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Silicon Motion (DE:S9M)
NASDAQ:S9M

Silicon Motion (S9M) Price & Analysis

2 Followers

S9M Stock Chart & Stats

€115.00
€0.00(0.00%)
At close: 4:00 PM EST
€115.00
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance-sheet StrengthA near-zero debt position and strong equity base give Silicon Motion durable financial flexibility. This reduces refinancing risk, supports continued dividend policy, R&D and capacity investments, and provides a buffer during NAND/SSD cycle swings over the next several quarters.
Design Wins And Product RoadmapAccelerating MonTitan design wins and commercial ramps create recurring, higher‑ASP enterprise revenue potential and deepen ties with cloud customers. The PCIe‑6 tape‑out and roadmap signal sustained competitiveness and multi‑year content gains in AI/cloud storage segments.
Diversified End-market GrowthStrong sequential gains in mobile/embedded, plus early traction in automotive Ferri and boot drives, broaden the revenue base beyond PC SSDs. This diversification reduces sensitivity to any single end‑market cycle and supports steadier revenue and margin mix over coming quarters.
Bears Say
Weak Cash GenerationNegative operating and free cash flow undermine near‑term cash durability despite reported earnings. Persistent cash outflows constrain funding for inventory, R&D, capacity expansion and dividends unless internal cash improves or external financing is used, raising execution risk.
NAND/DRAM Supply And Price PressureSevere NAND/DRAM supply tightness and volatile pricing materially affect component costs and customer buying patterns. These structural industry dynamics can cap unit growth, compress product cycles, and complicate margin planning for multiple quarters to come.
End‑market Unit WeaknessBroader market weakness in low‑end smartphones and PCs reduces addressable volumes for controllers, pressuring recurring shipment levels. Even with share gains in higher‑value segments, lower unit demand can slow revenue growth and extend time to scale new product ramps.

Silicon Motion News

S9M FAQ

What was Silicon Motion’s price range in the past 12 months?
Silicon Motion lowest stock price was €60.50 and its highest was €310.00 in the past 12 months.
    What is Silicon Motion’s market cap?
    Silicon Motion’s market cap is €8.82B.
      When is Silicon Motion’s upcoming earnings report date?
      Silicon Motion’s upcoming earnings report date is Jul 23, 2026 which is in 16 days.
        How were Silicon Motion’s earnings last quarter?
        Silicon Motion released its earnings results on Apr 28, 2026. The company reported €1.38 earnings per share for the quarter, beating the consensus estimate of €1.122 by €0.259.
          Is Silicon Motion overvalued?
          According to Wall Street analysts Silicon Motion’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Silicon Motion pay dividends?
            Silicon Motion does not currently pay dividends.
            What is Silicon Motion’s EPS estimate?
            Silicon Motion’s EPS estimate is 1.86.
              How many shares outstanding does Silicon Motion have?
              Silicon Motion has 33,907,833 shares outstanding.
                What happened to Silicon Motion’s price movement after its last earnings report?
                Silicon Motion reported an EPS of €1.38 in its last earnings report, beating expectations of €1.122. Following the earnings report the stock price went up 29.269%.
                  Which hedge fund is a major shareholder of Silicon Motion?
                  Currently, no hedge funds are holding shares in DE:S9M
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Silicon Motion

                    Silicon Motion Technology Corporation (SIMO) is a prominent company specializing in the design, development, and distribution of NAND flash controllers, which are essential components for a wide array of solid-state storage devices. Their product range supports diverse applications, including controllers for computing-grade Solid-State Drives (SSDs) found in personal computers and other client devices. They also provide solutions for enterprise-grade SSDs crucial for data centers, as well as embedded storage such as eMMC and UFS used in smartphones and IoT (Internet of Things) devices. Furthermore, their technology extends to flash memory cards and flash drives for expandable storage, and specialized SSDs designed for industrial, commercial, and automotive applications. The company brands its controller offerings under SMI. Its enterprise-level SSDs are available under the Shannon Systems name, while its integrated industrial-grade SSDs are marketed as Ferri SSD, Ferri-eMMC, and Ferri-UFS. Silicon Motion's sales strategy involves both direct sales teams and a network of independent electronics distributors, serving a customer base that includes major NAND flash manufacturers, module makers, hyperscale cloud providers, and Original Equipment Manufacturers (OEMs). Founded in 1995 and headquartered in Hong Kong, the company boasts a global operational presence, including locations in Taiwan, the United States, South Korea, China, Malaysia, Singapore, and other international markets.

                    Silicon Motion (S9M) Earnings & Revenues

                    S9M Company Deck

                    S9M Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a strongly positive operational and financial narrative: record revenue, large YoY growth, expanding margins, explicit multi‑quarter sequential growth guidance, accelerating design wins and production ramps (MonTitan, boot drives, Ferri), and strategic NAND supplier relationships that help mitigate shortages. Notable risks remain — primarily severe NAND and DRAM supply/price pressure, elevated inventory and lower cash, delayed QLC availability, and component constraints — but management presented clear mitigation actions and confidence in securing supply and continuing share gains.View all DE:S9M earnings summaries

                    S9M Stock 12 Month Forecast

                    Average Price Target

                    €272.45
                    ▲(136.91% Upside)
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