Silicom
SILCMarket price data through July 31, 2026.
Performance
Aug 2021 – Jul 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- 0%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$40
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- August 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 0 months
- How long Benson has been tracking this pick.
About Silicom
Silicom is a small Israeli company that designs the specialized cards which move data in and out of servers. It builds custom hardware to order for large security firms, telecom operators and cloud providers, then has someone else manufacture it. Founded in 1987, it employs about 580 people.
The case for and against
Both sides of the story, in plain English.
- The Cycle Turned
Revenue collapsed 61 percent between 2022 and 2024 as customers worked through a glut of inventory. That appears to be over. Revenue grew 33 percent last quarter to 19.1 million dollars, and the company guided the following quarter as high as 40 percent growth.
- Designed In, Hard Out
Silicom won 8 new designs last year and is targeting 7 to 9 more. Each one takes time to become revenue, which is frustrating, but once its hardware is designed into a customer's product it is difficult to replace. Newer work includes cards for AI systems and encryption hardware for a coming shift in security standards.
- Losing Money
This company is not profitable and is not expected to be soon. Net margins are negative 13 percent. It needs to roughly double revenue to break even, and management does not expect to reach that level until 2028. Gross margins have also slipped from 34.5 percent to 30.5 percent since 2022.
- Small And Concentrated
At about 229 million dollars, this is a very small company, far smaller than anything else on our list, and small stocks can move violently on little news. Its top ten customers make up more than 60 percent of sales, and 76 percent of revenue comes from North America alone.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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