Silicon Motion Inc. (SIMO) Message Board

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Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 128.06

+1.5%

Feb 6 9:30 AM EST

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From: Elroy	2/3/2026 6:15:43 PM
	of 3003

SIMO hits it out of the park. Sales up $34m sequentially, and more importantly they're guiding Q1 sales (which are normally down from Q4) to be up another $21m. Given that SIMO usually beats their own guidance, well, sales are going up. Yup. $138 after hours. Inventories up to $422m (they were about $240m in Q2 2025). SIMO is getting ready to sell A LOT of product. Uhmmmm, can't say I see anything bad in the report. They're starting Q1 2026 on a $1.2 billion run rate. And they indicated in the press release that they expect steady growth throughout 2026.

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