Silvaco Group, Inc.
Silvaco provides technology computer aided design software, electronic design automation software and semiconductor intellectual property to engineers and researchers at foundries, integrated device manufacturers, fabless semiconductor companies and academic institutions. Its TCAD tools model and optimize semiconductor manufacturing processes and device performance, including traditional simulation software and AI/ML tools that create digital twins of manufacturing processes. Its EDA products support semiconductor design, simulation and verification, including circuit simulation, parasitic extraction, standard cell library creation and IP management. Its SIP portfolio includes interface IP, logic libraries, physical IP, embedded memory and automotive IP. Silvaco earns money by licensing and selling its software and semiconductor IP, and also provides design services, training and customer support. License agreements commonly run for one or three years. Headquartered in Santa Clara, California, Silvaco has 12 offices worldwide.
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See all $SVCO insider activity →Silvaco (SVCO) reported a record Q3 for TCAD bookings and expects mid- to high teens revenue growth by 2027. The company's Q4 revenue midpoint is projected at $22M, according to management.
Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Silvaco Reports Third Quarter 2026 Financial Results Won major new tier-1 FTCO customer and 4 tier-1 customers for Jivaro Pro in Q3 Record revenue expected in Q4 driving 2026 revenue growth to 17% at midpoint of guided range. Similar revenue growth expected in 2027 S
B.Riley cut its price target for Silvaco Group (SVCO) to $11 from $16, citing sector valuation compression. The firm maintains a Buy rating, anticipating near-consensus Q3 2026 results and growth in gross margin. SVCO shares fell 30% in Q4 2026, trading at $6.14 with a $208M market cap. The company reported 48% revenue growth in Q2 2026 but missed EPS estimates.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning SVCO (Silvaco Group, Inc.). Coverage has been balanced: 2 bullish, 0 neutral, and 2 bearish.
Recent SVCO coverage spans earnings, financial news and technology.
Guidance suggests strong top‑line growth, likely prompting buying interest.
Positive surprise from new tier‑1 wins and improved cash position may lift the stock, while revenue decline tempers upside.
Analyst target cut signals potential downside pressure on the stock.
Potential upside for Silvaco as the partnership may expand its addressable market and drive software licensing revenue.
Earnings call discloses accelerating growth (48% YoY revenue) and new strategic partnerships, supporting a higher-conviction growth outlook into Q4 and 2027.
AlphAI scores every news story that mentions SVCO with an AI model for sentiment and relevance, and aggregates insider trades from Silvaco Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Silvaco (SVCO) reported a record Q3 for TCAD bookings and expects mid- to high teens revenue growth by 2027. The company's Q4 revenue midpoint is projected at $22M, according to management.
Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Silvaco Reports Third Quarter 2026 Financial Results Won major new tier-1 FTCO customer and 4 tier-1 customers for Jivaro Pro in Q3 Record revenue expected in Q4 driving 2026 revenue growth to 17% at midpoint of guided range. Similar revenue growth expected in 2027 S
B.Riley cut its price target for Silvaco Group (SVCO) to $11 from $16, citing sector valuation compression. The firm maintains a Buy rating, anticipating near-consensus Q3 2026 results and growth in gross margin. SVCO shares fell 30% in Q4 2026, trading at $6.14 with a $208M market cap. The company reported 48% revenue growth in Q2 2026 but missed EPS estimates.
Silvaco (SVCO) and Dassault Systèmes partnered to develop digital twin workflows for semiconductor manufacturing. The collaboration aims to improve process development, yield ramps, and decision-making. The companies will connect plasma simulation and process modeling technologies to help manufacturers understand equipment impacts on wafer outcomes. According to Silvaco, this partnership supports first-time-right manufacturing and accelerates semiconductor production.
Silvaco (SVCO) reported Q2 2026 bookings of $16.2 million and revenue of $17.8 million, up 25% and 48% year over year, respectively. IP revenue rose 238% year over year, with record IP bookings and revenue. The company also announced partnerships with NVIDIA, Dassault Systemes (SIMULIA), and Micron, including Micron investing $10 million in a Silvaco convertible note.
Ngai Anthony K.K. purchased 750 shares of Silvaco Group, Inc. (SVCO) at $7.37 on 2026-08-11.
Silvaco Group (Nasdaq: SVCO) reported Q2 2026 results. Revenue rose to $17.8M (+48% YoY) with GAAP gross margin of 85% and GAAP operating loss of $4.0M. Non-GAAP operating income was $0.6M. IP revenue increased to $6.0M (+238% YoY) and IP bookings to $5.4M (+70% YoY). The company also announced partnerships with NVIDIA and Dassault Systemes and a $10M convertible note from Micron.
Simply Wall St reports Silvaco Group (SVCO) shares fell 11.2% to $7.65 the day after earnings. For Q2, the company posted revenue of $17.8m, gross margin of 86.8% (non-GAAP), and narrowed losses to a small non-GAAP profit. Revenue rose to $17.8m from $12.0m, with bookings of $16.2m (+25% YoY), while cash was $13m and operating cash use was $5.5m.
Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 5, 2026 (the “Agreement Date”), Silvaco Group, Inc., a Delaware corporation (the “Company”), entered into a Convertible Note Purchase Agreement (the “Purchase Agreement”) with Micron Technology, Inc., a Delaware corp
Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Silvaco Reports Second Quarter 2026 Financial Results -- Profitability: Delivered better-than-expected operating results driven by continued tight management of operating expenses-- -- Partnerships: Announced new strategic partnerships with NVIDIA and Dassault System
