Silicon Motion Inc. (SIMO) Message Board

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Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 92.40

-5.6%

3:59 PM EST

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From: Elroy	4/29/2025 6:19:31 PM
	2 Recommendations Recommended By Lance Bredvold OlafB Read Replies (1) of 2966

SIMO reported in line with guidance, and gave about as expected Q2 sales guidance. In 2025, we expect to benefit from the introduction of several new products, including our 8-channel PCIE Gen 5 controller, our 4-channel PCIe Gen 5 controller targeting the mass market that will be introduced in late 2025, our higher-end UFS 4.1 and new low-cost UFS 2.2 controllers that will ramp in the second half of 2025. We continue to believe we will see a strong rebound in the consumer markets in the second half of 2025, enhanced by our new product introductions, and we continue to target a revenue run rate of $1 billion as we exit the year.” Ok, they still think they can get sales from the just reported $166m to about $180m in Q2 2025 and up to about $250m by Q2 2025. That's a heck of six month revenue ramp! If SIMO can deliver $250m in Q4 2025 the share price should be closer to $80 than where it is now ($45).

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