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Synopsys, Inc.NasdaqGS:SNPS 株式レポート

時価総額 US$92.0b
株価
US$475.62
US$539.69
11.9% 割安 内在価値ディスカウント
1Y2.5%
7D-9.4%
1D
ポートフォリオ価値
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Synopsys, Inc.

NasdaqGS:SNPS 株式レポート

時価総額:US$92.0b

Synopsys(SNPS)株式概要

シノプシス社は、半導体およびエレクトロニクス業界向けにデザインIPソリューションを提供している。 詳細

SNPS ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績1/6
財務の健全性3/6
配当金0/6

SNPS Community Fair Values

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Synopsys, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Synopsys
過去の株価
現在の株価US$475.62
52週高値US$651.73
52週安値US$376.18
ベータ1.24
1ヶ月の変化-1.16%
3ヶ月変化14.88%
1年変化2.51%
3年間の変化5.84%
5年間の変化85.88%
IPOからの変化5,939.62%

最新ニュース

Seeking Alpha 21h

Synopsys: Why The Consolidation Phase May Be Ending

Summary Synopsys, Inc. has exited a consolidation phase, with catalysts now favoring a bullish outlook and a rating upgrade from Hold to Buy. SNPS consistently outperforms sector and S&P 500 top-line growth, justifying its premium valuation and potential for further market rerating. While not the cheapest AI play, SNPS’s strong revenue growth and sustained market share support its elevated earnings multiple. Recent Q2 2026 results reinforce SNPS’s leadership in EDA and semiconductor IP markets, underpinning the bullish thesis. Read the full article on Seeking Alpha
ナラティブの更新 May 21

SNPS: Early Ansys Synergies And Activist Scrutiny Will Define Transition Year

Narrative Update The analyst price target for Synopsys has been lifted by about $5 to align with modestly higher fair value estimates. Analysts point to updated expectations for revenue growth, profit margins, and future P/E, while weighing mixed Street views that include higher targets from Citi and Wells Fargo alongside more cautious stances from Morgan Stanley, Piper Sandler, and HSBC.
ナラティブの更新 May 05

SNPS: Early Ansys Synergies And Activist Pressure Will Shape Transition Year

Analysts have made a slight upward adjustment to the Synopsys fair value estimate to about $535, citing steady assumptions on growth and profitability alongside mixed Street research that highlights earlier than planned Ansys cost synergies, tempered expectations for electronic design automation and IP growth in a self described transition year, and a reset in several price targets, including $480 and $430. Analyst Commentary Recent research paints a mixed picture around Synopsys, with the stock seen as entering a transition phase where execution on integration and product demand will be key drivers for how the current valuation holds up.

Recent updates

Seeking Alpha 21h

Synopsys: Why The Consolidation Phase May Be Ending

Summary Synopsys, Inc. has exited a consolidation phase, with catalysts now favoring a bullish outlook and a rating upgrade from Hold to Buy. SNPS consistently outperforms sector and S&P 500 top-line growth, justifying its premium valuation and potential for further market rerating. While not the cheapest AI play, SNPS’s strong revenue growth and sustained market share support its elevated earnings multiple. Recent Q2 2026 results reinforce SNPS’s leadership in EDA and semiconductor IP markets, underpinning the bullish thesis. Read the full article on Seeking Alpha
ナラティブの更新 May 21

SNPS: Early Ansys Synergies And Activist Scrutiny Will Define Transition Year

Narrative Update The analyst price target for Synopsys has been lifted by about $5 to align with modestly higher fair value estimates. Analysts point to updated expectations for revenue growth, profit margins, and future P/E, while weighing mixed Street views that include higher targets from Citi and Wells Fargo alongside more cautious stances from Morgan Stanley, Piper Sandler, and HSBC.
ナラティブの更新 May 05

