Core IoT product sales increased 53% year-over-yearQ2'26 Financial Results Revenue of $302.5 million, up 13% year-over-yearFiscal second quarter Core IoT product sales grew by 53% year-over-yearGAAP gross margin of 43.5%Non-GAAP gross margin of 53.6%GAAP loss per share of $0.38Non-GAAP diluted earnings per share of $1.21 SAN JOSE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Synaptics Incorporated (Nasdaq: SYNA) today reported financial results for its second quarter of fiscal 2026 ended December 27, 2025. Ne ...

在过去多年，Wi-Fi HaLow 一直被视为一项前景广阔但未得到充分利用的物联网技术。不过，这种趋势正在发生转变。ABI Research 发布预测称，到 2029 年，全球将有超过 1 亿台 Wi-Fi HaLow 设备投入使用，主要服务于 850–950 MHz 频段上的中端物联网应用。 然而，与这一远期判断形成鲜明对比的是：截至目前，市场上支持 Wi-Fi HaLow 的设备数量仍停留在"数百万台"量级，存在显著的规模落差。这一反差很 容易引出一个直观问题：Wi-Fi HaLow 的发展是否"为时尚早"？还是说，它正处在一个典型的新技术导入期，尚未迎来真正的放量拐点？ 时值年初，不同行业专家针对 Wi-Fi HaLow 的未来发展给出了不同的看法，唱衰者认为 Wi-Fi HaLow 还未找到自己的市场定位，乐观者则认为 Wi-Fi HaLow 正在从愿景走向现实。 唱衰者：市场定位不明，生态尚未成型 从技术层面而言，Wi-Fi HaLow 有很多显而易见的优势——相较于传统 Wi-Fi 依赖的 2.4GHz 和 5GHz 未授权频段，Wi-Fi HaLow 基于 sub-GHz 频谱的低 拥堵特性与更 ...

Core Viewpoint - Synaptics Incorporated will report its financial results for the second quarter of fiscal 2026 on February 5, 2026, after market close, and will host a conference call for analysts and investors to discuss these results [1]. Group 1: Financial Reporting - The financial results for Q2 FY2026 will be announced on February 5, 2026, after the market closes [1]. - A conference call for analysts and investors will take place at 2:00 p.m. PT (5:00 p.m. ET) to discuss the financial results [1]. Group 2: Participation Details - Analysts and investors must pre-register to participate in the live call, receiving dial-in information and a unique passcode [2]. - Participants are encouraged to join the call at least ten minutes before the scheduled start time [2]. - A live and archived webcast of the conference call will be available on the Company's website [2]. Group 3: Company Overview - Synaptics is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices [3]. - The company offers advanced solutions such as Synaptics Astra™ AI-Native embedded compute, Veros wireless connectivity, and multimodal sensing [3]. - Synaptics aims to make digital experiences smarter, faster, and more intuitive across various applications including touch, display, biometrics, and AI-driven connectivity [3].

