Core Insights - Synopsys, Inc. reported stronger-than-expected fourth-quarter results with adjusted earnings of $2.90 per share and revenue of $2.26 billion, slightly above analyst estimates [2] - For fiscal 2026, Synopsys projects adjusted EPS between $14.32 and $14.40 and revenue between $9.56 billion and $9.66 billion, exceeding consensus expectations [2] Analyst Ratings and Forecasts - BofA Securities upgraded Synopsys from Neutral to Buy, raising the price target from $500 to $560 [3] - Rosenblatt maintained a Buy rating with a price target of $560 [3] - JPMorgan reiterated an Overweight rating and increased the price target from $600 to $650 [3] Analyst Commentary - BofA's analyst sees Synopsys as a lower-beta way to gain AI exposure in 2026, noting reduced risk around China and Intel revenue, and strong momentum from Ansys [4] - Rosenblatt's analyst highlighted that fourth-quarter revenue was slightly above expectations, driven by a full quarter contribution from Ansys, which grew about 10% year-over-year [7] - JPMorgan's analyst noted that fiscal 2026 is a "transition year" with guidance implying high-single-digit growth for core EDA and low- to mid-single-digit growth for Design IP [9] Revenue and EPS Projections - Analysts project first-quarter revenue of $2.39 billion and adjusted EPS of $3.55 [6][8][10] - Fiscal revenue expectations are $9.61 billion with adjusted EPS of $14.37 according to BofA, while Rosenblatt expects $9.64 billion and $14.35, and JPMorgan anticipates $9.65 billion and $14.39 [6][8][10] Market Performance - Synopsys stock traded lower by 0.59% at $473.03 at the time of publication [10]

Synopsys, Inc. (NASDAQ:SNPS) posted better-than-expected earnings for the fourth quarter on Wednesday.Synopsys reported quarterly earnings of $2.90 per share, which beat the Street of $2.78. Quarterly revenue came in at $2.26 billion, which beat the analyst estimate of $2.25 billion."The Synopsys team delivered a solid finish to a year that redefined our company as the leader in engineering solutions from silicon to systems," said Sassine Ghazi, CEO of Synopsys.Synopsys sees fiscal 2026 adjusted EPS of $14. ...

Group 1 - Synopsys, Inc. reported fourth-quarter earnings of $2.90 per share, exceeding the analyst expectation of $2.78, with quarterly revenue of $2.26 billion, surpassing the estimate of $2.25 billion [1] - CEO Sassine Ghazi highlighted the company's strong performance, stating it redefined Synopsys as a leader in engineering solutions from silicon to systems [1] Group 2 - For fiscal 2026, Synopsys projects adjusted EPS between $14.32 and $14.40, significantly above the analyst estimate of $12.85, and revenue expectations of $9.56 billion to $9.66 billion, compared to the $7.04 billion estimate [2] - Following the earnings announcement, Synopsys shares fell by 0.8% to $472.13 [2] Group 3 - Piper Sandler analyst Clarke Jeffries maintained an Overweight rating on Synopsys but lowered the price target from $630 to $602 [3] - Needham analyst Charles Shi maintained a Buy rating and raised the price target from $550 to $580 [3] - B of A Securities analyst Vivek Arya upgraded Synopsys from Neutral to Buy, increasing the price target from $500 to $560 [3] - Keybanc analyst Jason Celino maintained an Overweight rating and raised the price target from $575 to $600 [3] - Wells Fargo analyst Joe Quatrochi maintained an Equal-Weight rating and increased the price target from $445 to $500 [3]

