Dernières nouvelles pour Synopsys (NASDAQ:SNPS) Stock

SYNOPSYS INC

Synopsys

Synopsys is a provider of electronic design automation software and intellectual property products. EDA software automates and aids in the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Synopsys' comprehensive portfolio is benefiting from a convergence of semiconductor companies moving up the stack of technologies toward systems-like companies, and systems companies moving down-stack toward in-house chip design. The resulting expansion in EDA customers alongside secular digitalization of various end markets benefits EDA vendors like Synopsys.

Synopsys Inc

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Deutsche Bank raised Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) price target from $97 to $105. Deutsche Bank analyst Brian Bedell maintained a Buy rating. Nasdaq shares closed at $93.50 on Thursday. See how other <a href="https://www.benzinga.com/quote/NDAQ/analyst-ratings">analysts view this stock</a>.</li>
<li>Keybanc increased the price target for United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) from $865 to $960. Keybanc analyst Ken Newman maintained an Overweight rating. United Rentals shares closed at $875.25 on Thursday. <a href="https://www.benzinga.com/quote/URI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan slashed Teck Resources Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TECK#NYSE">TECK</a>) price target from $46 to $41. JP Morgan analyst Bill Peterson downgraded the stock from Overweight to Neutral. Teck Resources shares closed at $35.12 on Thursday. <a href="https://www.benzinga.com/quote/TECK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies boosted the price target for Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from $250 to $285. Jefferies analyst Stephanie Moore upgraded the stock from Hold to Buy. Union Pacific shares closed at $220.52 on Thursday. <a href="https://www.benzinga.com/quote/UN[/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Sidoti &amp; Co. increased the price target for Plexus Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLXS#NASDAQ">PLXS</a>) from $135 to $150. Sidoti &amp; Co. analyst Anja Soderstrom upgraded the stock from Neutral to Buy. Plexus shares closed at $118.29 on Thursday. <a href="https://www.benzinga.com/quote/PLXS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird raised Knight-Swift Transportation Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>) price target from $55 to $60. Baird analyst Daniel Moore maintained an Outperform rating. Knight-Swift Transportation shares settled at $45.55 on Thursday. <a href="https://www.benzinga.com/quote/KNX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt increased Synopsys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) price target from $625 to $650. Rosenblatt analyst Blair Abernethy maintained a Buy rating. Synopsys shares closed at $609.68 on Thursday. <a href="https://www.benzinga.com/quote/SNPS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stifel cut Henry Schein, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSIC#NASDAQ">HSIC</a>) price target from $80 to $75. Stifel analyst Jonathan Block downgraded the stock from Buy to Hold. Henry Schein shares closed at $72.62 on Thursday.  <a href="https://www.benzinga.com/quote/HSIC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt raised the price target for IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) from $35 to $37. Rosenblatt analyst Steve Frankel maintained a Buy rating. IMAX shares settled at $28.29 on Thursday. <a href="https://www.benzinga.com/quote/IMAX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased Labcorp Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LH#NYSE">LH</a>) price target from $283 to $306. Morgan Stanley analyst Ricky Goldwasser maintained an Overweight rating. Labcorp shares closed at $267.69 on Thursday. <a href="https://www.benzinga.com/quote/lh/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying NDAQ stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="582" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-1024x582.png" alt="" class="wp-image-1000765" style="width:593px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-1024x582.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-300x170.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401-768x436.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25090118/image-401.png 1102w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46599936/top-2-tech-stocks-you-may-want-to-dump-this-quarter">Top 2 Tech Stocks You May Want To Dump This Quarter</a></li>
</ul>
Photo via Shutterstock

News

Price Target

Markets

Analyst Ratings

Trading Ideas

HSIC

IMAX

Laboratory Corporation Of America Holdings

NDAQ

PLXS

SNPS

TECK

Nasdaq To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Friday

Rosenblatt analyst Blair Abernethy maintains Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Buy and raises the price target from $625 to $650.

Rosenblatt Maintains Buy on Synopsys, Raises Price Target to $650

Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) has outperformed the market over the past 15 years by 12.23% on an annualized basis producing an average annual return of 24.47%. Currently, Synopsys has a market capitalization of $108.73 billion. 
Buying $1000 In SNPS: If an investor had bought $1000 of SNPS stock 15 years ago, it would be worth $26,611.09 today based on a price of $587.59 for SNPS at the time of writing.
<h3>Synopsys's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753115419_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today

Piper Sandler analyst Clarke Jeffries maintains Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Overweight and raises the price target from $615 to $660.

