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Graded daily on value C+, growth B, profitability B, momentum B, revisions A-. Sector-relative, identical for every user.
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Key events, in time order
Analyst sees EDA/IP re-acceleration and discount valuation supporting stock
Nikkei report on company's stated intent, plus market focus on its AI chip design centrality, extends the event line
Company announcement confirms ASR agreement with JPMorgan to repurchase $1B stock
AI, IP, and Ansys synergies drive long-term growth; analysts raise price targets
Confirmed by company release and social media, unveiling long-horizon agents for autonomous engineering
HSBC analyst sees earnings upside from AI tailwinds and royalty shift
Protocol-agnostic design at TSMC OIP forum strengthens AI ASIC ecosystem role
Improving AI demand momentum, potential re-acceleration into FY27, Sept 30 analyst day as catalyst
Analyst sees greater confidence in Ansys synergies and Design IP recovery, with physical AI supporting portfolio
AI demand drives beat, but Q4 guide midpoint slightly misses street
Nvidia's investment underscores Synopsys' key role in AI chip design
全年非 GAAP 每股收益指引上调至 15.04 至 15.10 美元，较此前上调 0.31 美元；自由现金流指引上调至约 26 亿美元。
Q1 stake cut 94.2% plus AI-driven selloff extends weakness
Bradley Foster & Sargent reduced Synopsys stake by 94.2% in Q1 per 13F filing
Synopsys unveils autonomous EDA workflows, evaluated by AMD, expands Intel 14A certification and NVIDIA collaboration
Multiple independent sources on July 16 indicate SNPS received initiations, drawing investor attention
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice