Top Page
Silicom
(NASDAQ:SILC)
Silicom (SILC) vs. SPDR S&P 500 ETF (SPY)
Silicom Business Overview & Revenue Model
Silicom Earnings Call Summary
Silicom Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 59.51M | 58.11M | 124.13M | 150.58M | 128.46M | 107.40M |
| Gross Profit | 18.02M | 16.60M | 28.69M | 51.96M | 44.39M | 33.77M |
| EBITDA | -11.84M | -11.07M | -616.00K | 22.34M | 15.49M | 8.63M |
| Net Income | -15.07M | -13.71M | -26.41M | 18.31M | 10.54M | 5.72M |
Balance Sheet | ||||||
| Total Assets | 151.21M | 150.41M | 167.73M | 216.20M | 219.60M | 195.89M |
| Cash, Cash Equivalents and Short-Term Investments | 55.14M | 72.14M | 54.93M | 34.75M | 37.55M | 60.79M |
| Total Debt | 6.41M | 6.47M | 5.95M | 7.84M | 9.19M | 10.10M |
| Total Liabilities | 31.63M | 22.57M | 19.47M | 36.90M | 61.14M | 41.05M |
| Stockholders Equity | 119.57M | 127.84M | 148.26M | 179.29M | 158.46M | 154.84M |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 17.36M | 30.80M | -6.18M | -1.51M | 3.26M |
| Operating Cash Flow | 0.00 | 18.29M | 31.93M | -4.09M | 1.08M | 4.96M |
| Investing Cash Flow | 0.00 | -4.28M | -7.52M | 8.27M | 16.77M | 15.43M |
| Financing Cash Flow | 0.00 | -9.88M | -7.97M | -1.05M | -9.78M | -16.52M |
Silicom Technical Analysis
Silicom Risk Analysis
Silicom Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
64 Neutral | $103.16M | -10.04 | -10.53% | ― | -4.61% | 63.88% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
58 Neutral | $130.75M | -10.51 | -8.78% | ― | -9.26% | 36.90% | |
52 Neutral | $164.74M | ― | -7.88% | ― | -1.89% | 76.61% | |
51 Neutral | $50.46M | -8.32 | -19.65% | ― | -1.53% | 55.08% | |
48 Neutral | $43.73M | -25.99 | -6.86% | ― | 9.55% | 65.17% |
Silicom Corporate Events
On January 29, 2026, Silicom Ltd. filed a Form 6-K with the U.S. Securities and Exchange Commission to furnish an updated investor presentation outlining its strategy and current traction in AI inference, post-quantum cybersecurity, and white-label switching. The presentation emphasizes Silicom’s strong balance sheet with significant cash, working capital and no debt, its ahead-of-plan core business with double-digit growth targeted for 2026, and early execution proof in its three new growth engines, including AI networking solutions already in customer proofs of concept, production-ready hardware-based post-quantum cryptography accelerators selected by leading customers, and white-label switching offerings that extend its existing networking expertise. By detailing large addressable markets, existing Tier-1 customer relationships, and current design wins and initial orders, the company positions these initiatives as incremental, long-term growth drivers that enhance—not repair—its core operations and seek to deliver venture-style upside to public-market investors.
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.
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.
On January 6, 2026, Silicom Ltd. announced that its management team will participate in the 28th Annual Needham Growth Conference, scheduled for January 13–14, 2026, at the Lotte New York Palace Hotel in New York. The company’s executives will be available for one-on-one meetings with investors throughout the event, underscoring Silicom’s ongoing efforts to engage the investment community and showcase its networking and data infrastructure solutions to growth-focused institutional investors and other stakeholders.
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.
On January 5, 2026, Silicom Ltd. announced that a global networking and security-as-a-service leader, which had granted it an initial Edge device design win in December 2024, has decided to deploy Silicom’s Edge systems across multiple additional use cases. This expanded engagement is expected to lift the annual revenue contribution from that customer from an estimated $3–4 million to $8–10 million, with part of the incremental revenue anticipated to be recognized already in 2026, underscoring the company’s strategy of building recurring, design-win-based business with large blue-chip clients and reinforcing its positioning as a sole edge networking hardware supplier for key accounts.
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.
On January 5, 2026, Silicom Ltd. announced that it will release its fourth quarter and full-year 2025 financial results on January 29, 2026. Management will discuss the results and take investor questions during a same-day conference call scheduled for 9:00 a.m. Eastern Time, which will be accessible via webcast on the company’s website and through international dial-in numbers, with a replay available online for three months, signaling continued engagement with investors ahead of a key financial reporting milestone.
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.
Silicom Ltd. announced its financial results for the third quarter of 2025, reporting revenues of $15.6 million, a slight increase from the previous year, but also a net loss of $2.8 million on a GAAP basis. Despite the losses, the company achieved significant strategic milestones, including eight Design Wins, and anticipates double-digit growth in 2026 driven by advancements in Post-Quantum Cryptography and Edge solutions. The company is optimistic about future growth, targeting 7 to 9 new Design Wins in 2026, leveraging its strong technology portfolio and customer relationships.
The most recent analyst rating on (SILC) stock is a Hold with a $18.00 price target. To see the full list of analyst forecasts on Silicom stock, see the SILC Stock Forecast page.