2026 Q1 -tulosraportti
55 päivää sitten
‧1 t 0 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 16.4. | ||
2026 Q1 -tulosraportti 25.2. | ||
2025 Q4 -tulosraportti 10.12.2025 | ||
2025 Q3 -tulosraportti 9.9.2025 | ||
2025 Q2 -tulosraportti 28.5.2025 |
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Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
10.4.10.4.Litt info om Synopsys (SNPS) — is it a software company? Short answer: Yes and No. It's far more powerful than "just software" — and that's both why it's brilliant and why it's misunderstood. The clearest way to understand Synopsys: Imagine that NVIDIA designs a GPU. Before a single chip ever gets manufactured, engineers have to design it — every circuit, every transistor, every logic gate — in software. That design software is Synopsys. Without it, NVIDIA, Apple, AMD, Intel, Qualcomm and every other chip company literally could not build their chips. Synopsys is the "operating system of chip design." Its core business is called EDA — Electronic Design Automation. This is software that lets engineers design chips at the atomic level. Modern chips have billions of transistors. No human could design them manually. EDA software automates it. Synopsys and Cadence Design Systems together control roughly 70–75% of the entire global EDA market — it is effectively a duopoly. This is a genuine wide-moat business that has existed for 40 years and has never been seriously disrupted. The "picks and shovels" of the chip world: Every dollar that NVIDIA, TSMC, Apple, AMD, Qualcomm, and any fabless chip company spends on chip design flows through Synopsys or Cadence. As AI drives the most complex chips in history (2nm, 1nm), the design software becomes MORE critical and MORE expensive, not less. Verdict on SNPS: This is NOT a generic software company caught in the SaaSpocalypse. It is the mandatory chip design duopoly, now expanded into physics simulation. The correct comparison is to ASML — both are irreplaceable infrastructure in the AI chip value chain. The Stage 3 technical structure is real, but the fundamental thesis is intact. The Elliott stake rumor is a potential catalyst for margin acceleration. The Ansys acquisition changes everything. Ansys is the world's #1 physics simulation software — used to simulate how cars crash, how planes handle wind, how chips handle heat. Synopsys spent $35B to buy it. This means Synopsys is now not just chip design software, but the complete "Silicon to Systems" platform — from designing the chip, to simulating the entire physical system it goes into. The CEO calls it "Multiphysics Fusion." NVIDIA's Jensen Huang spoke at Synopsys Converge 2026 and described the two companies as deeply interdependent.
·25.2.Synopsys delivered a strong Q1 report: Revenue: approx. 2.4 billion USD (strong growth) Adjusted EPS: 3.77 USD (above expectation) New share repurchase of 2 billion USD GAAP earnings are lower due to acquisition and integration costs from Ansys. 2026 forecast: Revenue: approx. 9.6 billion USD Adjusted EPS: 14.3–14.4 USD 2026 will be a transition year with continued integration. Conclusion: The underlying business looks strong, and guidance is solid. Short-term price fluctuations are primarily due to integration and market expectations – not weak operations.- ·24.2.So, tomorrow is the day. After market close. All or nothing.. Roughly at the same time as NVIDIA's earnings report. Even if SNPS beats expectations and NVIDIA disappoints, SNPS will be dragged down. The opposite scenario is unthinkable.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
55 päivää sitten
‧1 t 0 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 10.4.10.4.Litt info om Synopsys (SNPS) — is it a software company? Short answer: Yes and No. It's far more powerful than "just software" — and that's both why it's brilliant and why it's misunderstood. The clearest way to understand Synopsys: Imagine that NVIDIA designs a GPU. Before a single chip ever gets manufactured, engineers have to design it — every circuit, every transistor, every logic gate — in software. That design software is Synopsys. Without it, NVIDIA, Apple, AMD, Intel, Qualcomm and every other chip company literally could not build their chips. Synopsys is the "operating system of chip design." Its core business is called EDA — Electronic Design Automation. This is software that lets engineers design chips at the atomic level. Modern chips have billions of transistors. No human could design them manually. EDA software automates it. Synopsys and Cadence Design Systems together control roughly 70–75% of the entire global EDA market — it is effectively a duopoly. This is a genuine wide-moat business that has existed for 40 years and has never been seriously disrupted. The "picks and shovels" of the chip world: Every dollar that NVIDIA, TSMC, Apple, AMD, Qualcomm, and any fabless chip company spends on chip design flows through Synopsys or Cadence. As AI drives the most complex chips in history (2nm, 1nm), the design software becomes MORE critical and MORE expensive, not less. Verdict on SNPS: This is NOT a generic software company caught in the SaaSpocalypse. It is the mandatory chip design duopoly, now expanded into physics simulation. The correct comparison is to ASML — both are irreplaceable infrastructure in the AI chip value chain. The Stage 3 technical structure is real, but the fundamental thesis is intact. The Elliott stake rumor is a potential catalyst for margin acceleration. The Ansys acquisition changes everything. Ansys is the world's #1 physics simulation software — used to simulate how cars crash, how planes handle wind, how chips handle heat. Synopsys spent $35B to buy it. This means Synopsys is now not just chip design software, but the complete "Silicon to Systems" platform — from designing the chip, to simulating the entire physical system it goes into. The CEO calls it "Multiphysics Fusion." NVIDIA's Jensen Huang spoke at Synopsys Converge 2026 and described the two companies as deeply interdependent.
