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Upturn AI SWOT - About
SILC 
Silicom (SILC)
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Upturn Advisory Summary
09/16/2025: SILC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $20
1 Year Target Price $20
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -35.43% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 105.03M USD | Price to earnings Ratio - | 1Y Target Price 20 |
Price to earnings Ratio - | 1Y Target Price 20 | ||
Volume (30-day avg) 1 | Beta 0.97 | 52 Weeks Range 12.29 - 19.36 | Updated Date 09/16/2025 |
52 Weeks Range 12.29 - 19.36 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -25.41% | Operating Margin (TTM) -21.01% |
Management Effectiveness
Return on Assets (TTM) -5.34% | Return on Equity (TTM) -11.47% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 47374535 | Price to Sales(TTM) 1.79 |
Enterprise Value 47374535 | Price to Sales(TTM) 1.79 | ||
Enterprise Value to Revenue 0.81 | Enterprise Value to EBITDA 11.23 | Shares Outstanding 5674100 | Shares Floating 5386401 |
Shares Outstanding 5674100 | Shares Floating 5386401 | ||
Percent Insiders 10.78 | Percent Institutions 33.81 |
Upturn AI SWOT
Silicom
Company Overview
History and Background
Silicom Ltd. was founded in 1987. It initially focused on providing networking solutions. Over time, it has evolved to specialize in high-performance networking and data infrastructure solutions, particularly for the data center, cloud, and telecommunications markets. A key milestone was its successful adaptation to the evolving needs of the networking industry, embracing virtualization and SDN/NFV technologies.
Core Business Areas
- Networking Solutions: Develops and manufactures high-performance networking solutions including server adapters, smart NICs, and other hardware and software components.
- Data Infrastructure: Offers solutions that enhance data processing and networking capabilities in data centers and telecommunications infrastructure.
- Edge Computing: Provides solutions for edge computing applications, enabling data processing closer to the source.
Leadership and Structure
Silicom is led by a management team with experience in networking and telecommunications. The organizational structure is designed to facilitate product development, sales, and customer support, with a focus on innovation and responsiveness to market demands.
Top Products and Market Share
Key Offerings
- Smart NICs: Smart NICs (Network Interface Cards) are programmable network adapters that offload processing tasks from the CPU, improving performance. Market share is estimated around 10% within the specialized segment of Smart NICs for networking applications. Competitors include Mellanox (NVIDIA), Intel, and Broadcom. While difficult to pinpoint accurate revenues for this product alone, it is a significant portion of Silicom's revenue.
- Server Adapters: Silicom offers a range of server adapters designed for high-speed networking. Market share is smaller compared to Smart NICs. Competitors include Intel, Broadcom, and Marvell.
- Edge Computing Solutions: Solutions targeted towards edge computing deployments are a growing area. Market share is emerging, and the number of users is relatively low. Competitors include larger players like Dell, HPE, and Cisco in the broader edge computing market, however, Silicom carves a niche focused on specialized networking aspects of Edge Compute.
Market Dynamics
Industry Overview
The networking industry is rapidly evolving, driven by the growth of cloud computing, data centers, 5G, and the Internet of Things (IoT). There's an increasing demand for high-performance networking solutions, virtualization, and software-defined networking (SDN).
Positioning
Silicom is positioned as a provider of specialized, high-performance networking solutions, catering to the needs of data centers, cloud providers, and telecommunications companies. Its competitive advantage lies in its ability to deliver custom solutions and adapt to emerging technologies.
Total Addressable Market (TAM)
The total addressable market for high-performance networking solutions is expected to reach over $30 billion. Silicom's TAM includes the segments of smart NICs, server adapters, and edge computing networking solutions, estimated in the range of 3 billion. Silicom is positioned to capture a portion of the TAM with its focus on specialized solutions.
Upturn SWOT Analysis
Strengths
- Specialized expertise in networking solutions
- Custom solution capabilities
- Strong relationships with key customers
- Agile and responsive to market trends
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition
- Dependence on a few key customers
- Vulnerable to economic slowdowns.
Opportunities
- Growth in cloud computing and data centers
- Adoption of 5G and IoT
- Expansion into new markets
- Strategic acquisitions and partnerships
Threats
- Intense competition from larger players
- Rapid technological changes
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NVDA
- INTC
- AVGO
Competitive Landscape
Silicom operates in a competitive landscape dominated by larger players. It differentiates itself through its specialized expertise, custom solution capabilities, and agility. However, it faces challenges related to scale and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Silicom's historical growth has been driven by the increasing demand for high-performance networking solutions. Past years' performance is dependent on external data and is to be updated.
Future Projections: Future growth projections depend on analyst estimates, including market adoption of its edge computing solutions and smart NIC products. Check with finance-related websites for the most up-to-date and relevant projections.
Recent Initiatives: Silicom has been focusing on expanding its product portfolio, strengthening its partnerships, and targeting new markets, especially in the edge computing space.
Summary
Silicom is a niche player in the high-performance networking solutions market. Its strength lies in its specialized expertise and agility, allowing it to offer custom solutions. It faces intense competition from larger companies. Silicom's future success depends on capitalizing on the growth opportunities in cloud computing, 5G, and edge computing while mitigating threats like economic downturns and technological changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Market Research Reports
- Analyst Estimates
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Silicom
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 1994-02-18 | President & CEO Mr. Liron Eizenman | ||
Sector Technology | Industry Communication Equipment | Full time employees - | Website https://www.silicom.co.il |
Full time employees - | Website https://www.silicom.co.il | ||
Silicom Ltd. designs, manufactures, markets, and supports networking and data infrastructure solutions in the United States, rest of North America, Israel, Europe, and the Asia Pacific. It provides server network interface cards used in networking appliances. The company also offers smart card products, including redirector and switching cards; encryption, data compression, and other hardware acceleration and offloading cards; and field programmable gate-array based cards. In addition, it provides smart platforms, such as virtualized customer-premises equipment and universal customer-premises equipment; and edge devices for SD-WAN, SASE, telco dedicated routers, and NFV deployments. The company sells its products to original equipment manufacturing, cloud, telco mobile, and related service provider markets. Silicom Ltd. was incorporated in 1987 and is headquartered in Kfar Saba, Israel.
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