SVCO Share Price Performance
US$8.32
3.82 (84.89%)
30.7% undervalued intrinsic discount
US$12.00
Fair Value
Price US$8.32
AnalystHighTarget US$12.00
AnalystLowTarget US$8.00
AnalystConsensusTarget US$9.67
Fair ValueUS$12.00
Share Pricen/a
Silvaco Group, Inc. Stock Price
- 3 Narratives written by author
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- 11 Fair Values set on narratives written by author
SVCO Community Narratives
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Fair Value US$12 30.7% undervalued intrinsic discount
Digitalization And AI Will Drive Next-Generation EDA Demand
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Fair Value US$8 4.0% overvalued intrinsic discount
Acquisition Woes And Delays Will Test Margins As Synergy Unfolds
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Fair Value US$9.67 13.9% undervalued intrinsic discount
Expansion Into AI And Photonics Will Unlock Future Potential
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Acquisition Woes And Delays Will Test Margins As Synergy Unfolds
Key Takeaways Execution risk from delayed customer orders, acquisition integration, and customer concentration threatens near-term earnings growth and margin stability despite strong market tailwinds. Elevated costs from acquisitions and R&D, alongside uncertain synergy realization, could lead to continued operating losses and subdued improvements in net margins.Read more
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US$8
4.0% overvalued intrinsic discount
Fair Value
Profit Margin
11.73%
Future PE
39.33x
Price in 2029
US$10.05
Digitalization And AI Will Drive Next-Generation EDA Demand
Key Takeaways Synergistic acquisitions, expanded IP, and executive hires position Silvaco for accelerated growth, increased cross-selling, and market share gains as industry digitalization intensifies. Transition to SaaS and subscription models, alongside sustainable electronics demand, supports higher recurring revenue, improved gross margins, and premium pricing potential.Read more
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US$12
30.7% undervalued intrinsic discount
Fair Value
Profit Margin
3.08%
Future PE
167.25x
Price in 2028
US$14.93
Expansion Into AI And Photonics Will Unlock Future Potential
Key Takeaways Strategic expansion and targeted acquisitions position the company for strong growth, enhanced operational efficiency, and increased revenue opportunities amid rising semiconductor complexity. Investments in advanced technologies and deepening industry partnerships are set to boost product differentiation, recurring revenues, and long-term margin growth across diversified markets.Read more
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US$9.67
13.9% undervalued intrinsic discount
Fair Value
Profit Margin
13.09%
Future PE
34.15x
Price in 2028
US$12.03
Trending Discussion
Recently Updated Narratives
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SVCO: Governance Updates And Stable Fair Value Will Support Future Returns
Fair Value: US$8 4.0% overvalued intrinsic discount
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Digitalization And AI Will Drive Next-Generation EDA Demand
Fair Value: US$12 30.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
Expansion Into AI And Photonics Will Unlock Future Potential
Fair Value: US$9.67 13.9% undervalued intrinsic discount
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Snowflake Analysis
Silvaco Group, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.31
- 78.29%
- -65.34%
- 4.3%
About SVCO
- Founded
- 1984
- Employees
- 406
- CEO
- WebsiteView website
Silvaco Group, Inc. provides technology computer aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions in the United States and internationally. The company’s TCAD software are used in semiconductor industry to model and optimize manufacturing process and device performance. Its EDA software solution include spice modelling, and simulation, parasitic extraction and reduction, standard cell generation and optical proximity correction. The company also provides SIP and EDA software and design services, such as standard cell library development; and embedded memory compilers. Further, the company provides SIP management tools and SIP. It serves semiconductor manufacturers, original equipment manufacturers, and original design manufacturers that deploys solutions in production flows across various target markets, including display, power devices, automotive, memory, high performance computing, Internet of Things, and 5G/6G mobile markets. The company was founded in 1984 and is headquartered in Santa Clara, California.
