View Future GrowthSilicom 과거 순이익 실적과거 기준 점검 0/6Silicom 의 수입은 연평균 -46.3%의 비율로 감소해 온 반면, Communications 산업은 연평균 0.9%의 비율로 감소했습니다. 매출은 연평균 17.2%의 비율로 감소해 왔습니다.핵심 정보-46.29%순이익 성장률-47.24%주당순이익(EPS) 성장률Communications 산업 성장률31.77%매출 성장률-17.22%자기자본이익률-9.52%순이익률-16.57%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트공시 • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026Reported Earnings • Jan 29Full year 2025 earnings released: US$2.01 loss per share (vs US$2.28 loss in FY 2024)Full year 2025 results: US$2.01 loss per share (improved from US$2.28 loss in FY 2024). Revenue: US$61.9m (up 6.6% from FY 2024). Net loss: US$11.5m (loss narrowed 16% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.공시 • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026Reported Earnings • Nov 02Third quarter 2025 earnings released: US$0.49 loss per share (vs US$0.44 loss in 3Q 2024)Third quarter 2025 results: US$0.49 loss per share (further deteriorated from US$0.44 loss in 3Q 2024). Revenue: US$15.6m (up 5.8% from 3Q 2024). Net loss: US$2.80m (loss widened 6.5% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.공시 • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 01Second quarter 2025 earnings released: US$0.59 loss per share (vs US$0.25 loss in 2Q 2024)Second quarter 2025 results: US$0.59 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.0m (up 3.6% from 2Q 2024). Net loss: US$3.34m (loss widened 120% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.모든 업데이트 보기Recent updatesNew Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 46% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).Seeking Alpha • May 31Silicom: The Market Is Still Pricing In A Cycle That Already EndedSummary Silicom Ltd. is rated buy, trading at a steep 2.36x NTM revenue versus a 9.51x peer median, despite five quarters of sequential growth. SILC's design-win model, R&D intensity, and expanding edge/security use cases drive recurring revenue and create structural switching costs. Three macro tailwinds—AI inference, post-quantum cryptography, and white-label switches—support a bottom-line recovery and offer material upside optionality. Valuation rerating to 5–6x NTM revenue is justified; Q2 2026 results and gross margin trajectory are key catalysts to monitor. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • May 20EVP of Project Management notifies of intention to sell stockYuval Karp intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$48.08, it would amount to US$96k. Since March 2026, Yuval has owned 2.00k shares directly. Company insiders have collectively sold US$880k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 19Vice President of Engineering recently sold US$96k worth of stockOn the 14th of May, David Castiel sold around 2k shares on-market at roughly US$48.00 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$403k. Insiders have been net sellers, collectively disposing of US$880k more than they bought in the last 12 months.Recent Insider Transactions • May 12President & CEO recently sold US$403k worth of stockOn the 7th of May, Liron Eizenman sold around 9k shares on-market at roughly US$45.23 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Liron's only on-market trade for the last 12 months.공시 • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.공시 • Apr 30Silicom Ltd., Annual General Meeting, Jun 03, 2026Silicom Ltd., Annual General Meeting, Jun 03, 2026. Location: 4 atir yeda street, 4464323., kfar sava Israel공시 • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026분석 기사 • Jan 30Subdued 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...Reported Earnings • Jan 29Full year 2025 earnings released: US$2.01 loss per share (vs US$2.28 loss in FY 2024)Full year 2025 results: US$2.01 loss per share (improved from US$2.28 loss in FY 2024). Revenue: US$61.9m (up 6.6% from FY 2024). Net loss: US$11.5m (loss narrowed 16% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.공시 • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.공시 • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026Reported Earnings • Nov 02Third quarter 2025 earnings released: US$0.49 loss per share (vs US$0.44 loss in 3Q 2024)Third quarter 2025 results: US$0.49 loss per share (further deteriorated from US$0.44 loss in 3Q 2024). Revenue: US$15.6m (up 5.8% from 3Q 2024). Net loss: US$2.80m (loss widened 6.5% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.공시 • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.공시 • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 01Second quarter 2025 earnings released: US$0.59 loss per share (vs US$0.25 loss in 2Q 2024)Second quarter 2025 results: US$0.59 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.0m (up 3.6% from 2Q 2024). Net loss: US$3.34m (loss widened 120% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.공시 • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.공시 • Jul 02Silicom Ltd. to Report Q2, 2025 Results on Jul 31, 2025Silicom Ltd. announced that they will report Q2, 2025 results on Jul 31, 2025공시 • May 07Silicom Ltd., Annual General Meeting, Jun 18, 2025Silicom Ltd., Annual General Meeting, Jun 18, 2025. Location: 14 atir yeda street, 4464323, kfar sava IsraelReported Earnings • Apr 29First quarter 2025 earnings released: US$0.49 loss per share (vs US$0.55 loss in 1Q 2024)First quarter 2025 results: US$0.49 loss per share (improved from US$0.55 loss in 1Q 2024). Revenue: US$14.4m (flat on 1Q 2024). Net loss: US$2.81m (loss narrowed 18% from 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.