Silicom

SILC

Market cap $255M

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.

KFAR SAVA, Israel, May 26, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced a design win with a Tier-1 global cyber security leader, which has selected a range of Silicom-designed white-label switches as the networking infrastructure for its security platforms.

Silicom achieved a transformative Q1/26, accelerating year-over-year revenue growth to 33% and surpassing guidance, driven by ramping design wins. SILC is positioned for secular growth in SmartNICs, AI infrastructure, post-quantum cryptography, and edge computing, with strong regulatory and market tailwinds. Recent major design wins and proactive inventory management provide strong revenue visibility and operational resilience, with Q2 and full-year guidance implying up to 40% and 33% growth, respectively.

Customer placed initial orders to facilitate its PoC efforts targeting mainly Tier-1 hyperscalers, scheduled for H2/2026 KFAR SAVA, Israel, May 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that one of the AI infrastructure challengers has selected its high-performance, inference-specific solution for deployment as part of its Proof of Concept (PoC) efforts targeting mainly Tier-1 hyperscalers.

KFAR SAVA, Israel, May 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that a senior executive will represent the company at the 21st Annual Needham Technology, Media, & Consumer Conference.

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

- Core business at inflection point: 33% YoY growth for Q1, ~40% YoY growth projected for Q2 2026 - KFAR SAVA, Israel, April 30, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of high-performance networking and data infrastructure solutions, today reported its financial results for the first quarter ended March 31, 2026.

– Initial commitment of ~$1M already in place; discussions underway for next-generation platform and full system solution - KFAR SAVA, Israel, April 15, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that it has secured a Design Win with a European provider of advanced encryption and secure communication solutions for organizations requiring the highest level of protection for sensitive information.

- Conference Call Scheduled for Thursday, April 30, 2026 at 9:00am ET - KFAR SAVA, Israel, March 31, 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 first quarter 2026 results on Thursday, April 30, 2026.

– Management to discuss core revenue growth inflection and expanding AI-inference infrastructure opportunities – KFAR SAVA, Israel, March 18, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that management will participate in the 38th Annual Roth Conference being held March 22-24, 2026, at the Ritz-Carlton Laguna Niguel in Dana Point, California.