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SISILC

Silicom Ltd.

$SILC·$252M·Communication Equipment·Technology
$44.06+10.0%YTD+196.9%1Y+181.0%
Mentions · last 7 days
2026-07-10: 3 posts2026-07-11: 2 posts2026-07-12: 2 posts2026-07-13: 2 posts2026-07-14: 5 posts2026-07-15: 5 posts2026-07-16: 10 posts29-10%
Price updated 5h ago·X counts updated 1d ago
SISILC
$SILCSilicom Ltd.
$44.06+9.97%29 posts-10%
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.

Comeback attemptAcceleratingAI verdict · as of 2026-07-16

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

Cycle-recovery story confirmed with an AI-inference production order and Wall Street reset.

Silicom is up roughly 178% year-to-date on evidence that the multi-year customer-inventory correction has ended, punctuated by a June 30 announcement of the company's first AI-inference-related production order and a $5 million per year design win with a Tier-1 cybersecurity customer disclosed on May 26.

  • The AI-inference win is a proof point that Silicom's networking-adapter and edge-inference boards can slot into hyperscaler and enterprise data-center refresh cycles, which is the story bulls have been positioning around all year.
  • The stock at 70% of its range is above the pre-cycle lows but still well below prior peaks, so the rerating still has room if the second-quarter print on July 29 confirms the design-win pipeline is converting to revenue.
  • The upcoming print will be the near-term test on both order-book growth and gross-margin recovery after several years of underabsorbed capacity, and any customer-concentration commentary will matter.

Watch design-win to revenue conversion timing, gross-margin recovery, and any updated 2026 outlook on the Q2 call.

Agrees with X sentimentAggressively bullish chatter on the cycle inflection aligns with the design-win disclosures; the print is where confidence gets validated or clipped.

What to watch: Order-book growth, gross-margin recovery, and 2026 outlook on the July 29 print.

On the calendar: Q2 earnings on July 29, 2026.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-14

Silicom chatter is aggressively bullish: one trader loaded $300K into SILC at the lows and doubled the position ahead of earnings, framing SILC as the most likely name to inflect given it has proven it can meet AI inference hardware demand and took share from Arista via a recent design win. Crazy buying pressure is cited with nearly all trades on the tape being buys, and further inference-order updates on the call could push SILC to $60-$70 immediately.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $SILC

Neutral — Israeli designer of high-performance server network interface cards and adapters for cloud and telecom infrastructure; this business's revenue is largely decoupled from the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.6%YTD
+34.2%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
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%
Q2 2025Jul 31, 2025$-0.35$-0.36+2.8%
Next earningsWed, Jul 29·consensus EPS $-0.24

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.1.1×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.78%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.+0.8%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.+75.8%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 today3.6% 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.β1.545-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

SellMay 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$403KSellMay 7Eran GiladCFO6.0K sh$265KSellMay 7David HendelVP R&D500 sh$23KSellMay 7Avinoam EizenmanDirector9.0K sh$403K
+ 8 other (8 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
Free, forever. No credit card.

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
+ 27 other (16 6-Ks · 4 3s · 2 13Gs · 1 EFFECT) in window

Recent news

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

Silicom Secures Design Win for Custom High-Speed Server Adapterprnewswire.com·2d agoHere Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More247wallst.com·16d agoSILICOM'S SECOND QUARTER 2026 RESULTS RELEASE SCHEDULED FOR JULY 29, 2026prnewswire.com·17d agoSignificant Milestone for Silicom - First AI Inference-Related Production Orderprnewswire.com·18d agoSilicom: The Market Is Still Pricing In A Cycle That Already Endedseekingalpha.com·48d ago

In themes

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