분석 기사 • Apr 29Is 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...공시 • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.공시 • Apr 01Silicom Ltd. to Report Q1, 2025 Results on Apr 28, 2025Silicom Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025Reported Earnings • Mar 19Full year 2024 earnings released: US$2.28 loss per share (vs US$3.94 loss in FY 2023)Full year 2024 results: US$2.28 loss per share (improved from US$3.94 loss in FY 2023). Revenue: US$58.1m (down 53% from FY 2023). Net loss: US$13.7m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.New Risk • Feb 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.4m market cap).Reported Earnings • Jan 30Full year 2024 earnings released: US$1.99 loss per share (vs US$3.94 loss in FY 2023)Full year 2024 results: US$1.99 loss per share (improved from US$3.94 loss in FY 2023). Revenue: US$58.1m (down 53% from FY 2023). Net loss: US$12.0m (loss narrowed 55% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공시 • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.공시 • Jan 02Silicom Ltd. to Report Q4, 2024 Results on Jan 30, 2025Silicom Ltd. announced that they will report Q4, 2024 results on Jan 30, 2025분석 기사 • Dec 26Some Confidence Is Lacking In Silicom Ltd.'s (NASDAQ:SILC) P/SThere wouldn't be many who think Silicom Ltd.'s ( NASDAQ:SILC ) price-to-sales (or "P/S") ratio of 1.6x is worth a...공시 • Nov 02Silicom Ltd. Provides Financial Guidance for the Fourth Quarter of 2024 and Full Year of 2025Silicom Ltd. projects that revenues for the fourth quarter of 2024 will range from $14 million to $15 million. Growth in 2025 is expected to be in the low single digits, with strong 20%-30% compound annual growth rate materializing gradually from 2026.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.44 loss per share (vs US$0.18 profit in 3Q 2023)Third quarter 2024 results: US$0.44 loss per share (down from US$0.18 profit in 3Q 2023). Revenue: US$14.8m (down 51% from 3Q 2023). Net loss: US$2.63m (down 317% from profit in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.공시 • Oct 01Silicom Ltd. to Report Q3, 2024 Results on Oct 31, 2024Silicom Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.25 loss per share (vs US$0.56 profit in 2Q 2023)Second quarter 2024 results: US$0.25 loss per share (down from US$0.56 profit in 2Q 2023). Revenue: US$14.5m (down 62% from 2Q 2023). Net loss: US$1.52m (down 140% from profit in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.공시 • Jul 30Silicom Ltd. Provides Earnings Guidance for Third Quarter of 2024Silicom Ltd. provided earnings guidance for third quarter of 2024. For the quarter, the company expects revenues will range from $14 million to $15 million, and expects that revenues for the second half of 2024 as a whole to be similar to those of the first half.분석 기사 • Jul 30Silicom Ltd.'s (NASDAQ:SILC) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Communications industry in the United States, you...공시 • Jul 02Silicom Ltd. to Report Q2, 2024 Results on Jul 29, 2024Silicom Ltd. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2024공시 • May 09Silicom Ltd., Annual General Meeting, Jun 18, 2024Silicom Ltd., Annual General Meeting, Jun 18, 2024, at 14:00 Israel Standard Time. Location: offices of the Company at 14 Atir Yeda Street Kfar Sava 4464323, Israel Kfar Sava Israel Agenda: To consider and act upon a proposal to re-elect Mr. Avi Eizenman, the Active Chairman of the Board of Directors, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider and act upon a proposal to re-elect Mr. Eli Doron, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider proposal to approve a framework for the grant of up to 10,000 Restricted Stock Units to Mr. Yeshayahu Orbach, the Company's Vice Chairman of the Board of Directors, to be granted from time to time in connection with certain services to be provided by him; and to consider other business matters.Reported Earnings • May 03First quarter 2024 earnings released: US$0.55 loss per share (vs US$0.52 profit in 1Q 2023)First quarter 2024 results: US$0.55 loss per share (down from US$0.52 profit in 1Q 2023). Revenue: US$14.4m (down 61% from 1Q 2023). Net loss: US$3.43m (down 197% from profit in 1Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.공시 • May 03Silicom Ltd. Provides Revenue Guidance for the Second Quarter and Full Year 2024Silicom Ltd. provided revenue guidance for the second quarter and full year 2024. For the quarter, the company expects revenues will range from $15 million to $17 million. The company believes that excess customer inventories and global economy headwinds will ease moving forward through 2024, resulting in second half revenues that are higher than those of the first half, and full-year revenues of approximately $70 million.공시 • Apr 02Silicom Ltd. to Report Q1, 2024 Results on May 02, 2024Silicom Ltd. announced that they will report Q1, 2024 results on May 02, 2024Reported Earnings • Mar 21Full year 2023 earnings released: US$3.94 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$3.94 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$26.4m (down 244% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Seeking Alpha • Feb 07Silicom: A Clearer Projection Emerges For InvestorsSummary 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 AlphaReported Earnings • Feb 02Full year 2023 earnings released: US$0.44 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$0.44 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$2.96m (down 116% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Nov 25Silicom (NASDAQ:SILC) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Nov 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.1m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.