Silicom Ltd. (SILC)

NMS – Real vaqt narxi. Valyuta: USD

41.10

+0.62 (1.53%)

Yopilishda: Jun 26, 2026, 4:00 PM EDT

42.00

+0.90 (2.19%)

Bozordan keyin: Jun 26, 2026, 5:45 PM EDT

31.05.2026

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Silicom Ltd. is rated buy, trading at a steep 2.36x NTM revenue versus a 9.51x peer median, despite five quarters of sequential growth. SILC's design-win model, R&D intensity, and expanding edge/security use cases drive recurring revenue and create structural switching costs. Three macro tailwinds—AI inference, post-quantum cryptography, and white-label switches—support a bottom-line recovery and offer material upside optionality.

26.05.2026

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

KFAR SAVA, Israel, May 26, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced a design win with a Tier-1 global cyber security leader, which has selected a range of Silicom-designed white-label switches as the networking infrastructure for its security platforms.

20.05.2026

Silicom Broke Out On A Possible Mega Order

Silicom achieved a transformative Q1/26, accelerating year-over-year revenue growth to 33% and surpassing guidance, driven by ramping design wins. SILC is positioned for secular growth in SmartNICs, AI infrastructure, post-quantum cryptography, and edge computing, with strong regulatory and market tailwinds. Recent major design wins and proactive inventory management provide strong revenue visibility and operational resilience, with Q2 and full-year guidance implying up to 40% and 33% growth, respectively.

05.05.2026

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Customer placed initial orders to facilitate its PoC efforts targeting mainly Tier-1 hyperscalers, scheduled for H2/2026 KFAR SAVA, Israel, May 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that one of the AI infrastructure challengers has selected its high-performance, inference-specific solution for deployment as part of its Proof of Concept (PoC) efforts targeting mainly Tier-1 hyperscalers.

05.05.2026

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

KFAR SAVA, Israel, May 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that a senior executive will represent the company at the 21st Annual Needham Technology, Media, & Consumer Conference.

30.04.2026

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

30.04.2026

Silicom Reports Q1 2026 Results

- Core business at inflection point: 33% YoY growth for Q1, ~40% YoY growth projected for Q2 2026 - KFAR SAVA, Israel, April 30, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of high-performance networking and data infrastructure solutions, today reported its financial results for the first quarter ended March 31, 2026.

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26.05.2026

Silicom Ltd. (SILC)

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Silicom Ltd. (SILC)

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom Broke Out On A Possible Mega Order

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

Silicom Reports Q1 2026 Results

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Press-relizlar

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom Broke Out On A Possible Mega Order

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

Silicom Reports Q1 2026 Results

Videolar

No Data

Press-relizlar

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Reports Q1 2026 Results

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Silicom Ltd. (SILC)

Aksiya tahlili uchun eng kuchli vositalarga ega bo'ling

Finranks

Kompaniya

Biz bilan bog'lanish

Bizni kuzating

Silicom Ltd. (SILC)

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom Broke Out On A Possible Mega Order

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

Silicom Reports Q1 2026 Results

Videolar

No Data

Press-relizlar

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom: The Market Is Still Pricing In A Cycle That Already Ended

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Silicom Broke Out On A Possible Mega Order

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Ltd. (SILC) Q1 2026 Earnings Call Transcript

Silicom Reports Q1 2026 Results

Videolar

No Data

Press-relizlar

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

Silicom to Participate in 21st Annual Needham Technology, Media, & Consumer Conference

Silicom Reports Q1 2026 Results