Added to YB: 2025-06-30
Pitch date: 2025-06-27
SNPS [bullish]
Synopsys, Inc.
-6.87%
current return
Author Info
No bio for this author
Company Info
Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits.
Market Cap
$91.6B
Pitch Price
$505.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
72.08
P/E
66.66
EV/Sales
16.19
Sector
Software
Category
growth
SNPS: Essential Infrastructure, Mispriced Asset
SNPS: Buy. Sold MU to buy SNPS. Derated on ANSS deal but creating irreplicable asset. Duopoly with unmatched moat—stable share, pricing power, complex workflows prevent switching. China risk manageable. R&D seats last to go. Tailwinds: more chips, customization, customers. Industry rev share doubled to 2.2% in 10y despite essential role vs ballooning tape-out costs.
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