SeekingAlpha · Aug 10, 2026
Silicom Ltd: Cheap On Its Core Business With Explosive AI Inference Opportunity
Silicom (SILC) stock analysis: $55M net cash, $180 price target (330% upside), and AI inference catalyst.
SI
NASDAQ · SILC
Silicom Ltd.
Technology · Communication Equipment
$43.94
Up+$2.54 (+6.14%)
Updated Aug 22, 2026, 8:01 AM
SID Score
4.7/10
Composite research score
Smart Money
—
Institutional and insider signal
- Market cap
- 83.47M
- P/E ratio
- -5.57
- Dividend yield
- 0.00%
- 52-week range
- $17.82 – $52.95
- Volume
- 152.44K
- Avg. volume
- 21.79K
Price performance
SILC price history
1M range · 21 trading sessions · Daily adjusted prices
SILC closed at $43.94 after 21 trading sessions, up 10.62% for the selected period.
- Last close
- $43.94
- Period change
- +10.62%
- Period low
- $34.92
- Period high
- $49.50
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 21, 2026 | $42.93 | $43.94 | $40.56 | $43.94 | 152.44K |
| Aug 20, 2026 | $42.60 | $43.7423 | $41.17 | $41.40 | 137.62K |
| Aug 19, 2026 | $46.12 | $46.83 | $42.49 | $43.09 | 240.45K |
| Aug 18, 2026 | $47.04 | $47.87 | $45.00 | $45.91 | 188.43K |
| Aug 17, 2026 | $49.52 | $52.00 | $48.14 | $48.65 | 413K |
| Aug 14, 2026 | $45.91 | $52.04 | $45.745 | $49.50 | 621.95K |
| Aug 13, 2026 | $44.54 | $46.85 | $44.50 | $44.89 | 139.66K |
| Aug 12, 2026 | $46.94 | $49.35 | $45.92 | $46.59 | 268.08K |
| Aug 11, 2026 | $42.11 | $46.435 | $42.11 | $45.91 | 102.75K |
| Aug 10, 2026 | $43.52 | $44.1345 | $41.49 | $41.795 | 142.21K |
| Aug 7, 2026 | $42.48 | $42.945 | $39.68 | $42.09 | 126.52K |
| Aug 6, 2026 | $42.98 | $45.315 | $41.10 | $41.52 | 140.97K |
| Aug 5, 2026 | $46.46 | $46.46 | $43.49 | $44.12 | 117.36K |
| Aug 4, 2026 | $42.31 | $46.73 | $42.31 | $46.55 | 167.53K |
| Aug 3, 2026 | $38.47 | $41.99 | $35.62 | $41.21 | 112.38K |
| Jul 31, 2026 | $41.61 | $41.61 | $39.10 | $39.83 | 174.78K |
| Jul 30, 2026 | $37.84 | $40.3999 | $36.51 | $38.48 | 195.8K |
| Jul 29, 2026 | $40.93 | $43.60 | $34.00 | $34.92 | 423K |
| Jul 28, 2026 | $38.38 | $39.22 | $35.95 | $38.02 | 250.85K |
| Jul 27, 2026 | $39.80 | $41.58 | $38.00 | $39.38 | 136.44K |
| Jul 24, 2026 | $41.52 | $43.19 | $39.25 | $39.72 | 119.84K |
Latest SILC news
The latest Smart Investors Daily articles mentioning SILC.
Stock researchCompany · Overview
SILC research
Overview
Company profile and research snapshot.
Company profile
Silicom Ltd designs and manufactures networking and data infrastructure solutions for various servers, server-based systems, and communications devices. Its product categories consist of Server Adapters, Edge Networking Solutions, FPGA-Based Cards, x86 Open Appliances, Bypass Switches, and TAPs. Geographically, it derives a majority of its revenue from North America and also has a presence in Europe and Asia-Pacific.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $20.40
- Implied upside
- —
- Analysts
- 6
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 2, 2026 | Needham | Buy | — |
| Apr 29, 2025 | Needham | Hold | — |
| Feb 3, 2025 | Needham | Hold | — |
| Jul 30, 2024 | Needham | Hold | — |
| May 3, 2024 | Needham | Buy | — |
News briefing
No generated briefing is available yet.
Yahoo · Aug 8, 2026
Silicom (SILC) Q2 2026 Earnings Call Transcript
Revenue jumped 59% to $23.8 million, beating guidance amid AI inference momentum.
SeekingAlpha · Aug 7, 2026
Silicom Has Jumped On The AI Hype Wave, But Cyclicality Is Still A Reality
Silicom posted strong 2Q26 results and raised guidance, but margin pressure and rich valuation suggest caution. Click to get the key risks before buying.
SeekingAlpha · Aug 1, 2026
Silicom Ltd. 2026 Q2 - Results - Earnings Call Presentation
2026-08-01. The following slide deck was published by Silicom Ltd.
AI research layers
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.
