Silicom Ltd SILC

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Insider Decisions

Total sells 3.72
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy
Sell 9 4
Insider Ownership 4.43%

Capital & Financial Ratios

Market Cap 264.30
Revenue 75.43
Net Income (11.48)
Free Cash Flow 33.96
Net Debt (31.34)
Current Ratio 3.06
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 3.48
P/B ratio 2.29
Past 5Y EPS Growth (1.26%)
This Y EPS Growth 68.19%
Next Y EPS Growth 154.29%
Next 5Y EPS Growth 15.00%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate
Annual Dividend Yield
total individual payouts
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 1.00
2016 1.00
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 54.93 72.14 48.11 31.34
Receivables 28.69 16.59 12.35 21.48
Inventory 51.51 41.06 52.65 70.73
Other
135.13 129.79 113.11 123.54
2023 2024 2025 Q'26
Payables 10.81 13.42 25.23 38.29
ST’ Debt
Other
12.88 15.09 27.25 40.35
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡ ‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 19.10 23.81
’25 14.39 15.02 15.61 16.91 61.93
’24 14.37 14.50 14.76 14.49 58.11
’23 37.18 38.13 30.06 18.76 124.13
’22 32.07 34.15 39.17 45.19 150.58
’21 29.00 30.28 32.88 36.30 128.46
’20 22.07 23.05 28.39 33.90 107.40
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26
’25 (2.16) (2.16)
’24 18.29 18.29
’23 31.93 31.93
’22 (4.09) (4.09)
’21 1.08 1.08
’20 4.96 4.96
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26
’25 (3.96) (3.96)
’24 16.99 16.99
’23 29.71 29.71
’22 (8.78) (8.78)
’21 (5.08) (5.08)
’20 1.78 1.78
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.41) (0.37)
’25 (0.49) (0.59) (0.49) (0.44) (2.01)
’24 (0.55) (0.25) (0.44) (0.76) (1.99)
’23 0.52 0.56 0.18 (1.76) (0.44)
’22 0.32 0.67 0.88 0.82 2.69
’21 0.37 0.29 0.38 0.48 1.51
’20 0.20 0.18 0.29 0.12 0.80

Target Price Range

High ‡‡‡‡ ‡‡‡‡
Average ‡‡‡‡ ‡‡‡‡
Low ‡‡‡‡ ‡‡‡‡

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
Powerpack only forecast
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.30 13.75 11.35 12.44
Low Price
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 51.66 50.00 19.04 19.36
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 306 246 229 236
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.49 0.50 0.25 0.26
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 150.58 124.13 58.11 61.93 ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.50% 23.11% 28.56% 30.56%
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.39 (27.30) (11.32) (10.61)
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.87% (21.99%) (19.47%) (17.13%) ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.31 (26.41) (13.71) (11.48)
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.42 2.50 2.21 1.59
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.49 18.53 9.65 10.85 ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ 2.73 (0.44) (1.99) (2.01)
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.61) 4.76 3.04 (0.38)
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.70) (0.33) (0.22) (0.31) ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.31) 4.43 2.82 (0.69)
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.77 22.13 21.24 20.59
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.70 6.70 6.02 5.71 ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.55 0.00 0.00 0.00
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.90 0.99 1.69 1.35 ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.59 0.83 0.77 0.71 ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.72 0.60 0.56 0.68 ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.22 4.22 0.99 1.25
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4.09) 31.93 18.29 (2.16) ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (4.69) (2.21) (1.30) (1.80)
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (8.78) 29.71 16.99 (3.96)
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 126.51 122.25 114.70 85.86
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.84
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (26.91) (54.93) (72.14) (48.11)
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 179.30 148.26 127.84 117.49
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.40% (13.76%) (8.62%) (7.59%)
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.17% (19.20%) (14.90%) (11.05%)
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.84% (16.13%) (9.93%) (9.36%)
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Silicom Ltd (SILC), a key player in high-performance networking gear for edge computing and 5G, rode a revenue boom from $100 million in 2016 to a $151 million peak in 2022, fueled by data center and hyperscaler demand. But the party ended abruptly, with sales cratering 53% to $58 million in 2024 amid inventory gluts and delayed projects—echoing slumps seen in peers like Celestica. Despite stinging losses (EPS swinging from $2.73 profit to -$1.99), Silicom’s fortress balance sheet shines: $72 million net cash (over 100% of market cap), positive free cash flow, and aggressive share buybacks trimming shares by 10%.

