SILC

SILICOM LTD.

Nasdaq· Computer Communications Equipment· CIK 0000916793 Software & IT

$40.10 +1.79 (+4.67%)

Oct 26 4:00 PM ET · prev $38.31

Market cap

$216.2M

Micro cap

Median target

$60.00

+50% · range $60.00–60.00

Next earnings

Oct 29

in 2 days · EPS est. −$0.04

1 year

+130.5%

from $17.40 · Oct 27

30 days

−21.5%

from $51.09

52-week range

$13.50–61.65

−35% from high · low Dec 19

Avg volume 20D

172.7K

shares / day

Short interest

🔒 Subscribers only

Insider net

−$3.7M

0 buyers · 8 sellers · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read MIXED 10 reports · 90 days

Balance 3 bearish · 3 bullish · 1 mixed · 3 neutral oldest → newest, height = score

Avg score

·High conf. 5/10 ·Next Earnings date, Oct 29, 2026

Strongest MIXED Silicom Ltd. reported H1 2026 results showing a 45.9% YoY revenue surge to $42.9M, driven by design win…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

S May 7 to May 19 4 days of insider sells: $1.4M by 7 insiders, avg $45.44
A Jul 2 Needham upgrades
R Jul 29 Silicom reported Q2 2026 revenue of $23.8M, up 59% YoY, with GAAP ne…
S Aug 6 to Aug 24 4 days of insider sells: $2.3M by 4 insiders, avg $48.54
X Aug 14 Short interest falls 39.5% to 71.1K
X Aug 31 Short interest jumps 91.3% to 136.0K
R Sep 2 Silicom announced a design win with a tier-1 cloud-based cybersecuri…
R Sep 28 Silicom Ltd. reported H1 2026 results showing a 45.9% YoY revenue su…

Signal stack

Where each data set points today.

InsidersBEARISH

8 insiders sold $3.7M.
InstitutionsBULLISH

Q2 2026: 7 added (0 new), 4 trimmed or exited.
EstimatesRISING

Current-quarter EPS estimate −$0.190 → −$0.040 over 90 days. 0 up, 1 down in 30 days.
TrendDOWNTREND

14% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

Fund	Move	Shares	Value
JANE STREET GROUP, LLC	DOUBLED	122,531	$5.9M
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	86,800	$4.2M
Connor, Clark & Lunn Investment Management Ltd.	DOUBLED	69,016	$3.3M
MORGAN STANLEY	TRIM	50,310	$2.4M
MARSHALL WACE, LLP	TRIM	32,041	$1.5M
BNP PARIBAS FINANCIAL MARKETS	DOUBLED	29,866	$1.4M
JPMORGAN CHASE & CO	DOUBLED	21,995	$922.3K
Quadrature Capital Ltd	TRIM	12,405	$594.7K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

last action Jul 2026

12-month targets · 1 analysts

$40.10 $60.00 $60.00 $60.00

Price is below the lowest target. Median implies +50%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Jul 2, 2026	Needham UPGRADE	UPGRADE	Buy

Insider ledger

Form 4

bought · 0 insiders

$3.7M

sold · 8 insiders

Date	Insider	Type	Value
Aug 24, 2026	Orbach Yeshayhu Director	SELL	$133.6K
Aug 17, 2026	Eizenman Avinoam Director	SELL	$1.0M
Aug 12, 2026	Eizenman Liron President and CEO	SELL	$877.0K
Aug 6, 2026	Gilad Eran CFO	EXERCISE	$82.1K
Aug 6, 2026	Gilad Eran CFO	SELL	$1.2K
Aug 6, 2026	Gilad Eran CFO	SELL	$310.0K
Jun 18, 2026	Orbach Yeshayhu Director	EXERCISE	2,969 sh
Jun 14, 2026	Eizenman Avinoam Director	EXERCISE	12,500 sh

Earnings setup

Estimates

Oct 29

reports in 2 days

−$0.04

EPS estimate, this quarter

+79%

estimate change, 90 days

0↑ 1↓

revisions, 30 days

Current-quarter EPS estimate

−$0.190

90d

−$0.190

60d

−$0.190

30d

−$0.190

−$0.040

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.04	-$0.04–-$0.04	+78.9%	$25.5M
Next Q	$0.00	$0.00–$0.00	+100.0%	$25.9M
Current FY	-$0.45	-$0.45–-$0.45	+48.9%	$94.2M
Next FY	$0.24	$0.24–$0.24	+152.2%	$113.1M