Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
SIMO [neutral]
Silicon Motion Technology Corporation
+140.7%
current return
Author Info
No bio for this author
Company Info
Silicon Motion Technology Corporation, together with its subsidiaries, designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.
Market Cap
$9.2B
Pitch Price
$113.98
Price Target
185.00 (-33%)
Dividend
0.74%
EV/EBITDA
53.98
P/E
53.89
EV/Sales
8.51
Sector
Semiconductors and Semiconductor Equipment
Category
value
Heartland Value Plus Fund Portfolio Holding: Silicon Motion Technology Corporation
SIMO (holding update): Leading memory component maker for PCs, smartphones, datacenters, industrial/auto. Pivoting from low-margin consumer electronics to high-margin, leading-edge hyperscaler apps driving margin expansion. Stock at $117, PT $185 (15x EBITDA + $160M MaxLinear arbitration settlement). Q4 outlook reaffirmed robust datacenter capex growth despite prior tariff/spending concerns.
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