A jump of over 200%: the stock from Kfar Saba that stars on Wall Street

The company from Kfar Saba is a provider of network solutions and data infrastructures and it benefits from the trend of investments in artificial intelligence (AI) infrastructures. This week, Silicum announced what it defined as a significant milestone for it: the first production order it received related to the field of AI Inference – that is, the inference stage where the AI ​​models that have already been trained can draw or draw conclusions from new data.

The company sees this as a significant expansion, and notes that Silicum received the first production order for one of its solutions, which are high-performance and designed for this specific market; The supply is already planned for this year, with revenues in the range of millions of dollars.

“The order marks a critical transition from the development phase to commercial production,” said a statement from Silicon. The company adds that the order actually accelerated the expected schedules, and thus its expected growth in 2026 will be higher. According to the previously published forecast, Silicon should conclude 2026 with revenues of 82-83 million dollars, a growth of about 33% compared to 2025.

At the same time, Silicom reported that it is promoting additional transactions in the field of AI Inference and sees the field as one of its most significant growth engines, “with a significant increase in revenues in 2027 and beyond, as the momentum in the rapidly growing market continues to accelerate.”

Promote opportunities in the market

According to Silicom’s CEO, Liron Eisenman, the order validates the company’s technology, and that its solutions directly answer the performance challenges that exist in the real world. He added that “the order shows that we have won a significant place in one of the most important and developing markets in the technological world today.” According to him, “What really excites us is that this is just the beginning. We are promoting opportunities in the field with various clients, and this makes us highly optimistic about what the field can become for us from 2027.”

Liron Eisenman, who has been managing the company in recent years, is the son of Avi Eisenman, who founded the company in 1987 and serves as active chairman of the board of directors. Its prominent shareholders are American institutional entities, Systematic Financial Management and First Wilshire Securities Management, Chairman Eisenman has a holding of approximately 5.7%.

The surge in Silicon shares in the half of 2026 made it the Israeli company with the highest yield on Wall Street during this period, and with an overperformance compared to the main indices. Since the low in which it was traded about two years ago, the stock has jumped more than 300%. However, it has not yet returned to the record price recorded in 2018 ($76.79).