Valuations scream bargain—trading at 0.77x book value, 0.56x EV/sales, and under 1x EV/FCF—cushioning the 60%+ stock plunge from 2022 highs. Gross margins have slipped to 29%, ROE turned negative, and insiders are silent, but productivity per employee hit $500K even as headcount dropped 27%. Geopolitical hiccups in Israel and semi shortages add risks, yet the cash hoard buys years of runway.

Analysts see modest relief: revenue up 7-15% annually to $80 million by 2027, potentially flipping EPS positive if margins rebound. Is this a coiled spring for cyclical recovery, like 2019’s 3x return, or a value trap in a shifting AI-edge world? Dive into the full analysis for the metrics, catalysts, and buy signals that could make SILC your next deep-value play.

Silicom Ltd (SILC) Latest News

News by impact score

Fine-tune

2 Sep

4 , 8:30 AM

Silicom Ltd has secured a design win worth over $5 million annually with a tier-1 cloud-based cyber security customer for its 5G-enabled edge networking device. Securing a multi-million dollar annual design win with a tier-1 customer in cyber security strengthens Silicom's revenue stream and market position in 5G edge networking.

7 Aug

3 transcript www.fool.com, 8:02 PM

Silicom Ltd (SILC) held Q2 2026 earnings call covering quarterly financial results, operational updates and forward outlook. Quarterly earnings disclosure can shift near-term sentiment and valuation multiples without altering long-term strategy.

3 Aug

4 , 9:01 PM

Silicom Ltd (SILC) reported Q2 2026 revenue surging 59% to $23 million. 59% revenue growth signals major positive shift in financial trajectory and market sentiment.

29 Jul

3 www.marketbeat.com, 1:04 PM

Silicom Ltd (SILC) reported Q2 results during its earnings call, covering revenue, margins, product demand, and forward guidance for networking and edge solutions. Q2 earnings and guidance provide moderate insight into near-term revenue trends and margins but do not signal major strategic shifts.

3 , 8:15 AM

Silicom Ltd (SILC) reported its Q2 2026 financial results. Quarterly results update key financial metrics that can shift near-term investor sentiment and valuation.

16 Jul

4 , 8:30 AM

Silicom secures design win for custom high-speed server adapter. Design win directly adds future revenue streams and bolsters competitive positioning in server hardware.

30 Jun

4 , 9:15 AM

Silicom Ltd receives first AI inference-related production order as key milestone. First production order in AI inference opens new revenue stream and growth trajectory for Silicom.

26 May

4 PR Newswire, 6:30 AM

Silicom secures $5 million per year design win with tier-1 cyber security leader for new white-label switch family. $5M annual recurring revenue from tier-1 cyber security customer strengthens Silicom revenue base and competitive positioning.

5 May

4 PR Newswire, 8:30 AM

Pioneering AI inference acceleration provider selects Silicom Ltd's inference-specific solution. Customer selection by leading AI inference provider signals strong product validation and revenue potential in high-growth AI market.

30 Apr

4 app.moby.co, 5:09 PM

Silicom Ltd released Q1 2026 earnings call summary detailing financial results, operational updates, and future outlook. Q1 earnings call summaries deliver key financial metrics and guidance that significantly sway investor sentiment and company trajectory.

4 transcript www.fool.com, 2:04 PM

Silicom Ltd (SILC) released Q1 2026 earnings call transcript detailing quarterly financial performance, management discussion, and future outlook. Q1 2026 earnings transcript discloses financial results and guidance that significantly shape investor expectations and stock trajectory.