공시 • Oct 28Silicom Ltd. Provides Earnings Guidance for the Fourth Quarter of 2023Silicom Ltd. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects revenue to be in the range between $20 million and $21 million, and that 2024 as a whole will be challenging. However, expect to return to double digit growth in 2025.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.80 (vs US$0.89 in 3Q 2022)Third quarter 2023 results: EPS: US$1.80 (up from US$0.89 in 3Q 2022). Revenue: US$300.6m (up US$261.4m from 3Q 2022). Net income: US$12.1m (up 102% from 3Q 2022). Profit margin: 4.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change).Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to US$15.49, the stock trades at a trailing P/E ratio of 5.5x. Average forward P/E is 19x in the Communications industry in the US. Total loss to shareholders of 58% over the past three years.분석 기사 • Oct 13What 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...공시 • Oct 05Silicom Ltd. to Report Q3, 2023 Results on Oct 26, 2023Silicom Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023공시 • Aug 17Silicom Launches New High-End Edge Product LineSilicom Ltd. launched a new line of advanced high-end Edge platforms together with a major design win and initial $3.5 million order. The order for these feature-rich, high compute-power products was placed by a security solution vendor, one of Silicom's long-time customers, to support its advanced compute and networking-intensive use cases. Deliveries of first production units are planned for the first quarter of 2024. In parallel, Silicom is in discussions and POCs regarding these products with other customers and prospects for a diverse range of AI, cybersecurity, SASE, SD-WAN, content delivery and additional applications.공시 • Aug 01Silicom Ltd. Provides Earnings Guidance for the Third Quarter of 2023Silicom Ltd. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects that it will be a slower quarter, with revenues ranging between $30 million and $31 million.Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.56 (vs US$0.68 in 2Q 2022)Second quarter 2023 results: EPS: US$0.56 (down from US$0.68 in 2Q 2022). Revenue: US$38.1m (up 12% from 2Q 2022). Net income: US$3.81m (down 16% from 2Q 2022). Profit margin: 10.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jul 07Silicom Ltd. Launches Edge AI Product Line and Announces Partnership with HailoSilicom Ltd. announced the first in a new line of Edge AI products, the first fruit of a new partnership that it has formed with Hailo. The new product line integrates Hailo's AI-accelerators into Silicom's existing Edge platforms, thereby solving performance challenges for Edge AI use cases. As a result, Silicom's products will be able to offer visual processing and AI inference at the edge at a uniquely attractive price/performance ratio.공시 • Jul 04Silicom Ltd. to Report Q2, 2023 Results on Jul 31, 2023Silicom Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Reported Earnings • Mar 23Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 31Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Jan 31Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2023Silicom Ltd. provided revenue guidance for the first quarter of 2023. The company projects that revenues for the first quarter of 2023 will range between $37 million and $38 million. The midpoint of this range represents 17% year-over-year revenue growth over the first quarter of 2022.Recent Insider Transactions Derivative • Jan 16Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of January. If the sale is conducted around the recent share price of US$46.27, it would amount to US$617k. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.공시 • Jan 04Silicom Ltd. to Report Q4, 2022 Results on Jan 30, 2023Silicom Ltd. announced that they will report Q4, 2022 results on Jan 30, 2023Board Change • Nov 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.분석 기사 • Nov 01Is 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...Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: US$0.89 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.89 (up from US$0.39 in 3Q 2021). Revenue: US$39.2m (up 19% from 3Q 2021). Net income: US$5.99m (up 129% from 3Q 2021). Profit margin: 15% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.Seeking Alpha • Aug 12Silicom - Poised To PopSilicom 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 03Silicom receives $3M product order from a US-based provider of SASE solutionsSilicom (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.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.68 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$0.68 (up from US$0.30 in 2Q 2021). Revenue: US$34.2m (up 13% from 2Q 2021). Net income: US$4.52m (up 122% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 7.1% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Seeking Alpha • Jul 27Silicom Q2 2022 Earnings PreviewSilicom (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.Recent Insider Transactions Derivative • Jun 13CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of June. If the sale is conducted around the recent share price of US$35.90, it would amount to US$449k. For the year to December 2015, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Seeking Alpha • May 10Silicom - Ready To Bypass Supply Chain Issues And Capitalize On Record BacklogSilicom 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.