Core Viewpoint - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment and potential investment opportunities [1] Group 1: Analyst Ratings Changes - The article highlights changes in analyst ratings, including upgrades, downgrades, and initiations for various stocks [1] - Specific mention of SNPS stock suggests it is under consideration for potential investment based on analyst opinions [1]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Market Overview - The stock market showed mixed results following the Federal Reserve's decision to cut interest rates by 25 basis points, reflecting a divide within the Fed regarding future policy directions [1][2] - The Dow Jones Industrial Average rose by 1.05% to 48,057.75, the S&P 500 increased by nearly 0.7% to 6,886.68, and the Nasdaq gained 0.3% to 23,654.15 [2] Company Performance - **Oracle Corp (NYSE:ORCL)**: - Reported second-quarter revenue of $16.06 billion, slightly below estimates, but adjusted earnings beat expectations at $2.26 per share [4] - Cloud revenue increased by 24% and cloud infrastructure revenue surged by 68%, contributing to a total sales growth of 14% year-over-year [4] - Remaining performance obligations reached $523 billion, and a dividend of $0.50 was declared [4] - Stock closed at $223.01, with a significant drop of 11.56% in after-hours trading to $197.23 [3] - **Synopsys**: - Beat fourth-quarter expectations with earnings per share (EPS) of $2.90 and revenue of $2.26 billion [5] - Provided strong fiscal 2026 guidance, projecting adjusted EPS between $14.32 and $14.40 and revenue between $9.56 billion and $9.66 billion [5] - Stock closed at $475.83, rising 2.3% in after-hours trading to $486.99 [5] - **HeartBeam**: - Stock surged by 92.43% to close at $1.55 after receiving FDA clearance for its 12-lead ECG synthesis software [6] - The technology allows patients to capture ECG readings at home, with plans for a limited U.S. launch in early 2026 [6] - **Planet Labs PBC (NYSE:PL)**: - Posted third-quarter revenue of $81.25 million, up 33% and exceeding expectations, with backlog increasing to $734 million [8] - Adjusted EPS reached breakeven, and the full-year revenue outlook was raised to between $297 million and $301 million [8] - Stock closed at $12.94, spiking 15.53% in after-hours trading to $14.95 [7] - **Adobe**: - Reported fourth-quarter earnings of $5.50 per share and revenue of $6.19 billion, up from $5.61 billion a year earlier [9] - Achieved double-digit growth across major subscription segments and issued fiscal 2026 GAAP EPS guidance of $17.90 to $18.10, above analyst estimates [9] - Stock dipped slightly by 0.35% to close at $343.13 [8]

>> THE FED DECIDES IN THE MARKET ROUTES REACT. THIS IS ROMAINE BOSTICK. KATIE: I AM KATIE GREIFELD.ROMAIN: WE ARE 10 MINUTES UNTIL THE CLOSING BELL'S AND 30 MINUTES REMOVE FROM THE LAST MANY -- MEETING AND PRESS CONFERENCE. HERE IS THE LAY OF THE LAND. 25 BASIS POINTS WHICH CAME AS EXPECTED AND THE THIRD STRAIGHT CUT WE HAVE GOTTEN THE LAST THREE MEETINGS.WE SHOULD POINT OUT THAT THE POLICY PROJECTION FOR 2026, JUST ONE MORE QUARTER-POINT RATE CUT HEADING INTO NEXT YEAR. THE TWO BIGGEST DEVELOPMENTS IS THE ...

Cassine Gazi Ceine uh the numbers overall looking good here and of course you got answers as part of the picture now uh last quarter a lot of talk about the IP business so tell me is that uh getting any more predictable and how does that affect not only this quarter but how you're looking at the coming year >> hey John great to be here yes for Q4 and the FY26 guide you can look at it as a combination of meat and beat on the top line and bottom line which is very exciting As far as Q3, we did hit a bump with ...

Core Insights - The company reported a strong performance for Q4 and FY26, indicating a combination of growth in both top and bottom lines despite challenges faced in Q3 due to China restrictions [1] - The company is taking a pragmatic approach to its guidance for FY26, assuming no significant changes in the Chinese market, which had previously seen a decline of over 20% in FY25 [5][6] - The increasing investment in chip design globally, particularly in the US, South Korea, and Europe, is expected to provide a positive tailwind to offset the challenges in China [6] Company Performance - The company experienced a significant impact on its IP business due to a six-week sales halt to China, which affected Q3 results [1] - The guidance for FY26 does not factor in any potential recovery in the Chinese market, reflecting a cautious outlook [6] Market Dynamics - The company is observing a competitive landscape in China, where local companies are developing alternative chips, limiting the company's ability to sell to certain clients [4] - The endorsement of Nvidia's technology is seen as a validation of the company's direction towards integrating AI with semiconductor design, which is expected to drive future growth [9] Strategic Initiatives - The acquisition of ANC is anticipated to enhance the company's capabilities in creating digital twins, which will facilitate more sophisticated product designs and reduce costs [7][8] - The shift towards AI-powered products in various industries, including automotive and aerospace, is creating significant opportunities for the company to leverage its semiconductor and software solutions [8][9]

Core Insights - Synopsys (SNPS) reported quarterly earnings of $2.9 per share, exceeding the Zacks Consensus Estimate of $2.79 per share, but down from $3.4 per share a year ago, resulting in an earnings surprise of +3.94% [1] - The company achieved revenues of $2.25 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.17% and up from $1.64 billion year-over-year [2] Earnings Performance - Over the last four quarters, Synopsys has surpassed consensus EPS estimates three times [2] - The company had a previous earnings expectation of $3.84 per share, but reported $3.39, resulting in a surprise of -11.72% [1] Stock Performance - Synopsys shares have declined approximately 4% since the beginning of the year, while the S&P 500 has gained 16.3% [3] - The stock's immediate price movement will depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.36 on revenues of $2.38 billion, and for the current fiscal year, it is $14.01 on revenues of $9.73 billion [7] - The estimate revisions trend for Synopsys was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Computer - Software industry, to which Synopsys belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]