SNPS

ACCE-researched
Synopsys Inc. Common Stock
Technology · Software - Infrastructure · NASDAQ · United States
$384.97+1.00%
Market cap $73.8BNext earnings 2026-08-26Updated Sep 18, 2026
FAIR VALUE · CONSENSUS
$384.97+0.0%
confidence-weighted across 4 of 6 models
Now $384.97
$384.97
$80.48$422.88
Avoid
Price vs fair value
97.3% above
-49.3% to fair value
ACCE score
56
out of 100
Analysts
68% buy
25 covering
P/E
67.1x
forward 21.8x
1-year return
-19.8%
Dividend yield
0.00%
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Overview

⚠ Investor warnings · 4 flags
  • high
    Earnings collapsed 96%
    Earnings YoY -96.0% despite 41.9% revenue growth signals massive cost surge or one-time charges severely impacting profitability.
  • high
    Margins severely compressed
    Operating margin only 10.4% and ROE 3.8% are extremely low for an 82.6% gross-margin software company, implying heavy opex drag.
  • high
    Valuation disconnect from earnings
    Trailing P/E of 99x with near-zero earnings and ACCE score 44/100 (Value:27) suggests significant overvaluation risk at current price.
  • moderate
    Revenue growth decelerating QoQ
    Sequential revenue decline of -5.5% QoQ despite strong YoY headline may signal near-term demand softening post-Ansys deal activity.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-25.2% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish68% buy · 25 covering analysts
● Strong buy 15● Buy 2● Hold 7● Sell 1● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 0.0x67.1xhigh 136.2x
ROEbetter than 50% of peers
low -44%4%high 117%
Div yieldbetter than 83% of peers
low 0.0%0.0%high 1.1%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
NETCloudflare Inc. Class A Common Stock$115.2B--14.4%2.240.0%-Compare
XYZBlock Inc. Class A Common Stock$45.8B136.21.6%0.390.0%-Compare
CRWVCoreWeave Inc. Class A Common Stock$44.9B--43.6%6.410.0%-Compare
FTNTFortinet Inc. Common Stock$124.6B59.8117.4%0.810.0%-Compare
NTAPNetApp Inc. Common Stock$38.8B27.9114.8%1.871.1%-Compare
TWLOTwilio Inc. Class A Common Stock$37.4B33.713.5%0.130.0%-Compare

Sector report card

Where SNPS ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Press releases mentioning this company

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Recent performance

1 week
-3.1%
1 month
-4.1%
3 months
-15.5%
6 months
-8.4%
YTD
-18.0%
1 year
-19.8%

SEC filings

40 filings
September 2026
Sep 16
Form 4Insider transactionPeriod 2026-09-15
Sep 14
Form 4Insider transactionPeriod 2026-09-11
Sep 2
Form 4Insider transactionPeriod 2026-09-01
37 more filings + AI summaries on Investor+.INVESTOR

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