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Silicom Ltd. (SILC)

NasdaqGS - NasdaqGS Delayed Price. Currency in USD
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54.58-1.68 (-2.99%)
At close: 4:00PM EDT
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  • FYI. I don't see the detail but Needham, Alex Henderson, upped their SILC target price from $60 to $67.
  • During the call they mentioned that the big design win was from one of the top ten (data center) customer in the world. He emphasized that it was definitely not the top three. I also got the impression that selling to one of the top 3 was not going to happen in 2017, but will it ever?So during the call, they mentioned that the big design win was from one of the top ten (data center) customer in the world. He emphasized that it was definitely not the top three. I also got the impression that selling to one of the top 3 was not going to happen in the next year. Any idea why this would be? Would it because they are already using a competitors product or perhaps they are not ready for SILC technology yet? the next year. Any idea why this would be? Would it because they are already using a competitors product or perhaps they are not ready for SILC technology yet?
  • They also said on the conference call that the second half of 2017 will be better than the record revenues achieved in the first half of 2017. Very positive all around.
  • 30.3 69 cents non gap
  • Management changed the title of the Investment Presentation from "Growth Opportunity" to "Inflection Point". Interesting choice of words........
  • Yahoo shows after hours price at $53.40 up $2.99
  • Good conference call. Provided a fair amount of clarity for the upcoming 6 to 12 months, took a lot of the mystery out.

    Too much focus on single customer.

    SILC should be able to do .70 in Q3, Q1 and Q2, maybe a .90 in Q4. So $3 a share, give it a 20 multiple, get $60 going out 12 months, not a bad little haul from current levels. Should see Alex's 12 month target get nudged up.

    Can they get analyst coverage from a name other then Needham? Wouldn't hurt, but customer risk and micro status are barriers. SILC's IBD #s look good.

    Would continue to follow for inefficiencies here, both in stock price and options. Any price moves on volume during the slow periods of the stock should be pursued aggressively.

    When the mystery is taken out, have to figure out if it is worth marrying.
  • Another client with lower guidance in CHKP with some being blamed on a Jewish Holiday at the end of the 3rd quarter. Just an FYI.
  • Does anyone who the big 3 or big 10 cloud players are in the US and China area that they ere referring to in the call? Names?
  • I wonder if management took a course on communication skills a few months ago? They are much more confident and articulate over the last CC than past conference calls. Anyway, appears tan excellent quarter.
  • There was a 24.9K block traded right after the close yesterday. Volume has picked up and we seem to have a $1+ up move early every morning. Having the stock push thought the $50 mark is a positive psychological move and will probably continue until the conference call.

    F&C
  • Locked and loaded with more call options in addition to my shares I've held since 2007. My only concern is we're going to bring on all these sales but the margins are not going to adjust upward as much as I think and therefore we won't get the big bump as expected in earnings. Also we have the weak US $ that could play a role in the eps.
  • Turb you still around. I had the most silc going into call that i have had since the original move up pre secondary. many moons ago in a galaxy far far away. and haven't sold any. solid and ramping is my take.
  • I say $29-30mm revs and no idea on net.... this is the most puzzled I've ever been with SILC and their earnings... I held anyway waiting to see... just no idea how this is going to shake out
  • Something in brewing at SILC. I can feel it!
  • Still a buy
  • Don't know what the stock will do, but there is absolutely no way that Monday's report will be disappointing.
  • Busy morning already. 20K traded with volume picking up as share price.
  • 12,000 shares in the last 5 minutes drove the price straight up........nice !
  • @John, about a week ago you mentioned the correlation with SILC and AAOI as being in step with each other. AAOI preannounced today with beating estimates for the quarter. Congrats and hope you are right with the correlation! Good luck to all longs.