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SISILC

Silicom Ltd.

$SILC·$242M·Communication Equipment·Technology
$43.05+2.0%YTD+213.7%1Y+166.4%
Mentions · last 7 days
2026-08-22: 4 posts2026-08-23: 1 posts60-3%
Price updated 8h ago·X counts updated 8d ago
SISILC
$SILCSilicom Ltd.
$43.05+2.01%60 posts-3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SILC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-31

Catching its breath after a run — could pick back up or fade from here.

Silicom up 214% YTD — 17-33-59% sequential revenue acceleration, expected return to non-GAAP profitability in H2, and Eizenmans selling into the run.

Silicom Ltd. is an Israeli-listed networking-equipment provider — the specific AI-inference-networking-appliance pitch drove the equity up 214% YTD as bulls positioned for a specific hyperscaler-proof-of-concept scale-up.

  • The operating story is genuinely accelerating: Q1 revenue grew 32.8% year-over-year to $19.1M, prior quarters ran 4-17% (the sequential 17-33-59% YoY acceleration bulls flag), gross margins hold 29-31%, and operating margins remain negative at -15% to -21% — the last three EPS prints beat consensus by 8-33%, showing the operating leverage is starting.
  • The AI-inference-opportunity is specific: $3-4M of AI-inference revenue this year with 'much, much higher' guided for 2027, plus a hyperscaler proof-of-concept that could scale into tens of thousands of units — that's the specific product-mix inflection supporting the FY27+ EPS estimate rebuild.
  • The balance-sheet leverage is real: nearly half of market cap is cash with no debt on a $242M market cap — that's specifically a defensive floor combined with growth-optionality, exactly the setup that supports 'cheap on core, explosive on AI' framing.
  • Insider tape is loud into strength: Eizenman Avinoam sold $1.01M on Aug 18, Eizenman Liron sold $877K on Aug 13, plus other officer selling — that's meaningful family-office trimming into the +214% YTD run, which the recent cooling (2% below the 50-day but 46% above the 200-day) reflects.

The path if the AI-inference story materializes is an Oct 29 Q3 print showing continued revenue acceleration plus specific hyperscaler-POC-conversion commentary — the tape breaks the cooling upward on the AI-inference-scale-up thesis catching. What breaks the setup is a Q3 with growth decelerating or a POC that fails to convert; that's when a stock 46% above the 200-day gives back sharply as the Eizenman selling looks well-timed.

Agrees with X sentimentThe bullish X take — self-described inflection citing the last earnings call's 17-33-59% sequential year-over-year revenue acceleration, an expected return to non-GAAP profitability in H2 2026 and $3-4M of AI-inference revenue this year with 'much, much higher' guided for 2027, nearly half of market cap is cash with no debt, and a hyperscaler proof-of-concept that could scale into tens of thousands of units — captures the specific AI-inference thesis exactly.

What to watch: The Oct 29 Q3 print — continued revenue acceleration plus specific hyperscaler-POC-conversion commentary breaks the cooling upward; a Q3 with growth decelerating or a POC that fails to convert is what gives back to 200-day support.

On the calendar: 2026-10-29 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-30

Silicom bulls are enthusiastic about a self-described inflection, citing the last earnings call's 17-33-59% sequential year-over-year revenue acceleration, an expected return to non-GAAP profitability in H2 2026 and $3-4M of AI-inference revenue this year with 'much, much higher' guided for 2027. Posters highlight that nearly half of market cap is cash with no debt and that a hyperscaler proof-of-concept could scale into tens of thousands of units.

Read the AI verdict + X sentiment for $SILC

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What it does

Plain-English summary of the business — what they sell and how they make money.

Israeli designer of high-performance server network interface cards and adapters for cloud and telecom infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $SILC.

Communication Equipment · Technology

AI networking — the Ethernet and InfiniBand infrastructure connecting GPU clusters — is the high-growth demand driver; CSCO's AI backlog and Arista's data center wins confirm the cycle. Traditional enterprise networking refresh is slower; AI infrastructure is where the incremental spending is.

What this means for $SILC

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Silicom Ltd.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+37.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-9.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-17.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-9.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-0.16$-0.24+33.3%
Q1 2026Apr 30, 2026$-0.25$-0.36+30.6%
Q4 2025Jan 29, 2026$-0.34$-0.37+7.6%
Q3 2025Oct 30, 2025$-0.36$-0.37+2.7%
Next earningsThu, Oct 29·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.1M+32.8%29.5%-14.7%$-0.41—
Q4 FY25$16.9M+16.7%29.8%-16.6%$-0.44$-3.3M
Q3 FY25$15.6M+5.8%31.4%-19.7%$-0.49$0
Q2 FY25$15.0M+3.6%31.4%-21.0%$-0.59$0

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$82.6M$82.6M – $82.6M-$0.88-$0.88 – -$0.881
FY27$95.1M$95.1M – $95.1M-$0.46-$0.46 – -$0.461

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+47.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Yeshayhu OrbachDirector3.0K sh$134KSellAug 17Avinoam EizenmanDirector20.0K sh$1.0MSellAug 12Liron EizenmanCEO18.1K sh$877KSellAug 6Eran GiladCFO7.0K sh$311KSellMay 19Yuval KarpEVP Project Management2.0K sh$100KSellMay 14David HendelVP R&D1.0K sh$49KSellMay 14David CastielVP Engineering2.0K sh$96KSellMay 14Cohen Daniel (dc)EVP Operation15 sh$780SellMay 13David HendelVP R&D1.0K sh$44KSellMay 7Liron EizenmanCEO8.9K sh$403K
1–10 of 13
+ 9 other (9 exempts) in window

See when $SILC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Apr 20SC 13D
AI summary

Erez Ilan, a director of Silicom Ltd. (SILC), filed an initial Schedule 13D disclosing beneficial ownership exceeding 5% of Silicom's shares. The threshold was crossed because unvested RSUs and unexercised options that vest or become exercisable within 60 days are counted as beneficially owned under SEC rules. The filing indicates passive investment intent. Silicom is an Israel-based server adapter and network solutions company.

3New insider — initial holdingsApr 143
AI summary

Erez Ilan filed an initial Form 3 for Silicom Ltd. (SILC) on March 18, 2026, reporting initial beneficial ownership as a director of the Israel-based company. Silicom designs and manufactures server adapters, network bypass solutions, and SmartNIC products for data center and telecom applications. The Form 3 establishes baseline ownership ahead of ongoing Form 4 filings for transaction reporting.

3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 25 other (15 6-Ks · 4 3s · 1 13G · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunityseekingalpha.com·22d agoSilicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Realityseekingalpha.com·25d agoSilicom Ltd. (SILC) Q2 2026 Earnings Call Transcriptseekingalpha.com·33d agoSilicom Q2 Earnings Call Highlightsmarketbeat.com·34d agoSilicom Reports Q2 2026 Resultsprnewswire.com·34d ago

In themes

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