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.33 (vs US$0.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.33 (down from US$0.38 in 1Q 2021). Revenue: US$32.1m (up 11% from 1Q 2021). Net income: US$2.17m (down 16% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 9.7% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Seeking Alpha • Jan 31Silicom - The Step Function Upward In Revenue Is Getting CloserSilicom 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.Reported Earnings • Jan 29Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.54 (up from US$0.80 in FY 2020). Revenue: US$128.5m (up 20% from FY 2020). Net income: US$10.5m (up 84% from FY 2020). Profit margin: 8.2% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 8.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Recent Insider Transactions Derivative • Jan 06CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of December. If the sale is conducted around the recent share price of US$50.18, it would amount to US$669k. For the year to December 2020, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 09CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of November. If the sale is conducted around the recent share price of US$41.89, it would amount to US$559k. For the year to December 2020, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Nov 08Silicom - Major Design Wins Not Reflected In Its Stock PriceSilicom 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.Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$32.9m (up 16% from 3Q 2020). Net income: US$2.62m (up 25% from 3Q 2020). Profit margin: 8.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$30.3m (up 31% from 2Q 2020). Net income: US$2.03m (up 56% from 2Q 2020). Profit margin: 6.7% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Seeking Alpha • Jul 30Silicom: Beat And Raise, Supply Shortage NotwithstandingSilicom 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.분석 기사 • May 07Silicom (NASDAQ:SILC) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • May 05Price target increased to US$57.00Up from US$53.00, the current price target is provided by 1 analyst. New target price is 38% above last closing price of US$41.33. Stock is up 32% over the past year.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.38 (vs US$0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$29.0m (up 31% from 1Q 2020). Net income: US$2.60m (up 74% from 1Q 2020). Profit margin: 8.9% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • Mar 22Investors Can Find Comfort In Silicom's (NASDAQ:SILC) Earnings QualityThe market for Silicom Ltd.'s ( NASDAQ:SILC ) shares didn't move much after it posted weak earnings recently. We think...분석 기사 • Mar 19The Silicom (NASDAQ:SILC) Share Price Is Up 102% And Shareholders Are Boasting About ItSilicom Ltd. ( NASDAQ:SILC ) shareholders have seen the share price descend 15% over the month. But that doesn't...Reported Earnings • Mar 18Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 03Insider recently sold US$3.9m worth of stockOn the 25th of February, Zohar Zisapel sold around 77k shares on-market at roughly US$50.97 per share. In the last 3 months, they made an even bigger sale worth US$7.9m. Insiders have been net sellers, collectively disposing of US$17m more than they bought in the last 12 months.분석 기사 • Mar 01Is It Too Late To Consider Buying Silicom Ltd. (NASDAQ:SILC)?Silicom Ltd. ( NASDAQ:SILC ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...Recent Insider Transactions • Feb 24Insider recently sold US$7.9m worth of stockOn the 19th of February, Zohar Zisapel sold around 150k shares on-market at roughly US$52.35 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$54.92, the stock is trading at a trailing P/E ratio of 68.3x, up from the previous P/E ratio of 58.2x. This compares to an average P/E of 43x in the Communications industry in the US. Total return to shareholders over the past three years is a loss of 15%.Recent Insider Transactions • Feb 12Insider recently sold US$5.0m worth of stockOn the 9th of February, Zohar Zisapel sold around 118k shares on-market at roughly US$42.77 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.분석 기사 • Feb 12Don't Ignore The Fact That This Insider Just Sold Some Shares In Silicom Ltd. (NASDAQ:SILC)Some Silicom Ltd. ( NASDAQ:SILC ) shareholders may be a little concerned to see that insider Zohar Zisapel recently...Is New 90 Day High Low • Feb 10New 90-day high: US$46.85The company is up 23% from its price of US$38.03 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 26% over the same period.Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 17%, compared to a 4.0% growth forecast for the Communications industry in the US.