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Silicom

SILC

Market cap $193M

33.54 USD

-1.77

5.01%

At close Updated Oct 30, 4:00 PM EDT

Pre-market

After hours

33.40

-0.14

0.42%

1 day

-5.01%

5 days

-14.22%

1 month

-35.87%

3 months

-12.84%

6 months

-13.45%

Year to date

136.03%

1 year

110.41%

5 years

-19.93%

10 years

-9.84%

About: Silicom Ltd is engaged in designing, manufacturing, marketing, and supporting high-performance networking and data infrastructure solutions for a broad range of servers, server-based systems, and communications devices. Its product categories consist of Server Adapters, Edge Networking Solutions, Switches, Edge AI Solutions, Edge Networking Accessories, 4G 5G Products, FPGA-Based Cards, and Others. Its geographic areas are the USA, North America - other, Israel, Europe, and Asia-Pacific. It derives a majority of its revenue from the USA.

Employees: 236

Technology Communication Equipment

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 37.5%

Neutral 62.5%

Negative 0%

Silicom Ltd. (SILC) Q3 2026 Earnings Call Transcript

Silicom Ltd. (SILC) Q3 2026 Earnings Call Transcript

Silicom Ltd. (SILC) Q3 2026 Earnings Call Transcript

Silicom Q3 Earnings Call Highlights

Silicom NASDAQ: SILC reported third-quarter 2026 revenue of $26.7 million, up 71% from $15.6 million a year earlier and above the company's prior guidance range of $25 million to $26 million. The company also returned to non-GAAP profitability during the quarter, earlier than management had previously anticipated.

Silicom Q3 Earnings Call Highlights

Silicom Reports Q3 2026 Results

- Return to Non-GAAP Profitability ahead of initial expectations - - 71% revenue growth backed by strong Design Win momentum - KFAR SAVA, Israel, Oct. 29, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliance networking solutions, today reported its financial results for the third quarter ended September 30, 2026.

Silicom Reports Q3 2026 Results

Silicom: Attractively Poised Ahead Of Q3 Earnings

SILC which has been one of the standout performers from the Israel tech space in 2026 faces a key litmus test on October 29 with Q3 earnings due. Sales growth which has been on an upward trajectory for multiple quarters, is expected to expand even further in Q3 to levels of +66%, with FY guidance likely to be lifted. SILC's proactive inventory build and working capital investments support future growth, but have flipped free cash flow to negative, with liquidity sufficient for roughly 7 quarters at current burn rates.

Silicom: Attractively Poised Ahead Of Q3 Earnings

SILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026

- Conference Call Scheduled for Thursday, October 29, 2026 at 9:00am ET - KFAR SAVA, Israel, Oct. 1, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing its third quarter 2026 results on Thursday, October 29, 2026, before the market opens.

SILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026

Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

KFAR SAVA, Israel, Sept. 2, 2026 /PRNewswire/ -- Silicom Ltd.

Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity

Silicom Ltd (SILC) offers a compelling value with a $250M market cap, $55M net cash, and a 330% upside to a $180 price target. SILC's growth is driven by a rebound in core NIC business, new white-label CPE switches, post-quantum cryptography, and a major AI inference opportunity. AI inference, with a potential $80–$100B TAM, is a near-term catalyst; one customer alone could add $64M revenue by 2027 on a $95M 2026 base.

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity

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

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.

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

Silicom Ltd. (SILC) Q2 2026 Earnings Call Transcript

Silicom Ltd. (SILC) Q2 2026 Earnings Call Transcript

Silicom Ltd. (SILC) Q2 2026 Earnings Call Transcript

Silicom Q2 Earnings Call Highlights

Silicom NASDAQ: SILC reported second-quarter 2026 revenue of $23.8 million, up 59% from $15 million a year earlier and above the company's prior guidance range of $20 million to $21 million. Management said the performance reflected accelerating demand across its core business, prompting it to raise full-year revenue guidance.

Silicom Q2 Earnings Call Highlights

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