SNPS: Early Ansys Synergies And Activist Pressure Will Shape Transition Year

Analysts have made a slight upward adjustment to the Synopsys fair value estimate to about $535, citing steady assumptions on growth and profitability alongside mixed Street research that highlights earlier than planned Ansys cost synergies, tempered expectations for electronic design automation and IP growth in a self described transition year, and a reset in several price targets, including $480 and $430. Analyst Commentary Recent research paints a mixed picture around Synopsys, with the stock seen as entering a transition phase where execution on integration and product demand will be key drivers for how the current valuation holds up.
新しいナラティブ Apr 24

Synopsys (SNPS): Advanced AI Chip Designs and Ansys Integration Will Drive Continued Market Leadership

Synopsys (SNPS) , the premier architect of the electronic design automation (EDA) world and a linchpin of the global semiconductor ecosystem, enters the trading session on Friday, April 24, 2026 , with the market’s gaze fixed on its upcoming Q2 2026 earnings release estimated for Wednesday, May 27, after market close. The company is currently navigating a transformational "Silicon-to-Systems" pivot, having just integrated the $35 billion acquisition of Ansys into its core digital design flow.
ナラティブの更新 Apr 20

SNPS: Early Ansys Synergies And Activist Pressure Are Expected To Unlock Value

Analysts have trimmed their price targets on Synopsys, with the model fair value easing by about $4 to $533.52 as they factor in slower electronic design automation momentum, a "transition year" around the Ansys integration, and less clarity on near term profitability despite earlier than planned cost synergies. Analyst Commentary Recent research highlights a mixed setup for Synopsys as you think about valuation, integration execution, and growth visibility around both electronic design automation and design IP.
ナラティブの更新 Apr 04

SNPS: Early Ansys Synergies And Activist Stake Are Expected To Reshape 2026

Analysts have trimmed Synopsys' average price target by $70, to $480 from $550, citing slower electronic design automation and IP growth, limited near term visibility on Ansys related profitability, and a view that fiscal 2026 will be a transition year with several uncertainties. Analyst Commentary Recent research paints a mixed picture for Synopsys, with analysts weighing integration progress, earnings visibility, and end market risks as they reassess valuation and growth expectations into fiscal 2026.
ナラティブの更新 Mar 21

SNPS: Early Ansys Synergies Are Expected To Define 2026 Transition

Analyst price targets for Synopsys have reset lower, moving from a prior high of around $550 down into a $430 to $480 range, as analysts factor in slower electronic design automation momentum, a more muted near term outlook for the IP business, and limited visibility on profitability upside from the Ansys integration, despite management reiterating synergy goals and longer term plans. Analyst Commentary Recent research highlights that the debate around Synopsys now centers on how quickly the Ansys deal can add to earnings, how resilient the core electronic design automation and IP businesses will be through a transition period, and how much investors should pay for the stock given these moving parts.
ナラティブの更新 Mar 07

SNPS: Early Ansys Synergies And AI Pivot Will Shape 2026 Transition

Narrative Update The analyst fair value estimate for Synopsys has been trimmed by about $15.65 to $537.75, as analysts factor in slower projected revenue growth, higher uncertainty around EDA and IP trends, and more cautious expectations for Ansys related profitability, despite management signaling faster progress on cost synergies. Analyst Commentary Recent Street research around Synopsys points to a more cautious stance on growth and profitability, especially around electronic design automation, or EDA, and design IP, while also acknowledging execution progress on the Ansys combination.
ナラティブの更新 Feb 21

SNPS: NVIDIA Alliance Will Shape AI Pivot Through 2026 Transition Year

Narrative Update The analyst price target for Synopsys has been trimmed by about $2 to reflect a slightly higher discount rate and a modestly lower fair value, as analysts factor in a tougher 2026 outlook with potential headwinds in EDA, muted IP growth, and limited near term catalysts. Analyst Commentary Recent research points to 2026 as a tougher year for Synopsys, with several firms resetting expectations around growth, risk, and valuation.
ナラティブの更新 Feb 06

