A Memory Super-Cycle Is Highlighting Silicon Motion's Opportunity [Seeking Alpha]
Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares (SIMO)
Last silicon motion technology corporation - american depositary shares, each representing four ordinary shares earnings: 4/28 06:00 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.siliconmotion.com
Company Research
Source: Seeking Alpha
SIMO delivered strong quarterly results, guiding Q1 revenue up 80% yoy and 5%-10% qoq, though gross margin faces pressure from memory-related customer pushback on pricing. Enterprise/data center share gains, especially via MonTitan and BlueField partnerships, are critical to sustaining long-term growth beyond consumer device cycles. Despite historical cyclicality, SIMO's forward margin outlook supports a fair value near $150, appealing to risk-tolerant investors seeking high-reward potential. nazarethman/E+ via Getty Images I like picks-and-shovels plays on larger secular themes, and Silicon Motion Technology Corporation ( SIMO ) and its memory controllers look like a good picks-and-shovels type of play on a memory super-cycle driven by not only well-publicized data center/AI demand for This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions w
Show less
Read more
Impact Snapshot
Event Time:
SIMO
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SIMO alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SIMO alerts
High impacting Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares news events
Weekly update
A roundup of the hottest topics
SIMO
News
- Silicon Motion Technology (NASDAQ:SIMO) had its "buy" rating reaffirmed by analysts at Craig Hallum.MarketBeat
- Silicon Motion Technology (NASDAQ:SIMO) had its "buy" rating reaffirmed by analysts at B. Riley.MarketBeat
- Silicon Motion Technology (NASDAQ:SIMO) had its price target raised by analysts at Wedbush from $130.00 to $150.00. They now have an "outperform" rating on the stock.MarketBeat
- Silicon Motion Technology (NASDAQ:SIMO) had its price target raised by analysts at Needham & Company LLC from $125.00 to $155.00. They now have a "buy" rating on the stock.MarketBeat
- Silicon Motion Technology Corp (SIMO) Q4 2025 Earnings Call Highlights: Record Revenue Growth ... [Yahoo! Finance]Yahoo! Finance
SIMO
Earnings
- 2/3/26 - Beat
SIMO
Sec Filings
- 2/4/26 - Form 6-K
- 2/2/26 - Form 6-K
- 1/9/26 - Form 6-K
- SIMO's page on the SEC website