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尽管分析师在人工智能驱动的反弹后升级，Silicom仍下跌10%
2026-07-03 02:34
- Shares of Silicom (SILC) fell about 10% on Thursday, extending a volatile week even after Needham upgraded the network infrastructure company to Buy from Hold and set a $60 price target following its first production order tied to AI inference.
- The stock had surged 14% on Tuesday after Silicom announced the order, followed by a 7.8% decline on Wednesday.
- Brokerage says AI inference revenue could reach several million dollars in 2026 and grow to tens of millions of dollars in 2027, earlier than previously expected.
- Needham said the new order and additional customer engagements could support faster revenue growth and improve the company's path to profitability.
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- Silicom Q1 2026 Earnings Preview
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