매출 및 비용 세부 내역Silicom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:SILC 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 2667-11122031 Dec 2562-11112030 Sep 2560-15112030 Jun 2559-15112031 Mar 2558-13102031 Dec 2458-14102030 Sep 2462-43102030 Jun 2478-39112031 Mar 24101-33112031 Dec 23124-26112130 Sep 2315114112130 Jun 2316019112031 Mar 2315620112031 Dec 2215118112130 Sep 2214216122130 Jun 2213513122131 Mar 2213210122131 Dec 2112811112030 Sep 211268112030 Jun 211228112031 Mar 211147101831 Dec 201076101730 Sep 20997101630 Jun 20957101531 Mar 20978111531 Dec 1910510111530 Sep 1912518111530 Jun 1913220111531 Mar 1913420111531 Dec 1813415111530 Sep 1812615111430 Jun 1812716111431 Mar 1813018111431 Dec 1712622111430 Sep 1711616111430 Jun 1710914111431 Mar 1710414111331 Dec 1610013101330 Sep 169913141230 Jun 169417101131 Mar 168515101031 Dec 15831791030 Sep 1578175930 Jun 15751288양질의 수익: SILC 은(는) 현재 수익성이 없습니다.이익 마진 증가: SILC는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SILC은 수익성이 없으며 지난 5년 동안 손실이 연평균 46.3% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SILC의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SILC은 수익성이 없어 지난 해 수익 성장률을 Communications 업계(11.5%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SILC는 현재 수익성이 없으므로 자본 수익률이 음수(-9.52%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 10:48종가2026/06/12 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Silicom Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ashok KumarMaxim GroupRyan KoontzNeedham & Company
공시 • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
Reported Earnings • Jan 29Full year 2025 earnings released: US$2.01 loss per share (vs US$2.28 loss in FY 2024)Full year 2025 results: US$2.01 loss per share (improved from US$2.28 loss in FY 2024). Revenue: US$61.9m (up 6.6% from FY 2024). Net loss: US$11.5m (loss narrowed 16% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
공시 • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
Reported Earnings • Nov 02Third quarter 2025 earnings released: US$0.49 loss per share (vs US$0.44 loss in 3Q 2024)Third quarter 2025 results: US$0.49 loss per share (further deteriorated from US$0.44 loss in 3Q 2024). Revenue: US$15.6m (up 5.8% from 3Q 2024). Net loss: US$2.80m (loss widened 6.5% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
공시 • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 01Second quarter 2025 earnings released: US$0.59 loss per share (vs US$0.25 loss in 2Q 2024)Second quarter 2025 results: US$0.59 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.0m (up 3.6% from 2Q 2024). Net loss: US$3.34m (loss widened 120% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
New Risk • Jun 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 46% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$1.3m sold).
Seeking Alpha • May 31Silicom: The Market Is Still Pricing In A Cycle That Already EndedSummary Silicom Ltd. is rated buy, trading at a steep 2.36x NTM revenue versus a 9.51x peer median, despite five quarters of sequential growth. SILC's design-win model, R&D intensity, and expanding edge/security use cases drive recurring revenue and create structural switching costs. Three macro tailwinds—AI inference, post-quantum cryptography, and white-label switches—support a bottom-line recovery and offer material upside optionality. Valuation rerating to 5–6x NTM revenue is justified; Q2 2026 results and gross margin trajectory are key catalysts to monitor. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • May 20EVP of Project Management notifies of intention to sell stockYuval Karp intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$48.08, it would amount to US$96k. Since March 2026, Yuval has owned 2.00k shares directly. Company insiders have collectively sold US$880k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 19Vice President of Engineering recently sold US$96k worth of stockOn the 14th of May, David Castiel sold around 2k shares on-market at roughly US$48.00 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$403k. Insiders have been net sellers, collectively disposing of US$880k more than they bought in the last 12 months.
Recent Insider Transactions • May 12President & CEO recently sold US$403k worth of stockOn the 7th of May, Liron Eizenman sold around 9k shares on-market at roughly US$45.23 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Liron's only on-market trade for the last 12 months.
공시 • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.
공시 • Apr 30Silicom Ltd., Annual General Meeting, Jun 03, 2026Silicom Ltd., Annual General Meeting, Jun 03, 2026. Location: 4 atir yeda street, 4464323., kfar sava Israel
공시 • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
분석 기사 • Jan 30Subdued 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...
Reported Earnings • Jan 29Full year 2025 earnings released: US$2.01 loss per share (vs US$2.28 loss in FY 2024)Full year 2025 results: US$2.01 loss per share (improved from US$2.28 loss in FY 2024). Revenue: US$61.9m (up 6.6% from FY 2024). Net loss: US$11.5m (loss narrowed 16% from FY 2024). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
공시 • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.
공시 • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
Reported Earnings • Nov 02Third quarter 2025 earnings released: US$0.49 loss per share (vs US$0.44 loss in 3Q 2024)Third quarter 2025 results: US$0.49 loss per share (further deteriorated from US$0.44 loss in 3Q 2024). Revenue: US$15.6m (up 5.8% from 3Q 2024). Net loss: US$2.80m (loss widened 6.5% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
공시 • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.