Synaptics Conference Call Summary Company Overview - **Company**: Synaptics (NasdaqGS:SYNA) - **Industry**: Semiconductor, focusing on AI at the edge, connectivity, and sensing solutions - **Founded**: 1986 - **Key Products**: Astra AI native embedded compute, Veros wireless connectivity, multimodal sensing solutions [2][5] Core Points and Arguments Company Evolution and Market Position - Synaptics has transformed from a touch technology company to a leader in edge AI solutions, capitalizing on opportunities in the semiconductor space over nearly 40 years [5][6] - The company holds significant market shares in touch and sensing technologies, with a focus on growth in edge AI [6] Astra Platform - The Astra platform, specifically the 2600 series processor, is designed for AI at the edge, featuring a unique two-core architecture and embedded Google’s Coral RISC-V NPU [9][10] - The platform is differentiated by its low power consumption, eliminating the need for heat sinks or fans, making it suitable for various applications, including industrial and consumer markets [10][11] - Initial customer reception has been positive, with applications in industrial healthcare and consumer-oriented solutions like real-time language translation [15][16] Wireless Connectivity - Synaptics has built a strong wireless connectivity business, growing its IoT segment by over 50% on average, driven by advancements from Wi-Fi 6 to Wi-Fi 7 [29][30] - The company is positioned to leverage its connectivity solutions alongside its processor capabilities, offering comprehensive solutions for IoT and edge AI [30] Partnership with Google - The partnership with Google enhances Synaptics' technology through the integration of the Coral Machine Learning Accelerator, providing a competitive edge in AI processing capabilities [21][25] - This collaboration allows for improved compute performance and lower battery consumption, with claims of 2-3x compute improvement relative to peers [26] Market Outlook - Synaptics anticipates a recovery in enterprise spending and demand for PCs, driven by a refresh cycle and the transition to AI PCs [41][42] - The company is optimistic about growth opportunities in both mature and emerging markets, including foldable phones and smart home devices [42] Financial Strategy - Synaptics prioritizes organic investment in growth engines, potential tuck-in acquisitions, and maintaining a strong balance sheet while returning capital to shareholders [46][47] - The company returned approximately $128 million to shareholders in fiscal 2025 and initiated a $150 million share repurchase program [47] Additional Important Content - Synaptics is committed to an open-source approach in AI, aiming to integrate the best models from the community into its solutions [12] - The company is exploring applications in robotics, utilizing its touch sensing and processing capabilities [18][19] - The development of a wirelessly connected MCU with AI integrated on a single chip is expected to target smart home and wearable markets, enhancing power efficiency and cost-effectiveness [36] Conclusion - Synaptics is well-positioned for growth in the semiconductor industry, particularly in edge AI and IoT, with a strong focus on innovation, strategic partnerships, and market expansion [49][50]

Core Viewpoint - Synaptics (SYNA) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Business Improvement Indicators - The increase in earnings estimates for Synaptics indicates an improvement in the company's underlying business, which is expected to positively influence its stock price [4][9]. - Over the past three months, the Zacks Consensus Estimate for Synaptics has risen by 4.3% [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6][8]. - Synaptics' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Core Viewpoint - Synaptics Incorporated is actively participating in the investment community by presenting at the 28th Annual Needham Growth Conference, showcasing its commitment to innovation and engagement with investors [1]. Company Overview - Synaptics (Nasdaq: SYNA) is focused on driving innovation in AI at the Edge, enhancing user interaction with intelligent connected devices across various environments [2]. - The company offers advanced solutions such as Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing technologies, aiming to create smarter, faster, and more intuitive digital experiences [2]. - Synaptics is positioned as a key partner for product innovators, contributing to the next generation of technology that improves daily life, work, and leisure activities [2].

Core Insights - Edgecore Networks and Synaptics have announced a strategic collaboration aimed at advancing scalable Edge AI and AIoT platforms [1] Company Collaboration - The partnership focuses on integrating Edgecore's networking solutions with Synaptics' AI technologies to enhance performance and scalability in edge computing [1] - This collaboration is expected to drive innovation in the AIoT sector, providing more efficient and effective solutions for various applications [1] Market Implications - The strategic alliance positions both companies to capitalize on the growing demand for Edge AI and AIoT technologies, which are increasingly being adopted across multiple industries [1] - By leveraging each other's strengths, the companies aim to accelerate the development of next-generation edge solutions that meet the evolving needs of customers [1]

Core Insights - Synaptics Incorporated appointed Venkatesh Nathamuni to its Board of Directors and Audit Committee, effective January 1, 2026 [1][2] Group 1: Appointment Details - Venkatesh Nathamuni has over 30 years of leadership experience in corporate finance, strategy, mergers and acquisitions, investor relations, and public company governance [2] - Nathamuni has held senior executive roles at Cirrus Logic, Arista Networks, and Maxim Integrated Products, and is currently the CFO of Jacobs Solutions Inc [2] - His educational background includes an MBA in Finance and Strategy from The Wharton School, a Master's in Electrical & Electronics Engineering, and a Bachelor's in Electronics & Communications Engineering [2] Group 2: Board's Perspective - The Chairman of the Board, Nelson Chan, highlighted Nathamuni's semiconductor industry experience and financial leadership as valuable assets for Synaptics [3] - President and CEO Rahul Patel emphasized that Nathamuni's strategic insight and experience will support the company's growth strategy [3] - Nathamuni expressed his honor in joining the Board and his commitment to contributing to Synaptics' focus on disciplined growth and strong governance [3] Group 3: Company Overview - Synaptics is focused on driving innovation in AI at the Edge, enhancing user engagement with intelligent connected devices [4] - The company offers advanced solutions in AI-Native embedded computing, wireless connectivity, and multimodal sensing [4] - Synaptics aims to create smarter, faster, and more intuitive digital experiences across various applications, including touch, display, biometrics, and security processing [4]

