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Silicom Ltd (DE:S1L)
FRANKFURT:S1L

Silicom (S1L) Price & Analysis

2 Followers

S1L Stock Chart & Stats

€37.00
-€1.00(-2.66%)
At close: 4:00 PM EDT
€37.00
-€1.00(-2.66%)

Bulls Say, Bears Say

Bulls Say
Accelerating Revenue GrowthThe sharp Q2 increase and raised full-year outlook indicate improving demand for Silicom’s networking infrastructure products. If execution continues, stronger revenue scale can support operating leverage, improve customer visibility, and create a more durable base for future earnings growth.
Design-Win MomentumMultiple design wins broaden Silicom’s embedded position in customer platforms and create potential follow-on production revenue. Wins spanning security, switching, and AI inference also diversify growth opportunities and may strengthen relationships with larger technology customers over time.
Conservative Balance SheetA debt-free balance sheet and substantial liquidity give Silicom flexibility to fund inventory, product development, and customer ramps without relying heavily on external financing. This financial capacity can help the company pursue growth while providing resilience during periods of uneven profitability.
Bears Say
Sustained LossesPersistent operating and net losses show that revenue growth has not yet translated into sustainable profitability. Even with recent improvement, continued losses can constrain internal investment capacity, weaken returns on equity, and leave results dependent on successful execution of future ramps.
Recent Cash Burn And Inventory RiskThe shift from positive cash generation to cash burn reduces near-term financial flexibility, while elevated inventory ties up capital and increases execution exposure. If customer ramps are delayed or demand changes, working capital could remain trapped and pressure future cash conversion.
Customer And Geographic ConcentrationHeavy reliance on one region and a small number of sizable customers makes revenue more sensitive to changes in customer programs, purchasing cycles, or regional demand. Concentration can also limit negotiating flexibility and make individual design-win timing more consequential to results.

Silicom News

S1L FAQ

What was Silicom Ltd’s price range in the past 12 months?
Silicom Ltd lowest stock price was €11.10 and its highest was €55.00 in the past 12 months.
    What is Silicom Ltd’s market cap?
    Silicom Ltd’s market cap is €207.56M.
      When is Silicom Ltd’s upcoming earnings report date?
      Silicom Ltd’s upcoming earnings report date is Oct 29, 2026 which is in 6 days.
        How were Silicom Ltd’s earnings last quarter?
        Silicom Ltd released its earnings results on Jul 29, 2026. The company reported -€0.142 earnings per share for the quarter, beating the consensus estimate of -€0.214 by €0.071.
          Is Silicom Ltd overvalued?
          According to Wall Street analysts Silicom Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Silicom Ltd pay dividends?
            Silicom Ltd does not currently pay dividends.
            What is Silicom Ltd’s EPS estimate?
            Silicom Ltd’s EPS estimate is -0.04.
              How many shares outstanding does Silicom Ltd have?
              Silicom Ltd has 5,747,611 shares outstanding.
                What happened to Silicom Ltd’s price movement after its last earnings report?
                Silicom Ltd reported an EPS of -€0.142 in its last earnings report, beating expectations of -€0.214. Following the earnings report the stock price went down -5.747%.
                  Which hedge fund is a major shareholder of Silicom Ltd?
                  Currently, no hedge funds are holding shares in DE:S1L
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Silicom Ltd

                    Silicom Ltd., including its various subsidiaries, specializes in providing comprehensive networking and data infrastructure solutions. The company is involved in the entire lifecycle of these solutions, from their design and manufacturing to marketing and ongoing support, catering to a wide array of servers, server-based platforms, and communication devices. Its operations span internationally, reaching clients in the United States, North America, Israel, Europe, and the Asia Pacific region. The company's product portfolio is extensive, featuring server network interface cards (NICs) and advanced smart server adapters. These sophisticated adapters encompass capabilities such as redirector and switching functions, hardware acceleration for encryption and data compression, cards for forward error correction (FEC) acceleration and offloading, precise time synchronization, and versatile Field Programmable Gate Array (FPGA)-based solutions. Furthermore, Silicom offers virtualized and universal Customer Premises Equipment (vCPE/uCPE), robust edge devices specifically engineered for SD-WAN and Network Function Virtualization (NFV) deployments, and crucial distributed units for the expanding 5G mobile infrastructure market. Silicom's diverse customer base includes Original Equipment Manufacturers (OEMs), cloud service providers, telecommunications companies (telcos), mobile network operators, and other related service providers. The company was founded in 1987 and is headquartered in Kfar Sava, Israel.

                    Silicom (S1L) Earnings & Revenues

                    S1L Company Deck

                    S1L Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong, broad-based operational momentum: revenue growth accelerated to 59% YoY with raised full-year guidance, multiple meaningful design wins (including PQC, white-label switching and AI inference), improving margins and a clear path to quarterly non-GAAP profitability in H2 2026. Balance sheet strength supports deliberate inventory builds and growth investments. Key risks include remaining quarterly losses, large intentional inventory build that ties capital, supply-chain/cost pressures, geographic/customer concentration, and timing risk on when new design wins (and AI) reach full run rates. Overall, the positive operational and financial trends materially outweigh the risks highlighted.View all DE:S1L earnings summaries

                    S1L Stock 12 Month Forecast

                    Average Price Target

                    €53.45
                    ▲(44.45% Upside)
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px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":11.2,"date":1767225600000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":14.9,"date":1769904000000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  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