공시 • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 01Second quarter 2025 earnings released: US$0.59 loss per share (vs US$0.25 loss in 2Q 2024)Second quarter 2025 results: US$0.59 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.0m (up 3.6% from 2Q 2024). Net loss: US$3.34m (loss widened 120% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
공시 • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
공시 • Jul 02Silicom Ltd. to Report Q2, 2025 Results on Jul 31, 2025Silicom Ltd. announced that they will report Q2, 2025 results on Jul 31, 2025
공시 • May 07Silicom Ltd., Annual General Meeting, Jun 18, 2025Silicom Ltd., Annual General Meeting, Jun 18, 2025. Location: 14 atir yeda street, 4464323, kfar sava Israel
Reported Earnings • Apr 29First quarter 2025 earnings released: US$0.49 loss per share (vs US$0.55 loss in 1Q 2024)First quarter 2025 results: US$0.49 loss per share (improved from US$0.55 loss in 1Q 2024). Revenue: US$14.4m (flat on 1Q 2024). Net loss: US$2.81m (loss narrowed 18% from 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
분석 기사 • Apr 29Is 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...
공시 • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
공시 • Apr 01Silicom Ltd. to Report Q1, 2025 Results on Apr 28, 2025Silicom Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
Reported Earnings • Mar 19Full year 2024 earnings released: US$2.28 loss per share (vs US$3.94 loss in FY 2023)Full year 2024 results: US$2.28 loss per share (improved from US$3.94 loss in FY 2023). Revenue: US$58.1m (down 53% from FY 2023). Net loss: US$13.7m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
New Risk • Feb 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.4m market cap).
Reported Earnings • Jan 30Full year 2024 earnings released: US$1.99 loss per share (vs US$3.94 loss in FY 2023)Full year 2024 results: US$1.99 loss per share (improved from US$3.94 loss in FY 2023). Revenue: US$58.1m (down 53% from FY 2023). Net loss: US$12.0m (loss narrowed 55% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공시 • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.
공시 • Jan 02Silicom Ltd. to Report Q4, 2024 Results on Jan 30, 2025Silicom Ltd. announced that they will report Q4, 2024 results on Jan 30, 2025
분석 기사 • Dec 26Some Confidence Is Lacking In Silicom Ltd.'s (NASDAQ:SILC) P/SThere wouldn't be many who think Silicom Ltd.'s ( NASDAQ:SILC ) price-to-sales (or "P/S") ratio of 1.6x is worth a...
공시 • Nov 02Silicom Ltd. Provides Financial Guidance for the Fourth Quarter of 2024 and Full Year of 2025Silicom Ltd. projects that revenues for the fourth quarter of 2024 will range from $14 million to $15 million. Growth in 2025 is expected to be in the low single digits, with strong 20%-30% compound annual growth rate materializing gradually from 2026.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.44 loss per share (vs US$0.18 profit in 3Q 2023)Third quarter 2024 results: US$0.44 loss per share (down from US$0.18 profit in 3Q 2023). Revenue: US$14.8m (down 51% from 3Q 2023). Net loss: US$2.63m (down 317% from profit in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
공시 • Oct 01Silicom Ltd. to Report Q3, 2024 Results on Oct 31, 2024Silicom Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.25 loss per share (vs US$0.56 profit in 2Q 2023)Second quarter 2024 results: US$0.25 loss per share (down from US$0.56 profit in 2Q 2023). Revenue: US$14.5m (down 62% from 2Q 2023). Net loss: US$1.52m (down 140% from profit in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
공시 • Jul 30Silicom Ltd. Provides Earnings Guidance for Third Quarter of 2024Silicom Ltd. provided earnings guidance for third quarter of 2024. For the quarter, the company expects revenues will range from $14 million to $15 million, and expects that revenues for the second half of 2024 as a whole to be similar to those of the first half.
분석 기사 • Jul 30Silicom Ltd.'s (NASDAQ:SILC) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Communications industry in the United States, you...
공시 • Jul 02Silicom Ltd. to Report Q2, 2024 Results on Jul 29, 2024Silicom Ltd. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2024
공시 • May 09Silicom Ltd., Annual General Meeting, Jun 18, 2024Silicom Ltd., Annual General Meeting, Jun 18, 2024, at 14:00 Israel Standard Time. Location: offices of the Company at 14 Atir Yeda Street Kfar Sava 4464323, Israel Kfar Sava Israel Agenda: To consider and act upon a proposal to re-elect Mr. Avi Eizenman, the Active Chairman of the Board of Directors, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider and act upon a proposal to re-elect Mr. Eli Doron, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider proposal to approve a framework for the grant of up to 10,000 Restricted Stock Units to Mr. Yeshayahu Orbach, the Company's Vice Chairman of the Board of Directors, to be granted from time to time in connection with certain services to be provided by him; and to consider other business matters.
