US · Technology · Communication Equipment
EPS came in at -0.06 against a street estimate of -0.04 — a miss of 50.0%.
Analysts rate Silicom a buy (1 buy, 0 hold, 0 sell out of 1) with an average price target of $60.00.
CONFIDENT Silicom delivered 71% revenue growth, returned to non-GAAP profitability, raised 2026 guidance, and reported eight design wins supporting continued 2027 momentum. Q3 FY26 Revenue mix reflects the last 12 months. One U.S. customer represented approximately 13% of revenue. The analyst focused on design-win ramp timing, AI inference, dual sourcing, and 2027 growth. Management described roughly six-month starts, 12-month ramps, ongoing AI progress, and strong but unquantified 2027 momentum. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Systematic Financial Management LP | 8.81% |
| First Wilshire Securities Mgmt Inc (CA) | 4.95% |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 3.24% |
| Portolan Capital Management, LLC | 2.83% |
| Hood River Capital Management LLC | 2.74% |
| Jane Street Group LLC | 2.13% |
| Herald Investment Management Ltd | 1.67% |
| Palisades Investment Partners, LLC | 1.57% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Silicom — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.