Piper Sandler Maintains Overweight on Synopsys, Raises Price Target to $660

B of A Securities analyst Vivek Arya maintains Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Buy and raises the price target from $575 to $625.

B of A Securities Maintains Buy on Synopsys, Raises Price Target to $625

WIIM

Synopsys shares are trading higher after Needham raised its price target on the stock from $650 to $660 and maintained a Buy rating.

The Trade Desk (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) stock continued to gain momentum on Tuesday, extending its rally from Monday&#8217;s after-hours session.
TTD shares surged after S&amp;P Dow Jones Indices <a href="https://www.benzinga.com/pressreleases/25/07/n46405756/the-trade-desk-set-to-join-s-p-500" target="_blank" rel="noreferrer noopener">announced</a> that the company will be added to the S&amp;P 500, replacing ANSYS Inc. (ASDAQ: ANSS), before the market opens on July 18. 
The index reshuffle follows the anticipated completion of Synopsys Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) acquisition of Ansys on July 17.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46119964/the-trade-desk-stock-is-moving-lower-thursday-what-driving-the-action" target="_blank" rel="noreferrer noopener">The Trade Desk Stock Is Moving Lower Thursday: What&#8217;s Driving the Action?</a>
Recent analyst ratings for The Trade Desk include Scott Devitt of Wedbush, who reiterated an Outperform rating and maintained an $86 price forecast. 
Ygal Arounian of Citigroup maintained a Buy rating and raised the price forecast from $82 to $90. Alec Brondolo of Wells Fargo downgraded the stock from Overweight to Equal-Weight, lowering the price forecast from $74 to $68. 
Matthew Condon of JMP Securities reiterated a Market Outperform rating and maintained a $100 price forecast.
Over the past three months, <a href="https://www.benzinga.com/quote/TTD/analyst-ratings" target="_blank" rel="noreferrer noopener">24 analysts</a> have evaluated The Trade Desk, with the majority maintaining a bullish outlook. Currently, 13 analysts are bullish, 10 are somewhat bullish, and none are bearish or somewhat bearish. 
However, sentiment has cooled slightly over the past 30 days, with only one &#8220;somewhat bullish&#8221; update during that period, according to <a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46417575/expert-outlook-trade-desk-through-the-eyes-of-24-analysts" target="_blank" rel="noreferrer noopener">Benzinga Insights</a>.
The average 12-month price forecast now stands at $83.88, reflecting an 8.26% decrease from the previous average of $91.43. Analyst estimates currently range from $60 to $100.
Overall, analysts view The Trade Desk as a financially solid company with long-term growth potential, though near-term sentiment has moderated due to market volatility. The stock has a 52-week high of $141.53 and a 52-week low of $42.96, representing a peak-to-trough decline of approximately 70%.
Price Action: TDD shares are trading higher by 8.98% to $82.20 on Tuesday&#8217;s last check.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46413600/google-pumps-25-billion-into-us-ai-and-data-center-power-grid-heres-where-its-going">Google Pumps $25 Billion Into US AI And Data Center Power Grid—Here&#8217;s Where It&#8217;s Going</a></li>
</ul>
Photo via Shutterstock

