Rosenblatt将新思科技的目标价从605美元下调至560美元，评级则从"中性"上调至"买入"。(格隆汇) ...

Group 1 - Synopsys, Inc. is set to release its fourth-quarter earnings results on December 10, with expected earnings of $2.88 per share, a decrease from $3.40 per share in the same period last year [1] - The consensus estimate for Synopsys' quarterly revenue is $2.24 billion, up from $1.64 billion reported in the previous year [1] - On December 1, NVIDIA and Synopsys announced an expansion of their partnership to enhance modern engineering and product development [2] Group 2 - Recent analyst ratings for Synopsys include upgrades from Neutral to Buy by Rosenblatt, with a revised price target of $560 [4] - B of A Securities upgraded Synopsys from Underperform to Neutral, adjusting the price target to $500 [4] - Citigroup initiated coverage with a Buy rating and a price target of $580 [4] - Mizuho maintained an Outperform rating but reduced the price target from $700 to $600 [4] - Stifel maintained a Buy rating while lowering the price target from $650 to $550 [4]

Core Insights - Nintendo's shares have experienced a decline of up to 2.6%, highlighting a broader trend in the tech supply chain related to increasing memory costs affecting gaming hardware [1] Industry Impact - The rising memory costs are causing significant ripples throughout the gaming hardware sector, indicating potential challenges for companies reliant on these components [1]

Group 1 - Bank of America Securities has lowered the target price for Synopsys from $525 to $500 [1] - The rating for Synopsys has been upgraded from "Underperform" to "Neutral" [1]

Core Viewpoint - Holzer & Holzer, LLC is reminding investors of deadlines to seek lead plaintiff status in several class action lawsuits against companies including MoonLake Immunotherapeutics, DexCom, and Synopsys, alleging misleading statements and failure to disclose material facts during specified periods [1][2][3]. Group 1: MoonLake Immunotherapeutics (MLTX) - A class action lawsuit has been filed against MoonLake Immunotherapeutics, alleging that the company made materially false and/or misleading statements regarding SLK's superiority to monoclonal antibodies between March 10, 2024, and September 29, 2025 [1]. - Investors who purchased shares during this period and suffered significant losses are encouraged to discuss their legal rights [1]. Group 2: DexCom, Inc. (DXCM) - A class action lawsuit has been filed against DexCom, alleging that the company made materially false and/or misleading statements regarding design changes to its G6 and G7 products between January 8, 2024, and September 17, 2025 [2]. - Investors who purchased shares during this period and suffered significant losses are encouraged to discuss their legal rights [2]. Group 3: Synopsys, Inc. (SNPS) - A class action lawsuit has been filed against Synopsys, alleging that the company made materially false and/or misleading statements regarding the economics of its Design IP business between December 4, 2024, and September 9, 2025 [3]. - Investors who purchased shares during this period and suffered significant losses are encouraged to discuss their legal rights [3]. Group 4: Holzer & Holzer, LLC - Holzer & Holzer, LLC is recognized as a top-rated securities litigation law firm and has been involved in recovering hundreds of millions of dollars for shareholders affected by fraud and corporate misconduct since its founding in 2000 [4]. - The firm is dedicated to representing shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation [4].

Core Insights - Oracle (ORCL) shares are presented as a more attractive investment option compared to Synopsys (SNPS) due to better revenue growth, enhanced profitability, and lower valuation metrics [2]. Financial Performance Comparison - ORCL's revenue growth over the last 12 months was 9.7%, while SNPS reported 8.0% [2]. - Over the past three years, ORCL's average revenue growth was 10.2%, exceeding SNPS's 9.7% [2]. - ORCL's last twelve months (LTM) profit margin was 31.6%, compared to SNPS's performance [2]. - The three-year average profit margin for ORCL was 30.3%, again outperforming SNPS [2]. Valuation Metrics - A side-by-side analysis of financials indicates that ORCL has superior growth, margins, momentum, and valuation multiples compared to SNPS [3].

Core Viewpoint - The report summarizes significant rating changes from Wall Street that are expected to impact the market, highlighting both upgrades and downgrades across various companies and sectors [1][6]. Upgrades - Synopsys (SNPS): Rosenblatt Securities upgraded the rating from "Neutral" to "Buy," lowering the target price from $605 to $560, anticipating that Q4 results will meet market expectations after a disappointing Q3 [5]. - Eaton Corporation (ETN): Wolfe Research upgraded the rating from "In-Line" to "Outperform," setting a target price of $413, expecting benefits from electrical business orders and easing cyclical factors in 2026 [5]. - Colgate-Palmolive (CL): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," maintaining a target price of $88, noting that earnings expectations are at a reasonable low despite challenges in 2026 [5]. - RPM International (RPM): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," raising the target price from $121 to $132, indicating that the stock price has "bottomed out" [5]. - Viking Holdings (VIK): Goldman Sachs upgraded the rating from "Neutral" to "Buy," increasing the target price from $66 to $78, citing the company's unique geographic business layout and high-income customer focus [5]. Downgrades - Warner Bros. Discovery (WBD): Harbor Research downgraded the rating from "Buy" to "Neutral" without providing a target price, following a hostile takeover bid from Paramount [5]. - Norwegian Cruise Line (NCLH): Goldman Sachs downgraded the rating from "Buy" to "Neutral," lowering the target price from $23 to $21, citing an unfavorable risk-reward ratio due to market conditions in the Caribbean [5]. - Confluent (CFLT): Royal Bank of Canada downgraded the rating from "Outperform" to "Sector Perform," raising the target price from $30 to $31, following an acquisition agreement with IBM at $31 per share [5]. - SLM Corporation (SLM): Compass Point downgraded the rating from "Buy" to "Sell," reducing the target price from $35 to $23, after revealing updated mid-term outlooks at an investor forum [5]. - Viavi Solutions (VRT): Wolfe Research downgraded the rating from "Outperform" to "In-Line," citing valuation issues as the stock price has increased 14 times since the last upgrade [5]. Initiations - Micron Technology (MU): HSBC initiated coverage with a "Buy" rating and a target price of $330, identifying the company as a core beneficiary of the storage chip supercycle [9]. - United Airlines (UAL): Montreal Bank Capital Markets initiated coverage with an "Outperform" rating and a target price of $125, noting improvements in the industry environment and recovery in business travel [12]. - Thermo Fisher Scientific (TMO): Goldman Sachs initiated coverage with a "Buy" rating and a target price of $685, expecting the market for life science tools to return to historical growth rates [12]. - Affirm (AFRM): Wolfe Research initiated coverage with a "Sector Perform" rating, setting a fair value range of $72-$82 for the end of 2026 [10]. - Urban Outfitters (URBN): Goldman Sachs initiated coverage with a "Neutral" rating and a target price of $83, acknowledging market positioning but cautioning against high valuation risks [10].

