Silicom falls 10% despite analyst upgrade after AI-driven rally

* Shares of Silicom (SILC [https://seekingalpha.com/symbol/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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