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Upturn AI SWOT - About
SILC 
Silicom (SILC)
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Upturn Advisory Summary
08/28/2025: SILC (1-star) is currently NOT-A-BUY. Pass it for now.
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 -39.16% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 93.25M USD | Price to earnings Ratio - | 1Y Target Price 20 |
Price to earnings Ratio - | 1Y Target Price 20 | ||
Volume (30-day avg) 1 | Beta 0.94 | 52 Weeks Range 12.29 - 18.61 | Updated Date 08/29/2025 |
52 Weeks Range 12.29 - 18.61 | Updated Date 08/29/2025 | ||
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 2025-07-31 | When Before Market | Estimate -0.4 | Actual -0.35 |
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 35572413 | Price to Sales(TTM) 1.59 |
Enterprise Value 35572413 | Price to Sales(TTM) 1.59 | ||
Enterprise Value to Revenue 0.61 | Enterprise Value to EBITDA 11.23 | Shares Outstanding 5674100 | Shares Floating 5386401 |
Shares Outstanding 5674100 | Shares Floating 5386401 | ||
Percent Insiders 10.78 | Percent Institutions 33.82 |
Upturn AI SWOT
Silicom
Company Overview
History and Background
Silicom Ltd. was founded in 1987. Initially focused on connectivity solutions, it evolved into a leading provider of networking and data infrastructure solutions for data centers, cloud providers, and communication equipment vendors.
Core Business Areas
- Networking and Data Infrastructure Solutions: Develops and manufactures high-performance networking solutions including server adapters, smart NICs, and FPGA-based acceleration cards for data centers and cloud environments.
- Connectivity Solutions: Provides connectivity solutions for various communication protocols.
- Edge Computing Solutions: Offers edge computing platforms designed for demanding environments, enabling real-time data processing and analytics at the network edge.
Leadership and Structure
Shaike Orbach serves as the CEO. The company has a board of directors overseeing strategic direction and corporate governance. The operational structure is organized around product development, sales, and marketing.
Top Products and Market Share
Key Offerings
- Server Adapters: High-performance server adapters for various network interfaces. Market share varies by specific adapter type and application; competitors include Intel and Broadcom. Revenue not publicly available at product level.
- Smart NICs: Intelligent Network Interface Cards (Smart NICs) enabling offloading of network processing tasks. Market share data is difficult to obtain but is growing rapidly in the space. Competitors are NVIDIA(Mellanox) and Marvell.
- FPGA-Based Acceleration Cards: FPGA-based cards for accelerating specific workloads like packet processing and security. Market share data is difficult to obtain and is not publicly available at the product level. Competitors are Xilinx (AMD) and Intel.
Market Dynamics
Industry Overview
The networking and data infrastructure market is driven by increasing bandwidth demands, cloud computing adoption, and the rise of edge computing. Demand for high-performance, low-latency solutions is growing rapidly.
Positioning
Silicom is positioned as a provider of specialized networking solutions targeting high-performance applications and customized requirements. Its strength lies in offering flexible and adaptable products.
Total Addressable Market (TAM)
The total addressable market (TAM) for data center networking and edge computing is estimated to be in the tens of billions of dollars annually. Silicom is capturing a small but growing share of this TAM by specializing in solutions for high-performance environments.
Upturn SWOT Analysis
Strengths
- Specialized expertise in networking solutions
- Strong relationships with key customers
- Agile product development
- Customization capabilities
- High profit margins
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition among general consumers
- Dependence on a few key customers
- Susceptible to supply chain disruptions
- Lower marketing budget than competitors
Opportunities
- Growing demand for edge computing solutions
- Increasing adoption of SmartNICs
- Expansion into new geographic markets
- Partnerships with leading technology providers
- AI/ML workload acceleration
Threats
- Intense competition from larger players
- Rapid technological changes
- Economic downturns impacting IT spending
- Supply chain constraints
- Geopolitical risks
Competitors and Market Share
Key Competitors
- INTC
- MRVL
- NVDA
Competitive Landscape
Silicom competes with larger companies but differentiates itself through specialized solutions and customization capabilities. Silicom has been able to capture a small, high margin piece of the market.
Major Acquisitions
Fiberblaze
- Year: 2020
- Acquisition Price (USD millions): 13
- Strategic Rationale: To enhance its connectivity and networking solutions portfolio, especially in the 100G and 400G space.
Growth Trajectory and Initiatives
Historical Growth: Silicom has experienced moderate revenue growth driven by demand for its networking solutions.
Future Projections: Analyst estimates project continued growth driven by the rise of edge computing and increasing adoption of SmartNICs. Revenue growth estimates vary but generally project single to double digit percentage growth annually.
Recent Initiatives: Focus on developing edge computing platforms, expanding SmartNIC offerings, and strengthening partnerships.
Summary
Silicom is a specialized provider of networking solutions with strengths in customization and edge computing. It faces competition from larger players but has carved out a niche in high-performance applications. Growth is expected to continue, but the company must manage supply chain risks and economic uncertainty. The company has high profit margins but must continue to innovate to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market share estimates are approximate and 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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