Monitor future ATM sales disclosures; gradual dilution is possible. The expanded capacity gives management flexibility, but the overhang may pressure near-term price. Watch for insider selling patterns and next earnings for clarity on use of proceeds.
Price Chart
Executive Summary
Silvaco increased its at-the-market (ATM) offering capacity from $15M to $35M, with $4.33M already sold. The company's public float exceeded $75M, removing prior shelf limitations. This is a routine capital markets update with moderate dilution potential.
Key Facts
- ATM offering capacity increased by $20M to a total of $35M
- $4,331,280 worth of shares sold through the program as of May 7, 2026
- Remaining capacity under the expanded program is $30,668,720
- Public float now $175M, no longer subject to baby shelf rule
Financial Impact
Additional $20M in potential equity issuance, representing ~8% of current market cap ($379M)
Risk Factors
- Potential dilution from future ATM sales
- Market overhang from increased offering capacity
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-054014 |
| Document: ea028976501ex5-1.htm | 0001213900-26-054014 |
| Document: 0001213900-26-054014-index-headers.html | 0001213900-26-054014 |
| Document: 0001213900-26-054014-index.html | 0001213900-26-054014 |
| Document: 0001213900-26-054014.txt | 0001213900-26-054014 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 26, 2026 13w ago | Press Release | $7.81 $6.36 | ▼ −18.57% | ▼ −22.27% | $6.00 (−23.18%) |
Jun 11, 2026 19w ago | Insider Cluster | $12.17 $6.76 | ▲ +44.45% | ▲ +47.72% | $6.00 (+50.70%) |
Jun 8, 2026 20w ago | Insider Cluster | $11.41 $6.24 | ▼ −45.31% | ▼ −49.13% | $6.00 (−47.41%) |
May 27, 2026 21w ago | 8-K | $9.67 $6.73 | ▼ −30.40% | ▼ −32.14% | $6.00 (−37.95%) |
May 8, 2026 24w ago | 424B5 | $11.13 $8.30 | ▼ −25.43% | ▼ −29.82% | $6.00 (−46.09%) |
May 8, 2026 24w ago | 8-K | $11.13 $8.30 | ▼ −25.43% | ▼ −29.82% | $6.00 (−46.09%) |
May 7, 2026 24w ago | 8-K | $11.49 $8.78 | ▼ −23.59% | ▼ −28.43% | $6.00 (−47.78%) |
Apr 27, 2026 26w ago | 3 | $10.00 $7.98 | ▼ −20.20% | ▼ −24.19% | $6.00 (−40.00%) |
Apr 23, 2026 26w ago | Press Release | $9.93 $8.82 | ▼ −11.18% | ▼ −16.26% | $6.00 (−39.58%) |
Mar 30, 2026 30w ago | Press Release | $7.10 $11.95 | ▲ +68.31% | ▲ +51.82% | $6.00 (−15.49%) |
US Market Status
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