Added to YB: 2026-09-02
Pitch date: 2026-08-29
SNPS [bullish]
Synopsys, Inc.
-5.28%
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
$84.8B
Pitch Price
$437.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.58
P/E
78.48
EV/Sales
9.78
Sector
Software
Category
growth
Synopsys — Still Indispensable, More Dominant Than Ever (Q3 Review)
SNPS (earnings): Synopsys delivered a stronger-than-expected Q3 and raised guidance, with estimated organic growth of 8-10%, EDA growth of 8.5% and IP returning to 11% growth. Non-GAAP operating margin expanded 310 bps to 41.6%, while FCF reached $746M. New Ansys-integrated and agentic-design products could contribute from 2027, though Moonshot AI’s claim that Kimi K3 designed a chip using only open-source EDA tools raised disintermediation concerns.
Read full article (9 min)