Loading...

SNPS: Non-IP Segments And China Recovery Will Drive Upside Through FY26

Published
18 Jul 24
Updated
31 Oct 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-30.9%
7D
-10.6%

Author's Valuation

US$556.428.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Analysts have lowered their price targets on Synopsys, with recent adjustments ranging from $550 to $630 per share. Concerns about persistent headwinds in the company’s IP business, along with ongoing challenges in China and with key customers, are impacting the near-term growth outlook.

Shared on 17 Oct 25

Integration Of Ansys And AI Trends Will Drive Engineering Excellence

Analysts have reduced their price targets for Synopsys by a range of $20 to $110 per share. They cite persistent headwinds in the IP business, temporary impacts from China export restrictions, and uncertainties around major customer partnerships as key factors influencing the updated outlook.

Shared on 03 Oct 25

Fair value Decreased 2.25%

Integration Of Ansys And AI Trends Will Drive Engineering Excellence

Synopsys’ analyst price target has decreased from $569.19 to $556.40, as analysts cite ongoing headwinds in the company’s Design IP segment and muted near-term growth prospects. This is despite some optimism over longer-term recovery and strategic initiatives.

Shared on 17 Sep 25

Fair value Decreased 13%

Integration Of Ansys And AI Trends Will Drive Engineering Excellence

Analysts have lowered Synopsys’ price target from $652.74 to $569.19 due to continued weakness and structural uncertainty in the IP segment—driven by China-related demand softness and muted foundry opportunities—despite optimism around the Ansys acquisition and stable performance in the company’s remaining businesses. Analyst Commentary Weakness in the IP segment, driven by cautious Chinese customer behavior post-BIS restrictions, delayed design starts, and shaken confidence has led to multi-quarter revenue pressure; questions remain whether the IP challenges are structural or temporary.

Shared on 02 Sep 25

Fair value Increased 2.39%

Integration Of Ansys And AI Trends Will Drive Engineering Excellence

Analysts raised Synopsys’ price target to $644.78 on the completion of the $35B Ansys acquisition, anticipated synergies in advanced semiconductor design, and removal of regulatory overhangs, reflecting increased confidence in the company’s strategic outlook. Analyst Commentary Closure and approval of the $35B Ansys acquisition, resulting in anticipated product synergies and expanded capabilities in advanced semiconductor design.

Shared on 07 May 25

Fair value Increased 4.97%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

Shared on 30 Apr 25

Fair value Increased 2.10%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

Shared on 23 Apr 25

Fair value Decreased 0.38%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.80%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.78%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.42%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.83%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 8.05%

Pending Ansys Acquisition And AI Advancements Will Strengthen Future EDA Industry Leadership

AnalystConsensusTarget has increased revenue growth from 12.5% to 14.0%.