SVCO Silvaco Group, Inc.
Price Chart
Executive Summary
Silvaco increased its ATM offering program by $20M to $35M total, with $4.33M already sold. The update follows strong Q1 2026 earnings (revenue +26% YoY, EPS improvement) and the company's transition to a full shelf registration, providing flexibility for future capital raises. Dilution risk is moderate given the size relative to market cap.
Actionable Insight
Monitor the pace of ATM sales in subsequent filings; if the company accelerates sales, it may pressure the stock. Q2 earnings (guidance for profitability) will be key to validate growth trajectory.
Key Facts
- ATM offering program increased from $15M to $35M total.
- $4.33M already sold (752,744 shares); up to $30.67M remains available.
- Company no longer subject to baby shelf limitation; public float > $75M.
- Stock closed at $12.06 on May 7, 2026, market cap ~$379M.
- Q1 2026 revenue $17.8M (+26% YoY), EPS -$0.19 (vs -$0.67 prior year), guiding Q2 profitability.
Financial Impact
Dilution of up to ~2.5M shares (at current $12.06) representing ~7.7% of 32.7M shares outstanding; Jefferies receives 3.0% commission.
Risk Factors
- Dilution from ATM sales could offset earnings growth.
- Market conditions may limit the program's effectiveness.
- If growth slows, the market may view additional capital raises negatively.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 424B5 Filing (Primary) | 0001213900-26-054018 |
| Document: 0001213900-26-054018-index-headers.html | 0001213900-26-054018 |
| Document: 0001213900-26-054018-index.html | 0001213900-26-054018 |
| Document: 0001213900-26-054018.txt | 0001213900-26-054018 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $11.61 awaiting T+5 | awaiting T+5 | — | $11.49 (−1.03%) |
|
May 27, 2026
13d ago
|
8-K
| $9.67 $13.08 | ▲ +35.26% | ▲ +34.95% | $11.49 (+18.82%) |
|
May 8, 2026
4w ago
|
424B5
| $11.13 $9.45 | ▼ −15.09% | ▼ −15.01% | $11.49 (+3.23%) |
|
May 8, 2026
4w ago
|
8-K
| $11.13 $9.45 | ▼ −15.09% | ▼ −15.01% | $11.49 (+3.23%) |
|
May 7, 2026
4w ago
|
8-K
| $11.49 $10.67 | ▼ −7.14% | ▼ −8.60% | $11.49 (−0.00%) |
|
Apr 27, 2026
6w ago
|
3
| $10.00 $11.59 | ▲ +15.90% | ▲ +14.21% | $11.49 (+14.90%) |
|
Apr 23, 2026
6w ago
|
Press Release
| $9.93 $10.21 | ▲ +2.82% | ▲ +1.91% | $11.49 (+15.71%) |
|
Mar 30, 2026
10w ago
|
Press Release
| $7.10 $7.36 | ▲ +3.66% | ▼ −0.64% | $11.49 (+61.83%) |
|
Mar 12, 2026
12w ago
|
Press Release
| $5.03 $6.34 | ▲ +26.04% | ▲ +28.16% | $11.49 (+128.43%) |
US Market Status
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