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Silicom Ltd.NasdaqGS:SILC Aktienübersicht

Marktkapitalisierung US$262.4m
Aktienkurs
n/a
1Y161.7%
7D12.1%
1D1.1%
Wert des Portfolios
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Siehe

Silicom Ltd.

NasdaqGS:SILC Lagerbericht

Marktkapitalisierung: US$262.4m

Silicom (SILC) Aktienübersicht

Silicom Ltd. entwickelt, produziert, vermarktet und unterstützt Netzwerk- und Dateninfrastrukturlösungen in den Vereinigten Staaten, Nordamerika, Israel, Europa und im asiatisch-pazifischen Raum. Mehr Details

SILC grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung0/6
Künftiges Wachstum2/6
Vergangene Leistung0/6
Finanzielle Gesundheit6/6
Dividenden0/6

Belohnungen

Prognostiziertes jährliches Umsatzwachstum 25.64%

Risikoanalyse

Die Erträge sind in den letzten 5 Jahren um 44.3% pro Jahr zurückgegangen

Volatiler Aktienkurs in den letzten 3 Monaten im Vergleich zum US -Markt

Signifikante Insiderverkäufe in den letzten 3 Monaten


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Silicom Ltd. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Silicom
Historische Aktienkurse
Aktueller AktienkursUS$45.99
52-Wochen-HochUS$52.95
52-Wochen-TiefUS$13.34
Beta1.57
1 Monat Veränderung4.65%
3 Monate Veränderung11.61%
1 Jahr Veränderung161.65%
3 Jahre Veränderung89.08%
5 Jahre Veränderung7.47%
Veränderung seit IPO775.90%

Aktuelle Nachrichten und Updates

Seeking Alpha • Aug 07

Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality

Summary 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. I maintain a Hold rating as the current valuation embeds aggressive growth, operating leverage, and favorable cycle assumptions that may not materialize. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Aug 07

Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality

Summary 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. I maintain a Hold rating as the current valuation embeds aggressive growth, operating leverage, and favorable cycle assumptions that may not materialize. Read the full article on Seeking Alpha
Analyseartikel • Jul 08

We Think Silicom (NASDAQ:SILC) Can Easily Afford To Drive Business Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analyseartikel • Jan 30

Subdued Growth No Barrier To Silicom Ltd. (NASDAQ:SILC) With Shares Advancing 38%

Silicom Ltd. ( NASDAQ:SILC ) shares have had a really impressive month, gaining 38% after a shaky period beforehand...
Analyseartikel • Apr 29

Is Silicom Ltd. (NASDAQ:SILC) Potentially Undervalued?

Silicom Ltd. ( NASDAQ:SILC ), is not the largest company out there, but it saw a decent share price growth of 13% on...
Analyseartikel • Dec 26

Some Confidence Is Lacking In Silicom Ltd.'s (NASDAQ:SILC) P/S

There wouldn't be many who think Silicom Ltd.'s ( NASDAQ:SILC ) price-to-sales (or "P/S") ratio of 1.6x is worth a...
Analyseartikel • Jul 30

Silicom Ltd.'s (NASDAQ:SILC) Shares May Have Run Too Fast Too Soon

With a median price-to-sales (or "P/S") ratio of close to 1.1x in the Communications industry in the United States, you...
Seeking Alpha • Feb 07

Silicom: A Clearer Projection Emerges For Investors

Summary Silicom Ltd. is likely to be unprofitable in 2024, with a return to profitability and double-digit growth in 2025. The company plans to refocus on smaller customers, thus diversifying its revenue to ensure more stability. Silicom remains attractively priced with a strong balance sheet to ride out short-term headwinds. Read the full article on Seeking Alpha
Analyseartikel • Nov 25

Silicom (NASDAQ:SILC) Is Reinvesting At Lower Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel • Oct 13

What Is Silicom Ltd.'s (NASDAQ:SILC) Share Price Doing?

Silicom Ltd. ( NASDAQ:SILC ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analyseartikel • Nov 01

Is Now An Opportune Moment To Examine Silicom Ltd. (NASDAQ:SILC)?

