新思科技(SNPS.US)Q4业绩与2026财年展望稳健 获多家华尔街大行上调目标价 最高提至600美元！

Core Viewpoint - Synopsys (SNPS.US) reported stable business performance in its Q4 results and 2026 fiscal year outlook, receiving positive evaluations and target price upgrades from multiple Wall Street institutions [1][2][3][4] Group 1: Financial Performance and Guidance - Synopsys' revenue guidance for FY2026 is approximately $9.6 billion, with $2.9 billion expected from Ansys, indicating about 8% year-over-year growth for core SNPS after excluding a $110 million divestiture impact [1] - The company’s EPS guidance for FY2026 is set at $14.36, significantly above the market expectation of $14.11, despite facing a 200 basis point tax rate increase, which translates to an earnings headwind of about $0.35 [1] - KeyBanc's EPS range for Synopsys is projected between $14.32 and $14.40, which is notably better than the market consensus of $13.87 [3] Group 2: Analyst Ratings and Target Price Adjustments - Bank of America upgraded Synopsys from "Neutral" to "Buy," raising the target price from $500 to $560, citing reduced business risks related to Intel and strong growth from Ansys [1] - Needham maintained a "Buy" rating and increased the target price from $550 to $580, noting that the company's guidance for Q1 FY2026 was slightly below market expectations but overall outlook was surprising and positive [2] - KeyBanc also maintained an "Overweight" rating, increasing the target price from $575 to $600, attributing the positive outlook to revenue from divestitures and investments [3] - Wells Fargo kept a "Neutral" rating but raised the target price from $445 to $500, indicating mixed initial guidance for FY2026, with EDA growth expected to be lower than previously anticipated [4] Group 3: Business Segment Performance - Ansys is expected to maintain double-digit growth in FY2026, while EDA growth is projected to remain below 10% for the third consecutive year due to overall industry slowdown [2] - The IP business is facing challenges from specific wafer fabrication customers, leading to continued weakness [2][4]