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Silicom ( (SILC) ) just unveiled an update.
On January 29, 2026, Silicom reported its fourth-quarter and full-year 2025 results, showing a return to top-line growth and narrowing losses. Fourth-quarter 2025 revenue rose 17% year-on-year to $16.9 million, while the GAAP net loss shrank to $2.5 million from $6.1 million, with similar improvement on a non-GAAP basis; for full-year 2025, revenue increased 7% to $61.9 million and the GAAP net loss narrowed to $11.5 million from $13.7 million. Management highlighted better-than-projected growth in the core business, eight new design wins in 2025 and an expanding pipeline in edge systems, Smart NICs and FPGA-based adapters, including a global security-as-a-service customer that has quickly scaled into an $8–10 million annual account. Looking ahead, Silicom guided for first-quarter 2026 revenue of $16.5–$17.5 million, implying about 18% year-on-year growth at the midpoint and supporting expectations for double-digit growth in 2026, while positioning itself for “venture-scale” upside in three fast-growing markets: AI inference, where it is already running PoCs and receiving initial orders; PQC, where it claims to be among the few with mature, production-ready hardware accelerators and has already secured two leading customers; and white-label switching, where it has shipped initial platforms to a leading cybersecurity customer. The company argues that this combination of a steadily growing core business, a strong balance sheet and exposure to large emerging markets could materially enhance its long-term growth profile and competitive standing in networking and data infrastructure.
The most recent analyst rating on (SILC) stock is a Hold with a $16.50 price target. To see the full list of analyst forecasts on Silicom stock, see the SILC Stock Forecast page.
Spark’s Take on SILC Stock
According to Spark, TipRanks’ AI Analyst, SILC is a Neutral.
Silicom’s overall stock score reflects significant financial and technical challenges, with ongoing losses and bearish technical indicators. However, a strong balance sheet, robust cash flow management, and a positive outlook for future growth provide potential for recovery.
To see Spark’s full report on SILC stock, click here.
More about Silicom
Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions designed to optimize performance and efficiency in cloud, data center and edge environments. Its portfolio spans high-speed server adapters, hardware offload and acceleration engines, AI NICs, FPGA-based smart cards, Post-Quantum Cryptography (PQC) hardware accelerators, white-label switches and edge CPEs, serving Tier-1 cloud players, service providers and OEMs worldwide in workloads such as AI inference, SD-WAN, SASE, cybersecurity, fabric switching and NFV.
Average Trading Volume: 26,396
Technical Sentiment Signal: Hold
Current Market Cap: $90.35M
For detailed information about SILC stock, go to TipRanks’ Stock Analysis page.