Silvaco Group (NASDAQ:SVCO) Releases Quarterly Earnings Results, Misses Expectations By $0.05 EPS

Posted by Stanley Muller on Nov 6th, 2026

Silvaco Group (NASDAQ:SVCO – Get Free Report) posted its earnings results on Wednesday. The company reported ($0.04) earnings per share for the quarter, missing analysts’ consensus estimates of $0.01 by ($0.05), FiscalAI reports. The company had revenue of $16.29 million during the quarter, compared to the consensus estimate of $17.08 million. Silvaco Group had a negative net margin of 30.45% and a negative return on equity of 13.43%.

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

Bookings and customer wins strengthened: Q3 bookings were $19.3 million, including record TCAD bookings of $10.3 million, up 89% year over year. Silvaco cited a major new tier 1 FTCO customer and four tier 1 Jivaro Pro wins.
Management forecast continued growth: Q4 revenue is guided to a record $22 million at the midpoint, up 21% year over year, and the company expects mid-to-high teens revenue growth in 2027. Executives said FTCO, IP, and improving EDA demand support that outlook.
Q3 revenue missed expectations: Revenue was $16.3 million, slightly below the midpoint of guidance, as IP milestones shifted into Q4. The company reported a $4.6 million GAAP net loss and a $1.3 million non-GAAP net loss.
Cost reductions and cash flow improved: GAAP operating expenses were down nearly 25% year over year, and cash used in operations fell to $0.8 million from $5.5 million in Q2. Management expects operating expenses to grow more slowly than revenue in 2027, supporting profitability gains.

Silvaco Group Stock Performance

SVCO traded up $0.37 on Friday, reaching $7.10. The company had a trading volume of 178,787 shares, compared to its average volume of 431,371. The business has a 50 day simple moving average of $7.12 and a 200 day simple moving average of $7.70. The company has a market cap of $240.48 million, a price-to-earnings ratio of -10.44 and a beta of 0.64. Silvaco Group has a 52-week low of $3.07 and a 52-week high of $14.39.

Analysts Set New Price Targets

A number of research analysts have recently commented on SVCO shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Silvaco Group in a research report on Tuesday, October 6th. TD Cowen decreased their price objective on Silvaco Group from $15.00 to $12.00 and set a “buy” rating for the company in a report on Thursday. B. Riley Financial restated a “buy” rating and issued a $11.00 price objective (down from $16.00) on shares of Silvaco Group in a research note on Monday. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $14.00 price objective on shares of Silvaco Group in a report on Wednesday, September 23rd. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $13.75.

Check Out Our Latest Research Report on Silvaco Group

Silvaco Group Company Profile

(Get Free Report)

Silvaco Group, Inc is a semiconductor design software and intellectual property company that provides electronic design automation (EDA) and technology computer-aided design (TCAD) solutions. Its products help semiconductor manufacturers and electronics companies develop, simulate, verify and optimize integrated circuits, semiconductor devices and related technologies.

The company’s offerings support multiple stages of the chip-development process, including process and device modeling, circuit simulation, physical design, layout automation and design-rule verification.