Added to YB: 2025-06-30
Pitch date: 2025-06-27
SNPS [bullish]
Synopsys, Inc.
-12.57%
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
$80.7B
Pitch Price
$505.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
62.28
P/E
52.29
EV/Sales
13.05
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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