Silicom Ltd.

Report azionario NasdaqGS:SILC

Capitalizzazione di mercato: US$262.4m

Silicom Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Silicom sono diminuiti a un tasso medio annuo di -44.3%, mentre il settore Communications ha visto gli utili crescere a un tasso medio annuo di 13.4%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 18.7%.

Informazioni chiave

-44.30%

Tasso di crescita degli utili

-45.12%

Tasso di crescita dell'EPS

Communications Crescita del settore31.77%
Tasso di crescita dei ricavi-18.67%
Rendimento del capitale proprio-8.52%
Margine netto-12.98%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Ripartizione dei ricavi e delle spese

Come Silicom guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NasdaqGS:SILC Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 2675-101221
31 Mar 2667-111220
31 Dec 2562-111120
30 Sep 2560-151120
30 Jun 2559-151120
31 Mar 2558-131020
31 Dec 2458-141020
30 Sep 2462-431020
30 Jun 2478-391120
31 Mar 24101-331120
31 Dec 23124-261121
30 Sep 23151141121
30 Jun 23160191120
31 Mar 23156201120
31 Dec 22151181121
30 Sep 22142161221
30 Jun 22135131221
31 Mar 22132101221
31 Dec 21128111120
30 Sep 2112681120
30 Jun 2112281120
31 Mar 2111471018
31 Dec 2010761017
30 Sep 209971016
30 Jun 209571015
31 Mar 209781115
31 Dec 19105101115
30 Sep 19125181115
30 Jun 19132201115
31 Mar 19134201115
31 Dec 18134151115
30 Sep 18126151114
30 Jun 18127161114
31 Mar 18130181114
31 Dec 17126221114
30 Sep 17116161114
30 Jun 17109141114
31 Mar 17104141113
31 Dec 16100131013
30 Sep 1699131412
30 Jun 1694171011
31 Mar 1685151010
31 Dec 158317910
30 Sep 15781759

Guadagni di qualità: SILC al momento non è redditizia.

Margine di profitto in crescita: SILC al momento non è redditizia.

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: SILC non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 44.3% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di SILC nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: SILC non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Communications ( 14.4% ).

Rendimento del capitale proprio

ROE elevato: SILC ha un Return on Equity negativo ( -8.52% ), in quanto al momento non è redditizio.

Rendimento delle attività

Rendimento del capitale investito

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/21 10:23
Prezzo dell'azione a fine giornata2026/09/18 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Silicom Ltd. è coperta da 2 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ashok KumarMaxim Group
Ryan KoontzNeedham & Company