4 PR Newswire, 8:15 AM

Silicom Ltd (SILC) reported its Q1 2026 financial results. Q1 earnings reports often drive significant shifts in stock price and investor outlook for the company.

4 Bloomberg, 5:00 AM

Apple earnings become sideshow as Silicom Ltd's new CEO prepares to grab the reins. New CEO transition at Silicom Ltd indicates major leadership change with potential to significantly alter strategic direction and market performance.

3 www.marketbeat.com, 10:42 PM

Silicom Ltd (SILC) Q1 earnings call highlights financial results, revenue performance, profitability metrics, management updates, and forward guidance amid market challenges. Q1 earnings highlights affect financial performance and investor sentiment but face market headwinds limiting broader trajectory shifts.

15 Apr

4 PR Newswire, 8:30 AM

Silicom Ltd (SILC) secured a $3 million per year FPGA Smart NIC design win from a leading European secure communications company. $3M annual recurring revenue from a key FPGA Smart NIC design win strengthens Silicom's position in secure communications and boosts financial outlook.

12 Mar

3 PR Newswire, 8:15 AM

Streaming service provider selects Silicom Ltd network adapter for its streaming infrastructure. Design win with streaming provider validates technology and supports moderate revenue growth.

9 Feb

4 PR Newswire, 8:30 AM

Silicom Ltd has been selected by a leading cyber security company to provide its Edge System as a high-end next-generation platform. This partnership is expected to enhance the cyber security capabilities of the client, leveraging Silicom's advanced technology solutions. The partnership with a cyber security leader is likely to significantly enhance Silicom's market position and future performance.

30 Jan

4 GuruFocus.com, 8:02 PM

Silicom Ltd (SILC) reported strong revenue growth in Q4 2025, driven by strategic expansion initiatives. The company highlighted its focus on enhancing product offerings and entering new markets, which contributed to improved financial performance. Management expressed optimism about future growth prospects and ongoing investments in innovation. Strategic expansion and strong revenue growth are likely to significantly impact future performance and investor sentiment.

29 Jan

4 transcript www.marketbeat.com, 5:09 PM

Silicom Ltd reported its Q4 earnings, highlighting strong revenue growth driven by increased demand for its networking and data processing solutions. The company emphasized its strategic focus on expanding product offerings and enhancing operational efficiency. Management provided optimistic guidance for the upcoming quarters, citing robust market trends and a solid pipeline of new projects. Key financial metrics showed improvements, with net income rising compared to the previous year. The earnings call also addressed challenges in supply chain management but reassured stakeholders of ongoing efforts to mitigate these issues. Strong revenue growth and optimistic guidance indicate significant potential for future performance.

4 Associated Press Finance, 8:08 AM

Silicom Ltd (SILC) reported its Q4 earnings, showcasing a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong demand for its networking and data processing solutions. Additionally, Silicom announced plans for new product launches aimed at expanding its market reach. The outlook for the upcoming quarters appears positive, with expectations of continued growth driven by technological advancements and strategic partnerships. Significant growth in revenue and net income, along with new product launches, indicates a strong potential for future performance.

5 Jan

4 PR NewswireZacksMT NewswiresMotley FoolInsider MonkeyMotley FoolBarchart, 8:45 AM

Silicom Ltd's edge devices are being deployed by a global networking and security giant across multiple additional use cases, indicating an expansion of their technology's application and potential market reach. The expansion of Silicom's edge devices into new use cases is likely to significantly enhance its market position and investor sentiment.

5 Nov

3 GuruFocus.com, 8:00 PM

Silicom Ltd (SILC) reported its Q3 2025 earnings, highlighting strong design wins despite facing financial challenges. The company emphasized its commitment to innovation and strategic growth, aiming to navigate current market difficulties while capitalizing on new opportunities. Management expressed optimism about future prospects, driven by recent product developments and customer engagements. Strong design wins indicate potential for future revenue growth, but financial challenges may limit immediate impact.

