Added to YB: 2025-03-04
Pitch date: 2025-03-02
SNPS [bullish]
Synopsys, Inc.
-14.16%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.
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
$71.5B
Pitch Price
$463.57
Price Target
686.00 (+71%)
Dividend
N/A
EV/EBITDA
42.51
P/E
88.46
EV/Sales
9.20
Sector
Software
Category
growth
Synopsys, Inc. - A must-own and now trading at a discount
SNPS: EDA/IP leader, 10-11% FY25 rev growth to $6.75-6.8B, 13% EPS growth to $14.88-14.96. Strong AI/HPC demand offsets auto/consumer weakness. $35B Ansys deal progressing. Trading at 30.5x FY25 EPS, 22% below 5-yr avg. $686 price target, 16% annual return potential.
Read full article (11 min)