Added to YB: 2026-07-29
Pitch date: 2026-07-26
SNPS [neutral]
Synopsys, Inc.
+3.35%
current return
Author Info
No bio for this author
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
$79.8B
Pitch Price
$384.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.36
P/E
73.82
EV/Sales
9.24
Sector
Software
Category
growth
SaaS-Stocks that Thrive in the Age of AI - Synopsys, Inc.
SNPS (overview): Half of EDA software duopoly (w/ Cadence) that all advanced chip design runs through pre-fab. Q2 FY26 rev $2.28B (+42% YoY) riding AI chip boom, yet stock -20.8% YTD, -41% off highs vs Cadence +19-21%. Overhang from $35B Ansys deal integration risk + 'AI kills software' narrative despite extreme switching costs & duopoly moat.
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