Group 1 - Rosenblatt has lowered the target price for Synopsys from $650 to $605 [1] - The rating has been downgraded from "Buy" to "Neutral" [1]

Group 1 - After a significant drop of 35% on Wednesday, Synopsys (SNPS.US) rebounded nearly 10% on Thursday, closing at $425.49 [1] - Oracle's financial report released on September 10 indicated substantial growth in its AI business, with unfulfilled performance obligations reaching $455 billion, a year-on-year increase of 359%, which boosted the overall rise of AI-related stocks [1] - Synopsys is a leading provider of EDA and semiconductor IP, with its business covering the field of chip design automation [1] Group 2 - Morgan Stanley maintained a "buy" rating for Synopsys, despite a reduction in the target price, reflecting the institution's long-term confidence in the company [1]

Core Viewpoint - The EDA software giant Synopsys experienced a strong rebound of over 7%, with a trading volume exceeding $11 billion, following a significant drop of nearly 36% in the previous trading day after its earnings report [1] Group 1 - Synopsys' stock price rebounded sharply after a previous decline [1] - The trading volume for Synopsys surpassed $11 billion, indicating high investor interest [1] - The company faced a substantial drop of nearly 36% in its stock price prior to the rebound [1]

Group 1 - Mizuho Securities has lowered the target price for Synopsys from $700 to $600 [1]

Group 1 - The core point of the article highlights that New Thinking Technology experienced a pre-market increase of over 3% after a previous trading day decline of over 35% [2] Group 2 - The article is sourced from Daily Economic News, indicating its relevance in financial reporting [3]

高盛将新思科技的目标价从700美元下调至600美元，维持"买入"评级。(格隆汇) ...

Core Viewpoint - Synopsys (SNPS.US) stock price plummeted after third-quarter performance and guidance fell short of expectations, leading to downgrades from several Wall Street analysts [1][2] Group 1: Analyst Ratings and Price Targets - Baird downgraded Synopsys from "Outperform" to "Neutral" and reduced the target price from $670 to $535, citing significant changes in the design intellectual property (IP) outlook, including restrictions in China and changes in customer behavior [1] - Morgan Stanley maintained an "Overweight" rating with a target price of $715, noting strong performance in core electronic design automation (EDA) despite unexpected weakness in the design IP business [1] - Needham kept a "Buy" rating but lowered the target price from $660 to $550, highlighting mixed results post-Ansys acquisition and questioning whether the IP issues are structural or temporary [2] - Wells Fargo reiterated a "Hold" rating while reducing the target price from $630 to $550 [2] Group 2: Financial Performance and Guidance - Synopsys completed the $35 billion acquisition of Ansys in July, but the subsequent financial report showed mixed results, particularly poor performance in the IP business, which has historically influenced stock volatility [2] - Analysts indicated that the fourth-quarter revenue guidance exceeded market expectations, primarily due to the inclusion of Ansys, which offset the weakness in the IP business [1] - Concerns were raised about the potential challenges in financial reporting following the Ansys acquisition, with analysts noting that the company's performance is significantly below historical standards [2] Group 3: Market and Business Outlook - Analysts expressed surprise at the ongoing challenges from the Chinese market and Intel, but remain optimistic that these headwinds will eventually subside [2] - The transition of the IP business model towards "larger IP" (such as subsystems and chips) and its impact on profitability is a key focus for analysts moving forward [2]

电子设计自动化(EDA)软件公司新思科技(SNPS.US)盘中放量暴跌35%，报390.15美元，创5个月新低。消息面上，公司公布截至7月31日的第三财季业绩显 示，营收同比增长14%至17.4亿美元，但低于预期的17.7亿美元；调整后每股收益3.39美元，低于市场预期的3.8美元。 新思科技预计第四财季调整后每股收益为2.76美元-2.80美元，远低于市场预期的4.5美元；营收预计为22.3亿美元-22.6亿美元，市场预期为21亿美元。 ...

周三，新思科技(SNPS.US)开盘暴跌超35%，创下自2004年以来最大跌幅，报392.55美元。消息面上， 此前该公司公布的第三财季业绩及指引均逊于预期。新思科技表示，在截至7月31日的第三财季，其营 收同比增长14%，达到17.4亿美元;调整后每股收益为3.39美元。分析师此前预计该公司营收为17.7亿美 元，调整后每股收益为3.80美元。展望未来，新思科技预计第四财季调整后每股收益在2.76美元至2.80 美元之间，营收预计在22.3亿美元至22.6亿美元之间。此前分析师预计该公司每股收益为4.50美元，营 收为21亿美元。 新思科技首席财务官Shelagh Glaser表示，在设计知识产权业务表现不佳的情况下，公司"对第四季度持 更为谨慎的态度，同时预计今年仍将连续实现盈利增长"。 ...

智通财经APP获悉，周三，新思科技(SNPS.US)开盘暴跌超35%，创下自2004年以来最大跌幅，报 392.55美元。消息面上，此前该公司公布的第三财季业绩及指引均逊于预期。新思科技表示，在截至7 月31日的第三财季，其营收同比增长14%，达到17.4亿美元;调整后每股收益为3.39美元。分析师此前预 计该公司营收为17.7亿美元，调整后每股收益为3.80美元。展望未来，新思科技预计第四财季调整后每 股收益在2.76美元至2.80美元之间，营收预计在22.3亿美元至22.6亿美元之间。此前分析师预计该公司每 股收益为4.50美元，营收为21亿美元。 新思科技首席财务官Shelagh Glaser表示，在设计知识产权业务表现不佳的情况下，公司"对第四季度持 更为谨慎的态度，同时预计今年仍将连续实现盈利增长"。 ...