SNPS Synopsys Inc. Loading... : Bullish and Bearish Analyst Opinions
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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
20:22
May 16
May 16
Long SNPS as the EDA tool provider used in designing SpaceX Starlink and terminal ASICs.
HIGH
23:52
May 13
May 13
Long SNPS as NVIDIA’s equity targets EDA tools critical for designing AI chips and advanced silicon.
HIGH
02:32
May 12
May 12
The article repeatedly highlights Synopsys as the market leader in logic synthesis (Design Compiler), simulation (VCS), physical design (IC Compiler II, Fusion Compiler), signoff (IC Validator, PrimeT
The article repeatedly highlights Synopsys as the market leader in logic synthesis (Design Compiler), simulation (VCS), physical design (IC Compiler II, Fusion Compiler), signoff (IC Validator, PrimeTime), and TCAD (Sentaurus). As the design productivity gap widens, Synopsys tools become more essential, driving recurring license growth.
Risk: Cyclical semiconductor capex slowdown could reduce EDA spending; competition from Cadence and open-source tools.
12:25
May 08
May 08
Long Synopsys as yield learning moves upstream into design data and layout-aware AI, driving demand for EDA software.
HIGH
12:36
May 07
May 07
Long SNPS as Arm-based custom silicon and chiplet complexity drives sustained EDA tool demand.
HIGH
14:41
May 05
May 05
Long Synopsys as ARC sale validates embedded IP demand and foundry-integrated IP strategy gains traction.
HIGH
16:11
Apr 29
Apr 29
Long Synopsys and Cadence on increased semiconductor design tool demand from broader chip content in auto, industrial, and AI.
HIGH
15:46
Apr 29
Apr 29
Long TSM/SSNLF/CDNS/SNPS/ASML/AMAT/LRCX/KLAC/TEL as advanced-node demand extends beyond GPUs to storage controllers, benefiting foundry, EDA, and semicap.
HIGH
23:08
Apr 27
Apr 27
Long SNPS on simulation and AI-driven workflow expansion, though near-term integration costs and export control risks create headwinds.
HIGH
23:08
Apr 27
Apr 27
Long SNPS as EDA pricing power improves with value‑based pricing for automation.
HIGH
20:51
Apr 27
Apr 27
Long NVDA, CDNS, and SNPS as core plays on the early-stage generative AI infrastructure buildout, benefiting from sustained design activity and revenue growth.
HIGH
18:57
Apr 20
Apr 20
Take an equal-weighted long position across these names as a broad play on the Global Foundries photonics and CPO ecosystem.
HIGH
About SNPS Analyst Coverage
Buzzberg tracks SNPS (Synopsys Inc.) across 14 sources. 10 bullish vs 3 bearish calls from 18 analysts. Sentiment: predominantly bullish (17%). 42 total trade ideas tracked.