Added to YB: 2026-06-30
Pitch date: 2026-06-26
SILC [neutral]
Silicom Ltd.
+3%
current return
Author Info
No bio for this author
Company Info
Silicom Ltd. designs, manufactures, markets, and supports networking and data infrastructure solutions in the United States, North America, Israel, Europe, and the Asia Pacific.
Market Cap
$234.5M
Pitch Price
$40.71
Price Target
120.00 (+186%)
Dividend
N/A
EV/EBITDA
-21.21
P/E
-21.22
EV/Sales
2.68
Sector
Communications Equipment
Category
growth
$SILC - The Networking Name Hiding an AI Inflection
SILC: Networking integrator, ~$19/sh cash (half mkt cap), zero debt. Q1'26 rev +33% YoY, beating guide; 4 design wins vs 7-9 target. Multi-silicon (Intel 'Prestige' partner, AMD, NVIDIA, Hailo). Catalyst: H2'26 hyperscaler FPGA PoC (10000s units). Margin recovery (30%→34%) needed for $3 EPS/$155M rev target. Base 10x EV/EBITDA on depressed numbers, but only 6.6x on bullish numbers. Bull $120, moonshot $245, bear $32 cash floor. Risks: PoC delays, margins stuck, customer concentration. Long, 12% of portfolio.
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