Added to YB: 2026-10-02
Pitch date: 2026-09-28
SNPS [bullish]
Synopsys, Inc.
+12.91%
current return
Author Info
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Company Info
Synopsys, Inc. provides design IP solutions in the semiconductor and electronics industries. It operates in two segments, Design Automation and Design IP.
Market Cap
$83.4B
Pitch Price
$414.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.93
P/E
77.12
EV/Sales
9.62
Sector
Software
Category
growth
From Seats to Meters: A Deep Dive on Synopsys (NASDAQ: SNPS)
SNPS (overview): Synopsys, one half of the advanced-chip EDA duopoly, trades near $427 — about one-third below its post-Ansys high and ~28x fiscal 2026 non-GAAP EPS — despite 42% quarterly revenue growth and raised guidance. The thesis is that consumption and royalty pricing can turn AI-driven design productivity into revenue; September 30 Investor Day must quantify a material fiscal 2027 contribution. The key challenge is a ~3.2% free-cash-flow yield below the >5% risk-free rate.
Read full article (8 min)