Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
| Revenue (TTM) | $75.43M |
| Gross Profit (TTM) | $22.75M |
| EBITDA | $-9.14M |
| Operating Margin | -8.37% |
| Return on Equity | -8.28% |
| Return on Assets | -4.30% |
| Revenue/Share (TTM) | $13.21 |
| Book Value | $19.98 |
| Price-to-Book | 2.43 |
| Price-to-Sales (TTM) | 3.08 |
| EV/Revenue | 3.372 |
| EV/EBITDA | 11.23 |
| Quarterly Earnings Growth (YoY) | -79.60% |
| Quarterly Revenue Growth (YoY) | 58.50% |
| Shares Outstanding | $5.75M |
| Float | $5.17M |
| % Insiders | 9.37% |
| % Institutions | 44.67% |
Volatility is currently expanding
- Conference Call Scheduled for Thursday, October 29, 2026 at 9:00am ET - KFAR SAVA, Israel, Oct. 1, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing its third quarter 2026 results on Thursday, October 29, 2026, before the market opens.
KFAR SAVA, Israel, Sept. 2, 2026 /PRNewswire/ -- Silicom Ltd.
Silicom Ltd (SILC) offers a compelling value with a $250M market cap, $55M net cash, and a 330% upside to a $180 price target. SILC's growth is driven by a rebound in core NIC business, new white-label CPE switches, post-quantum cryptography, and a major AI inference opportunity. AI inference, with a potential $80–$100B TAM, is a near-term catalyst; one customer alone could add $64M revenue by 2027 on a $95M 2026 base.
Silicom delivered strong 2Q26 results, with revenue up 59% YoY, and raised full-year guidance to 50% growth (~$95 million). Shares have surged nearly 200%, but at a $200 million enterprise value, investors are paying for substantial, possibly unsustainable, future growth. Despite accelerating top-line growth, gross margins declined, and breakeven requires revenue to double from current levels, highlighting operational and cyclical risks.
Silicom NASDAQ: SILC reported second-quarter 2026 revenue of $23.8 million, up 59% from $15 million a year earlier and above the company's prior guidance range of $20 million to $21 million. Management said the performance reflected accelerating demand across its core business, prompting it to raise full-year revenue guidance.
- 59% revenue growth driven by continued expansion of core business - - Return to quarterly bottom-line profitability projected by end of year - KFAR SAVA, Israel, July 29, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliance networking solutions, today reported its financial results for the second quarter ended June 30, 2026.
– Total a nnual revenue from the customer is expected to scale from ~$3 million in 2026 to ~$10 million in 2027 – – Production order brings total 2026 AI inference revenues to several million dollars, additive to core business guidance of $82–$83 million – KFAR SAVA, Israel, July 16, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that an existing blue-chip customer has awarded it a new Design Win for a custom high speed server adapter engineered to the customer's exact specifications.
- Conference Call Scheduled for Wednesday, July 29, 2026 at 9:00am ET - KFAR SAVA, Israel, July 1, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing its second quarter 2026 results on Wednesday, July 29, 2026.
– Total expected 2026 AI inference revenues is now in the multi-million-dollar range – KFAR SAVA, Israel, June 30, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced a significant milestone in its strategic expansion into the AI inference market.
KFAR SAVA, Israel, May 26, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced a design win with a Tier-1 global cyber security leader, which has selected a range of Silicom-designed white-label switches as the networking infrastructure for its security platforms.
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