Silvaco Group Inks Deals With Micron, Key Japanese Customer: Earnings Were '2x Our Forecast,' Analysts Say
Silvaco Group Inks Deals With Micron, Key Japanese Customer: Earnings Were '2x Our Forecast,' Analysts Say
Small-cap semiconductor designer Silvaco Group Inc (NASDAQ:SVCO) reported its quarterly earnings on Thursday, June 20, which triggered some volatility in its shares.
小市值半导体设计公司 Silvaco Group Inc (纳斯达克:SVCO) 于6月20日星期四发布了其季度业绩报告，引发了其股票的一些波动。
The results came amid an exciting earnings season. Here are some key analyst takeaways.
这些结果出现在一个激动人心的盈利季节。以下是一些重要的分析师观点。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
- B Riley Securities analyst Craig Ellis maintained a Buy rating, while raising the price target from $26 to $28.
- Needham analyst Charles Shi reiterated a Buy rating and price target of $28.
- B Riley Securities 的分析师 Craig Ellis 维持买入评级，将价格目标从26美元上调至28美元。
- Needham的分析师Charles Shi 重申了买入评级和价格目标28美元。
B Riley Securities: Silvaco managed to significantly outperform earnings expectations, despite in-line sales, Ellis said in a note. Bookings came in at $16.1 million and revenues at $15.9 million, representing 27.3% growth, he added.
B Riley Securities：尽管销售业绩没有超过预期，但 Silvaco 管理层成功地实现了业绩大幅超预期。Ellis 在一份声明中表示，订单额为 1610 万美元，收入为 1590 万美元，增长率高达 27.3%。
The company reported earnings of 12 cents per share, which was "2x our forecast, helped by stronger-than-expected TCAD and EDA sales," the analyst wrote. The company recorded an "unusually favorable mix," which took gross margins to 87.6%, "helped by FTCO tailwinds, while opex ticked a bit lower to $10.6M," he further stated.
该公司每股收益为12美分，是"我们预测的两倍，得益于更强劲的 TCAD 和 EDA 销售。"分析师写道，公司记录了"异常优越的混合比例"，将毛利率提高到了 87.6%，“受 FTCO 尾随的影响。此外，他还进一步指出，运营支出略微下降至 1060 万美元。
Needham: While the company's first-quarter numbers "largely matched the unaudited results," its second-quarter and full-year guidance exceeded the respective consensus estimates, Shi said.
Needham：虽然公司第一季度的数字与未经审计的结果“基本相符”，但 Shi 表示其第二季度和全年的业绩指导超过了各自的预估值。
Silvaco inked a large TCAD and EDA deal with a "key strategic customer" in Japan, the analyst said. The company expects its new FTCO deal with Micron Technology Inc (NASDAQ:MU) to contribute to its second-quarter results.
分析师表示，Silvaco 在日本与一家“重要战略客户”签署了一份大规模的 TCAD 和 EDA 协议。该公司预计其与 Micron Technology Inc（纳斯达克:MU）的新 FTCO 协议将有助于其第二季度的业绩。
SVCO Price Action: Shares of Silvaco had declined to $17.53 at the time of publication on Friday.
截至周五，Silvaco的股价下跌至17.53美元。
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