The consensus price target for NYSE:SSD has remained stable at $190 over the past month and quarter, indicating a slight adjustment in analysts' expectations.Simpson Manufacturing's Q3 2025 earnings call highlighted a positive outlook from analysts, with a price target of $120 set by D.A. Davidson.Comparative financial growth in the technology sector, as seen with Silicon Motion, underscores the diverse success rates across industries, including construction and technology.Simpson Manufacturing Co., Inc. (N ...

Silicon Motion 4Q25 Earnings Highlights NASDAQ: SIMO February 4, 2026 Safe Harbor Statement Agenda 4Q 2025 Operating Highlights Financial (Non-GAAP) Financial (GAAP) Business 3 • Revenue = $278.5m (+15% QoQ, +46% Y/Y) • Gross Margin = 49.2% (vs. 48.7% prior Qtr) • Operating Exp = $83.2m (vs. $79.5m prior Qtr) • Operating Margin = 19.3% (vs. 15.8% prior Qtr) • EPS (diluted) = $1.26 (vs. $1.00 prior Qtr) • Revenue = $278.5m (+15% QoQ, +46% Y/Y) • Gross Margin = 49.1% (vs. 48.6% prior Qtr) • Operating Exp = $1 ...

Core Insights - Silicon Motion (SIMO) reported strong third-quarter 2025 results, with both revenue and net income exceeding the Zacks Consensus Estimate [1][9] Financial Performance - Net income on a GAAP basis was $39.1 million or $1.16 per American depositary share (ADS), up from $20.8 million or 62 cents per ADS in the prior-year quarter, driven by increased net sales and lower income tax expenses [3] - Non-GAAP net income was $33.8 million or $1 per ADS, compared to $31 million or 92 cents per ADS in the year-ago quarter, surpassing the Zacks Consensus Estimate of 81 cents [3] - Quarterly revenues rose to $242 million from $212.4 million in the same quarter last year, beating the Zacks Consensus Estimate of $225 million [4] Revenue Breakdown - Sales of SSD controllers increased 20-25% sequentially but decreased 0-5% year over year [4] - eMMC+UFS sales grew 20-25% sequentially and 35-40% year over year [4] - Revenues in SSD solutions increased 15-20% sequentially but decreased 40-45% year over year [4] Profitability Metrics - Non-GAAP gross profit was $117.8 million with a margin of 48.7%, compared to $99.3 million and 46.8% in the year-ago quarter [5] - Non-GAAP operating income rose to $38.3 million with a margin of 15.8%, up from $34.2 million and 16.1% in the prior year [5] Cash Flow and Capital Expenditure - As of September 30, 2025, the company had cash and short-term investments totaling $272.4 million [6] - Cash generated from operations was $26.9 million, down from $54 million in the prior-year quarter [6] - Capital expenditure for the quarter was $15.6 million, including $9.9 million for testing equipment and $10.2 million for building construction in Hsinchu [7] Future Outlook - Management projects Q4 revenues between $254 million and $266 million, with gross margins near 49% [9][10] - Non-GAAP gross margin for Q4 is expected to be in the range of 48.5-49.5%, and non-GAAP operating margin is anticipated to be 19-20% [10]

Core Insights - Silicon Motion Technology Corporation has appointed Mr. Jeffrey Ju as Senior Vice President of Platform & Strategy to enhance strategic platform development and ecosystem partnerships [1][2] - Mr. Ju will focus on engaging with top-tier customers in various markets including PC, smartphone, automotive, and server, while also strengthening global R&D capabilities [2][3] - His previous experience includes co-founding ZEKU Technology and significant roles at MediaTek, where he contributed to growing the mobile chipset business to over US$4 billion annually [3] Company Overview - Silicon Motion is a global leader in designing and marketing NAND flash controllers for solid-state storage devices, supplying more SSD controllers than any other company worldwide [4] - The company is the leading merchant supplier of eMMC and UFS embedded storage controllers used in smartphones and IoT devices, and also provides customized high-performance solutions for data centers and automotive applications [4]

Core Insights - Silicon Motion Technology Corporation (SIMO) reported strong first-quarter 2025 results, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate [1][3] Financial Performance - GAAP net income for the quarter was $19.5 million (58 cents per ADS), up from $16 million (48 cents per ADS) in the prior-year quarter, attributed to income tax benefits and unrealized gains on investments [2] - Non-GAAP net income was $20.3 million (60 cents per ADS), down from $21.6 million (64 cents per ADS) year-over-year, but still beating the Zacks Consensus Estimate of 43 cents [3] - Quarterly revenues decreased to $166.5 million from $189.3 million year-over-year, yet surpassed the Zacks Consensus Estimate of $163 million [3] Market Trends - Revenue contraction was noted due to weak demand trends across multiple markets, with SSD controller sales down 10%-15% sequentially and 20%-25% year-over-year [4] - eMMC+UFS sales decreased 15%-20% sequentially and 0%-5% year-over-year, while revenues in SSD solutions declined 20%-25% sequentially and 35%-40% year-over-year [4] Margin Analysis - Non-GAAP gross profit was $78.4 million, down from $85.2 million year-over-year, with margins of 47.1% compared to 45% [5] - Non-GAAP operating expenses rose to $63.6 million from $62.5 million, driven by increased R&D and administrative expenses [5] - Non-GAAP operating income decreased to $14.9 million from $22.6 million, with margins of 8.9% compared to 12% [5] Cash Flow & Liquidity - As of March 31, 2025, the company had cash and equivalents totaling $331.7 million, down from $349.3 million year-over-year [6] - Cash generated from operations was $50.3 million, significantly higher than $7.8 million in the prior-year quarter [6] Capital Expenditure - Capital expenditure for the first quarter of 2025 was $11.7 million, including $7 million for testing equipment and $4.7 million for building construction in Hsinchu [7] Future Outlook - For Q2 2025, management estimates non-GAAP revenues between $175-$183 million, with gross margins expected at 47-48% and operating margins in the range of 8.9-10.9% [8] - For the full year 2025, the company anticipates benefits from new product launches, including an 8-channel PCIe Gen 5 controller and a high-end UFS 4.1 controller [9]