Silicom Ltd.
- Open
- 39.80
- Day high
- 40.69
- Day low
- 38.56
- Prev close
- 39.51
- Volume
- 83K
- Mkt cap
- $231M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.0
- P/S
- 3.1
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$2.4M over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions reducing (13F)
Silicom Ltd. (SILC) is a Technology company listed on NASDAQ. The stock is up 148% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4). Drillr has 1 published research article covering SILC.
Silicom Ltd. (SILC) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SILC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 29, 2026 | $-0.24 | $-0.16 | +33.3% | $24M | +15.7% |
| Apr 30, 2026 | $-0.36 | $-0.25 | +30.6% | $19M | +12.5% |
| Mar 16, 2026 | — | $-0.44 | — | $17M | — |
| Oct 30, 2025 | $-0.37 | $-0.36 | +2.7% | $16M | -0.2% |
| Jul 31, 2025 | $-0.36 | $-0.35 | +2.8% | $15M | -4.0% |
| Jan 30, 2025 | $-0.32 | $-0.58 | -81.2% | $14M | +0.9% |
| Oct 31, 2024 | $-0.32 | $-0.28 | +12.5% | $15M | +1.6% |
| May 2, 2024 | $-0.23 | $-0.38 | -65.2% | $14M | -14.1% |
| Feb 1, 2024 | $-0.03 | $-0.07 | -133.3% | $19M | -6.2% |
| Oct 26, 2023 | $0.24 | $0.30 | +25.0% | $30M | +1.0% |
| May 1, 2023 | $0.60 | $0.61 | +1.3% | $37M | +0.4% |
| Jan 30, 2023 | $0.96 | $0.98 | +2.1% | $45M | +3.7% |
SILC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | Orbach Yeshayhudirector | Sell | 2,969 | $45.00 |
| Aug 18, 2026 | Eizenman Avinoamdirector | Sell | 20,000 | $50.50 |
| Aug 13, 2026 | Eizenman Lironofficer: President and CEO | Sell | 18,072 | $48.53 |
| Aug 6, 2026 | Gilad Eranofficer: CFO | Option | 5,000 | $16.42 |
| Aug 6, 2026 | Gilad Eranofficer: CFO | Sell | 6,975 | $44.44 |
| Aug 6, 2026 | Gilad Eranofficer: CFO | Sell | 25 | $46.56 |
| Jun 18, 2026 | Orbach Yeshayhudirector | Option | 2,969 | — |
| Jun 16, 2026 | Castiel Davidofficer: VP Engineering | Option | 2,000 | — |
| Jun 16, 2026 | Eizenman Lironofficer: President and CEO | Option | 12,500 | — |
| Jun 16, 2026 | Eizenman Avinoamdirector | Option | 12,500 | — |
| Jun 16, 2026 | COHEN DANIEL (DC)officer: EVP Operation | Option | 2,000 | — |
| Jun 16, 2026 | Gilad Eranofficer: CFO | Option | 2,000 | — |
| Jun 16, 2026 | Hendel Davidofficer: VP R&D | Option | 2,000 | — |
| Jun 16, 2026 | Karp Yuvalofficer: EVP Project Management | Option | 2,000 | — |
| Jun 15, 2026 | Karp Yuvalofficer: EVP Project Management | Sell | 2,000 | $50.00 |
Source: SILC SEC Form 4 filings, latest Aug 28, 2026. For informational purposes only — not investment advice.
See the full SILC insider & 13F page →SILC research & analysis
Silicom Ltd. company profile
Overview
Silicom Ltd. (NASDAQ:SILC) is an Israeli technology company founded in 1987 that designs and manufactures specialized networking hardware components. Based in Kfar Sava, Israel, the company went public in 1994 and has established itself as a provider of server network interface cards, smart cards, and edge computing solutions primarily serving original equipment manufacturers (OEMs), cloud providers, telecommunications companies, and cybersecurity firms across North America, Europe, and Asia-Pacific markets.