While Silicom Ltd. ( NASDAQ:SILC ) might not be the most widely known stock at the moment, it led the NASDAQGS gainers...
Seeking Alpha • Aug 12

Silicom - Poised To Pop

Silicom ended Q2 with the highest backlog in company history. Products redesigned for component availability coming to market in Q3. Prior big inventory build will support growth in H2 and beyond. Silicom (SILC) is on the verge of a fresh wave of revenue growth. Large design wins over the past year (see my detailed article here) concurrent with supply chain issues have led to the largest backlog in company history. The company is poised to capitalize on this backlog with redesigned products hitting this quarter and previously built inventory being used to satisfy demand. Trading at only 1.2x 2023 revenue and 7.7x 2023 cash earnings the company's stock is ready for liftoff. Silicom's revenue cycle with a customer begins with a design win where the customer decides to use a Silicom product and gives Silicom a forecast of estimated revenue over time. Usually Silicom does not report design wins unless an initial purchase order is in hand. I have owned stock in Silicom for 15 years (since the company was doing only $20 million a year in revenue) and in the old days design wins were small, in the $2-$5 million range. As the company has grown and increased its addressable market, design wins have grown in size. For example in November 2021, Silicom announced a $50 million per year design win with a Tier-1 US telecom company. This followed a design win in October which the company said would make that customer its largest over time. Having these design wins gives investors some sense in advance how revenue will grow in the future. This cadence of design wins turning into revenue was slowed by the semiconductor shortage which followed the Covid pandemic. Silicom reacted quickly to this challenge in two ways. First, it began redesigning some high throughput products for component availability. It tested these products throughout the first half of 2022 and many of the most important ones have recently gone into volume deployments. Second, the company built a large inventory of the harder to find components so it could fulfill a greater portion of demand starting in Q3. This will lead to a guided 13% sequential jump in revenue in Q3 and perhaps an even larger jump in the seasonally strong Q4. A recent tweak to the story came in a smaller design win announced earlier this month. A $3 million purchase order was received by Silicom from a fast growing US SASE player. SASE stands for Security Access Service Edge which is a rapidly growing subsector of the cybersecurity market. Previous to this design win, most Silicom edge devices were used to provide SD-WAN (Software Designed Wide Area Networking). This is also a rapidly growing space but might end up with a smaller addressable market than SASE. Zscalar (ZS) is the market leading SASE player and it is growing revenue at a 60% clip. With its carriage tied to both the SASE and SD-WAN horses, Silicom might repeat its growth surge for 2009 - 2013 where its almost quadrupled its revenue.
Seeking Alpha • Aug 03

Silicom receives $3M product order from a US-based provider of SASE solutions

Silicom (NASDAQ:SILC) has secured an initial ~$3M order from a US-based provider of cloud-based Secure Access Service Edge solutions. This fast-growing client will use Silicom's Edge platforms with minor customizations to provide both wired and wireless connectivity to its end-customers. While the customer requested immediate delivery of the full order, the actual delivery schedule will be extended over the next quarters due to global shortages in needed components. "The fact that this cloud cybersecurity leader has chosen our Edge products confirms their value for multiple markets, well beyond SD-WAN alone, our first target market for this innovative technology," commented Liron Eizenman, Silicom's CEO.
Seeking Alpha • Jul 27

Silicom Q2 2022 Earnings Preview

Silicom (NASDAQ:SILC) is scheduled to announce Q2 earnings results on Thursday, July 28th, before market open. The consensus EPS Estimate is $0.50 (+19.0% Y/Y) and the consensus Revenue Estimate is $33.91M (+12.0% Y/Y). Over the last 2 years, SILC has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward.
Seeking Alpha • May 10

Silicom - Ready To Bypass Supply Chain Issues And Capitalize On Record Backlog

Silicom won a $25 million per year design win last week. This design win incorporates $15 million in orders for 2022. Through a combination of redesigns and higher inventory, Silicom foresees higher shipments in the second half of 2022.
Seeking Alpha • Jan 31

