Silicon Motion Technology Corporation

2 days ago · zacks.com

Silicon Motion targets at least 40% revenue growth in 2027, fueled by enterprise SSDs, automotive solutions and AI infrastructure despite weak consumer demand.

3 days ago · seekingalpha.com

Silicon Motion Technology Corporation ( SIMO ) Q3 2026 Earnings Call October 29, 2026 8:00 AM EDT Company Participants Thomas Andrew Sepenzis - Senior Director of Investor Relations and Strategy Chia-Chang Kou - Founder, President, CEO, MD & Director Jason Tsai - Chief Financial Officer Conference Call Participants Neil Young - Needham & Company, LLC, Research Division Craig Ellis - B. Riley Securities, Inc., Research Division Sebastien Cyrus Naji - William Blair & Company L.L.C.

3 days ago · marketbeat.com

Silicon Motion Technology NASDAQ: SIMO reported record third-quarter revenue and said its expanding automotive, enterprise storage and AI-related businesses are reducing its reliance on consumer device cycles.

3 days ago · zacks.com

Silicon Motion's Q3 2026 earnings surge 335% as robust SSD controller and Ferri sales fuel revenue growth, margin expansion and an upbeat fourth-quarter outlook.

4 days ago · zacks.com

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

4 days ago · globenewswire.com

Business Highlights Third quarter of 2026 sales increased 24% Q/Q and increased 131% Y/Y SSD controller sales: 3Q of 2026 increased 20% to 25% Q/Q and increased 55% to 60% Y/Y eMMC+UFS controller sales: 3Q of 2026 decreased 10% to 15% Q/Q and increased 35% to 40% Y/Y Ferri & Boot Drive solutions sales: 3Q of 2026 increased 75% to 80% Q/Q and increased 2,580% to 2,585% Y/Y  Financial Highlights   3 Q 202 6 GAAP 3 Q 202 6 Non-GAAP* •  Net sales $560.2 million (+24% Q/Q, +131% Y/Y) $560.2 million (+24% Q/Q, +131% Y/Y) •  Gross margin 53.6% 53.7% •  Operating margin 29.0% 32.1% •  Earnings per diluted ADS $1.91  $4.35 * Please see reconciliations of U.S. Generally Accepted Accounting Principles (“GAAP”) to all non-GAAP financial measures mentioned herein towards the end of this news release. TAIPEI, Taiwan and MILPITAS, Calif.

6 days ago · zacks.com

SIMO eyes Q3 growth fueled by AI, enterprise storage and automotive demand, but rising memory costs and premium valuation cloud its near-term outlook.

13 days ago · zacks.com

In the closing of the recent trading day, Silicon Motion (SIMO) stood at $214.14, denoting a -1.43% move from the preceding trading day.

13 days ago · seekingalpha.com

Silicon Motion Technology is rated Buy, supported by a sharp sales ramp, margin expansion, and a significant valuation discount versus sector peers. SIMO's growth is driven by new verticals—automotive, enterprise SSDs, and boot drives—now approaching 30% of sales, with MonTitan ramping production. Management guides Q3 FY2026 revenue up 15%-20% sequentially, with operating margin reaching 27.5%-28.5%, and expects FY2026 revenue to more than double YoY.

14 days ago · seekingalpha.com

Silicon Motion has suffered a ~40% pullback, now trading below its 5-year average multiple, offering a compelling entry point. SIMO's revenue mix—70% controller chips, 30% storage products—limits NAND pricing risk, making the recent correction excessive relative to peers. FY2027 earnings estimates have been revised up ~55% in three months; a low bar for 2026 and rerating potential support a Buy thesis.