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 buy (8 buy, 1 hold, 0 sell out of 9) 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 | 10.02% |
| Acadian Asset Management LLC | 3.82% |
| Alkeon Capital Management, LLC | 3.24% |
| Hawk Ridge Management LLC | 2.99% |
| Reinhart Mahoney Capital Management Inc | 2.85% |
| Lord, Abbett & Co LLC | 2.84% |
| Man Group PLC | 1.65% |
| Wolf Hill Capital Management, LP | 1.62% |
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Silicon Motion Technology — free to start.
Google PlayApp StoreData updated 2026-09-18.