Silicom - The Step Function Upward In Revenue Is Getting Closer

Silicom reported Q4 revenue above the high end of its guidance range. Demand is far outstripping supply as huge design wins begin to kick into gear. Silicom is redesigning products to take the sting out of the semiconductor shortage.
Seeking Alpha • Nov 08

Silicom - Major Design Wins Not Reflected In Its Stock Price

Silicom has announced seven new major design wins this year. These design wins will significantly boost revenue in 2022 and beyond. Silicom's historical design wins have almost always made it to market. The company's stock is way too cheap here given its potential.
Seeking Alpha • Jul 30

Silicom: Beat And Raise, Supply Shortage Notwithstanding

Silicom reported a strong quarter this morning, with 31% revenue growth and 64% EPS growth. Like many tech companies, Silicom is supply-constrained or could have grown even faster. Numerous 4G/5G design wins bode well for strong 2022 growth.
Analyseartikel • May 07

Silicom (NASDAQ:SILC) Might Be Having Difficulty Using Its Capital Effectively

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel • Mar 22

Investors Can Find Comfort In Silicom's (NASDAQ:SILC) Earnings Quality

The market for Silicom Ltd.'s ( NASDAQ:SILC ) shares didn't move much after it posted weak earnings recently. We think...
Analyseartikel • Mar 19

The Silicom (NASDAQ:SILC) Share Price Is Up 102% And Shareholders Are Boasting About It

Silicom Ltd. ( NASDAQ:SILC ) shareholders have seen the share price descend 15% over the month. But that doesn't...

Aktionärsrenditen

SILCUS CommunicationsUS Markt
7D12.1%2.0%-0.1%
1Y161.7%52.7%11.9%

Rendite im Vergleich zur Industrie: SILC übertraf die Branche US Communications , die im vergangenen Jahr eine Rendite von 52.7 erzielte.

Rendite vs. Markt: SILC übertraf den Markt US, der im vergangenen Jahr eine Rendite von 11.9 erzielte.

Preisvolatilität

Is SILC's price volatile compared to industry and market?
SILC volatility
SILC Average Weekly Movement12.8%
Communications Industry Average Movement7.8%
Market Average Movement6.8%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

Stabiler Aktienkurs: Der Aktienkurs von SILC war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.

Volatilität im Zeitverlauf: SILCDie wöchentliche Volatilität (13%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
1987n/aLiron Eizenmanwww.silicom.co.il

Silicom Ltd. entwickelt, fertigt, vermarktet und unterstützt Netzwerk- und Dateninfrastrukturlösungen in den Vereinigten Staaten, Nordamerika, Israel, Europa und im asiatisch-pazifischen Raum. Das Unternehmen bietet Server-Netzwerkschnittstellenkarten und Smart-Card-Produkte an, darunter Verschlüsselungs-, Datenkompressions- und andere Hardwarebeschleunigungs- und Offloading-Karten sowie feldprogrammierbare Gate-Array-basierte Karten. Das Unternehmen bietet auch intelligente Plattformen, wie virtualisierte Kundengeräte und universelle Kundengeräte, sowie Edge-Geräte für SD-WAN, SASE, dedizierte Telco-Router und NFV.

Silicom Ltd.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Silicom im Vergleich zum Marktanteil des Unternehmens?
SILC grundlegende Statistiken
MarktanteilUS$262.40m
Gewinn(TTM)-US$9.79m
Umsatz(TTM)US$75.43m
3.5x
Kurs-Umsatz-Verhältnis
-26.8x
Kurs-Gewinn-Verhältnis

Ist SILC zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
SILC Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$75.43m
Kosten der EinnahmenUS$52.68m
BruttogewinnUS$22.75m
Sonstige AusgabenUS$32.54m
Gewinn-US$9.79m

Zuletzt gemeldete Gewinne

Jun 30, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)-1.72
Bruttomarge30.16%
Nettogewinnspanne-12.98%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich SILC auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/21 10:01
Aktienkurs zum Tagesende2026/09/18 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Silicom Ltd. wird von 2 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ashok KumarMaxim Group
Ryan KoontzNeedham & Company