SILC

Silicom Ltd. (SILC) | Rumor.io

Silicom

SILC

Attention (50-day avg)0%

Attention rank (50-day avg)#829

Bullish sentiment (50-day avg)95%

Price to earnings ratio7.41

Market capitalization293.6M

Earnings per share-1.71

Dividend yield (TTM)—

Revenue (annual)61.9M

Net income (annual)-11.5M

Social

What share of all stock conversation is about SILC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Jul 29

Silicom Ltd. reported a 33% EPS beat and 16% revenue beat in Q2, driven by a 59% year-over-year revenue surge and its first production order for its AI-Inference solution.
The company raised its full-year guidance to a 50%+ increase, with revenue expected to accelerate to 66% growth next quarter.
Silicom's turnaround is accelerating, with profitability expected in the second half of the year, and the stock is seen as a "pretty certain win" despite the recent sell-off.

Generated by AI

Sentiment

Of the messages about SILC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +3.45	88.65% -7.06	95.09% +9.66
Bearish	—	0% -3.45	11.35% +7.06	4.91% -9.66

Bullish· Apr 30

Silicom Ltd. (SILC) has accelerated its core business, with a 33% YoY growth and guidance for continuous acceleration, in addition to expected AI inference demand.
SILC's Q1 2026 earnings report showed a 33% revenue growth, with a non-GAAP net loss of $1.5M, and a Q2 revenue guidance of $20.0-$21.0M, reinforcing the company's potential for growth.
SILC has broken through resistance levels, with a +36.86% surge to $38.50, confirming momentum, and is expected to reach $55.28, with a target locked at $54.73, driven by Q1 earnings with 33% revenue growth.

Bearish· Mar 14

Silicom Ltd. ($SILC) has lost its largest contract to date due to external reasons unrelated to the company or its product.
The stock has been downgraded to a Strong Sell by BidaskClub and has declined by 30.6% in value.
The company's price target has been cut to $50 from $90 by Needham & Co., with the stock currently trading at 13x earnings, cheaper than it was a week ago.

Generated by AI

Topics

Of the messages about SILC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	54.35%	48.27%
Technical Analysis	—	100%	19.57%	24.36%
Earnings	—	0%	0%	14.26%
Macro	—	0%	26.09%	7.33%
Analysts	—	0%	0%	5.42%
Controversies	—	0%	0%	0.35%

Earnings· Jul 26

Silicom Ltd. ($SILC) reported earnings that beat estimates by $0.06 EPS.
The company's revenue also beat expectations, with a slight margin.
Silicom Ltd. guided Q3 revenue above estimate.

Announcements· Apr 30

Silicom Ltd. (SILC) reported Q1 2026 results with revenue increasing 33% YoY to $19.1M, beating top of range by $1.6M, and guiding Q2 revenue to $20-21M, up 40% YoY.
The company's FY26 guidance was raised to $82-83M, up from a prior "double-digit" expectation, with non-GAAP loss decreasing 31% YoY to $(1.5M).
SILC's Q1 2026 results were driven by strong design win momentum, broad-based growth, and a joint-venture opportunity, with the stock surging 36.72% to $38.46.

Technical Analysis· Apr 30

SILC has broken through resistance levels at $31.56 and $32.01, with significant volume increases confirming the breakouts.
The company's Q1 earnings, with a 33% revenue surge, are cited as a key catalyst driving momentum and breaking through resistance levels.
Technical analysts are targeting prices of $51.67, $54.73, and $5266.08, based on the strength of the breakouts and the company's fundamental performance.

Generated by AI

Community

Of the messages about SILC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	35.42%	52.61%	38.31%
Newcomers	—	64.58%	47.39%	61.69%

Regulars· May 1

Silicom Ltd. has reported solid Q1 FY 2023 earnings, with sales increasing 15.94% YoY and EPS growing 57.58% YoY.
The company has initiated a share buyback program, which, combined with its solid financial performance, has led to a significant increase in its market value.
Silicom's Q1 FY 2023 results have beaten market expectations, with non-GAAP EPS of $0.61, revenue of $37.18M, and a net profit margin of 9.51%, all of which are the highest in the company's history.

Newcomers· Apr 30

The newcomer is impressed by Silicom's (SILC) core business acceleration, with a 33% YoY increase and guidance for continuous growth, beating operating margin expectations.
The newcomer notes that Silicom's AI inference demand is coming and will be incorporated into AI datacenters, expecting significant changes in the company's future.
The newcomer is encouraged by Silicom's (SILC) earnings and healthy financials, with a market cap of $180m, and expects the stock to "rocket" when more people discover it.

Generated by AI

News

Silicom Q2 2026 Earnings Call: Complete Transcript

13d agoBenzinga

Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

27d agoMorningstar

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity (SILC)

1mo agoSeeking Alpha

Silicom (SILC) Q2 2026 Earnings Call Transcript

Detailed price information for Silicom Ltd (SILC-Q) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality (NASDAQ:SILC)

1mo agoSeeking Alpha

Silicom Insider Sold Shares Worth $311,133, According to a Recent SEC Filing

1mo agoYahoo Finance

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Silicom Ltd.

Technology
Communication Equipment

Silicom Ltd. is a networking and data infrastructure company that designs, manufactures, markets, and supports hardware solutions for servers, communications systems, and cloud-driven environments. The company’s product portfolio includes server adapters, smart cards, bypass switches, intelligent programmable cards, FPGA-based accelerators, and edge networking solutions that help improve throughput, reduce latency, and enhance system reliability. Silicom serves enterprise, telecommunications, cloud, cybersecurity, network monitoring, application delivery, and data center markets, supplying products used in high-performance and mission-critical infrastructure. Its solutions are also applied in edge computing and software-defined networking environments where efficient data movement and low-latency connectivity are essential. Silicom Ltd. is headquartered in Kfar Saba, Israel, and operates across North America, Europe, Israel, and the Asia Pacific region.

