Added to YB: 2026-03-02
Pitch date: 2026-02-26
SNPS [neutral]
Synopsys, Inc.
+0.87%
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
$86.0B
Pitch Price
$410.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.41
P/E
70.75
EV/Sales
11.83
Sector
Software
Category
growth
Synopsys Q4 2025 Snapshot
SNPS (earnings): Q4 rev $2.41B (+65.6% YoY) beat est, EPS $3.77 vs $3.56 est. Ansys integration drove Upfront Products +101%, Maintenance +176%. Gross margin 84% (+1.8pts), FCF $822M (34% margin, +41.5pts YoY). FY26 guide $9.56-9.66B rev (below consensus), EPS $14.38-14.46 (raised). Op margin fell 4pts to 13%, net income -78% YoY on integration costs. AI tailwind via NVIDIA EDA collab. Trades 8.6x EV/Sales, 29x fwd P/E. Risks: non-AI end markets weak, China headwinds, IP transition.
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