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Silicom Ltd. Stock Price

NasdaqGS:SILC Community·US$277.6m Market Cap
  • 0 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

SILC Share Price Performance

US$45.91
30.61 (200.07%)
US$45.91
30.61 (200.07%)
Price US$45.91

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Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
1 Reward

Silicom Ltd. Key Details

US$75.4m

Revenue

US$52.7m

Cost of Revenue

US$22.7m

Gross Profit

US$32.5m

Other Expenses

-US$9.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.72
30.16%
-12.98%
0%
View Full Analysis

About SILC

Founded
1987
Employees
n/a
CEO
Liron Eizenman
WebsiteView website
www.silicom.co.il

Silicom Ltd. designs, manufactures, markets, and supports networking and data infrastructure solutions in the United States, North America, Israel, Europe, and the Asia Pacific. It provides server network interface cards; and smart card products, including encryption, data compression, other hardware acceleration and offloading cards, and field programmable gate-array based cards. The company also provides smart platforms, such as virtualized customer-premises equipment and universal customer-premises equipment; and edge devices for SD-WAN, SASE, telco dedicated routers, and NFV. In addition, it offers switches; edge artificial intelligence solutions; edge networking accessories; transceivers; and embedded motherboards. The company sells its products to original equipment manufacturing, cloud, telco mobile, and related service provider markets. Silicom Ltd. was incorporated in 1987 and is headquartered in Kfar Saba, Israel.

Recent SILC News & Updates

Seeking Alpha Aug 07

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

Summary Silicom delivered strong 2Q26 results, with revenue up 59% YoY, and raised full-year guidance to 50% growth (~$95 million). Shares have surged nearly 200%, but at a $200 million enterprise value, investors are paying for substantial, possibly unsustainable, future growth. Despite accelerating top-line growth, gross margins declined, and breakeven requires revenue to double from current levels, highlighting operational and cyclical risks. I maintain a Hold rating as the current valuation embeds aggressive growth, operating leverage, and favorable cycle assumptions that may not materialize. Read the full article on Seeking Alpha

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