SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 100.64+0.3%3:59 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Elroy9/23/2025 9:04:25 AM
1 Recommendation

Recommended By
Lance Bredvold

   of 2957
 
SIMO trading at an all time high share price in pre-market.

We may wind up being happy the MXL deal collapsed.

It sure seems ahead of itself, but there's nothing fundamental that I can think of that's going to cause problems for SIMO for perhaps a year. SIMO has lots of new product launches in H2 2025, and the PC segment has a refresh due to Windows 10 support ending. SIMO's auto design wins are supposed to pick up about now, and Mon Titan is supposed to begin mass production now as well. SIMO's commentary on all these segments is 2026 will be stronger than 2025 (which for SIMO had a lousy H1, so having full year 2026 beat full year 2025 is pretty easy).

The only thing wrong with SIMO the stock now is valuation metrics. Fortunately, for tech stock investors often don't care about valuation metrics.

Micron's report after the close today should signal whether the memory stocks (MU, SNDK, WDC, SIMO) will continue on their recent upward tear.....or not!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News