Update shared on 15 Dec 2025
Fair value Increased 0.092%Narrative Update on Synaptics
Analysts have nudged their price target on Synaptics slightly higher to approximately $84.30 from about $84.22, citing modest improvements in long term revenue growth and profit margin outlook, which are partially offset by a lower assumed future P/E multiple.
What's in the News
- Entered a strategic engagement with Qualcomm Technologies to co-develop integrated touch and 3D Sonic fingerprint solutions for OLED smartphones, tablets, and wearables. The initiative aims to simplify integration for OEMs and accelerate time to market in a fast-growing flexible OLED ecosystem (Client Announcements).
- Expanded collaboration with Qualcomm to bring AI enhanced touch and fingerprint experiences to AI PCs. The effort combines Synaptics sensing with Qualcomm compute and biometric security to improve performance, usability, and security at the edge (Client Announcements).
- Launched the Astra SL2600 Series of multimodal Edge AI processors, led by the SL2610 line, targeting next generation smart appliances, industrial automation, healthcare, retail POS, robotics, UAVs, and casual gaming, with a developer first, power efficient design (Product Related Announcements).
- Introduced the Torq Edge AI platform, featuring the first production deployment of Google Coral RISC V NPU and open source IREE/MLIR tooling. The platform is designed to future proof IoT AI development and support dynamic AI workloads at the edge (Product Related Announcements).
- Completed a share repurchase tranche of 102,619 shares for $7.24 million under the buyback announced on August 7, 2025, while also disclosing no additional shares repurchased in a long running program initiated in 2010 (Buyback Tranche Update).
Valuation Changes
- Fair Value Estimate has risen slightly to approximately $84.30 from about $84.22, reflecting a modest upward revision in the intrinsic value assessment.
- Discount Rate has fallen slightly to about 11.72% from roughly 11.91%, implying a marginally lower assumed risk profile or cost of capital.
- Revenue Growth has risen marginally to around 9.74% from about 9.74%, indicating a very small improvement in long term top line expectations.
- Net Profit Margin has risen moderately to approximately 14.71% from about 14.17%, suggesting a somewhat better outlook for operating efficiency and profitability.
- Future P/E has fallen modestly to roughly 20.71x from about 21.60x, partially offsetting the positive impact of stronger growth and margin assumptions on valuation.
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