Reported Earnings • May 03First quarter 2024 earnings released: US$0.55 loss per share (vs US$0.52 profit in 1Q 2023)First quarter 2024 results: US$0.55 loss per share (down from US$0.52 profit in 1Q 2023). Revenue: US$14.4m (down 61% from 1Q 2023). Net loss: US$3.43m (down 197% from profit in 1Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
공시 • May 03Silicom Ltd. Provides Revenue Guidance for the Second Quarter and Full Year 2024Silicom Ltd. provided revenue guidance for the second quarter and full year 2024. For the quarter, the company expects revenues will range from $15 million to $17 million. The company believes that excess customer inventories and global economy headwinds will ease moving forward through 2024, resulting in second half revenues that are higher than those of the first half, and full-year revenues of approximately $70 million.
공시 • Apr 02Silicom Ltd. to Report Q1, 2024 Results on May 02, 2024Silicom Ltd. announced that they will report Q1, 2024 results on May 02, 2024
Reported Earnings • Mar 21Full year 2023 earnings released: US$3.94 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$3.94 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$26.4m (down 244% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Seeking Alpha • Feb 07Silicom: A Clearer Projection Emerges For InvestorsSummary 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
Reported Earnings • Feb 02Full year 2023 earnings released: US$0.44 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$0.44 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$2.96m (down 116% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Nov 25Silicom (NASDAQ:SILC) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Nov 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.1m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
공시 • Oct 28Silicom Ltd. Provides Earnings Guidance for the Fourth Quarter of 2023Silicom Ltd. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects revenue to be in the range between $20 million and $21 million, and that 2024 as a whole will be challenging. However, expect to return to double digit growth in 2025.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.80 (vs US$0.89 in 3Q 2022)Third quarter 2023 results: EPS: US$1.80 (up from US$0.89 in 3Q 2022). Revenue: US$300.6m (up US$261.4m from 3Q 2022). Net income: US$12.1m (up 102% from 3Q 2022). Profit margin: 4.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change).
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to US$15.49, the stock trades at a trailing P/E ratio of 5.5x. Average forward P/E is 19x in the Communications industry in the US. Total loss to shareholders of 58% over the past three years.
분석 기사 • Oct 13What 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...
공시 • Oct 05Silicom Ltd. to Report Q3, 2023 Results on Oct 26, 2023Silicom Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
공시 • Aug 17Silicom Launches New High-End Edge Product LineSilicom Ltd. launched a new line of advanced high-end Edge platforms together with a major design win and initial $3.5 million order. The order for these feature-rich, high compute-power products was placed by a security solution vendor, one of Silicom's long-time customers, to support its advanced compute and networking-intensive use cases. Deliveries of first production units are planned for the first quarter of 2024. In parallel, Silicom is in discussions and POCs regarding these products with other customers and prospects for a diverse range of AI, cybersecurity, SASE, SD-WAN, content delivery and additional applications.
공시 • Aug 01Silicom Ltd. Provides Earnings Guidance for the Third Quarter of 2023Silicom Ltd. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects that it will be a slower quarter, with revenues ranging between $30 million and $31 million.
Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.56 (vs US$0.68 in 2Q 2022)Second quarter 2023 results: EPS: US$0.56 (down from US$0.68 in 2Q 2022). Revenue: US$38.1m (up 12% from 2Q 2022). Net income: US$3.81m (down 16% from 2Q 2022). Profit margin: 10.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jul 07Silicom Ltd. Launches Edge AI Product Line and Announces Partnership with HailoSilicom Ltd. announced the first in a new line of Edge AI products, the first fruit of a new partnership that it has formed with Hailo. The new product line integrates Hailo's AI-accelerators into Silicom's existing Edge platforms, thereby solving performance challenges for Edge AI use cases. As a result, Silicom's products will be able to offer visual processing and AI inference at the edge at a uniquely attractive price/performance ratio.
공시 • Jul 04Silicom Ltd. to Report Q2, 2023 Results on Jul 31, 2023Silicom Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 31Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Jan 31Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2023Silicom Ltd. provided revenue guidance for the first quarter of 2023. The company projects that revenues for the first quarter of 2023 will range between $37 million and $38 million. The midpoint of this range represents 17% year-over-year revenue growth over the first quarter of 2022.
Recent Insider Transactions Derivative • Jan 16Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of January. If the sale is conducted around the recent share price of US$46.27, it would amount to US$617k. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
공시 • Jan 04Silicom Ltd. to Report Q4, 2022 Results on Jan 30, 2023Silicom Ltd. announced that they will report Q4, 2022 results on Jan 30, 2023
Board Change • Nov 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
분석 기사 • Nov 01Is 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...
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: US$0.89 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.89 (up from US$0.39 in 3Q 2021). Revenue: US$39.2m (up 19% from 3Q 2021). Net income: US$5.99m (up 129% from 3Q 2021). Profit margin: 15% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.
