Synopsys Inc (SNPS, Financial) has recently captured the attention of investors and financial analysts with its strong financial performance. Currently trading at $522.9 per share, Synopsys Inc has experienced a daily increase of 0.99%, despite a three-month decline of -13.74%. A detailed analysis, supported by the GF Score, indicates that Synopsys Inc is poised for significant growth in the foreseeable future. Oct 09, 2024 Powered by Q What Is the GF Score? The GF Score is a proprietary stock performance r ...

文章核心观点 - Synopsys是科技行业的领导者,过去10年股价上涨约1,246% [1] - 虽然未来10年不太可能再有如此高的业绩表现,但该股仍具有投资价值 [1] - 作者采用定量方法客观寻找各行业中的低估股票,认为数据比故事更重要 [1] - 作者自2013年开始投资,积累了丰富的投资经验和知识 [1] 公司概况 - Synopsys是一家科技公司,在行业中处于领导地位 [1] - 过去10年股价上涨约1,246%,未来10年不太可能再有如此高的涨幅 [1] 作者投资理念 - 采用定量方法客观寻找各行业中的低估股票 [1] - 认为数据比故事更重要,能更真实地反映公司前景 [1] - 自2013年开始投资,积累了丰富的投资经验和知识 [1]

Synopsys (SNPS) shares have experienced a pullback in recent times, with shares now trading 19.7% below its 52-week high of $629.38 achieved on Sept. 30. Over the past three months, Synopsys shares have plunged 16.9%, underperforming the broader Zacks Computer & Technology Sector's decline of 1.1% and the Zacks Computer – Software industry's fall of 2.7%. Synopsys is currently facing several challenges, including a rise in cost of revenues and operating expenses. In the third quarter of fiscal 2024, these c ...

Optimized EDA and IP Solutions Deliver Enhanced Compute Performance, Power and Engineering Productivity for TSMC N2 and A16 Processes Highlights Production-ready AI-driven EDA flows, powered by Synopsys.ai, on N2 deliver exceptional quality of results and accelerate design node migration for industry leaders Developing new backside power delivery capabilities on TSMC's A16 to enable efficient power distribution and system performance Joint TSMC, Synopsys and Ansys multi-physics flow supporting CoWoS interpo ...

Highlights Synopsys to sell its Optical Solutions Group to Keysight Technologies for undisclosed terms. The transaction is subject to customary closing conditions, including review by regulatory authorities, and the successful closing of Synopsys' proposed acquisition of Ansys, which is currently pending regulatory approvals and expected to close in the first half of 2025. Synopsys Optical Solutions provides design tools to help optical engineers deliver superior optics to market faster. These tools will co ...

Synopsys Inc. (SNPS) has seen a sharp decline of more than 18% in its stock price over the past three months, underperforming both its industry and the broader technology sector. During this period, the Zacks Computer – Software industry declined 4.2%, and the Zacks Computer and Technology sector fell by 6.7%. Several factors have contributed to this decline, including mounting fears over a potential U.S. recession and a slowdown in the company's growth within its key design automation segment. Despite thes ...

"In today's competitive markets for imaging products, the ability to comprehensively and accurately prototype imaging systems virtually is a game-changer," said Emilie Viasnoff, head of Optical Solutions at Synopsys. "ImSym embodies our commitment to innovation by offering a comprehensive, intuitive, and physics-based software solution for imaging system design and validation. After decades at the forefront of software for optical design, we are proud to expand our trusted solutions into the virtual prototy ...

文章核心观点 - 该公司推出了业界首个完整的40G UCIe IP解决方案,包括控制器、PHY和验证IP,可实现高性能AI数据中心芯片之间的快速互联[1][2][3] - 该公司40G UCIe PHY IP的带宽比UCIe规范高25%,但能耗和芯片面积不受影响[2] - 该IP集成了信号完整性监测和可测试性特性,可提高多芯片封装的可靠性,并支持整个芯片生命周期的现场监测[2][3] - 该IP基于经过验证的架构,在多家先进制造工艺中都有互操作性成功[2] 关于公司 - 该公司是半导体创新的持续投资者,积极参与UCIe联盟的开发,以交付健壮的UCIe解决方案来帮助客户成功开发和优化多芯片设计[3] - 该公司除了UCIe IP和高速SerDes,还提供HBM3和3DIO IP,以支持高容量内存和3D封装[4] 关于行业 - UCIe互连是事实上的芯片间连接标准,对于多芯片封装中的高带宽、低延迟芯片间连接至关重要,可实现更多数据在异构和同构芯片间高效传输[1][2] - 异构集成和高带宽芯片间连接为数据密集型AI应用提供了实现高效内存芯片的机会[3]

1 22 1 and H+ t II E H appen u t 10 n Sundry Photography The Synopsys Investment Thesis When I heard about the proposed merger of Synopsys Inc. (NASDAQ:SNPS) and Ansys Inc. (ANSS) , I was very interested as I consider both companies to be of high quality. Therefore, I wanted to see what upside potential I see over the next 5 years and what factors were likely to drive returns. And here I found the shortcoming of the high multiple, which together with the likely rising number of shares outstanding will defin ...

