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SISILC

Silicom Ltd.

$SILC·$339M·Communication Equipment·Technology
$40.37-7.4%YTD+246.2%1Y+147.8%
Price updated 14m ago·X counts updated 5d ago
SISILC
$SILCSilicom Ltd.
$40.37-7.39%45 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SILC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SILC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 64% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Silicom just landed a huge design win representing 8% of annual revenue and expected to last 3-5 years, and the stock "is back on its W21" — extremely healthy consolidation while other hardware names entered downtrends. Bulls half-joke that Trump should invest and tariff every other SmartNIC. The tape reads bullish but not chase-worthy.

Read what X is saying about $SILC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SILC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Silicom just landed a design win worth 8% of annual revenue — up 246% YTD, consolidating on W21.

Silicom Ltd. makes network connectivity hardware — SmartNICs and FPGA-based network cards for enterprise and telecom customers. The business just announced a major design win.

  • The business is accelerating: Q1 revenue +33% YoY at a -18% operating margin — top-line reflecting the new design-win pipeline, with margins expected to inflect as volumes scale.
  • The design-win signal is specific: a huge design win representing 8% of annual revenue, expected to last 3-5 years — a tangible multi-year revenue commitment, not a one-off order.
  • 52-week range position is 98% with vol at 40% of average — near-highs on light volume, 'back on its W21' consolidation while other hardware names entered downtrends; the SmartNIC-plus-Trump-tariff angle is tape color, not thesis.

Oct 29 Q3 is the gate — any additional design-win commentary plus confirmed margin inflection extends the move. A design-win delay or margin reversion and the stock gives back some of the massive YTD gain.

Agrees with X sentimentThe thread has substantive drivers — specific 8%-of-annual-revenue design win expected to last 3-5 years, W21 consolidation framing, SmartNIC positioning while peer hardware stocks entered downtrends — all grounded, with the honest 'bullish but not chase-worthy' tone.

What to watch: Oct 29 Q3 — design-win execution, additional customer commentary, operating-margin inflection, and FY27 guide. A design-win delay or margin reversion is the clear invalidator.

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

Read the AI verdict on $SILC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $SILC

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+20.5%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$94.2M$94.2M – $94.2M-$0.45-$0.45 – -$0.451
FY27$113.1M$113.1M – $113.1M$0.24$0.24 – $0.241

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.1.4×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.61%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.-7.8%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.+25.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% 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.

+ 19 other (13 6-Ks · 2 13Gs · 1 EFFECT · 1 F-3) in window

Recent news

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

Silicom Ltd (SILC) Shares Surge 11.9% -- What GF Score of 56 Tells Investorsgurufocus.com·14d agoSILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026prnewswire.com·16d agoSilicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Deviceprnewswire.com·45d agoSilicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunityseekingalpha.com·67d agoSilicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Realityseekingalpha.com·70d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $SILC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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