Silicon Motion Technology Corporation (SIMO) Stock Rises on Q4 2025 Earnings

Silicon Motion Technology Corporation (SIMO) reported fourth-quarter 2025 results, with total revenue of $278.5 million, gross profit of $136.8 million, operating profit of $31.7 million, net income attributable to common shareholders of $47.7 million, and diluted earnings per share of 1.41.

Revenue of $278.5 million, up 45.67% year-over-year and above the estimate of $266.2 million.

Diluted EPS of 1.41, beating the estimate of 1.3247 and rising 120.31% year-over-year.

Gross profit improved to $136.8 million, up 52.77% year-over-year.

Operating profit increased to $31.7 million, up 61.31% year-over-year.

Net income attributable to common shareholders rose to $47.7 million, up 107.24% year-over-year.

Balance sheet and cash-flow highlights:

Cash and cash equivalents of $201.8 million, down 26.89% year-over-year.

Cash from operating activities of $1.6 million, down 125.41% year-over-year.

Purchases of property, plant and equipment (capital expenditures) of $7.8 million, down 27.81% year-over-year.

Other metrics and market reaction:

Cost of sales totaled $141.7 million, up 39.41% year-over-year.

Total liabilities were $390.3 million, up 50.65% year-over-year.

Shares moved 1.21% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Silicon Motion Technology Corporation Hedge Fund Activity

We have seen 109 institutional investors add shares of Silicon Motion Technology Corporation stock to their portfolio, and 112 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 654,346 shares (+23.8%) to their portfolio in Q3 2025, for an estimated $62,038,544
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 379,939 shares (-64.8%) from their portfolio in Q4 2025, for an estimated $35,220,345
POINT72 ASSET MANAGEMENT, L.P. removed 364,354 shares (-34.2%) from their portfolio in Q3 2025, for an estimated $34,544,402
DRIEHAUS CAPITAL MANAGEMENT LLC added 243,257 shares (+277.5%) to their portfolio in Q3 2025, for an estimated $23,063,196
FRONTIER CAPITAL MANAGEMENT CO LLC removed 238,021 shares (-18.6%) from their portfolio in Q3 2025, for an estimated $22,566,771
SORA INVESTORS LLC removed 233,901 shares (-76.6%) from their portfolio in Q3 2025, for an estimated $22,176,153
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 181,206 shares (+40.9%) to their portfolio in Q4 2025, for an estimated $16,797,796

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Silicon Motion Technology Corporation Analyst Ratings

Wall Street analysts have issued reports on $SIMO in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

William Blair issued a "Outperform" rating on 01/22/2026
Susquehanna issued a "Positive" rating on 11/03/2025
Wedbush issued a "Outperform" rating on 11/03/2025
Needham issued a "Buy" rating on 11/03/2025
B. Riley Securities issued a "Buy" rating on 09/24/2025

To track analyst ratings and price targets for Silicon Motion Technology Corporation, check out Quiver Quantitative's $SIMO forecast page.

Silicon Motion Technology Corporation Price Targets

Multiple analysts have issued price targets for $SIMO recently. We have seen 5 analysts offer price targets for $SIMO in the last 6 months, with a median target of $120.0.

Here are some recent targets:

Craig Ellis from B. Riley Securities set a target price of $135.0 on 01/12/2026
Neil Young from Needham set a target price of $110.0 on 11/03/2025
Mehdi Hosseini from Susquehanna set a target price of $120.0 on 11/03/2025
Matt Bryson from Wedbush set a target price of $120.0 on 11/03/2025
Gokul Hariharan from JP Morgan set a target price of $110.0 on 11/03/2025