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Update shared on10 Aug 2025

Fair value Decreased 6.45%
AnalystConsensusTarget's Fair Value
US$9.67
54.3% undervalued intrinsic discount
15 Aug
US$4.42
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1Y
-72.7%
7D
10.4%

Despite a significant increase in consensus revenue growth forecasts, Silvaco Group's future P/E ratio has declined, leading analysts to lower their fair value estimate from $10.33 to $9.67.


What's in the News


  • Silvaco expects Q3 2025 revenue of $14–18 million (28–64% YoY growth) and FY 2025 revenue of $64–70 million (7–17% YoY growth).
  • Baker Tilly appointed as independent registered public accounting firm following merger with Moss Adams.
  • Wavetek adopted Silvaco's Victory TCAD solution for next-generation GaN device development targeting 5G, Wi-Fi, and IoT.
  • Silvaco announced a strategic R&D partnership with Fraunhofer ISIT to accelerate GaN device innovation and train semiconductor engineers using Silvaco's design tools.
  • Alps Alpine Co. Ltd. adopted Jivaro Pro to accelerate SPICE simulation and integrated circuit development.

Valuation Changes


Summary of Valuation Changes for Silvaco Group

  • The Consensus Analyst Price Target has fallen from $10.33 to $9.67.
  • The Consensus Revenue Growth forecasts for Silvaco Group has significantly risen from 16.7% per annum to 21.8% per annum.
  • The Future P/E for Silvaco Group has fallen from 37.41x to 34.25x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.