Seeking Alpha • Aug 12Silicom - Poised To PopSilicom 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 03Silicom receives $3M product order from a US-based provider of SASE solutionsSilicom (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.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.68 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$0.68 (up from US$0.30 in 2Q 2021). Revenue: US$34.2m (up 13% from 2Q 2021). Net income: US$4.52m (up 122% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 7.1% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Seeking Alpha • Jul 27Silicom Q2 2022 Earnings PreviewSilicom (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.
Recent Insider Transactions Derivative • Jun 13CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of June. If the sale is conducted around the recent share price of US$35.90, it would amount to US$449k. For the year to December 2015, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Seeking Alpha • May 10Silicom - Ready To Bypass Supply Chain Issues And Capitalize On Record BacklogSilicom 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.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.33 (vs US$0.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.33 (down from US$0.38 in 1Q 2021). Revenue: US$32.1m (up 11% from 1Q 2021). Net income: US$2.17m (down 16% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 9.7% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Seeking Alpha • Jan 31Silicom - The Step Function Upward In Revenue Is Getting CloserSilicom 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.
Reported Earnings • Jan 29Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.54 (up from US$0.80 in FY 2020). Revenue: US$128.5m (up 20% from FY 2020). Net income: US$10.5m (up 84% from FY 2020). Profit margin: 8.2% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 8.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Recent Insider Transactions Derivative • Jan 06CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of December. If the sale is conducted around the recent share price of US$50.18, it would amount to US$669k. For the year to December 2020, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 09CEO, President & Director notifies of intention to sell stockYeshayahu Orbach intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of November. If the sale is conducted around the recent share price of US$41.89, it would amount to US$559k. For the year to December 2020, Yeshayahu's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. As of today, Yeshayahu currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Nov 08Silicom - Major Design Wins Not Reflected In Its Stock PriceSilicom 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.
Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$32.9m (up 16% from 3Q 2020). Net income: US$2.62m (up 25% from 3Q 2020). Profit margin: 8.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$30.3m (up 31% from 2Q 2020). Net income: US$2.03m (up 56% from 2Q 2020). Profit margin: 6.7% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Seeking Alpha • Jul 30Silicom: Beat And Raise, Supply Shortage NotwithstandingSilicom 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.
분석 기사 • May 07Silicom (NASDAQ:SILC) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • May 05Price target increased to US$57.00Up from US$53.00, the current price target is provided by 1 analyst. New target price is 38% above last closing price of US$41.33. Stock is up 32% over the past year.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.38 (vs US$0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$29.0m (up 31% from 1Q 2020). Net income: US$2.60m (up 74% from 1Q 2020). Profit margin: 8.9% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • Mar 22Investors Can Find Comfort In Silicom's (NASDAQ:SILC) Earnings QualityThe market for Silicom Ltd.'s ( NASDAQ:SILC ) shares didn't move much after it posted weak earnings recently. We think...
분석 기사 • Mar 19The Silicom (NASDAQ:SILC) Share Price Is Up 102% And Shareholders Are Boasting About ItSilicom Ltd. ( NASDAQ:SILC ) shareholders have seen the share price descend 15% over the month. But that doesn't...
Reported Earnings • Mar 18Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 03Insider recently sold US$3.9m worth of stockOn the 25th of February, Zohar Zisapel sold around 77k shares on-market at roughly US$50.97 per share. In the last 3 months, they made an even bigger sale worth US$7.9m. Insiders have been net sellers, collectively disposing of US$17m more than they bought in the last 12 months.
분석 기사 • Mar 01Is It Too Late To Consider Buying Silicom Ltd. (NASDAQ:SILC)?Silicom Ltd. ( NASDAQ:SILC ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...
Recent Insider Transactions • Feb 24Insider recently sold US$7.9m worth of stockOn the 19th of February, Zohar Zisapel sold around 150k shares on-market at roughly US$52.35 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$54.92, the stock is trading at a trailing P/E ratio of 68.3x, up from the previous P/E ratio of 58.2x. This compares to an average P/E of 43x in the Communications industry in the US. Total return to shareholders over the past three years is a loss of 15%.
Recent Insider Transactions • Feb 12Insider recently sold US$5.0m worth of stockOn the 9th of February, Zohar Zisapel sold around 118k shares on-market at roughly US$42.77 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
분석 기사 • Feb 12Don't Ignore The Fact That This Insider Just Sold Some Shares In Silicom Ltd. (NASDAQ:SILC)Some Silicom Ltd. ( NASDAQ:SILC ) shareholders may be a little concerned to see that insider Zohar Zisapel recently...
Is New 90 Day High Low • Feb 10New 90-day high: US$46.85The company is up 23% from its price of US$38.03 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 26% over the same period.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 17%, compared to a 4.0% growth forecast for the Communications industry in the US.