Silvaco Group (SVCO)
Supplies semiconductor design software and IP for process, device, and chip workflows.
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Sells TCAD, EDA, and semiconductor IP to foundries, IDMs, fabless chip companies, and academic users. Revenue is reported as one consolidated segment, with customer activity weighted toward Asia and the current operating story tied to acquired products, AI FTCO, and EDA recovery.
Provides TCAD, EDA, and semiconductor IP used by engineers at foundries, IDMs, fabless chip companies, and academic institutions. TCAD models process and device behavior, EDA supports design, simulation, verification, and extraction workflows, and SIP adds foundation technology, memory compilers, and interface IP.
Customer geography skews toward Asia, while the company reports one consolidated operating segment rather than separate TCAD, EDA, and SIP segments. The portfolio is rooted in process and device simulation and has expanded through analog/custom tools, optical proximity correction, multiphysics simulation, and mixed-signal connectivity IP.
Execution depends on integrating recent acquisitions, converting AI FTCO and power-semiconductor demand into durable TCAD momentum, and rebuilding EDA growth while expanding SIP releases.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 11, 2026 | Needham | Reiterate | Rating: —Target: $19 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $13.0M · Total debt $1.7M · Total assets $115.3M · Shareholders' equity $83.6M
- Revenue
- $17.8M
- Operating income
- −$4.0M
- Net income
- −$3.7M
No dividends on record.
| Institutions | ≈ 28.56% | 9.68M shares | |
|---|---|---|---|
| 105 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 61.41% | 20.81M shares | |
| 17 holders · as of Sep 1, 2026 | |||
| Other | ≈ 10.03% | 3.40M shares | |
| remainder | |||
33.89M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Katherine S. Ngai-PesicInsiderdirector, 10 percent owner | 27.09% | 9.18M | filed Aug 12, 2026 |
Illiya I. PesicInsiderdirector, 10 percent owner | 15.92% | 5.40M | filed Aug 12, 2026 |
Yelena I. PesicInsiderother: Member of 10% owner group | 10.63% | 3.60M | filed Mar 19, 2026 |
Next Century Growth Investors LLCInstitution | 3.72% | 1.26M | as of Jun 30, 2026 |
Yiheng Capital Management, L.P.Institution | 2.67% | 906,381 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Candace Jackson | officer: See Remarks | −3,500 | $7.00 |
| Aug 12, 2026 | Candace Jackson | officer: See Remarks | −1,570 | $7.55 |
| Aug 12, 2026 | Christopher John Zegarelli | officer: Chief Financial Officer | −2,257 | $7.55 |
| Aug 11, 2026 | Cheemin Bo-Linn | director | −700 | $7.28 |
| Aug 11, 2026 | Ted L. III Tewksbury | director | −580 | $7.28 |
- Synopsys
Broad EDA, TCAD, manufacturing, and IP overlap
- Cadence Design Systems
Broad analog/custom EDA, signoff, and IP overlap
- Keysight Technologies
Niche EDA overlap in RF, microwave, and device modeling
- CEVA
Licensable connectivity, sensing, and edge-AI IP overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silvaco Group | $8.20 | +1.99% | $263.3M | — | 56.9 | 3.6 | +47.8% |
| Synopsys | $416.88 | +1.87% | $78.36B | 71.6 | 24.7 | 8.3 | +42.4% |
| Cadence Design Systems | $310.84 | +2.60% | $83.43B | 60.2 | 36.3 | 14.3 | +24.2% |
| Keysight Technologies | $352.75 | +1.56% | $59.36B | 47.8 | 26.5 | 9.0 | +36.5% |
| CEVA | $33.62 | +0.79% | $929.4M | — | 49.0 | 8.0 | +13.1% |
| Median | 60.2 | 31.4 | 8.7 | +30.4% |