SNPS: NVIDIA Alliance Will Drive AI Shift For Undervalued IP Business

Analysts have trimmed their outlook on Synopsys, cutting the price target to $520 from $602 as they factor in potential headwinds to the company’s $1.75b intellectual property business. These concerns stem from engineering and fabrication capacity shifting toward AI and high performance data center chips and away from consumer designs.
ナラティブの更新 Jan 23

SNPS: NVIDIA Alliance And IP Headwinds Will Shape Balanced 2026 Outlook

Analysts have nudged their fair value estimate for Synopsys slightly lower, from about $556.73 to $555.65. This reflects concerns that prolonged growth headwinds for its $1.75b IP business, as engineering and fabrication capacity shift toward AI and high performance data center chips, could make 2026 more challenging.
ナラティブの更新 Jan 08

SNPS: AI Alliance And NVIDIA Stake Will Reframe Earnings And Legal Risks

Analysts have raised their price target for Synopsys to reflect updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth, a higher projected profit margin of 15.55%, and a revised future P/E of 91.08x. Taken together, these factors point to a recalibrated risk and earnings profile for the stock.
分析記事 Dec 29

Shaky Earnings May Not Tell The Whole Story For Synopsys (NASDAQ:SNPS)

Synopsys, Inc.'s ( NASDAQ:SNPS ) stock wasn't much affected by its recent lackluster earnings numbers. We did some...
ナラティブの更新 Dec 14

SNPS: Future AI Alliance With Major Partner Should Accelerate Profitability

Narrative Update on Synopsys Analyst Price Target Analysts have nudged their Synopsys price target modestly higher to approximately $557 from about $551. This reflects a slightly lower perceived risk and higher future valuation multiples that more than offset trimmed revenue growth and profit margin assumptions.
ナラティブの更新 Nov 28

SNPS: Profitability Will Accelerate as IP Headwinds Ease Over Time

Analysts have trimmed their price target for Synopsys to approximately $551 from $556, citing persisting headwinds in the company's IP business as well as ongoing uncertainty around China and major foundry customers. Analyst Commentary Analyst opinions on Synopsys remain divided following the company's recent quarterly results and guidance, reflecting both optimism and caution regarding its near- and medium-term prospects.
ナラティブの更新 Nov 14

SNPS: Future Profitability Will Accelerate Amid IP Segment Headwinds

Analysts have revised their price targets for Synopsys downward, in some cases by as much as $100. They cite multi-quarter headwinds in the company's IP business and uncertainties related to factors such as China export restrictions and customer technology pivots.
ナラティブの更新 Oct 31

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

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.
ナラティブの更新 Oct 17

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.
ナラティブの更新 Oct 03

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.
ナラティブの更新 Sep 17

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.
ナラティブの更新 Sep 02

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

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.
Seeking Alpha Mar 10

Synopsys And Cadence: The Semiconductor-Software Kings

Summary Electronic Design Automation software is critical to semiconductor development, and the sector is highly concentrated and dominated by two companies. Synopsys and Cadence, beyond EDA software, provide Intellectual Property and collect licensing and royalty fees. Both companies have extraordinarily wide moats supported by high switching costs, proprietary intellectual property, and a strong network effect. I expect both to have decade-long growth runways. Yet only one is a buy here, due to, in my eyes, excessive valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

Contrary To The Majority Opinion, Synopsys Is Fairly Valued

Summary Synopsys is the global leader in the EDA market, which exhibits all the characteristics of an oligopoly, enabling the company to expand margins and accelerate operating performance. Contrary to the view held by many analysts, I believe Synopsys’s share price is currently fair rather than overvalued—especially considering that competitors trade at higher valuations despite weaker financials. The company offers an opportunity to invest in both a growth-oriented stock and one with stable, high-quality financials. The purchase of Ansys Inc. could be an additional catalyst to strengthen the company’s market position, although there are certain nuances to keep in mind. The company is currently fairly valued, but as its financial performance grows in 2025, the fair value may increase by about 20%, therefore I assign Synopsys a "Hold" rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Synopsys: Entry Point Following Recent Sell-Off

