I asked Perplexity......
what are the quarterly forecasts for silicon mortion for sales and EPS for the next six quarters?
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Detailed Near-Term Forecasts
Q2 2025
Revenue: Company guidance is $175–$183 million, with analyst consensus at $180.4 million.
EPS: Not directly stated, but historical and consensus data suggest a range of $0.70–$0.80.
Q3 2025
Revenue: Analyst consensus is $224.9 million.
EPS: Not directly stated, but likely in the $0.80–$1.00 range, given sequential growth and improving market conditions.
Q4 2025
Revenue: Not explicitly provided, but management targets a $1 billion annualized run rate by Q4 2025, implying quarterly revenue near $250 million.
EPS: Not explicitly provided, but expected to increase sequentially with revenue.
Q1 2026 – Q3 2026
Revenue & EPS: Specific quarterly estimates are not available in the provided sources. However, annual consensus estimates for 2026 are:
Revenue: $921.58 million (annual)
EPS: Not directly provided, but annual EPS growth is forecast at roughly 18.5% per year.
Annual Consensus Estimates
Year
Revenue (USD millions)
EPS (USD)
|
2025
|
815.03 – 865.35
|
3.96
|
2026
|
921.58
|
Not directly stated, but implied growth of ~18%
|
Analyst Commentary and Growth Outlook
Revenue Growth: Analysts expect mid-single-digit revenue growth in 2025, with a significant ramp in the second half as new products and markets contribute.
EPS Growth: EPS is forecast to grow by 18.5% per annum, with operational leverage expected as revenue accelerates.
Management Guidance: The company is optimistic about hitting a $1 billion annualized revenue run rate by Q4 2025, supported by new product launches and market expansion
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I think the interesting bit is that the Q3 sales forecast is $225m. I hadn't seen any numbers before. |
