Silvaco Group (NASDAQ:SVCO) Price Target Lowered to $6.00 at TD Cowen

Silvaco Group (NASDAQ:SVCO) had its price target lowered by TD Cowen from $8.00 to $6.00 in a report published on Friday,Benzinga reports. The firm currently has a buy rating on the stock.

SVCO has been the topic of several other reports. Wall Street Zen lowered shares of Silvaco Group from a “hold” rating to a “sell” rating in a report on Saturday, January 31st. Weiss Ratings reissued a “sell (e+)” rating on shares of Silvaco Group in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Silvaco Group has an average rating of “Moderate Buy” and a consensus price target of $9.33.

Silvaco Group Trading Up 52.4%

Shares of NASDAQ SVCO opened at $5.03 on Friday. The company has a 50 day simple moving average of $4.00 and a two-hundred day simple moving average of $4.67. The stock has a market cap of $154.12 million, a price-to-earnings ratio of -3.57 and a beta of 3.48. Silvaco Group has a 12 month low of $3.07 and a 12 month high of $6.57.

Silvaco Group (NASDAQ:SVCO) last released its quarterly earnings data on Thursday, March 12th. The company reported ($0.03) EPS for the quarter, beating the consensus estimate of ($0.12) by $0.09. The business had revenue of $18.25 million for the quarter, compared to the consensus estimate of $16.38 million. Silvaco Group had a negative net margin of 65.34% and a negative return on equity of 22.60%. The firm’s revenue for the quarter was up 2.2% compared to the same quarter last year. Analysts forecast that Silvaco Group will post -0.76 EPS for the current year.

Hedge Funds Weigh In On Silvaco Group

Several large investors have recently made changes to their positions in the company. Dimensional Fund Advisors LP purchased a new stake in Silvaco Group during the fourth quarter worth $101,000. Barclays PLC increased its holdings in Silvaco Group by 53.1% in the fourth quarter. Barclays PLC now owns 16,908 shares of the company’s stock valued at $68,000 after buying an additional 5,867 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in Silvaco Group by 27.3% in the second quarter. JPMorgan Chase & Co. now owns 13,483 shares of the company’s stock valued at $64,000 after buying an additional 2,895 shares in the last quarter. Jain Global LLC acquired a new position in shares of Silvaco Group in the fourth quarter worth about $63,000. Finally, HRT Financial LP acquired a new position in shares of Silvaco Group in the fourth quarter worth about $59,000.

Silvaco Group News Roundup

Here are the key news stories impacting Silvaco Group this week:

• Positive Sentiment: Q4 results beat expectations: Silvaco reported EPS of ($0.03) vs. consensus ($0.12) and revenue of $18.25M vs. $16.38M, with revenue up 2.2% year-over-year — a clear beat that underpins the stock rally. MarketBeat Q4 release
• Positive Sentiment: Operational progress: Management said it secured a second AI/ML FTCO customer, is executing cost reductions ahead of plan, and expects materially lower cash burn and operating loss in Q1 — these items support margins and cash preservation. GlobeNewswire release
• Positive Sentiment: Outlook and strategy: Company outlined plans for double-digit revenue growth in 2026 driven by AI and IP momentum, giving investors a growth narrative beyond the quarter. Seeking Alpha article
• Neutral Sentiment: Analyst stance: TD Cowen reiterated a Buy rating but cut its price target from $8.00 to $6.00 — still positive sentiment, but the lower target trims upside. Benzinga note
• Neutral Sentiment: Q1 guidance range is wide: revenue guidance of $15M–$19M versus consensus ~ $15.3M — gives management flexibility but leaves near-term visibility mixed. Company press release (financials & guidance)
• Negative Sentiment: ATM equity offering announced: Silvaco entered an Open Market Sale Agreement (ATM), which provides financing flexibility but introduces potential future dilution if shares are sold into the market. That can pressure the share price over time. TipRanks ATM announcement

Silvaco Group Company Profile

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.