Silicom (SILC)
Builds networking hardware for cloud, data-center and Edge systems.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 2, 2026 | Needham | Upgrade | Target: — | Target: $60 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $31.3M · Total debt $6.4M · Total assets $162.9M · Shareholders' equity $114.8M
- Revenue
- $23.8M
- Operating income
- −$2.0M
- Net income
- −$2.1M
No dividends on record.
| Institutions | 42.82% | 2.46M ADS | |
|---|---|---|---|
| 51 holders · as of Jun 30, 2026 | |||
| Insiders | 23.60% | 1.36M ADS | |
| 8 holders · as of Aug 18, 2026 | |||
| Strategic holders | 4.87% | 279.8K ADS | |
| 1 holder · as of Feb 3, 2021 | |||
| Other | 28.71% | 1.65M ADS | |
| remainder | |||
5.75M ADS as of Sep 18, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2022 annual report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Wellington Trust Company, NAInstitution | 11.23% | 645,287 | filed Feb 4, 2022 |
PagesInsider | 10.79% | 619,912 | filed Feb 13, 2024 |
Systematic Financial Management LPInstitution | 8.81% | 506,475 ADS | as of Jun 30, 2026 |
Zohar ZisapelInsider | 7.06% | 405,668 | filed Feb 22, 2021 |
Avinoam Eizenman1Insiderdirector | 5.41% | 327,559 ordinary | filed Aug 18, 2026 |
- Avinoam Eizenman's transaction reports restate only vehicles that traded; the 2026 ownership statement (327.6K) less the 16.5K net shares sold since is used instead.
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 |
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- AMD
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicom | $49.65 | +1.89% | $280.1M | — | — | 3.7 | +58.5% |
| Nvidia | $228.68 | +0.57% | $5.51T | 28.7 | 19.1 | 18.2 | +105.9% |
| Intel | $121.60 | −0.15% | $614.26B | — | 71.5 | 10.8 | +25.4% |
| Broadcom | $363.32 | +0.18% | $1.73T | 46.3 | 21.0 | 19.4 | +85.5% |
| Marvell Technology | $263.24 | +2.28% | $225.40B | 85.3 | 48.1 | 23.9 | +36.6% |
| AMD | $618.49 | +0.48% | $1.00T | 157.8 | 55.2 | 24.3 | +50.1% |
| Median | 65.8 | 48.1 | 19.4 | +50.1% |