- ·25.2.Synopsys delivered a strong Q1 report: Revenue: approx. 2.4 billion USD (strong growth) Adjusted EPS: 3.77 USD (above expectation) New share repurchase of 2 billion USD GAAP earnings are lower due to acquisition and integration costs from Ansys. 2026 forecast: Revenue: approx. 9.6 billion USD Adjusted EPS: 14.3–14.4 USD 2026 will be a transition year with continued integration. Conclusion: The underlying business looks strong, and guidance is solid. Short-term price fluctuations are primarily due to integration and market expectations – not weak operations.
- ·24.2.So, tomorrow is the day. After market close. All or nothing.. Roughly at the same time as NVIDIA's earnings report. Even if SNPS beats expectations and NVIDIA disappoints, SNPS will be dragged down. The opposite scenario is unthinkable.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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-
Myynti
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-
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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| - | - | - | - |
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Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 16.4. | ||
2026 Q1 -tulosraportti 25.2. | ||
2025 Q4 -tulosraportti 10.12.2025 | ||
2025 Q3 -tulosraportti 9.9.2025 | ||
2025 Q2 -tulosraportti 28.5.2025 |
2026 Q1 -tulosraportti
55 päivää sitten
‧1 t 0 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 16.4. | ||
2026 Q1 -tulosraportti 25.2. | ||
2025 Q4 -tulosraportti 10.12.2025 | ||
2025 Q3 -tulosraportti 9.9.2025 | ||
2025 Q2 -tulosraportti 28.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 10.4.10.4.Litt info om Synopsys (SNPS) — is it a software company? Short answer: Yes and No. It's far more powerful than "just software" — and that's both why it's brilliant and why it's misunderstood. The clearest way to understand Synopsys: Imagine that NVIDIA designs a GPU. Before a single chip ever gets manufactured, engineers have to design it — every circuit, every transistor, every logic gate — in software. That design software is Synopsys. Without it, NVIDIA, Apple, AMD, Intel, Qualcomm and every other chip company literally could not build their chips. Synopsys is the "operating system of chip design." Its core business is called EDA — Electronic Design Automation. This is software that lets engineers design chips at the atomic level. Modern chips have billions of transistors. No human could design them manually. EDA software automates it. Synopsys and Cadence Design Systems together control roughly 70–75% of the entire global EDA market — it is effectively a duopoly. This is a genuine wide-moat business that has existed for 40 years and has never been seriously disrupted. The "picks and shovels" of the chip world: Every dollar that NVIDIA, TSMC, Apple, AMD, Qualcomm, and any fabless chip company spends on chip design flows through Synopsys or Cadence. As AI drives the most complex chips in history (2nm, 1nm), the design software becomes MORE critical and MORE expensive, not less. Verdict on SNPS: This is NOT a generic software company caught in the SaaSpocalypse. It is the mandatory chip design duopoly, now expanded into physics simulation. The correct comparison is to ASML — both are irreplaceable infrastructure in the AI chip value chain. The Stage 3 technical structure is real, but the fundamental thesis is intact. The Elliott stake rumor is a potential catalyst for margin acceleration. The Ansys acquisition changes everything. Ansys is the world's #1 physics simulation software — used to simulate how cars crash, how planes handle wind, how chips handle heat. Synopsys spent $35B to buy it. This means Synopsys is now not just chip design software, but the complete "Silicon to Systems" platform — from designing the chip, to simulating the entire physical system it goes into. The CEO calls it "Multiphysics Fusion." NVIDIA's Jensen Huang spoke at Synopsys Converge 2026 and described the two companies as deeply interdependent.
- ·25.2.Synopsys delivered a strong Q1 report: Revenue: approx. 2.4 billion USD (strong growth) Adjusted EPS: 3.77 USD (above expectation) New share repurchase of 2 billion USD GAAP earnings are lower due to acquisition and integration costs from Ansys. 2026 forecast: Revenue: approx. 9.6 billion USD Adjusted EPS: 14.3–14.4 USD 2026 will be a transition year with continued integration. Conclusion: The underlying business looks strong, and guidance is solid. Short-term price fluctuations are primarily due to integration and market expectations – not weak operations.
- ·24.2.So, tomorrow is the day. After market close. All or nothing.. Roughly at the same time as NVIDIA's earnings report. Even if SNPS beats expectations and NVIDIA disappoints, SNPS will be dragged down. The opposite scenario is unthinkable.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
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Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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Dataa ei löytynyt