US · Technology · Semiconductors
EPS came in at 3.99 against a street estimate of 2.00 — a beat of 99.5%.
Analysts rate Silicon Motion Technology a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $369.70.
CONFIDENT SIMO crushed Q2 with $451M revenue (+127% YoY), record gross margin 50.2%, and diversifying beyond consumer storage into enterprise AI/Boot Drives and automotive. Ferri business nearly doubled sequentially to ~30% of revenue. Q2 2026 No geographic segment breakdown provided in call. Analysts pressed on Ferri/Boot Drive sizing and contribution (monolithic ramp exceeding expectations), MonTitan vs. QLC timing (NAND supply constraint, not controller readiness), and competitive moat in Boot Drive (SIMO sees little near-term competition; NAND makers lack DRAM-less expertise). Management consistently emphasized diversification reducing consumer cyclicality and confidence in 2026+ growth trajectory. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 6.72% |
| Acadian Asset Management LLC | 3.88% |
| Amvescap Plc. | 3.37% |
| Alkeon Capital Management, LLC | 3.24% |
| Hawk Ridge Management LLC | 2.99% |
| Reinhart Mahoney Capital Management Inc | 2.85% |
| Polar Capital Holdings PLC | 2.75% |
| Driehaus Capital Management LLC | 2.32% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • This Form 6-K contains no operating or financial results; it only files a press release issued by Silicon Motion Technology Co | 2026-10-16 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • The filing is a Form 6-K from Silicon Motion Technology Corporation dated October 8, 2026. • It covers the month of October 2026 | 2026-10-08 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • This Form 6-K, filed on September 22, 2026, contains a company press release dated September 22, 2026. • The filing provides no o | 2026-09-22 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Silicon Motion Technology Corporation authorized 0.00% Convertible Senior Notes due 2031. • Initial aggregate principal amount ma | 2026-08-14 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Silicon Motion priced an offering of $1,000,000,000 aggregate principal amount of 0.00% convertible senior notes due 2031. • The | 2026-08-11 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • For the six months ended June 30, 2026, net sales were US$793,106 thousand, up from US$365,167 thousand in the same period of 2025 | 2026-08-10 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Silicon Motion Technology Corporation filed its Form 20-F for the fiscal year ended December 31, 2025, using U.S. GAAP. • The com | 2026-04-30 |
| Annual report FY2024 (20-F) | 2025-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Aug 6, 2026 · pay Aug 20, 2026 | 2026-08-06 |
| Dividend | $0.50 / share ex-date May 7, 2026 · pay May 21, 2026 | 2026-05-07 |
| Dividend | $0.50 / share ex-date Feb 11, 2026 · pay Feb 26, 2026 | 2026-02-11 |
| Dividend | $0.50 / share ex-date Nov 14, 2025 · pay Nov 26, 2025 | 2025-11-14 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.