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.
小市值半導體設計公司 Silvaco Group Inc (納斯達克:SVCO) 於6月20日星期四發佈了其季度業績報告，引發了其股票的一些波動。
The results came amid an exciting earnings season. Here are some key analyst takeaways.
這些結果出現在一個激動人心的盈利季節。以下是一些重要的分析師觀點。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
- 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 的分析師 Craig Ellis 維持買入評級，將價格目標從26美元上調至28美元。
- Needham的分析師Charles Shi 重申了買入評級和價格目標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：儘管銷售業績沒有超過預期，但 Silvaco 管理層成功地實現了業績大幅超預期。Ellis 在一份聲明中表示，訂單額爲 1610 萬美元，收入爲 1590 萬美元，增長率高達 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.
該公司每股收益爲12美分，是"我們預測的兩倍，得益於更強勁的 TCAD 和 EDA 銷售。"分析師寫道，公司記錄了"異常優越的混合比例"，將毛利率提高到了 87.6%，“受 FTCO 尾隨的影響。此外，他還進一步指出，運營支出略微下降至 1060 萬美元。
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：雖然公司第一季度的數字與未經審計的結果“基本相符”，但 Shi 表示其第二季度和全年的業績指導超過了各自的預估值。
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.
分析師表示，Silvaco 在日本與一家“重要戰略客戶”簽署了一份大規模的 TCAD 和 EDA 協議。該公司預計其與 Micron Technology Inc（納斯達克:MU）的新 FTCO 協議將有助於其第二季度的業績。
SVCO Price Action: Shares of Silvaco had declined to $17.53 at the time of publication on Friday.
截至週五，Silvaco的股價下跌至17.53美元。
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