财务业绩 - 公司第三季度收入为15.26亿美元，同比增长13%[160] - 第三季度总成本和运营费用为12亿美元，同比增加11%[163] - 第三季度营业利润为3.60亿美元，同比增加20%[163] - 前九个月收入为44.92亿美元，同比增长17%[163] - 前九个月总成本和运营费用为33.47亿美元，同比增加15%[163] - 前九个月营业利润为10.45亿美元，同比增加23%[164] - 2024财年前三季度收入同比增长17%,其中设计自动化分部增长10%,设计IP分部增长35%[194] - 2024财年前三季度时间授权产品收入占总收入的53%,同比增长7%[199] - 2024财年前三季度预付产品收入占总收入的29%,同比增长34%[200] - 上市公司产品收入增加主要由于IP和硬件产品销售增加，客户需求上升[201] - 维护收入下降主要由于包含维护的合同量减少，专业服务和其他收入增加主要由于IP定制项目时间安排[202,203] - 成本增加主要由于IP咨询服务成本、员工成本和硬件相关成本上升[207] - 研发费用增加主要由于员工人数增加和执行人员递延薪酬计划公允价值变动[209,210] - 销售和营销费用增加主要由于员工人数增加和执行人员递延薪酬计划公允价值变动[211,212] - 管理费用增加主要由于与安世并购相关的法律、咨询和其他专业费用以及员工人数增加[213,214] - 收购无形资产摊销费用增加主要由于2024财年内完成的收购[216] - 利息和其他收入(费用)净额在2024年7月31日结束的三个月和九个月期间较2023财年同期有所增加,主要是由于我们高管延期补偿计划资产公允价值变动的影响[217] - 我们不会将某些在合并层面管理的运营费用分配给我们的可报告分部,这些未分配费用主要包括已收购无形资产的摊销、股票补偿费用、延期补偿计划公允价值变动、重组费用以及收购/剥离相关项目[218][219] - 设计自动化分部在2024年7月31日结束的三个月和九个月期间的经调整营业收入较2023财年同期有所增加,主要是由于之前签订的安排带来的收入增加[220] - 设计IP分部在2024年7月31日结束的三个月和九个月期间的经调整营业收入较2023财年同期有所增加,主要是由于IP产品收入增加,受客户需求时间的影响[221] - 我们的有效税率在2024年7月31日结束的三个月期间较2023财年同期有所下降,主要是由于就加州研发税收抵免计提的估值准备释放产生的税收利益[222] - 2024财年前九个月经营活动产生的现金流较2023财年同期有所减少,主要是由于联邦税款支付增加所致[233][234] 收购ANSYS - 公司正在以现金和股票方式收购ANSYS公司,交易总额约为350亿美元[168,169] - 收购ANSYS后,ANSYS股东将持有合并公司约16.5%的股权[169] - 公司已获得110.7亿美元的桥贷承诺和43亿美元的定期贷款用于收购ANSYS[172] - 我们预计安世并购将导致我们的债务和流动性需求大幅增加,将影响我们未来12个月及以后的资本需求[227] - 预计Ansys并购将导致竞争加剧[328] - 公司预计将承担大量债务用于Ansys并购[330] - 大量债务可能会限制公司的财务灵活性[332] - 公司可能无法按时偿还债务或满足财务指标要求[333] - Ansys并购存在不能如期完成或条件发生变化的风险,可能会对公司产生不利影响[320,321,322] 业务概况 - 公司收入主要来自设计自动化和设计IP两个业务分部[182,183] - 设计自动化分部包括数字、定制和FPGA集成电路设计软件、验证软件和硬件产品、系统集成产品和服务以及制造软件产品[182] - 设计IP分部包括为半导体和电子行业公司提供的高质量、经过验证的IP解决方案[183] - 公司2024财年为53周年,第一季度多出一周导致收入增加约7050万美元、费用增加约6100万美元[184,185] - 截至2024年7月31日,未完成履约义务(订单积压)为79亿美元,其中12亿美元为不可取消的灵活支出账户(FSA)承诺[195] 风险因素 - 当前宏观经济和地缘政治环境的不确定性可能会影响部分客户的决策和支出[174,175] - 公司业务增长主要依赖于半导体和电子行业[266] - 公司设计自动化和设计IP业务的增长取决于半导体和电子行业[266] - 公司面临来自中国等新兴市场的激烈竞争[269] - 公司需要持续创新并降低客户总体成本以保持竞争力[269] - 公司受到政府出口管制法规的约束,可能会限制公司产品和服务的销售[271,272,274] - 客户行业的并购整合可能会降低公司的客户群和收入[275,276] - 公司全球化经营面临诸多风险,如汇率波动、贸易壁垒等[277,278,279,280,281] - 公司经营业绩可能会出现季度和年度波动[282,283,284] - 收入确认时间的不确定性可能导致收入和利润波动[285] - 网络安全威胁或其他安全漏洞可能会危及公司和客户的敏感信息，从而损害业务和声誉[287][288][289][290][291] - 未能充分保护专有技术可能会损害公司业务[292][293] - 收