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Silicom has provided more clarity in its guidance, and while the new picture isn’t ideal, the stock remains a great deal at current prices.

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Updated Investment Thesis

When I previously wrote about Silicom Ltd. (NASDAQ:SILC) in November, one of

2025 2026 2027 2028
Revenue ($M) 96 115.2 138.2 165.9
Annual Revenue Growth 20% 20% 20% 20%
Gross Margin 29.0% 29.0% 29.5% 31.0%
OpEx ($M) 27.8 28.6 29.5 30.4
EPS 0.004 0.71 1.67 3.12

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