Price (90d)
$198.29Signal Score (90d)
140Quote
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 |
Social Signal Score
Earnings
Mon, Oct 26(in 2 months)
Consensus estimate $2.51 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.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SSD's reported EPS growth of 7.7% a year over 4 years.
- EPS in 5 years
- $11.99
- Implied price
- $239.72
- Return from $193.78
- 4.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $119.18 — -38.5% below today's price.
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 |
|---|---|---|---|---|---|
| -2.3% | -11.9% | -8.4% | -5.3% | -2.7% | -0.2% |
| 2.7% | -7.3% | -3.7% | -0.5% | 2.3% | 4.9% |
| 7.7% | -2.8% | 1.0% | 4.3% | 7.3% | 10.0% |
| 12.7% | 1.7% | 5.7% | 9.2% | 12.3% | 15.1% |
| 17.7% | 6.2% | 10.4% | 14.0% | 17.3% | 20.2% |
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.
Mentions (4)
- Newszacks.com·4d 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·4d 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·5d 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·20d 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 ↗