Jul. 16 at 2:13 PM
Cherry on Top!
$SILC lands custom server adapter win with blue-chip client.
Data infrastructure provider Silicom (
$SILC) just announced a major new custom high-speed server adapter Design Win:
The Numbers: The deal is set to expand this client’s total business with Silicom from ~
$3 million in 2026 to nearly
$10 million in 2027.
The Ramp: Revenue begins in 2026 and scales to over
$5 million in 2027, promising a net increase in revenues and margin over the next 18 months.
For those who already upgraded their targets on their bullish thesis, this premium custom hardware win is the ultimate validator.
Will this structural expansion push the stock to break out of its current range?