SILC Silicom Ltd Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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10:32
Jul 19
Jul 19
Author is playing SILC first and may rotate after earnings, but no explicit position or forward catalyst is stated.
LOW
09:11
Jul 19
Jul 19
Author rotated capital from $SHT into SILC, explicitly citing more near-term upside; SILC is also a named core portfolio position, reinforcing the directional commitment.
MED
03:13
Jul 19
Jul 19
Named in both high-beta "really like" list and personal favourites; elevated conviction relative to rest of list.
MED
13:25
Jul 16
Jul 16
Silicom announces design win for custom high-speed server adapter from an existing blue-chip customer; total customer revenue expected to ramp from ~$3M (2026) to ~$10M (2027), with new design win contributing >$5M in 2027.
MED
03:32
Jul 15
Jul 15
Author discloses $SILC as one of his two largest holdings and points to Q2 earnings on July 29, 2026 as a catalyst.
MED
03:15
Jul 15
Jul 15
Buy SILC on inflection: half market cap in cash, zero debt, two beat-and-raise quarters, first AI inference order ahead of schedule, with potential hyperscaler orders and margin recovery driving multiple expansion.
HIGH
04:42
Jul 12
Jul 12
Author discloses SILC as a current core holding, noted in prior context as a name that has not run and is held on margin as a recovery bet into July.
MED
10:13
Jul 10
Jul 10
Author lists three tickers with an image, no explicit direction or catalyst; generic list mention per speaker note.
LOW
09:05
Jul 07
Jul 07
Named in a list alongside IQE with a bullish recovery expectation by Friday; no explicit position language per speaker note.
LOW
13:51
Jul 05
Jul 05
Author shares a contrarian engagement-based method for spotting early-stage ideas using past examples but does not state current positions or forward calls on any ticker.
LOW
12:35
Jul 04
Jul 04
Author holds $SILC as a core position with leveraged margin, explicitly citing it as a name that hasn't run yet and is a recovery bet into July.
MED
11:48
Jul 02
Jul 02
Buy SILC on Needham upgrade citing AI inference customer qualification and accelerating revenue; author reaffirms prior bullish call with near-term momentum.
MED
20:23
Jul 01
Jul 01
Mentions $SILC price target of $150 with bullish emoji, implying a long position but no catalyst stated in author text.
LOW
12:18
Jul 01
Jul 01
Author endorses the parent's +100% upside thesis by replying with the ticker in response to a call for best ideas with massive upside.
13:26
Jun 30
Jun 30
Buy SILC as the stock holds its 50EMA on elevated volume (signaling accumulation), has now received its first AI inference production order with multi-million-dollar 2026 revenue guidance, and approaches earnings that should confirm the AI inference revenue inflection — mirroring the prior post-earnings pattern that preceded a large run.
HIGH
07:24
Jun 30
Jun 30
Author is actively accumulating SILC as a long-term position, entering between $38.50–$40, with a 1–2 year investment horizon and ongoing buying.
MED
05:39
Jun 30
Jun 30
Buy SILC based on chart pattern of holding 50EMA on increased volume post-May earnings, with accumulation signaling upside ahead of the next earnings catalyst.
HIGH
23:59
Jun 28
Jun 28
Author endorses parent's view that $SILC summer earnings will be a significant catalyst; no explicit position language from author.
LOW
03:51
Jun 26
Jun 26
Buy SILC as a cash-backstopped (~$19/share net cash, ~50% of market cap) networking integrator with a documented revenue inflection (+33% YoY Q1 2026), Intel ecosystem tailwind from agentic AI CPU demand, and a binary H2 2026 hyperscaler FPGA PoC that could drive tens of thousands of high-margin unit orders; margin recovery from 30% toward 34% peak provides additional re-rating catalyst independent of the PoC.
HIGH
02:36
Jun 25
Jun 25
Author discloses an existing long-term position in SILC with a price target of $100, supported by written research available on their profile.
MED
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as moderate/edge alignment; networking infrastructure supporting AI data flows and edge compute.
MED
17:53
Jun 21
Jun 21
Co-mentioned in networking/telecom infrastructure basket supporting AI data flows; classified as moderate/edge alignment to hyperscaler capex theme.
MED
04:36
Jun 21
Jun 21
Author discloses an active long position in SILC, implicitly endorsing the parent's pre-earnings ramp thesis; views current price action as consolidation before a potential move higher ahead of earnings.
MED
03:32
Jun 21
Jun 21
Author discloses SILC as a current top-5 portfolio holding; no specific catalyst stated beyond active portfolio inclusion.
MED
07:03
Jun 19
Jun 19
Buy SILC (Silicom) as an AI inference edge compute play; H2 2026 hyperscaler PoC could trigger tens-of-thousands-of-cards orders, shifting revenue mix to higher-margin product and recovering gross margin from ~30% toward 34%+; $19/share in cash/working capital provides downside support vs. $38 stock price, with bull case of $120.
MED
12:34
Jun 16
Jun 16
Author discloses an active position in SILC entered at $45, framed as a mid-to-long-term swing trade — specific entry price confirms genuine current holding.
MED
23:21
Jun 15
Jun 15
Past tense technical call on SILC; no current position or forward view provided.
LOW
13:21
Jun 14
Jun 14
Named in ranked AI list; 33%+ growth and design wins in high-performance data center connectivity cited as catalysts for AI inference traction.
MED
01:58
Jun 14
Jun 14
Author lists SILC as a top-5 portfolio holding by size; no specific thesis or catalyst provided in either tweet for this name.
LOW
12:15
Jun 11
Jun 11
Speaker lists these three tickers as top picks in reply to a buy question. No explicit position language or catalyst provided.
MED
About SILC Analyst Coverage
Buzzberg tracks SILC (Silicom Ltd) across 4 sources. 21 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (55%). 38 total trade ideas tracked. Past 7 days: 3 bullish, 3 watch. Latest voices: mkfilko, __con_.