Added to YB: 2025-06-12
Pitch date: 2025-06-10
SILC [bullish]
Silicom Ltd.
+5.65%
current return
Author Info
JRJ Capital Management is investing in and writing about US small caps that don't get much attention. Sign up for the newsletter.
Company Info
Silicom Ltd. designs, manufactures, markets, and supports networking and data infrastructure solutions in the United States, rest of North America, Israel, Europe, and the Asia Pacific.
Market Cap
$81.4M
Pitch Price
$14.58
Price Target
38.00 (+162%)
Dividend
N/A
Sector
Communications Equipment
Category
turnaround
Silicom Ltd. (SILC) - Attractive Risk/Reward as Cloud and Telecom Infrastructure Investment Returns to Growth
SILC: Trading at 20% below NCAVPS, custom cloud/telecom parts provider hit by 53% rev drop in 2024 due to customer inventory glut. Recent design wins ($15M in 2026) signal cyclical recovery. Elevated R&D key to maintain competitive edge. $38 target (2029) on $11M EBITDA, $2 FCF/share @ 8x multiple (24% IRR). Risk: prolonged downturn, low insider ownership.
Read full article (7 min)