Added to YB: 2026-07-06
Pitch date: 2026-07-02
SILC [bullish]
Silicom Ltd.
-0.37%
current return
Author Info
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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
$243.0M
Pitch Price
$43.73
Price Target
100.00 (+130%)
Dividend
N/A
EV/EBITDA
-22.22
P/E
-21.99
EV/Sales
2.80
Sector
Communications Equipment
Category
growth
Is Silicom a $100 Stock?
SILC: Israeli micro-cap networking hardware, 4% position. Rev cratered 61% to $58M trough in 2024, now inflecting; 2026 guide $82-83M. AI-inference production order key optionality—tens of thousands units at $3-5K = $90-150M event, but 2027 story. ~5.7M shares, $60M+ net cash, fixed costs drive massive operating leverage. Bull case $100 by 2028 needs inference to land at scale. Base ~$35-48 = fairly priced. Risks: customer concentration, GAAP losses, unconverted POC, 50-70% downside. Own near $43, watch late-July ER.
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