30 Oct

4 Associated Press Finance, 8:26 AM

Silicom Ltd (SILC) reported its Q3 earnings, showcasing a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong demand for its networking and data processing solutions. Additionally, Silicom highlighted its ongoing investments in product development and expansion into new markets, which are expected to drive future growth. The earnings report reflects a positive outlook for the company, with management expressing confidence in achieving their strategic goals. Significant growth in revenue and net income indicates a strong market position and potential for future expansion.

4 PR NewswireZacks, 8:15 AM

Silicom Ltd (SILC) reported its Q3 2025 financial results, showcasing a notable increase in revenue and net income compared to the previous quarter. The company attributed this growth to strong demand for its networking and data processing solutions. Additionally, Silicom announced plans for new product launches aimed at expanding its market reach. The management expressed optimism about future growth prospects, citing ongoing investments in research and development. Overall, the results exceeded analyst expectations, leading to a positive outlook for the remainder of the fiscal year. Significant growth in revenue and net income, along with new product launches, indicates a strong strategic direction that could alter the company's trajectory.

28 Oct

4 PR NewswireCFO DiveSimply Wall St.MT NewswiresZacks, 8:30 AM

Silicom Ltd has secured a $3 million design win from a leading SASE (Secure Access Service Edge) provider, marking a significant milestone for the company. This partnership is expected to enhance Silicom's product offerings and strengthen its position in the growing SASE market, which integrates networking and security functions into a single cloud-based service. The design win is anticipated to contribute positively to Silicom's revenue and market presence. The design win from a SASE leader is likely to significantly enhance Silicom's market position and revenue potential in a rapidly growing sector.

29 Sep

4 PR Newswire, 8:30 AM

Silicom Ltd has secured a design win valued at $2 million per year for its cryptography hardware acceleration solution from a leading application delivery company. This partnership is expected to enhance Silicom's product offerings and strengthen its position in the market for high-performance networking solutions. The design win represents a significant strategic move that could enhance Silicom's competitive positioning and financial performance.

4 Sep

4 PR NewswireBusiness WireGlobeNewswireBusiness Wire, 8:30 AM

Silicom Ltd has been selected by a long-term network optimization customer to provide its next-generation Edge Systems platforms. This partnership is expected to enhance the customer's network capabilities and performance, leveraging Silicom's advanced technology solutions. The selection of Silicom's Edge Systems for a significant customer indicates a major strategic move that could enhance market positioning and investor sentiment.

2 Aug

3 , 10:15 AM

Silicom Ltd reported a loss of US$0.59 per share for the second quarter of 2025, compared to a loss of US$0.25 per share in the same quarter of 2024. The increased loss indicates a decline in financial performance year-over-year, raising concerns among investors about the company's current trajectory. The increased loss per share suggests a moderately noticeable influence on financial performance and market sentiment.

1 Aug

3 GuruFocus.com, 3:00 PM

Silicom Ltd (SILC) reported its Q2 2025 earnings, highlighting strong design wins despite facing operating losses. The company emphasized its focus on innovation and strategic partnerships to drive future growth, even as it navigates current financial challenges. Management expressed optimism about upcoming product launches and market opportunities, aiming to leverage recent design wins to enhance revenue streams. Strong design wins indicate potential for future revenue growth, but current operating losses may limit immediate impact.

31 Jul

4 Associated Press Finance, 8:21 AM

Silicom Ltd (SILC) reported its Q2 earnings, showcasing a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong demand for its networking and data infrastructure solutions. Additionally, Silicom highlighted its ongoing investments in product development and strategic partnerships aimed at enhancing its market position. The outlook for the upcoming quarters remains positive, with expectations of continued growth driven by expanding customer needs and technological advancements. Significant revenue growth and strategic investments indicate a strong potential for future performance improvements.