Silicom

SILC · NASDAQ

$40.56−$0.515 (−1.25%)TodayMarket closed · Oct 20, 6:25 PM ET

Prev close $41.08

SILC analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 3 analysts

Average $61.20 (+50.9% upside)

Low: $60.60
Now: $40.56
High: $63.00

Upgrades and downgrades

The latest rating actions, newest first

SILC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Needham	Jul 2, 2026	Upgrade	Hold → Buy	$60.00	50%

The case for and against

Updated Oct 19, 2025

Bull case

Silicom Ltd is positioned for potential revenue growth due to stronger-than-expected performance from its first and second service provider (SP) projects, which are anticipated to contribute materially to future financial results. The lengthy sales and integration testing cycles indicate that early revenues from these projects will not only support growth in the fiscal year 2026 but are expected to reach full run-rate by fiscal year 2027. Additionally, the rapid growth experienced by its partner companies further supports a favorable outlook for Silicom's revenue trajectory.

Bear case

Silicom Ltd faces a negative outlook primarily due to a macroeconomic slowdown that has led to decreased visibility on profitability and pressure on its gross margins. The company's diversification of customers, while potentially insulating it from specific market shifts, may not protect it from the broader slowdown affecting the entire sector, leading to potential revenue softness. Additionally, Silicom is currently contending with supply chain oversupply and rising interest rates, which have adversely impacted expectations for its financial performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.