Summary Synopsys stock remains a buy due to its leadership in EDA software and semiconductor IP, despite recent share price struggles and market reactions to DeepSeek's AI model. The company's strong financial performance, with 15% revenue growth and 25% EPS growth in 2024, underscores its robust business fundamentals. Upcoming earnings are expected to show declines due to a fiscal year change, but Synopsys has a history of beating guidance, suggesting potential upside. Valuation metrics indicate SNPS is undervalued, presenting an attractive entry point for long-term investors, with risks from China sales and AI impacts seen as manageable. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

The Future Is Bright For Synopsys, But The Price Isn't Right

Summary Synopsys Inc. (SNPS) is a vital enabler in the semiconductor industry, providing essential EDA tools for chip design, with a significant moat and growing ROIC. They've relied heavily on smaller acquisitions, but are currently trying to acquire Ansys for $35 billion. The AI revolution offers a long runway for growth, but investors must accept paying a premium for SNPS's unmatched quality and strategic importance. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

Synopsys, Ansys And The UK Antitrust Regulator

Summary Synopsys plans to sell certain software products to Keysight to meet regulatory requirements. ANSYS and Synopsys merger could create a powerful company offering comprehensive electronic and mechanical simulation, driving significant revenue growth and innovation. Despite regulatory uncertainties, the current stock price presents an attractive entry point, with potential for over 15% annual revenue growth. Read the full article on Seeking Alpha

株主還元

SNPSUS SoftwareUS 市場
7D-9.4%8.5%1.5%
1Y2.5%-0.7%28.6%

業界別リターン: SNPS過去 1 年間で-0.7 % の収益を上げたUS Software業界を上回りました。

リターン対市場: SNPSは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is SNPS's price volatile compared to industry and market?
SNPS volatility
SNPS Average Weekly Movement6.0%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: SNPS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SNPSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
198628,000Sassine Ghaziwww.synopsys.com

シノプシス社は、半導体およびエレクトロニクス業界向けにデザインIPソリューションを提供している。Design AutomationとDesign IPの2つの分野で事業を展開している。同社は、デジタル設計実装ソリューションを提供するデジタル/カスタムIC設計ソリューション、仮想プロトタイピング、スタティック/フォーマル検証、シミュレーション、エミュレーション、FPGA(Field Programmable Gate Array)ベースのプロトタイピング、デバッグ・ソリューションを提供する検証ソリューション、特定の機能を実行するようにプログラムされたFPGA設計製品、シノプシス・テクノロジーCAD(TCAD)、マスク合成、製造分析ソリューション、AI主導型EDAソリューションを提供している。また、検証済みでシリコン実証済みのIPソリューション、ロジック・ライブラリと組み込みメモリ、プロセッサとセキュリティ・ソリューション、自動車市場向けIPオファリング、SOCインフラストラクチャIP、データ・パスとビルディング・ブロックIP、数学コンポーネントと浮動小数点コンポーネントも提供している。シノプシス社は、Arm Holdings plcと戦略的協業を行い、EDA、インターフェイスIP、ハードウェア・アシスト検証(HAV)を含むフルスタック設計ポートフォリオ全体のソリューションを提供するAGI CPUを開発している。シノプシスは1986年に設立され、カリフォルニア州サニーベールに本社を置いている。

Synopsys, Inc. 基礎のまとめ

Synopsys の収益と売上を時価総額と比較するとどうか。
SNPS 基礎統計学
時価総額US$92.03b
収益(TTM)US$773.27m
売上高(TTM)US$8.68b
117.8x
PER(株価収益率
10.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SNPS 損益計算書(TTM)
収益US$8.68b
売上原価US$1.51b
売上総利益US$7.17b
その他の費用US$6.40b
収益US$773.27m

直近の収益報告

Apr 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)4.04
グロス・マージン82.60%
純利益率8.91%
有利子負債/自己資本比率32.9%

SNPS の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 11:19
終値2026/05/29 00:00
収益2026/04/30
年間収益2025/10/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Synopsys, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
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Gary MobleyBenchmark Company
Nay Soe NaingBerenberg