Website

Location

14 Atir Yeda Street

Kfar Saba, 4464323

Israel

Social

What share of all stock conversation is about SILC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Jul 29

Silicom Ltd. reported a 33% EPS beat and 16% revenue beat in Q2, driven by a 59% year-over-year revenue surge and its first production order for its AI-Inference solution.
The company raised its full-year guidance to a 50%+ increase, with revenue expected to accelerate to 66% growth next quarter.
Silicom's turnaround is accelerating, with profitability expected in the second half of the year, and the stock is seen as a "pretty certain win" despite the recent sell-off.

Generated by AI

Sentiment

Of the messages about SILC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +3.45	88.65% -7.06	95.09% +9.66
Bearish	—	0% -3.45	11.35% +7.06	4.91% -9.66

Bullish· Apr 30

Silicom Ltd. (SILC) has accelerated its core business, with a 33% YoY growth and guidance for continuous acceleration, in addition to expected AI inference demand.
SILC's Q1 2026 earnings report showed a 33% revenue growth, with a non-GAAP net loss of $1.5M, and a Q2 revenue guidance of $20.0-$21.0M, reinforcing the company's potential for growth.
SILC has broken through resistance levels, with a +36.86% surge to $38.50, confirming momentum, and is expected to reach $55.28, with a target locked at $54.73, driven by Q1 earnings with 33% revenue growth.

Bearish· Mar 14

Silicom Ltd. ($SILC) has lost its largest contract to date due to external reasons unrelated to the company or its product.
The stock has been downgraded to a Strong Sell by BidaskClub and has declined by 30.6% in value.
The company's price target has been cut to $50 from $90 by Needham & Co., with the stock currently trading at 13x earnings, cheaper than it was a week ago.

Generated by AI

Topics

Of the messages about SILC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	54.35%	48.27%
Technical Analysis	—	100%	19.57%	24.36%
Earnings	—	0%	0%	14.26%
Macro	—	0%	26.09%	7.33%
Analysts	—	0%	0%	5.42%
Controversies	—	0%	0%	0.35%

Earnings· Jul 26

Silicom Ltd. ($SILC) reported earnings that beat estimates by $0.06 EPS.
The company's revenue also beat expectations, with a slight margin.
Silicom Ltd. guided Q3 revenue above estimate.

Announcements· Apr 30

Silicom Ltd. (SILC) reported Q1 2026 results with revenue increasing 33% YoY to $19.1M, beating top of range by $1.6M, and guiding Q2 revenue to $20-21M, up 40% YoY.
The company's FY26 guidance was raised to $82-83M, up from a prior "double-digit" expectation, with non-GAAP loss decreasing 31% YoY to $(1.5M).
SILC's Q1 2026 results were driven by strong design win momentum, broad-based growth, and a joint-venture opportunity, with the stock surging 36.72% to $38.46.

Technical Analysis· Apr 30

SILC has broken through resistance levels at $31.56 and $32.01, with significant volume increases confirming the breakouts.
The company's Q1 earnings, with a 33% revenue surge, are cited as a key catalyst driving momentum and breaking through resistance levels.
Technical analysts are targeting prices of $51.67, $54.73, and $5266.08, based on the strength of the breakouts and the company's fundamental performance.

Generated by AI

Community

Of the messages about SILC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	35.42%	52.61%	38.31%
Newcomers	—	64.58%	47.39%	61.69%

Regulars· May 1

Silicom Ltd. has reported solid Q1 FY 2023 earnings, with sales increasing 15.94% YoY and EPS growing 57.58% YoY.
The company has initiated a share buyback program, which, combined with its solid financial performance, has led to a significant increase in its market value.
Silicom's Q1 FY 2023 results have beaten market expectations, with non-GAAP EPS of $0.61, revenue of $37.18M, and a net profit margin of 9.51%, all of which are the highest in the company's history.

Newcomers· Apr 30

The newcomer is impressed by Silicom's (SILC) core business acceleration, with a 33% YoY increase and guidance for continuous growth, beating operating margin expectations.
The newcomer notes that Silicom's AI inference demand is coming and will be incorporated into AI datacenters, expecting significant changes in the company's future.
The newcomer is encouraged by Silicom's (SILC) earnings and healthy financials, with a market cap of $180m, and expects the stock to "rocket" when more people discover it.

Generated by AI

Silicom

Social

Jul 29

Bullish· Apr 30

Bearish· Mar 14

Earnings· Jul 26

Announcements· Apr 30

Technical Analysis· Apr 30

Regulars· May 1

Newcomers· Apr 30

Silicom Q2 2026 Earnings Call: Complete Transcript

Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity (SILC)

Silicom (SILC) Q2 2026 Earnings Call Transcript

Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality (NASDAQ:SILC)

Silicom Insider Sold Shares Worth $311,133, According to a Recent SEC Filing

Also Discussed

Silicom Ltd.

Company Information

Location

Silicom Q2 2026 Earnings Call: Complete Transcript

Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity (SILC)

Silicom (SILC) Q2 2026 Earnings Call Transcript

Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality (NASDAQ:SILC)

Silicom Insider Sold Shares Worth $311,133, According to a Recent SEC Filing

Also Discussed

Social

Jul 29

Bullish· Apr 30

Bearish· Mar 14

Earnings· Jul 26

Announcements· Apr 30

Technical Analysis· Apr 30

Regulars· May 1

Newcomers· Apr 30