Silvaco Group (NASDAQ:SVCO) Posts Earnings Results, Meets Expectations

Posted by Brian Himes on Aug 7th, 2026

Silvaco Group (NASDAQ:SVCO – Get Free Report) issued its quarterly earnings data on Thursday. The company reported $0.01 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.01, FiscalAI reports. Silvaco Group had a negative return on equity of 15.63% and a negative net margin of 30.43%.The company had revenue of $17.81 million for the quarter, compared to the consensus estimate of $17.90 million.

Here are the key takeaways from Silvaco Group’s conference call:

Revenue grew 48% year over year to $17.8 million, while bookings increased 25% to $16.2 million. Silvaco also returned to non-GAAP operating profitability with $635,000 of operating income, its first such profit since late 2024.
Silvaco announced strategic collaborations with NVIDIA and Dassault Systèmes and expanded its relationship with Micron, including a $10 million convertible-note investment. The partnerships are intended to accelerate AI-enabled manufacturing, digital twins, and first-time-right semiconductor process development.
The IP business was a major near-term growth driver: Q2 IP revenue increased 238% year over year, with record bookings and revenue and a pipeline that expanded more than fourfold. Management expects IP revenue to reach approximately $20 million in 2026, roughly doubling year over year.
Management expects record quarterly revenue in Q4, full-year 2026 revenue above $70 million, and double-digit revenue growth, non-GAAP operating profitability, and positive operating cash flow in 2027. Q3 revenue guidance of $17 million reflects typical TCAD seasonality, while Q4 is expected to benefit from renewals and a strong pipeline.
The company has completed its targeted $20 million in annualized cost reductions, with non-GAAP operating expenses declining to $14.8 million in Q2. However, cash used in operating activities remained $5.5 million, and Silvaco plans continued investment in GPU infrastructure and AI tools despite its improving profitability.

Silvaco Group Stock Performance

NASDAQ:SVCO traded down $0.96 during mid-day trading on Friday, hitting $7.65. 1,023,551 shares of the company’s stock traded hands, compared to its average volume of 369,220. The company has a fifty day moving average of $10.52 and a 200 day moving average of $7.98. Silvaco Group has a twelve month low of $3.07 and a twelve month high of $14.39. The company has a market capitalization of $250.00 million, a P/E ratio of -10.62 and a beta of 0.63.

Analyst Ratings Changes

Several analysts have commented on the stock. Needham & Company LLC increased their price target on shares of Silvaco Group from $10.00 to $18.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Weiss Ratings upgraded shares of Silvaco Group from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, July 10th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $14.00 target price on shares of Silvaco Group in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Silvaco Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $12.67.

Get Our Latest Report on Silvaco Group

Insider Buying and Selling

In other Silvaco Group news, Director Katherine S. Ngai-Pesic sold 200,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $11.27, for a total value of $2,254,000.00. Following the completion of the sale, the director owned 9,176,403 shares of the company’s stock, valued at approximately $103,418,061.81. This trade represents a 2.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 47.90% of the company’s stock.

Hedge Funds Weigh In On Silvaco Group

Hedge funds have recently modified their holdings of the stock. Wells Fargo & Company MN raised its position in shares of Silvaco Group by 51.2% in the 4th quarter. Wells Fargo & Company MN now owns 9,093 shares of the company’s stock valued at $37,000 after purchasing an additional 3,079 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in Silvaco Group in the 2nd quarter worth approximately $38,000. HighTower Advisors LLC purchased a new stake in Silvaco Group during the 4th quarter worth approximately $41,000. Strs Ohio purchased a new stake in Silvaco Group during the 1st quarter worth approximately $50,000. Finally, Squarepoint Ops LLC purchased a new stake in Silvaco Group during the 4th quarter worth approximately $57,000.

About Silvaco Group

(Get Free Report)

Silvaco Group, Inc is a provider of electronic design automation (EDA) software and semiconductor intellectual property (IP) solutions. Founded in 1984 and headquartered in Santa Clara, California, the company offers a suite of tools for process and device simulation, circuit design, verification, and physical implementation. Silvaco’s core product lines include technology computer-aided design (TCAD) for process modeling, SPICE circuit simulators for analog and digital analysis, and layout and parasitic extraction tools for physical verification.

In addition to its EDA software, Silvaco delivers semiconductor IP in areas such as memory compilers, interface IP (including USB, PCI Express and DDR), and embedded analog/mixed-signal cores.