Silicom
Builds networking hardware for cloud, data-center and Edge systems.
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Profile
Sells server adapters, smart cards, switches and Edge CPEs for cloud, data-center and Edge customers. Its Design Win model embeds hardware in customers' networking appliances and server-based systems.
Puts high-performance networking hardware into cloud, data-center and Edge deployments. The portfolio includes server adapters, hardware offloading and acceleration engines, AI NICs, FPGA-based smart cards, PQC accelerators, switches and Edge CPEs.
Products support AI inference, SD-WAN, SASE, cybersecurity, fabric switching and NFV for Tier-1 cloud players, service providers and OEMs. The company executes through Design Wins: customers incorporate its components into networking appliances or server-based systems they sell.
Based in Israel, the business is shaped by its customer-embedded Design Win model, which makes those customer systems the route to market.
Company facts
Categories
Key statistics
Year to date +199% · Average volume (30d) 198.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Jul 2, 2026 | Needham | Upgrade | Hold | Buy | $60 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | −$0.24 | −$0.16 | +33.3% | $20.6M | $23.8M | +15.7% | −8.15% |
| Apr 30, 2026Q1 FY26 | −$0.36 | −$0.25 | +30.6% | $17.0M | $19.1M | +12.5% | +8.93% |
| Jan 29, 2026Q4 FY25 | −$0.37 | −$0.34 | +7.6% | $15.7M | $16.9M | +7.7% | −6.50% |
| Oct 30, 2025Q3 FY25 | −$0.37 | −$0.36 | +2.7% | $15.7M | $15.6M | −0.2% | +3.07% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $14.4M | $15.0M | $15.6M | $16.9M | $19.1M | $23.8M | |
| Gross profit | $4.3M | $4.7M | $4.9M | $5.0M | $5.6M | $7.2M | |
| Operating income | −$3.2M | −$3.2M | −$3.1M | −$2.8M | −$2.8M | −$2.0M | |
| Net income | −$2.8M | −$3.3M | −$2.8M | −$2.5M | −$2.4M | −$2.1M | |
| Diluted EPS | −$0.49 | −$0.59 | −$0.49 | −$0.44 | −$0.41 | −$0.37 | |
| Gross margin | 29.7% | 31.4% | 31.4% | 29.8% | 29.5% | 30.1% | |
| Operating margin | -22.3% | -21.0% | -19.7% | -16.6% | -14.7% | -8.4% |
Fiscal years (4-quarter sums)FY21 $128.5M · FY22 $150.6M · FY23 $124.1M · FY24 $58.1M · FY25 $61.9M
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $31.3M · Total debt $6.4M · Total assets $162.9M · Shareholders' equity $114.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 5.75M · Float 5.37M · 93.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Systematic Financial Management LP | 537.5K | 9.35% | 13F | May 13, 2026 |
| First Wilshire Securities Management Inc | 315.6K | 5.49% | 13F | May 12, 2026 |
| Avinoam Eizenman · director | 268.5K | 4.67% | Form 4 | Aug 18, 2026 |
| Nano Cap New Millennium Growth Fund L P | 190.5K | 3.31% | 13F | May 15, 2026 |
| Herald Investment Management Ltd | 123.3K | 2.15% | 13F | May 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Yeshayhu Orbach | director | −2,969 | $45.00 |
| Aug 17, 2026 | Avinoam Eizenman | director | −20,000 | $50.50 |
| Aug 12, 2026 | Liron Eizenman | officer: President and CEO | −18,072 | $48.53 |
| Aug 6, 2026 | Eran Gilad | officer: CFO | −7,000 | $44.45 |
| May 19, 2026 | Yuval Karp | officer: EVP Project Management | −2,000 | $50.00 |
Peers
- Nvidia
Server adapters and SmartNICs for cloud, data-center, and Edge systems
- Intel
1–200GbE Ethernet adapters for data-center and Edge infrastructure
- Broadcom
High-speed Ethernet server adapters for data-center and Edge systems
- Marvell Technology
DPUs for SmartNIC, SD-WAN, and Edge-router deployments
- AMD
FPGA-based Smart Card and low-latency network-adapter overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicom | $42.69 | +0.60% | $242.5M | — | — | 3.2 | +58.5% |
| Nvidia | $217.88 | +0.15% | $5.27T | 27.5 | 19.6 | 17.4 | +105.9% |
| Intel | $89.24 | −0.21% | $451.29B | — | 53.8 | 7.9 | +25.4% |
| Broadcom | $369.12 | +0.12% | $1.75T | 61.5 | 23.5 | 23.2 | +47.9% |
| Marvell Technology | $216.40 | −0.10% | $189.71B | 71.8 | 42.3 | 20.1 | +36.6% |
| AMD | $466.05 | +0.10% | $759.17B | 119.4 | 41.6 | 18.4 | +50.1% |
| Median | 66.6 | 41.6 | 18.4 | +47.9% |