SILC Silicom Ltd Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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19:01
Sep 02
Sep 02
Author is overall bullish on cybersecurity names, mainly SAIL and SILC.
Author is overall bullish on cybersecurity names, mainly SAIL and SILC, while noting others may be priced in.
13:00
Sep 02
Sep 02
Author calls Silicom undervalued in reply to a design win announcement.
Author calls Silicom undervalued in reply to a design win announcement, but lacks explicit position or forward call.
LOW
13:14
Sep 01
Sep 01
Author calls Silicom overlooked alongside Intel but provides no position or forward call.
Author calls Silicom overlooked alongside Intel but provides no position or forward call, only a factual observation.
LOW
17:35
Aug 31
Aug 31
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
17:49
Aug 29
Aug 29
Open SILC trade plus long-term buy.
Author says SILC is one of his only open short-term AI trades and that he has decided to buy it long term.
MED
17:23
Aug 28
Aug 28
Con names top choice tickers, no catalyst
Author names these tickers as top choices in a category when asked for favorites; no explicit directional view, position language, or catalyst is provided.
MED
17:22
Aug 28
Aug 28
Author lists tickers as potential opportunities across sectors in reply to a request for ideas.
Author lists tickers as potential opportunities across sectors in reply to a request for ideas, but without explicit position language or forward calls, they are watchlist candidates.
LOW
13:05
Aug 27
Aug 27
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist.
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist names, not owned positions, while framing NVDA earnings as confirming the AI trade's strength.
LOW
13:04
Aug 27
Aug 27
AI beneficiaries positioned for five-year growth
Author identifies AI beneficiaries from NVDA earnings strength, implying continued demand for AI infrastructure over multi-year horizon.
MED
02:14
Aug 27
Aug 27
SILC flagged as AI networking beneficiary after Nvidia earnings.
Author lists SILC as a networking chips/FPGA beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
20:09
Aug 26
Aug 26
Author confirms they are still in SILC and other tickers but does not explicitly state.
Author confirms they are still in SILC and other tickers but does not explicitly state a forward-looking position or trade idea.
LOW
20:05
Aug 26
Aug 26
Buying SILC on NVDA beat scenario
Author explicitly buying SILC as AI enabler play heading into NVDA earnings, expecting capital rotation from crypto/biotech into AI enablers, with tight stop losses below support.
MED
18:03
Aug 25
Aug 25
Buy AI enablers ahead of NVDA earnings
Buy these AI enabler names into NVDA earnings because the base case is a heavy beat that lifts the group while capital rotates from crypto/AI beneficiaries/biotech back into AI enablers; use tight stops below support.
MED
17:43
Aug 24
Aug 24
Lists AI enablers, no directional call
Lists AI enabler names as a thematic basket; no directional commitment stated.
MED
18:33
Aug 23
Aug 23
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
LOW
05:10
Aug 23
Aug 23
Exits SILC fully to concentrate in BRUN
Author fully exited SILC position to concentrate capital into higher-conviction BRUN, despite retaining confidence in its thesis.
MED
16:00
Aug 22
Aug 22
Buy SILC: AI optionality, 50% growth
Buy SILC: 2026 revenue guidance implies >50% growth and a return to non-GAAP profitability, while the first AI production order and pending proof-of-concept add transformative upside on a sticky design-win model.
MED
14:46
Aug 20
Aug 20
Main networking bet for agentic AI
Author's main bet for networking and interconnect fabric, viewing the network as the ultimate bottleneck for agentic AI.
MED
14:54
Aug 18
Aug 18
"SILC is a top buy"
"Buy SILC as one of the author's top picks in response to a buying-opportunity question; no detailed catalyst given, but the pick is explicitly bullish."
MED
22:42
Aug 17
Aug 17
Buy SILC; linked write-up is cited reason
Buy SILC: the author is putting fresh capital to work and points to a linked write-up as the reason, but the tweet gives no additional specifics.
MED
19:12
Aug 17
Aug 17
Rotated capital into stock for short-term trade
Author discloses rotating capital into the stock for a short-term trade.
MED
12:04
Aug 17
Aug 17
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
LOW
06:14
Aug 17
Aug 17
Buy SILC on undervalued AI buildout growth
Buy SILC as an undervalued AI-networking name: 2.4x FY26 EV/sales, 20% cash-backed, zero debt, 14% guidance raise, revenue accelerating three straight quarters, and AI inference orders/PoC pending as upside levers.
HIGH
16:29
Aug 16
Aug 16
Discloses SILC as third largest portfolio holding
Author discloses SILC as their third largest portfolio holding, expressing strong conviction in the name in response to a bullish thesis on AI network bottlenecks.
MED
15:58
Aug 16
Aug 16
SILC main bet on agentic networking bottleneck
Buy SILC around $50 as the author's main high-conviction bet on the agentic AI networking NIC bottleneck; explicitly says not to fade the call.
MED
15:13
Aug 16
Aug 16
Technical breakout above $52 signals strong upside
Author favors the technical setup for SILC over peers, anticipating a strong upside move if the stock breaks the $52 level.
MED
13:01
Aug 16
Aug 16
SILC breaks 0.5 fib, eyes $52.75 resistance
Technical setup flagged: 20EMA held as support for three weeks, price broke above 0.5 fib at $44.84 for first time in two months; key breakout level at $52.75 (0.618 fib) tested three times.
MED
08:16
Aug 16
Aug 16
"SILC called strong, no catalyst given"
Says SILC looks strong and expects it to run, but provides no specific catalyst, position, or entry thesis. Factual only.
LOW
02:34
Aug 16
Aug 16
Author holds SILC as core long, sees undervaluation
Author discloses an ongoing long position in SILC as a permanent core holding; notes the stock is consolidating but not breaking down technically, and views it as fundamentally undervalued.
MED
21:00
Aug 15
Aug 15
SILC great long-term AI infrastructure hold
Buy SILC networking and data infrastructure stock — author explicitly endorses it as a great long-term hold in the context of AI infrastructure positioning.
MED
About SILC Analyst Coverage
Buzzberg tracks SILC (Silicom Ltd) across 8 sources. 38 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (42%). 90 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: __con_, pep_invest, pepinveststocks.