | 27.66% |
| Intäkternas tillväxttakt | 2.52% |
| Avkastning på eget kapital | 27.68% |
| Nettomarginal | 22.06% |
| Senaste uppdateringen av resultatet | 30 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Sep 16
Silicon Motion Technology: Earnings Explosion Makes The Valuation Look Increasingly Reasonable
Summary Silicon Motion Technology is rated a buy, driven by accelerating revenue, operating leverage, and expansion into enterprise and AI-related storage markets. SIMO's Q2 revenue surged 127% YoY to $451M, with non-GAAP operating margin rising to 23.1% and adjusted EPS quadrupling to $2.43. The company targets significant market share gains in SSD, mobile, and automotive controllers, aiming to grow client SSD share from 30% to 40%. AI infrastructure buildout is expected to materially expand SIMO's addressable market, supporting aggressive long-term EPS and sales growth forecasts. Read the full article on Seeking Alpha
Uppdatering av berättelse • Sep 07
SIMO: Edge AI Controller Demand Will Test Rich Future P/E Assumptions
Analysts have raised the fair value estimate for Silicon Motion Technology from $145.00 to $325.00, citing higher assumed future profit margins, a richer future P/E multiple, and confidence in ongoing demand for its controllers across edge AI, SSD, auto, and other higher value markets. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on higher price targets and upbeat commentary on demand for edge AI, SSD, auto, and other higher value controller markets.
Uppdatering av berättelse • Aug 24
SIMO: Edge AI Storage Cycle Will Test Rich P/E Expectations
Silicon Motion Technology's analyst-derived fair value has increased from about $281 to roughly $370 as analysts incorporate higher expected profit margins, a richer earnings profile tied to SSD and eSSD controller demand, and growing exposure to edge AI and AI infrastructure spending into their models. Analyst Commentary Recent Street research on Silicon Motion Technology has turned more constructive, with several bullish analysts lifting their fair value assumptions as they update models for product mix, margin potential, and exposure to AI related demand.
Uppdatering av berättelse • Aug 10
SIMO: Edge AI Storage Demand Will Drive Higher Earnings Power Repricing
Analysts have raised Silicon Motion Technology’s fair value estimate from $417.54 to $450.00. The revision reflects updated assumptions, including stronger revenue growth, slightly higher margins, and a lower future P/E multiple.Analysartikel • Aug 06
Need To Know: Analysts Are Much More Bullish On Silicon Motion Technology Corporation (NASDAQ:SIMO)
Silicon Motion Technology Corporation ( NASDAQ:SIMO ) shareholders will have a reason to smile today, with the analysts...Analysartikel • Aug 05
Statutory Earnings May Not Be The Best Way To Understand Silicon Motion Technology's (NASDAQ:SIMO) True Position
Silicon Motion Technology Corporation ( NASDAQ:SIMO ) recently released a strong earnings report, and the market...Uppdatering av berättelse • Jul 27
SIMO: MonTitan Optimism Will Test Rich P/E And Margin Expectations
Analysts have lifted their fair value estimate for Silicon Motion Technology from $89.05 to $145.00, citing higher assumed revenue growth, a slightly adjusted discount rate, and revised expectations for SSD and enterprise demand, MonTitan adoption, NAND pricing, and potential market share gains in China. Analyst Commentary Recent Street research on Silicon Motion Technology has skewed positive on headline price targets, but analysts are still flagging several areas where execution or growth could fall short of expectations.Uppdatering av berättelse • Jul 13
SIMO: Rich P/E And AI Storage Hopes Will Challenge Future Returns
Analysts have raised the fair value estimate for Silicon Motion Technology from $256.70 to $281.20, reflecting stronger projected revenue tied to SSD and enterprise solutions, potential MonTitan adoption, firmer NAND pricing, and unmodeled market share gains in China. Analyst Commentary Recent research on Silicon Motion Technology points to a cluster of higher fair value and price targets, with analysts updating their models around SSD and enterprise solutions, potential MonTitan traction, and market share trends in China.Uppdatering av berättelse • Jun 29
SIMO: AI Storage Demand Will Drive Higher Earnings Power Repricing
Silicon Motion Technology's analyst price target has shifted from about $180 to roughly $418 as analysts factor in more upbeat assumptions around MonTitan adoption, stronger SSD and enterprise solution sales, supportive NAND pricing, and additional China market share gains into their models. Analyst Commentary Recent research on Silicon Motion Technology reflects a cluster of bullish views, with multiple bullish analysts revisiting their models and lifting price targets.Analysartikel • 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%...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Silicon Motion Technology tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 1,314 | 290 | 87 | 340 |
| 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 |
Kvalitetsintäkter: SIMO har en hög nivå av icke-kontantintäkter.
Växande vinstmarginal: SIMO s nuvarande netto vinstmarginaler (22.1%) är högre än förra året (10.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: SIMO s intäkter har minskat med 5.2% per år under de senaste 5 åren.
Accelererande tillväxt: SIMO s intäktstillväxt under det senaste året ( 270.6% ) överstiger sitt 5-åriga genomsnitt ( -5.2% per år).
Resultat vs industri: SIMO vinsttillväxt under det senaste året ( 270.6% ) översteg Semiconductor branschen 35.8%.
Avkastning på eget kapital
Hög ROE: SIMO s avkastning på eget kapital ( 27.7% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/21 21:58 |
| Aktiekurs vid dagens slut | 2026/09/21 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Silicon Motion Technology Corporation bevakas av 24 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |
| Junyun Chen | Citic Securities Co., Ltd. |