Silicom Ltd.

NasdaqGS:SILC Stok Raporu

Piyasa değeri: US$267.9m

Silicom Yönetim

Yönetim kriter kontrolleri 4/4

Silicom CEO'su Liron Eizenman, Jul2022 tarihinde atandı, in görev süresi 3.92 yıldır. in toplam yıllık tazminatı $ 1.19M olup, şirket hissesi ve opsiyonları dahil olmak üzere 42.5% maaş ve 57.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.49% ine doğrudan sahiptir ve bu hisseler $ 1.31M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 21.1 yıl ve 15.9 yıldır.

Anahtar bilgiler

Liron Eizenman

İcra Kurulu Başkanı

US$1.2m

Toplam tazminat

CEO maaş yüzdesi42.51%
CEO görev süresi3.9yrs
CEO sahipliği0.5%
Yönetim ortalama görev süresi21.1yrs
Yönetim Kurulu ortalama görev süresi15.9yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • May 31

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Summary 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
Analiz Makalesi • Jan 30

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

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

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

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

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

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

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

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

Silicom: A Clearer Projection Emerges For Investors

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

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

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

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

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

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

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

Silicom - Poised To Pop

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

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

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

Silicom Q2 2022 Earnings Preview

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

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

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

Silicom - The Step Function Upward In Revenue Is Getting Closer

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

Silicom - Major Design Wins Not Reflected In Its Stock Price

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

Silicom: Beat And Raise, Supply Shortage Notwithstanding

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

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

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

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

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

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

Silicom Ltd. ( NASDAQ:SILC ) shareholders have seen the share price descend 15% over the month. But that doesn't...
Analiz Makalesi • Mar 01

Is 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...
Analiz Makalesi • Feb 12

Don'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...

CEO Tazminat Analizi

Liron Eizenman'un ücretlendirmesi Silicom'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$11m

Dec 31 2025US$1mUS$508k

-US$11m

Sep 30 2025n/an/a

-US$15m

Jun 30 2025n/an/a

-US$15m

Mar 31 2025n/an/a

-US$13m

Dec 31 2024US$1mUS$319k

-US$14m

Sep 30 2024n/an/a

-US$43m

Jun 30 2024n/an/a

-US$39m

Mar 31 2024n/an/a

-US$33m

Dec 31 2023US$1mUS$312k

-US$26m

Sep 30 2023n/an/a

US$14m

Jun 30 2023n/an/a

US$19m

Mar 31 2023n/an/a

US$20m

Dec 31 2022US$785kUS$323k

US$18m

Tazminat ve Piyasa: Liron 'ın toplam tazminatı ($USD 1.19M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.63M ).

Tazminat ve Kazançlar: Liron 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Liron Eizenman (41 yo)

3.9yrs
Görev süresi
US$1,194,145
Tazminat

Mr. Liron Eizenman is President and Chief Executive Officer of Silicom Ltd. since July 1, 2022. Mr. Eizenman joined Silicom in 2015 as Chief Executive Officer of North American subsidiary and led the Edge...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Avi Eizenman
Co-Founder & Chairman39.4yrsUS$1.34m5.06%
$ 13.5m
Liron Eizenman
President & CEO3.9yrsUS$1.19m0.49%
$ 1.3m
Eran Gilad
CFO & Company Secretary21.1yrsUS$377.72k0.035%
$ 93.9k
David Castiel
Vice President of Engineeringno dataUS$370.98k0.035%
$ 93.9k
Yeshayahu Orbach
Executive Vice Chairman24.5yrsVeri yok0.052%
$ 139.4k
Yuval Karp
EVP of Project Managementno dataVeri yok0.035%
$ 93.9k
Yotam Levy
Vice President of Sales & Business Development North Americano dataUS$333.63kVeri yok
21.1yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim: SILC 'un yönetim ekibi deneyimli ve deneyimlidir ( 21.1 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Avi Eizenman
Co-Founder & Chairman39.4yrsUS$1.34m5.06%
$ 13.5m
Yeshayahu Orbach
Executive Vice Chairman24.5yrsVeri yok0.052%
$ 139.4k
Ilan Erez
Independent Director15.9yrsVeri yokVeri yok
Eli Doron
Director10.9yrsVeri yokVeri yok
Ayelet Hayak
Independent Director12.9yrsVeri yokVeri yok
15.9yrs
Ortalama Görev Süresi
69yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SILC 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 15.9 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/21 13:03
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Silicom Ltd. 2 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ashok KumarMaxim Group
Ryan KoontzNeedham & Company