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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