Business
Silicom operates in the communication equipment sector, specializing in networking and data infrastructure hardware solutions that enable high-performance data processing and network connectivity. The company's core business revolves around three main product categories that work together to accelerate and optimize network traffic in enterprise and service provider environments. The company's primary offerings include server network interface cards (NICs), which are specialized hardware components that connect servers to networks and handle data packet processing. These cards are essential infrastructure components that sit inside servers and manage network communications, offloading processing tasks from the main server CPU to improve overall system performance. Silicom also produces smart cards and server adapters, which include more advanced networking components such as redirector and switching cards that route network traffic, encryption and data compression acceleration cards that secure and optimize data transmission, forward error correction cards that ensure data integrity, time synchronization cards for precise network timing, and field programmable gate array (FPGA)-based cards that can be customized for specific networking tasks. The third major product category encompasses edge computing solutions, including virtualized customer-premises equipment (vCPE), edge devices for software-defined wide area networking (SD-WAN) and network functions virtualization (NFV) deployments, and distributed units for 5G mobile infrastructure. These products enable telecommunications companies and service providers to deploy network functions closer to end users, reducing latency and improving performance. Revenue is distributed across several market segments: cybersecurity applications account for approximately 31% of revenues, platforms and infrastructure represent 31%, network appliances comprise 26%, financial services contribute 7%, and other sectors make up the remaining 5%. Geographically, North America generates about 76-83% of revenues, while Europe and Israel contribute 13-16%, and Far East and other regions account for 3-8%.
Risks & safety
Silicom demonstrates a strong margin of safety from a balance sheet perspective but faces earnings volatility challenges. • Liquidity and Solvency: Exceptionally strong with $51.3 million in cash and short-term investments, $129.8 million in current assets against only $15.1 million in current liabilities (8.6x current ratio), and zero debt • Cash Generation: Positive free cash flow of $17.4 million in 2024 despite operating losses, indicating strong working capital management • Valuation Metrics: Trading below book value (0.74x P/B ratio) and at negative P/E due to current losses, suggesting potential value opportunity if operations recover • Graham Net-Net: Strong asset coverage with working capital significantly exceeding market capitalization • Operational Risks: Currently unprofitable with -$13.7 million net loss in 2024, though management projects return to profitability by second half of 2026 • Market Position: Small market cap of approximately $83 million creates liquidity risks but also potential for significant upside if growth targets are achieved
Recent development
Over the past few years, Silicom has undergone significant strategic repositioning in response to market challenges and changing customer demands. The company experienced a major revenue decline from $151 million in 2022 to $58 million in 2024, primarily due to customer inventory corrections and macroeconomic headwinds affecting technology spending. In response to these challenges, management implemented a comprehensive restructuring plan in 2023-2024, reducing workforce from 310 to 240 employees and cutting operating expenses to approximately $27 million annually. The company also launched an aggressive share repurchase program, buying back $10 million worth of shares in 2024 and planning to repurchase 1.6 million shares over 2024-2025 to reduce share count and increase earnings per share. Strategic product focus has shifted toward faster-cycle opportunities, with management targeting 7-9 new design wins in 2025 compared to historically pursuing fewer but larger deals. This approach aims to reduce dependence on major customer cycles and create more diversified revenue streams. The company has secured notable design wins including partnerships with a major U.S. cybersecurity company and a global networking and security service provider, both expected to generate initial revenues in the second half of 2025. Technology development efforts have concentrated on edge computing solutions, smart NICs, and FPGA-based products, while discontinuing non-core programs like O-RAN. The company is also exploring opportunities in edge AI applications, though these remain at proof-of-concept stages. Management has established ambitious long-term targets including achieving $150-160 million in annual revenues and earnings per share above $3 by 2026-2028, representing a significant recovery from current levels.
SILC company profile · for informational purposes only — not investment advice.
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