
SVCO Stock Forecast & Price Target
SVCO Analyst Ratings
Bulls say
Silvaco Group Inc reported a robust performance in Q2, with maintenance and service revenue reaching $4.8 million, reflecting a significant year-over-year increase of 22.7%. While software licenses constituted 60% of total revenue, their growth was negatively impacted, showing a year-over-year decline of 34.5% to $7.2 million, which was below expectations. Additionally, the company demonstrated strong future potential with remaining performance obligations (RPOs) of $36.4 million, indicating a year-over-year growth of 9.7%, signaling ongoing demand for its TCAD, EDA, and SIP solutions.
Bears say
Silvaco Group Inc. experienced a significant decline in total bookings, reporting $12.9 million, which represents a 34% year-over-year decrease, partly due to a large deal from the previous year not being repeated. In addition, the company’s Q2 total revenue was reported at $12 million, reflecting a 19% decrease year-over-year and falling 20% below both internal estimates and FactSet Consensus forecasts. These declines in both bookings and revenue suggest underlying weakness in demand for Silvaco's technology solutions, prompting a reassessment of future financial performance and a downward adjustment of estimates.
This aggregate rating is based on analysts' research of Silvaco Group Inc and is not a guaranteed prediction by Public.com or investment advice.
SVCO Analyst Forecast & Price Prediction
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