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PRESS-RELEASE ·Filed Oct 29, 2026

SILC

Silicom Ltd.
BULLISH
Impact 6/10
Horizonweeks Processed3d 13h ago WireGlobeNewswire
Press release · Earnings
Actionable Insight ▲ Bullish

The return to non-GAAP profitability and raised guidance confirm an inflection point. Monitor Q4 2026 results for continued Design Win conversion and margin expansion, as the company targets sustained profitability.

DirectionBullish
Confidencehigh
Horizonweeks

Price Chart

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Executive Summary

The company raised full-year 2026 revenue guidance to $96-98M (57% YoY growth), citing strong Design Win momentum and an inflection point in its business model.

Key Financial Metrics

Revenue
$26.7M
est $25.5M · +4.7% · +71.0% YoY
Guidance
$96M-$98M
raised
Gross Margin
30%

Key Facts

  • Q3 2026 revenue $26.7M, up 71% YoY from $15.6M
  • Full-year 2026 revenue guidance raised to $96-98M (57% YoY growth)
  • Q4 2026 revenue guidance $27-28M (66% YoY growth at upper end)
  • Year-to-date Design Wins total 8, exceeding the low end of full-year guidance
  • Gross margin improved to 30.0% from 31.4% a year ago (GAAP basis)

Financial Impact

Revenue beat consensus by $1.2M (4.7%); non-GAAP EPS of $0.04 vs consensus $-0.04; full-year guidance raised to $96-98M from prior expectations

revenueepsguidance

Risk Factors

  • Revenue growth is concentrated on a limited number of customers
  • Geopolitical risks from operations in Israel and global shipping disruptions
  • Dependence on Design Win cycle timing for future revenue predictability

Market Snapshot

Exchange
Nasdaq
Sector
Computer Communications Equipment
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-prn-302923546
27 reports for SILC
Performance horizon
64% Hit rate @ T+60 7 of 11 directional calls Went positive at some point 12 of 16 best @ T+60▲ +86.14%Apr 15, 2026
Filters
Rows
Reports for SILC, sortable and filterable
TypeNow
Oct 29, 2026
3d ago
Press Release
BULLISH ★ 6/10
No priceawaiting T+60awaiting T+60No price
Oct 29, 2026
3d ago
6-K
BULLISH ★ 6/10
$35.31awaiting T+60awaiting T+60$33.54 (−5.01%)
Oct 1, 2026
4w ago
Press Release
NEUTRAL ★ 1/10
$53.63awaiting T+60awaiting T+60$33.54 (−37.46%)
Oct 1, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$53.63awaiting T+60awaiting T+60$33.54 (−37.46%)
Sep 30, 2026
4w ago
SC 13G
NEUTRAL ★ 3/10
$53.63awaiting T+60awaiting T+60$33.54 (−37.46%)
Sep 28, 2026
4w ago
6-K
MIXED ★ 6/10
$51.09awaiting T+60awaiting T+60$33.54 (−34.35%)
Sep 2, 2026
8w ago
6-K
BULLISH ★ 6/10
$39.51awaiting T+60awaiting T+60$33.54 (−15.10%)
Aug 28, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$42.20awaiting T+60awaiting T+60$33.54 (+20.52%)
Aug 18, 2026
10w ago
Insider Cluster
BEARISH ★ 5/10
$45.91awaiting T+60awaiting T+60$33.54 (+26.94%)
Aug 13, 2026
11w ago
Insider Cluster
BEARISH ★ 5/10
$44.89awaiting T+60awaiting T+60$33.54 (+25.28%)
Showing 10 of 27

US Market Status

Market Closed · Opens Tue (13h 9m)

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Report published Oct 29, 2026