SNPS Synopsys Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:00
Jul 17
Jul 17
Synopsys is a bargain chip design play.
Synopsys has been sold off as if no more chips will be designed, which is unlikely. The company is a bargain at current levels and is being added to accounts.
MED
12:35
Jul 16
Jul 16
Synopsys benefits from rising design complexity across multiple TSMC nodes; EDA demand is durable and subscription-based.
MED
22:02
Jul 07
Jul 07
Synopsys strategic pivot away from process-control software toward higher-margin AI design tools; factual business development, no directional view from speaker.
LOW
08:04
Jun 30
Jun 30
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's own position, making it a factual research summary rather than a trade idea.
LOW
10:54
Jun 25
Jun 25
Author co-mentions CDNS and SNPS as EDA layer beneficiaries of continued sub-1nm semiconductor scaling, framing them as structurally more critical alongside equipment names.
MED
17:23
Jun 24
Jun 24
Short EDA software leaders as Google's TPU team increasingly automates chip design workflows, representing a structural displacement threat to Cadence and Synopsys's core EDA software revenue.
MED
09:57
Jun 19
Jun 19
Watch the supply chain beneficiary basket (equipment, test, EDA, memory, OSATs) as the most diversified monetization path for hybrid bonding, CoWoS, and HBM scaling.
MED
08:54
Jun 18
Jun 18
Bernstein report cited as first-order bullish for SNPS on agentic AI driving chip design complexity; author notes but does not personally position in SNPS.
LOW
16:30
Jun 14
Jun 14
Watch SNPS as a design-software beneficiary of advanced packaging trends, but no position disclosed.
MED
16:30
Jun 14
Jun 14
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
00:54
Jun 10
Jun 10
Synopsys is preferred due to explosive backlog.
In the semiconductor design software space, Synopsys is preferred over Cadence due to its explosive growth in order backlog heading into the second half of the year.
HIGH
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom silicon.
MED
14:30
Jun 02
Jun 02
EDA tools and IP vendors benefit from rising AI silicon complexity and multi-die designs; structural tailwind but subscription-based revenue limits near-term catalyst.
MED
11:52
Jun 01
Jun 01
Watchlist: EDA tool vendors benefit from agentic AI verification cycles; Cadence highlighted most directly, Synopsys and Siemens positive at sector level.
MED
09:30
May 29
May 29
A highly upvoted comment states being long SNPS and MSFT, linking to geopolitical oil decline. SNPS may benefit from geopolitical stability and tech rotation, though reasoning is vague. Long SNPS based on community endorsement, but with lower conviction due to lack of detailed analysis. No explicit counter; low confidence because only one comment and unclear catalyst.
LOW
15:43
May 28
May 28
The author asks a rhetorical question about Synopsys's price decline without expressing a personal position or forward-looking view.
01:10
May 28
May 28
Elliott Management securing a board seat at Synopsys — named activist taking governance position; no directional view stated by speaker.
MED
18:47
May 26
May 26
Synopsys benefits from chip complexity.
Synopsys is an off-radar name that sells software into chips. Chip complexity is up 50% year over year, which benefits their business. They report soon and have a unique edge in the semiconductor design toolchain.
LOW
21:29
May 24
May 24
The author merely notes a lack of portfolio overlap with a quoted list of Gavin Baker's AI infrastructure holdings, offering no personal directional view or trade endorsement.
17:47
May 22
May 22
The author argues Intel will capture ASIC design market share from Synopsys, Cadence, and Broadcom, but the sarcastic tone and lack of explicit price forecast make the Intel call a long view while the others are watch.
HIGH
17:40
May 22
May 22
The author dismisses bullish arguments for SNPS and CDNS as flawed, implying overvaluation in semiconductor software and equipment stocks.
HIGH
17:38
May 22
May 22
Short Synopsys due to declining IP business (Q1 IP income down 48%), loss of China market, and overvaluation at 70x earnings as hyperscalers internalize design.
HIGH
17:21
May 22
May 22
Short SNPS as its design IP revenue is collapsing due to hyperscaler in‑sourcing and loss of China access, while Chinese EDA competitors gain market share.
HIGH
17:21
May 22
May 22
Short SNPS as hyperscalers eat its IP business, evidenced by a 48% revenue decline in design IP; the AI narrative won't rescue the structural erosion.
HIGH
20:53
May 21
May 21
The article highlights several near-term headwinds for Synopsys: organic EDA+IP revenue growth decelerated to ~3% in FY25, IP revenue declined for three consecutive quarters, China revenue dropped 22%
The article highlights several near-term headwinds for Synopsys: organic EDA+IP revenue growth decelerated to ~3% in FY25, IP revenue declined for three consecutive quarters, China revenue dropped 22% due to export controls, and management guided 'muted' IP growth for FY26. The piece also flags that the $35B Ansys acquisition creates integration risk and leverage (~3.9x at close), and that no single customer exceeded 10% of revenue in FY25 (down from Intel's 17.9% peak) due to Ansys dilution rather than organic diversification.
Risk: Synopsys still holds 95%+ advanced-node share and has a massive backlog ($11.4B); the near-term weakness may be transitory as 2nm/14A node transitions and Ansys synergies materialize. The negative stance is relative to near-term earnings momentum, not the long-term moat.
10:24
May 21
May 21
Long EDA, simulation, and creative software stocks as agentic AI drives compute-intensive workflows, with NVIDIA as platform beneficiary.
HIGH
18:05
May 19
May 19
Long SNPS as the provider of design compiler tools for Starlink and terminal ASICs, tied to SpaceX's semiconductor development.
HIGH
21:11
May 16
May 16
The tweet provides a detailed list of inferred and confirmed SpaceX supply chain tickers but offers no forward-looking trade thesis, only factual mapping and research suggestions.
HIGH
About SNPS Analyst Coverage
Buzzberg tracks SNPS (Synopsys Inc.) across 20 sources. 12 bullish vs 4 bearish calls from 24 analysts. Sentiment: predominantly bullish (15%). 55 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Kim Forrest, TheValueist, jasonschips.