SVCO
Silvaco Group, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 3 1 insider sell $77.7K at $12.96
- B Jun 5 1 insider buy $13.1K at $13.07
- S Jun 11 1 insider sell $2.3M at $11.27
- B Jun 16 1 insider buy $6.3K at $12.50
- R Jul 27 Silvaco announced a collaboration with NVIDIA to integrate NVIDIA ac…
- S Aug 11 to Aug 12 2 days of insider sells: $38.2K by 4 insiders, avg $7.48
- B Aug 11 1 insider buy $5.5K at $7.37
- S Aug 25 1 insider sell $24.5K at $7.00
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $24.8K at an average $11.04. 7 insiders sold $4.6M. Price is 43% below their cost.
- InstitutionsBULLISH
Q2 2026: 24 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
11 of 12 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.023 → $0.012 over 90 days. 2 up, 3 down in 30 days.
- Short sellersSTEADY
Short interest +3.7% to 1.46M shares. 3.1 days to cover, ≈4.3% of shares.
- TrendDOWNTREND
12% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $11.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | $6.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $6.5M |
| Nuveen, LLC | DOUBLED | $5.1M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $3.8M |
| Alyeska Investment Group, L.P. | TRIM | $2.9M |
| JANE STREET GROUP, LLC | TRIM | $2.8M |
| STATE STREET CORP | ADD | $2.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is below the lowest target. Median implies +129%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 23, 2026 | Rosenblatt MAINTAIN | Buy |
| Aug 7, 2026 | Rosenblatt MAINTAIN | Buy |
| Jul 31, 2026 | Rosenblatt MAINTAIN | Buy |
| May 11, 2026 | Needham MAINTAIN | Buy |
| May 8, 2026 | Rosenblatt MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 29, 2026 | RHINES WALDEN C Chief Executive Officer | AWARD | 250,376 sh |
| Aug 25, 2026 | Jackson Candace See Remarks | SELL | $24.5K |
| Aug 12, 2026 | Zegarelli Christopher John Chief Financial Officer | SELL | $17.0K |
| Aug 12, 2026 | Jackson Candace See Remarks | SELL | $11.9K |
| Aug 11, 2026 | Tewksbury Ted L III Director | AWARD | 1,159 sh |
| Aug 11, 2026 | Tewksbury Ted L III Director | SELL | $4.2K |
| Aug 11, 2026 | Ganti Anita Director | AWARD | 1,721 sh |
| Aug 11, 2026 | Bo-Linn Cheemin Director | AWARD | 1,400 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.01 | $0.01–$0.02 | +0.0% | $17.1M |
| Next Q | $0.05 | $0.03–$0.08 | +0.0% | $18.9M |
| Current FY | $0.05 | $0.03–$0.08 | +0.0% | $71.6M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 3 press releases · 1 bullish · 1 bearish · 6 neutral- BULLISH PRESS RELEASEJul 26, 2026
Silvaco announced a collaboration with NVIDIA to integrate NVIDIA accelerated computing, AI, and…
This is a strategic validation for Silvaco's technology stack via NVIDIA's ecosystem, but lacks near-term revenue catalysts. Traders should monitor for follow-on customer announcements or product…
- BEARISH CLUSTERJun 11, 2026
Silvaco Group (SVCO) insider trading shows a stark asymmetry: director/10% owner Katherine…
The $2.25M sale by Katherine Ngai-Pesic is disproportionately large versus the $13K buy by Anthony Ngai. Monitor for additional insider sales or a subsequent SEC filing (e.g., a Form 144 or S-3…
- NEUTRAL CLUSTERJun 8, 2026
Two Silvaco Group directors transacted in the past week: Director Pesic sold $78K worth of shares…
This cluster is too small in dollar terms to warrant a trading signal. Monitor for larger insider moves or a C-suite cluster before drawing conclusions. The $78K sale by a director is likely routine…
- NEUTRAL 8-KMay 27, 2026
Silvaco Group dismissed Baker Tilly as its independent auditor and engaged KPMG on May 27, 2026…
Auditor changes from a mid-tier firm (Baker Tilly) to a Big Four firm (KPMG) are generally neutral to slightly positive for audit quality perception. Monitor the next 10-Q for any restatements or…
All SVCO filing & press-release reports (11)
- PRESS-RELEASE reportJul 26, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 8, 2026
- 8-K reportMay 27, 2026
- 424B5 reportMay 8, 2026
- 8-K reportMay 8, 2026
- 8-K reportMay 7, 2026
- 3 reportApr 27, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportMar 30, 2026
- PRESS-RELEASE reportMar 12, 2026