Added to YB: 2026-04-08
Pitch date: 2026-04-06
SNPS [neutral]
Synopsys, Inc.
+1.07%
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
$76.1B
Pitch Price
$393.69
Price Target
650.00 (+64%)
Dividend
N/A
EV/EBITDA
47.57
P/E
62.55
EV/Sales
10.58
Sector
Software
Category
turnaround
Synopsys (SNPS) Executive Summary: Nvidia and Elliott Management Are Buying the Dip: Should You?
SNPS (overview): EDA/IP leader w/ sticky mission-critical software; Ansys acquisition boosted rev but compressed margins from ~23% to ~13%. Q1 beat on rev/EPS yet sold off on cut FY26 GAAP EPS guide & light Q2 outlook. Down 37% from $621 ATH to $396 near 2yr lows. Nvidia bought 4.8M shares, Elliott took multibillion stake, $250M buyback active. Trading 56x PE, $10B debt post-Ansys. Analyst PT range $430-$650, most cluster $500-$560.
Read full article (5 min)