Synopsys (SNPS)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
$381.43-4.01%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-14
Research Workspace
Put SNPS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue reaches about $9.665 billion in fiscal 2026: FY26 rev $9.66B vs $9.66B target; Q3 YoY +42.0% vs 17% trip.
View ThesisRevenue growth is accelerating — up about 46% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSynopsys' growth in AI chip design must continue to justify its current valuation. Revenue increased 42% year over year, with a recent quarterly revenue of $2.48 billion. It trades at 31× P/E versus a peer median of 27×, indicating that the market expects more growth than forecasted. The primary risk is the potential for a guidance cut, with a 15% miss probability for the next quarter. Peer multiples imply a price about 31% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. SNPS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering SNPS (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for SNPS in the last 4 months.
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Compare SNPS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| SNPS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SNPS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete integration and synergy realization of Ansys acquisition
Upgrade indicates confidence in Ansys integration success.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $381.43
The last 12 months of price, then the range of analyst 12-month targets from today’s $381.43.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive double-digit revenue growth in fiscal year 2026
Core engine growth slowdown may hinder revenue growth targets.
Earnings miss raises concerns about future growth prospects.
Threatens: Expand non-GAAP EPS and operating margin through cost discipline
Ansys acquisition may distort profitability targets.
Advances: Drive double-digit revenue growth in fiscal year 2026
Earnings boost indicates strong revenue growth potential.
Highlights Synopsys' competitive advantage in AI chip design.
Advances: Drive double-digit revenue growth in fiscal year 2026
Revenue guidance aligns with double-digit growth target.
Integration challenges could hinder revenue growth targets.
