Price
$198.29+5.14%Social Signal Score
Analyst Ratings
8 analystsRevenue
$671.08M+190.54%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael L. Olosky
- Sector
- Basic Materials
- Industry
- Construction Materials
- Employees
- 5,545
- Beta
- 1.31
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 6.68
Financials
Revenue
$671.08M+190.5%Net Income
$127.04M+326.4%EBITDA
$194.57M+271.4%Free Cash Flow
$197.55M+503.0%EPS (diluted)
$3.09+398.4%Shares Outstanding (diluted)
41.07M-15.1%Operating Expenses
$154.42MCash & Debt
$450.53MReturn of Capital
$60.64MRevenue by Segment (annual)
$2.33BDividend per Share
$0.30Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.33B | $345.08M | $8.27 |
| 2024 | $2.23B | $322.22M | $7.64 |
| 2023 | $2.21B | $353.99M | $8.31 |
| 2022 | $2.12B | $334.00M | $7.78 |
| 2021 | $1.57B | $266.45M | $6.15 |
| 2020 | $1.27B | $187.00M | $4.28 |
| 2019 | $1.14B | $133.98M | $3.00 |
| 2018 | $1.08B | $126.63M | $2.80 |
| 2017 | $977.02M | $92.62M | $1.95 |
| 2016 | $860.66M | $89.73M | $1.87 |
| 2015 | $794.06M | $67.89M | $1.39 |
| 2014 | $752.15M | $63.53M | $1.30 |
| 2013 | $706.33M | $50.97M | $1.05 |
| 2012 | $657.24M | $41.92M | $0.87 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SSD's reported EPS growth of 18.9% a year over 13 years.
- EPS in 5 years
- $19.66
- Implied price
- $393.13
- Return from $173.56
- 17.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $195.46 — today's price is already 11.2% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| 8.9% | 0.4% | 4.4% | 7.9% | 10.9% | 13.7% |
| 13.9% | 5.0% | 9.2% | 12.8% | 16.0% | 18.9% |
| 18.9% | 9.7% | 14.0% | 17.8% | 21.1% | 24.1% |
| 23.9% | 14.3% | 18.8% | 22.7% | 26.2% | 29.3% |
| 28.9% | 18.9% | 23.6% | 27.7% | 31.3% | 34.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
151+403.69%Social Signal Score
Mentions (17)
- News (RSS)zerohedge·14d ago·Neutral
…ch writes, "If Meta’s Muse Personal Agent Scales To Just 100 Million Users, It Would Require 1.58 Million AMD Ryzen CPUs, 800 Petabyte Of RAM, And 10,000 Petabyte Of SSD Under Ideal Conditions." More: If you were wondering why everyone has suddenly turned so bullish on CPUs from Intel, AMD, and Arm, look no further than the underlying compute requirements for serving Meta's Muse personal agent to just 100 million users, assuming minimal sharing, especially as Meta has promised each Muse user a d…
View source ↗ - News (RSS)zerohedge·14d ago·Neutral
… keep putting out the message: let me tell you, prices won’t come down until the year 20-whatever.” The Acer chairperson argued that there’s already ample memory and SSD supplies, while the purported CPU shortage is now limited to specific models: "No. How could it stay short forever? Chinese capacity keeps coming onto the market. The supply shortage problem has already completely disappeared." Chen also expects the cost of the SSDs and memory Acer holds in 2027 to be lower than this year. If th…
View source ↗ - News (RSS)yahoo·23d ago·Neutral
DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention
View source ↗ - News (RSS)zerohedge·24d ago·Neutral
…cord. The result, according to DeepSeek, is 890 bytes of cache per token, one-quarter of what the previous Flash model kept in HBM and one-eighth of what it wrote to SSD storage. DeepSeek's post on X gave the commercial reason plainly. Cached input can account for a large share of the cost of running an AI agent. Shrink the cache, and the bill falls with it. Memory Per Token, Down 437-Fold The figure in DeepSeek's paper that matters most for Seoul is the second one. It tracks the amount of cache…
View source ↗ - News (RSS)zerohedge·32d ago·Neutral
Rogan To Lindsey Clancy Fans: Look At The Crime Scene Rogan To Lindsey Clancy Fans: Look At The Crime Scene Authored by Steve Watson via Modernity News, Joe Rogan has had enough of the women lining up outside a Massachusetts courthouse in pink to cheer a mother who strangled her three children to death. Sitting with comedian Brian Simpson, he refused to accept the "Free Lindsay" spectacle as a mental-health awareness campaign. He treated it as a grotesque inversion of basic human instinct: hundr
View source ↗ - 4chan /biz/biz·35d ago·Neutral
Now that the dust has settled what went wrong? Why was David manbun Simpson publicly castrated on X when the prevailing sentiment today is worse than what he was spewing? I remember mags and sears attacking him in tandem with Sal and now mags and sears sound more defeated than David did
View source ↗ - News (RSS)seekingalpha·39d ago·Positive
Simpson Manufacturing: Near-Term Earnings Headwinds Limit Upside Despite Long-Term Growth Opportunities
View source ↗ - 4chan /biz/biz·40d ago·Neutral
>>62632770 Based I might have to finance an SSD at some point in the near future
View source ↗ - Newsprnewswire.com·40d ago·Neutral
Industry's First End-to-End PCIe® 6.0 NVMe™ SSD Validation Platform Teledyne LeCroy's OakGate accelerates validation of performance, compliance, and reliability for next-generation storage MILPITAS, Calif., Aug. 26, 2026 /PRNewswire/ -- Teledyne LeCroy, a business unit of Teledyne Technologies Incorporated (NYSE:TDY) and a worldwide leader in protocol test solutions, today announced the availability of its OakGate R300-G6-PRO and DE200-G6-PRO PCIe 6.0 Solid-State Drive (SSD) Validation Platforms…
View source ↗ - Newsbusinesswire.com·41d ago·Negative
…during the Hot Chips 2026 Memory session. Presented by Harry Kim, Chief Product Officer of XCENA, the session examined how MX1 combines large-scale memory expansion, SSD-backed capacity and programmable near-memory computing in a single CXL Type 3 device.