Upgrades - Goldman Sachs upgraded Viking Holdings (VIK) to Buy from Neutral with a price target of $78, increased from $66, citing the company's differentiated geographic exposure and higher-income demographic offsetting broader cruise trends [2] - RBC Capital upgraded RPM (RPM) to Outperform from Sector Perform with a price target of $132, up from $121, believing the shares have hit a bottom [2] - RBC Capital upgraded Colgate-Palmolive (CL) to Outperform from Sector Perform with an unchanged price target of $88, noting that estimates and expectations are appropriately low despite a difficult environment in 2026 [2] - Wolfe Research upgraded Eaton (ETN) to Outperform from Peer Perform with a price target of $413, expecting benefits from the company's electrical backlog conversion and easing cyclical tailwinds in 2026 [2] - Rosenblatt upgraded Synopsys (SNPS) to Buy from Neutral with a price target of $560, down from $605, anticipating an in-line quarter following a Q3 miss and guidance cut, with the stock having declined approximately 30% since the Q3 report [3] Downgrades - Seaport Research downgraded Warner Bros. Discovery (WBD) to Neutral from Buy without a price target, following news of a new hostile offer from Paramount Skydance at $30 per share [4] - Goldman Sachs downgraded Norwegian Cruise Line (NCLH) to Neutral from Buy with a price target of $21, down from $23, due to a less favorable risk/reward outlook for 2026 given the supply/demand dynamics in the Caribbean [4] - RBC Capital downgraded Confluent (CFLT) to Sector Perform from Outperform with a price target of $31, up from $30, after the company agreed to be acquired by IBM for $31 per share in cash, with multiple firms also downgrading the stock to Neutral-equivalent ratings [4] - Compass Point double downgraded SLM (SLM) to Sell from Buy with a price target of $23, down from $35, after the company presented an updated medium-term outlook reflecting expected growth from the Grad PLUS opportunity [4] - Wolfe Research downgraded Vertiv (VRT) to Peer Perform from Outperform without a price target, citing valuation concerns as shares have increased 14 times since the December 2022 upgrade [4]

Industry Overview - The Zacks Computer Software industry is poised for solid growth as global businesses accelerate digital transformation efforts, with cloud migration and Software-as-a-Service (SaaS) models providing recurring revenue visibility for vendors [1][2] - The global software market is projected to grow at a CAGR of 11.3% from 2025 to 2030, reaching approximately $1,397.31 billion [2] - The industry is characterized by companies providing software applications related to AI, cloud computing, cybersecurity, and various enterprise solutions [4] Trends Influencing the Industry - Higher spending on AI and cloud computing is expected, with businesses adopting hybrid and multi-cloud environments for flexibility and scalability [5][6] - The demand for AI-powered software tools for automation, personalization, and predictive analytics is increasing, indicating a shift towards generative AI as a defining force in software evolution [6] - Cybersecurity software demand is rising due to the need for securing cloud platforms amid increasing cyberattacks [8] Economic Context - Global macroeconomic conditions and supply-chain dynamics present challenges, with inflation potentially affecting spending across small and medium-sized businesses [9] - Worldwide IT spending is projected to reach $6.08 trillion in 2026, reflecting a 9.8% increase from 2025 levels, with software and services spending expected to rise by 15.2% in 2026 [7] Industry Performance - The Zacks Computer Software industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500 Index over the past year, gaining only 3.3% compared to 16.3% and 26.9% respectively [12] - The industry is currently trading at a forward 12-month P/E ratio of 29.28X, higher than the S&P 500's 23.59X and the sector's 29.03X [15] Company Highlights - **Simulations Plus (SLP)**: Reported a 6% year-over-year revenue decline to $17.5 million in Q4 fiscal 2025, but full-year revenues grew 13% to $79.2 million. Management expects low single-digit revenue growth for fiscal 2026 [19][20][21] - **Synopsys (SNPS)**: Anticipates revenues between $7.03-$7.06 billion for fiscal 2025, up from previous estimates. The company is facing challenges in its Design IP business but benefits from demand for emulation and prototyping solutions [27][28] - **Descartes Systems Group Inc. (DSGX)**: Reported Q3 fiscal 2026 revenues of $187.7 million, an 11% year-over-year increase. The company recently acquired Finale, Inc. for $39.2 million to enhance its cloud-based solutions [29][30][32]

NEW YORK, Dec. 9, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Synopsys, Inc. ("Synopsys, Inc." or the "Company") (NASDAQ: SNPS) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Synopsys, Inc. investors who were adversely affected by alleged securities fraud between December 4, 2024 and September 9, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/synopsys-inc-law ...