SYNOPSYS WKN: 883703 ISIN: US8716071076 Kürzel: SNPS Forum: Aktien Thema: Hauptdiskussion

Synopsys acquires MorethanIP to expand Ethernet IP portfolio

Synopsys is one of the world’s largest software companies and specializes in Electronic design automation (EDA), also known as electronic computer-aided design (ECAD). While the company operates in close proximity to the semiconductor sector, it is not impacted by the cyclical nature of the chip industry. Synopsys isn’t a semiconductor manufacturer per se but provides the tools for engineers to test and design cutting-edge semiconductors. The company delivered a strong display in its latest quarterly financial report. Revenue hit $970.32 million, increasing by 16.3% year-over-year, and beating the consensus estimates by $15.95 million. There was a beat on the bottom-line, too, as Non-GAAP EPS of $1.52 came ahead of Wall Street’s forecast by $0.06 That said, after shares appreciated by 83% throughout 2020, the stock has found 2021 tough going, and sits slightly in the red. RBC’s Mitch Steves, however, expects that to change over the next 12 months. The 5-star analyst, rated #15 overall on TipRanks, noted, “Synopsys has a record of stable operations, a well-managed order pipeline, and predictable earnings. We expect it to benefit from an improving pricing environment in the sector and strong growth in IP offerings. We expect earnings growth above normalized EPS growth for semiconductor companies, with almost no volatility.” Steves added, “We see no change to the fundamental thesis and continue to believe that EDA is one of the best (if not the best) ways to invest in semiconductor growth long-term without material business volatility. Net Net: we remain positive on shares of SNPS.” In line with his optimistic approach, Steves rates SNPS an Outperform (i.e. Buy) along with a $330 price target. The implication for investors? Upside of 28% from current levels. (To watch Steves’ track record, click here) Steves’ positive outlook resonates with almost all his colleagues. Barring 1 Hold, all 9 other reviews say Buy, culminating in a Strong Buy consensus rating. The average price target currently stands at $318.89, suggesting gains of ~24% in the year ahead.

https://www.tipranks.com/news/synopsys-to-repurchase-100m-in-stock-street-remains-bullish/

https://seekingalpha.com/news/3675827-synopsys-and-keysight-collab-on-integrated-custom-design-flow-for-5g-systems

Den Rücksetzer könnte man ausnutzen zum Nachkaufen:)

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Synopsys (NASDAQ:SNPS): Q1 Non-GAAP EPS of $1.52 beats by $0.06; GAAP EPS of $1.03 misses by $0.04. Revenue of $970.32M ( 16.3% Y/Y) beats by $15.95M.

Top Aktie

Gerade entdeckt, ist erst seit Dezember auf dem Markt. Finde ich sehr interessant...

https://de.extraetf.com/etf-profile/IE00BMC38736?tab=components

AI klingt gut, aber so Sätze wie diesen hier aus den news ist dann doch was schwer zu verstehen ;-) The HBM2E IP is part of Synopsys' comprehensive memory interface IP solution that includes DDR5/4/3/2 and LPDDR5/4//4X/3/2 IP,.

https://seekingalpha.com/news/3650781-synopsys-expands-collaboration-socionext

Nvidia ist heimgekehrt, hab mal klein zugeschlagen. Meine Favoriten sind Asml Synopsis Cadence Qualcomm NVIDIA Tsmc ist so gut wie in jedem asia etf drin, daher damit abgedeckt. Spannend finde ich auch den Robotic etf, hübsche weitere drin wie Align technology

Bin und bleibe trotzdem langfristig bei NVIDIA investiert, nur kaufe ich u. a. deshalb lieber ein weiteres Softwareunternehmen hinzu als bspw. Amd o. Ä.

Ich sehe halt für NVIDIA als Risiko, dass mehr und mehr Unternehmen zukünftig ihre eigenen Chips bauen wollen, um ihren Anteil in der Wertschöpfungskette auszubauen. Dafür werden diese Unternehmen sicherlich keine eigene Software verwenden.

Nicht die schlechteste Idee 😊 hab ich ebenfalls im Depot ✌️sind von der Bewertung im Peer auch vergleichsweise günstig.