Silvaco Group, Inc. (SVCO)

Silvaco Group, Inc. entered the public markets on May 9, 2024, listing on the NASDAQ. In Q3 2025, the company reported record revenue but experienced a stock drop due to investor concerns. A litigation settlement was announced in November 2025. A follow-on equity offering of $15 million was filed in March 2026. EPS estimates for fiscal year 2026 improved, leading to a share price increase. The company's share price has been highly volatile. In Q1 2026, Silvaco reported strong results with revenue up 26% year-over-year, guiding towards profitability in Q2 2026. As of May 5, 2026, the stock price was $12.05, marking a 117.45% increase from May 6, 2025.

While explicit seasonal patterns for demand are not detailed, Silvaco's Q1 2026 earnings report indicated some fluctuations, including demand timing risk in IP and a decline in EDA revenue. Management anticipates stability in EDA and a return to growth, suggesting timing shifts and temporary weaknesses rather than a defined seasonal pattern.

Silvaco Group, Inc. is an American company specializing in electronic design automation (EDA) and technology computer-aided design (TCAD) software, as well as semiconductor design intellectual property (SIP) solutions, operating within the Technology sector. The company's major products and services include TCAD software for process simulation and optimization, EDA software for circuit simulation and IC design, and SIP solutions like standard cell libraries. Silvaco's solutions are crucial for semiconductor and photonics companies, enhancing productivity and reducing costs, serving markets like automotive, IoT, and 5G/6G.

Headquartered in Santa Clara, California, Silvaco Group, Inc. has a global presence with offices across North America, Europe, and Asia, including locations in Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan.

Silvaco Group, Inc. is recognized as a critical link in the semiconductor supply chain and a key player in the semiconductor design and manufacturing industry. Its software tools are considered indispensable for creating high-density chips. The company's brand reputation has been positively impacted by its AI FTCO™ offering and AI-focused product strategy. The settlement of litigation with former NanGate shareholders likely contributed positively. The company holds a Zacks Rank of #2 (Buy) and a Momentum Style Score of A.

Silvaco Group, Inc. has a mix of institutional and individual owners, with 76 institutional owners holding 7,288,703 shares as of May 5, 2026. Major institutional owners include Yiheng Capital Management, L.P., and BlackRock, Inc. Major individual owners include Katherine S. Ngai-Pesic, Iliya Pesic, and Yelena Pesic, who collectively control 58.3% of the common stock as of March 12, 2026.