Silicon Motion (ADR)
Designs NAND-flash controllers for SSD and embedded storage.
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Profile
Designs NAND-flash controllers for client SSDs and embedded eMMC/UFS storage, plus a smaller SSD-solutions business. A fabless model ties the business to external foundries, Asian manufacturing, and internationally concentrated demand.
Designs NAND-flash controllers for client SSDs and embedded eMMC/UFS storage, with SSD solutions as a smaller business. Its SiliconMotion controller brand and FerriSSD, Ferri-UFS, Ferri-eMMC, and MonTitan products serve client, embedded, enterprise, and specialty storage uses.
The fabless model relies on external foundries, principally TSMC and SMIC, and on third parties for manufacturing, assembly, and testing. Research and corporate operations are centered in Taiwan, while most revenue comes from customers outside the United States, particularly across China, Japan, and Singapore. NAND-supply access, Asian customer demand, and variable customer orders shape the business.
Company facts
Key statistics
Year to date +162% · Average volume (30d) 1.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 31, 2026 | Craig-Hallum | Reiterate | Buy | $250 | $325 |
| Jul 31, 2026 | Susquehanna | Reiterate | Positive | $275 | $350 |
| Jul 30, 2026 | Roth Capital | Reiterate | Buy | $250 | $350 |
| Jun 22, 2026 | Wedbush | Reiterate | Outperform | $230 | $400 |
| Apr 30, 2026 | Craig-Hallum | Target | $160 | $250 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $2.13 | $2.43 | +14.1% | $403.4M | $451.0M | +11.8% | +21.66% |
| Apr 28, 2026Q1 FY26 | $1.31 | $1.58 | +20.6% | $299.5M | $342.1M | +14.2% | +45.80% |
| Feb 3, 2026Q4 FY25 | $1.29 | $1.26 | −2.3% | $261.0M | $278.5M | +6.7% | +6.60% |
| Oct 30, 2025Q3 FY25 | $0.81 | $1.00 | +23.5% | $260.6M | $242.0M | −7.2% | −1.85% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $166.5M | $198.7M | $242.0M | $278.5M | $342.1M | $451.0M | |
| Gross profit | $78.4M | $94.7M | $117.7M | $136.8M | $161.3M | $226.2M | |
| Operating income | $9.8M | $22.3M | $29.2M | $31.7M | $52.2M | $101.1M | |
| Net income | $19.5M | $16.3M | $39.1M | $47.7M | $66.8M | $136.1M | |
| Diluted EPS | $0.56 | $1.96 | $4.64 | $5.68 | $7.88 | $15.96 | |
| Gross margin | 47.1% | 47.7% | 48.6% | 49.1% | 47.1% | 50.2% | |
| Operating margin | 5.9% | 11.2% | 12.1% | 11.4% | 15.3% | 22.4% |
Fiscal years (4-quarter sums)FY21 $922.1M · FY22 $945.9M · FY23 $639.1M · FY24 $803.6M · FY25 $885.6M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $74.4M · Total debt $59.2M · Total assets $1.61B · Shareholders' equity $1.05B
Dividends
Raised for 9 straight years — most recently to $0.50 from $0.4975 in Aug 2024. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 6, 2026 | Aug 6 | Aug 20 | $0.50 | |
| May 7, 2026 | May 7 | May 21 | $0.50 | |
| Feb 11, 2026 | Feb 11 | Feb 26 | $0.50 | |
| Nov 14, 2025 | Nov 14 | Nov 26 | $0.50 | |
| Aug 7, 2025 | Aug 7 | Aug 21 | $0.50 | |
| May 8, 2025 | May 8 | May 22 | $0.50 | |
| Feb 13, 2025 | Feb 13 | Feb 27 | $0.50 | |
| Nov 14, 2024 | Nov 14 | Nov 27 | $0.50 |
Ownership
Shares outstanding 33.56M · Float 32.14M · 95.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 2.28M | 6.79% | 13F | Aug 13, 2026 |
| Acadian Asset Management LLC | 1.32M | 3.92% | 13F | Aug 13, 2026 |
| Invesco Ltd. | 1.14M | 3.40% | 13F | Aug 14, 2026 |
| Alkeon Capital Management LLC | 1.10M | 3.28% | 13F | Aug 14, 2026 |
| Hawk Ridge Capital Management LP | 1.02M | 3.03% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 18, 2026 | Kuan-Ming Lin | director | −1,000 | $320.31 |
| Jun 17, 2026 | Kuan-Ming Lin | director | −2,000 | $305.01 |
| Jun 18, 2026 | Han-Ping Shieh | director | −1,000 | $328.00 |
| Jun 2, 2026 | Han-Ping Shieh | director | −1,000 | $301.25 |
| May 6, 2026 | Shii Tyng Duann | director | −1,500 | $245.00 |
Peers
- Microchip Technology
Enterprise NVMe SSD controllers for data-center workloads
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicon Motion (ADR) | $246.00 | +0.20% | $8.25B | 7.2 | 17.8 | 6.3 | +123.2% |
| Microchip Technology | $73.03 | +0.14% | $39.60B | 101.2 | 18.7 | 7.7 | +38.1% |
| Median | 101.2 | 18.7 | 7.7 | +38.1% |