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SISILC

Silicom Ltd.

Buzzing onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$SILC·$229M·Communication Equipment·Technology
$46.55+13.0%YTD+213.7%1Y+173.5%
Mentions · last 7 days
2026-07-28: 4 posts2026-07-29: 27 posts2026-07-30: 9 posts2026-07-31: 8 posts2026-08-01: 6 posts2026-08-02: 8 posts2026-08-03: 17 posts79+15%
Price updated 2h ago·X counts updated 1d ago
SISILC
$SILCSilicom Ltd.
$46.55+12.96%79 posts+15%
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.

Proven numbersAcceleratingAI verdict · as of 2026-08-01

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

Silicom Q2 EPS beat 33% plus first AI-inference production order — full-year guide raised, +135% YTD.

Silicom Ltd is an Israeli-headquartered specialty networking hardware provider — high-performance NICs and networking cards for AI inference, cybersecurity, and telecom. Up 135% YTD and 141% over 12 months, the July 29 Q2 print delivered a substantial beat plus the first AI-inference production order — the specific customer datapoint that validates the AI-networking thesis.

Where the setup sits:

  • Q2 was a clean beat with raise: EPS negative $0.16 vs negative $0.24 consensus (33% beat) on $23M revenue (+33% YoY) — the operational execution is turning positive.
  • The first AI-inference production order is the substantive event: this is the specific customer datapoint that changes the equity story from 'AI-adjacent networking' to 'AI-inference networking supplier' — durable revenue.
  • Full-year guidance was raised ~15% to $95M with H2 profitability pulled forward: this is a raise-and-improve print, exactly the pattern that keeps the tape running.
  • The tape faded intraday from +14% to -4%: the print quality is strong but the sell-off suggests position squaring rather than fundamental disagreement — chart posters framing SILC as a $75+ stock reflect the underlying setup.

October 29 is the next check: continued AI-inference production order flow plus firm 2027 revenue guidance is what keeps the accelerating tape running; a customer-concentration signal or an AI-networking demand slowdown and the +135% YTD gives back significant ground as the specialty-networking cohort rotates.

Agrees with X sentimentX captures the substance — Q2 33% EPS beat, 59% YoY revenue growth, full-year guidance raised ~15% to $95M with H2 profitability pulled forward, and the first AI-inference production order as the key structural signal are all real; the 'from +14% to -4% fade' framing is a fair tape observation, and the $75+ target is aggressive but consistent with the beat quality.

What to watch: The October 29 Q3 print — continued AI-inference production order flow plus firm 2027 revenue guidance keeps the accelerating tape running; a customer-concentration signal or AI-networking demand slowdown and the +135% YTD gives back ground.

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

X sentiment

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

Bullish sentiment31 posts analyzed · as of 2026-08-04

X is decisively bullish after Silicom's blowout Q2 — a 33% EPS beat, 16% revenue beat and 51% guidance raise tied to a first production order for an AI-Infra product. Accounts are calling it a 'hidden gem' and floating $75 targets, with early holders taking a victory lap that the name is finally getting attention. The one grumble is that the pre-market +14% pop faded to -4%, which some blame on tape action rather than the print.

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; limited read-through from communication equipment macro dynamics to this specific revenue mix.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+45.4%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.0.6×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.70%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.-3.8%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.+56.4%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 today2.1% 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 Ltd. (SILC) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoSilicom Q2 Earnings Call Highlightsmarketbeat.com·7d agoSilicom Reports Q2 2026 Resultsprnewswire.com·7d agoSilicom Secures Design Win for Custom High-Speed Server Adapterprnewswire.com·20d agoHere Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More247wallst.com·34d ago

In themes

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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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