Added to YB: 2025-08-07
Pitch date: 2025-06-21
SIMO [bullish]
Silicon Motion Technology Corporation
+93.59%
current return
Author Info
No bio for this author
Company Info
Silicon Motion Technology Corporation, together with its subsidiaries, designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.
Market Cap
$4.6B
Pitch Price
$68.58
Price Target
118.00 (-10%)
Dividend
1.47%
EV/EBITDA
35.95
P/E
37.44
EV/Sales
5.00
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Silicon Motion Technology Corporation - $SIMO
SIMO: Fabless NAND controller maker with $118 PT. New products for AI DCs, high-end laptops/mobile launching 2025-26. Industry consolidation = limited competition in advanced controllers. Targeting $7 EPS by 2026 (15x+$13 cash=$118). MonTitan AI controller entering $3-4B TAM with 6 design wins. Risks: trade war, longer replacement cycles.
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