View source ↗ - Newsthenewswire.com·42d ago·Neutral
Westward Gold Drills 34.9 Metres of 2.91 g Au/t Including 4.1 Metres of 16.15 g Au/t in Hole T2602 at the SSD Target, Toiyabe Hills Property, Nevada Results from the second 2026 core hole continue to reinforce the significance of mapped high-angle structures as controls on gold mineralization at the SSD Target Gold mineralization is open in all directions, especially down-dip into promising structural and stratigraphic settings that have never been drill-tested
View source ↗ - News (RSS)channelnewsasia·46d ago·Neutral
Former world champion Simpson diagnosed with rare heart condition
View source ↗ - Newsthenewswire.com·49d ago·Negative
Westward Gold Drills 12.0 Metres of 8.06 g Au/t within 27.0 Metres of 3.72 g Au/t in Hole T2601 at the SSD Target, Toiyabe Hills Property, Nevada The first 2026 core hole at SSD confirmed that the observed controls on gold mineralization – as interpreted from recent trenching – are compelling target vectors T2601 encountered significant zones of hydrothermal alteration coincident with high-grade Carlin-style gold, including pervasive decalcification, clay, breccia, and pyrite
View source ↗ - Newszacks.com·55d ago·Negative
Can Silicon Motion's New MonTitan SSD Solution Drive Growth? Silicon Motion Technology Corporation SIMO has strengthened its footprint in the evolving artificial intelligence (AI) infrastructure market by introducing its MonTitan SSD Reference Design Kit (RDK). The new platform is designed to deliver high performance, predictable latency and sustained data processing to meet the demanding storage requirements of Agentic AI workloads.
View source ↗ - Newszacks.com·56d ago·Neutral
CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud? CoreWeave's Solidigm deal secures priority SSD access, helping align storage capacity with its expanding AI infrastructure needs.
View source ↗ - Newsbusinesswire.com·57d ago·Neutral
Silicon Motion Unveils MonTitan™ SSD Reference Design Kit for AI Infrastructure TAIPEI, Taiwan & MILPITAS, Calif.--(BUSINESS WIRE)-- #AIStorage--Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today unveiled its new MonTitan™ SSD Reference Design Kit (RDK), featuring the company's next-generation patented PerformaShape™ technology. Designed for Agentic AI infrastructure, the platform enable
View source ↗ - 4chan /biz/biz·71d ago·Negative
>>62522287 The problem with this jpeg and other blobs is that it will be stored and verified forever in the blockchain. You do one-time payment to a miner but all nodes in the network would have to use more of their memory, storage and CPU resources to process and validate it forever for free >>62508933 So far you can implement and run a bitcoin node on some cheap hardware, but there is a risk now that you will need more expensive devices do it with more RAM, SSD and CPU power just to handle t
View source ↗
Earnings
Mon, Oct 26(in 3 weeks)
Consensus estimate $2.56 per share
Typical surprise +8.2% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Jul 27$3.09 vs $2.72beat
- Mon, Apr 27$2.13 vs $1.82beat
- Mon, Feb 9$1.35 vs $1.26beat
- Mon, Oct 27$2.58 vs $2.37beat
- Mon, Jul 28$2.47 vs $2.39beat
- Mon, Apr 28$1.85 vs $1.71beat
Estimates and results for SSD via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SSD officers and directors.
- Bought
- —
- Sold
- $6.0m
0 trades
22 trades
- Olosky Michaelsold
- Andrasick James Ssold
- Donaldson Philip Esold
- Andrasick James Ssold
- Andersen Michaelsold
- Gilstrap Jeremysold
- Andrasick James Ssold
- Lutz Jennifersold
78 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 10, 2025 (21d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed May 15, 2025 (34d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed May 15, 2024 (41d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 22, 2024 (36d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 22, 2024 (36d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 14, 2023 (43d later)Buy$15,001 - $50,000
- Thomas Hawley Tubervillesenate · AL · disclosed May 12, 2023 (39d later)Buy$1,001 - $15,000
- Thomas Hawley Tubervillesenate · AL · disclosed May 11, 2023 (38d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 20, 2023 (37d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2022 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2022 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 20, 2022 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 20, 2022 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (39d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (39d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 25, 2022 (41d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.