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

Silvaco Group (NASDAQ:SVCO) had its price objective reduced by TD Cowen from $8.00 to $6.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. TD Cowen’s target price would suggest a potential upside of 19.28% from the company’s previous close.

A number of other brokerages have also recently commented on SVCO. Wall Street Zen cut Silvaco Group from a “hold” rating to a “sell” rating in a research note on Saturday, January 31st. Weiss Ratings reiterated a “sell (e+)” rating on shares of Silvaco Group in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Silvaco Group has a consensus rating of “Moderate Buy” and an average price target of $9.33.

Silvaco Group Trading Up 52.4%

NASDAQ:SVCO opened at $5.03 on Friday. The firm has a market capitalization of $154.11 million, a price-to-earnings ratio of -3.57 and a beta of 3.48. The firm’s fifty day simple moving average is $4.00 and its 200 day simple moving average is $4.67. Silvaco Group has a twelve month low of $3.07 and a twelve month high of $6.57.

Silvaco Group (NASDAQ:SVCO) last announced its quarterly earnings results on Thursday, March 12th. The company reported ($0.03) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.12) by $0.09. Silvaco Group had a negative net margin of 65.34% and a negative return on equity of 22.60%. The firm had revenue of $18.25 million during the quarter, compared to analysts’ expectations of $16.38 million. Silvaco Group’s revenue for the quarter was up 2.2% on a year-over-year basis. On average, analysts predict that Silvaco Group will post -0.76 earnings per share for the current year.

Hedge Funds Weigh In On Silvaco Group

A number of institutional investors have recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its position in Silvaco Group by 27.3% in the 2nd 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 during the last quarter. Wells Fargo & Company MN grew its stake in shares of Silvaco Group by 51.2% during the fourth quarter. Wells Fargo & Company MN now owns 9,093 shares of the company’s stock valued at $37,000 after acquiring an additional 3,079 shares in the last quarter. Barclays PLC increased its position in shares of Silvaco Group by 53.1% during the fourth quarter. Barclays PLC now owns 16,908 shares of the company’s stock worth $68,000 after acquiring an additional 5,867 shares during the last quarter. PDT Partners LLC increased its position in shares of Silvaco Group by 35.1% during the second quarter. PDT Partners LLC now owns 25,969 shares of the company’s stock worth $123,000 after acquiring an additional 6,749 shares during the last quarter. Finally, Blair William & Co. IL lifted its stake in shares of Silvaco Group by 41.2% in the third quarter. Blair William & Co. IL now owns 24,000 shares of the company’s stock worth $130,000 after acquiring an additional 7,000 shares in the last quarter.

Silvaco Group News Summary

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

About Silvaco Group

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.