Core Insights - The article discusses the potential of technology stocks to continue their upward trajectory following a strong performance in 2025, supported by historical trends indicating that top-performing sectors often maintain their leadership [1][2]. Industry Overview - Technology sector is projected to experience significant earnings growth, with a 24% increase in 2025, expected to accelerate to approximately 30% in 2026 and 20% in 2027, indicating strong outperformance compared to the overall market [3]. - Valuation concerns that arose after the late-October peak have eased, with the technology sector's premium to its long-term average narrowing significantly by December 23, 2025 [4]. Stock Selection Methodology - The selection process for the best rising tech stocks involved screening companies with over 5% returns in the past month, followed by identifying those with a positive technical trend indicated by the 50-day simple moving average crossing above the 200-day SMA [7]. - Stocks were further filtered based on a forward price-to-earnings (P/E) ratio between 10 and 30 to ensure reasonable valuations despite recent price increases [8]. - Analyst sentiment was incorporated, focusing on stocks with at least 10% upside potential and significant hedge fund interest, assessed using Insider Monkey's hedge fund database [9][10]. Featured Stocks PDF Solutions, Inc. (NASDAQ:PDFS) - Forward P/E of 29.02, with a one-month gain of 14.22% and an upside potential of 25.20% [11]. - Analysts are bullish, with a consensus price target of $35.00, indicating an 18.10% upside [12]. - Management projects a revenue growth of 20% year-over-year and a 700-basis point expansion in non-GAAP operating margin [14]. Synaptics Incorporated (NASDAQ:SYNA) - Forward P/E of 16.57, with a one-month gain of 22.94% and an upside potential of 14.70% [15]. - Wells Fargo initiated coverage with an "Overweight" rating and a $95 price target, citing an attractive risk/reward profile [16]. - The company is transitioning to an IoT chip supplier, launching the Astra SL2600 Series of multimodal Edge AI processors [17][19]. Pegasystems Inc. (NASDAQ:PEGA) - Forward P/E of 29.71, with a one-month gain of 13.24% and an upside potential of 21.80% [21]. - Recent updates to its Pega Client Lifecycle Management platform enhance automation and compliance processes, aligning with market demand for modernization [22][23]. - JPMorgan reiterated an "Overweight" rating, raising the price target to $74, reflecting confidence in the company's growth amid enterprise migration to cloud-based platforms [25].

Core Insights - Synaptics Incorporated is set to showcase its AI-native processing, sensing, and connectivity technologies at CES 2026, highlighting the transformation of real-world applications across various markets [1][2][7] Group 1: Product Innovations - The Astra AI-native SoCs enable local processing of voice, gesture, and motion, enhancing responsiveness and privacy while minimizing cloud reliance [3] - Veros wireless solutions provide long-range, low-latency connectivity, extending the capabilities of smart devices [3] - The multimodal sensing portfolio includes touch, biometric, vision, and display innovations, creating personalized and immersive user experiences across multiple device categories [5] Group 2: Application Areas - In smart home automation, Synaptics' technologies facilitate context-aware automation, improving user interaction and device efficiency [3] - For robotics and industrial automation, the integration of Astra processors and Veros connectivity supports real-time intelligence, predictive maintenance, and operational efficiency [4] - Personal devices and computing benefit from enhanced human interaction through advanced sensing technologies, making devices more intuitive and secure [5] Group 3: Event Participation - Synaptics will host immersive technology demonstrations at CES 2026, allowing visitors to experience the full range of Edge AI, wireless, audio, touch, biometrics, and automotive solutions [6]