SILC - Silicom: Misunderstood And Overlooked But With Significant Potential
- Silicom has been in a "transitional period" since 2014, and I expect this period is now almost completed, positioning the company for the next super cycle of growth.
- During the last months, Silicom has secured a significant number of design wins within 5G and SD-WAN, but the stock did not price them due to the recency bias.
- In my opinion, the stock can trade at $100 in 12-18 months when execution follows the plan: +150% short-term upside potential, plus a significant long-term potential.
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Silicom: Misunderstood And Overlooked But With Significant Potential