Semiconductor design software firm Silvaco's Q4 revenue beats estimates

Silvaco

12/03/2026 20:54

Overview

US semiconductor design software firm's Q4 revenue rose 2% yr/yr, beat analyst expectations

Co secured second artificial intelligence-driven machine learning (AI/ML) FTCO customer during qtr

Outlook

Company expects Q1 2026 revenue between $15 mln and $19 mln

Silvaco sees Q1 2026 non-GAAP gross margin around 85%

Company expects Q1 2026 non-GAAP operating expenses of $14.5 mln to $16.5 mln

Result Drivers

AI/ML CUSTOMER WINS - Securing a second AI/ML FTCO customer drove revenue above company guidance and boosted TCAD bookings

SIP REVENUE GROWTH - Record SIP revenue in Q4, driven by first full quarter of Mixel revenue post acquisition

Company press release: ID:nGNX37PZj7

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$18.3 mln
$16.33 mln (5 Analysts)
Q4 Adjusted EPS
Beat
-$0.03
-$0.12 (5 Analysts)
Q4 EPS
-$0.24
Q4 Adjusted Net Income
Beat
-$800,000
-$3.56 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Silvaco Group Inc is $9.50, about 185.3% above its March 11 closing price of $3.33

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)