Movers

ANSS

The Trade Desk Extends Rally On S&P 500 Entry News

In the preceding three months, 8 analysts have released ratings for Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>), presenting a wide array of perspectives from bullish to bearish.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $613.12, a high estimate of $660.00, and a low estimate of $550.00. Highlighting a 0.84% decrease, the current average has fallen from the previous average price target of $618.29. 
<img src="https://www.benzinga.com/files/images/story/2025/1752580816_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of Synopsys's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$660.00</td>
<td>$650.00</td>
</tr>
<tr>
<td>Jason Celino</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$610.00</td>
<td>$540.00</td>
</tr>
<tr>
<td>James Schneider</td>
<td>Goldman Sachs</td>
<td>Announces</td>
<td>Buy</td>
<td>$620.00</td>
<td>-</td>
</tr>
<tr>
<td>Clarke Jeffries</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$615.00</td>
<td>$653.00</td>
</tr>
<tr>
<td>Blair Abernethy</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$625.00</td>
<td>$660.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$650.00</td>
<td>$650.00</td>
</tr>
<tr>
<td>Jason Celino</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$575.00</td>
<td>$555.00</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$550.00</td>
<td>$620.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Synopsys. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Synopsys compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Synopsys's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Synopsys's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SNPS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Synopsys analyst ratings.</a>
<h2>Discovering Synopsys: A Closer Look</h2>
Synopsys is a provider of electronic design automation software and intellectual property products. EDA software automates and aids in the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Synopsys' comprehensive portfolio is benefiting from a convergence of semiconductor companies moving up the stack of technologies toward systems-like companies, and systems companies moving down-stack toward in-house chip design. The resulting expansion in EDA customers alongside secular digitalization of various end markets benefits EDA vendors like Synopsys.
<h3>Synopsys's Economic Impact: An Analysis</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Synopsys displayed positive results in 3M. As of 30 April, 2025, the company achieved a solid revenue growth rate of approximately 10.28%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Synopsys's net margin excels beyond industry benchmarks, reaching 21.53%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Synopsys's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 3.59%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Synopsys's ROA stands out, surpassing industry averages. With an impressive ROA of 1.88%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a high debt-to-equity ratio of 1.08, Synopsys faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

8 Analysts Have This To Say About Synopsys

Needham analyst Charles Shi maintains Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Buy and raises the price target from $650 to $660.

Needham Maintains Buy on Synopsys, Raises Price Target to $660

The Trade Desk Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) shares are surging in Monday&#8217;s after-hours session after the company was selected to <a href="https://www.benzinga.com/quote/TTD">join the S&amp;P 500</a>.
What Happened: After the market close on Monday, S&amp;P Dow Jones Indices announced that The Trade Desk will replace ANSYS Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>) in the S&amp;P 500, effective prior to the market open on July 18.
The index adjustment comes as Synopsys Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) is expected to complete its acquisition of Ansys on July 17.
The Trade Desk offers a self-service, cloud-based platform for buyers of digital advertising.
Shares of Robinhood Markets Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) and Applovin Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) are moving lower in Monday&#8217;s after-hours session as the companies had been thought to be strong contenders for potential S&amp;P 500 inclusion. Robinhood stock was down about 1% and AppLovin shares were down about 2.5% at the time of writing.
Robinhood and AppLovin shares also <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46236303/datadog-stock-surges-on-sp-500-inclusion">moved lower</a> at the beginning of July after Datadog was selected to replace&nbsp;Juniper Networks&nbsp;in the S&amp;P 500.
TTD Price Action: The Trade Desk shares were up 14.23% in after-hours, trading at $86.67 at the time of publication Monday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46402633/sp500-record-highs-narrow-breadth-2025">S&amp;P 500 Record Highs Hide A Fracture Unseen In Decades</a></li>
</ul>
Photo: Shutterstock.

After-Hours Center

HOOD

The Trade Desk Stock Surges On S&P 500 Inclusion — Robinhood, AppLovin Shares Slide

<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4467378-1&amp;h=192162599&amp;u=https%3A%2F%2Fwww.synopsys.com%2F&amp;a=Synopsys%2C+Inc.">Synopsys, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) today announced that it has received approval from all necessary authorities to proceed with the acquisition of ANSYS, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>). The parties expect to close the transaction on or about Thursday, July 17, 2025,&nbsp;subject to the satisfaction or waiver of the remaining customary closing conditions.
Synopsys <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4467378-1&amp;h=3189527241&amp;u=https%3A%2F%2Fsynopsysansys.transactionfacts.com%2F&amp;a=announced+its+intention+to+acquire+Ansys">announced its intention to acquire Ansys</a>&nbsp;in a stock and cash transaction on January 16, 2024, bringing together Synopsys' pioneering silicon design and IP solutions with Ansys' broad simulation and analysis portfolio. The combination will create the leader in engineering solutions from silicon to systems, enabling customers to rapidly innovate AI-powered products.

Synopsys Receives Regulatory Approval To Acquire ANSYS, Deal Expected To Close July 17, 2025

With over $350 billion already funneled into artificial intelligence infrastructure, Goldman Sachs says the next phase of chip investing hinges on performance, cost-efficiency, and software breadth, setting the stage for new market leaders <a href="https://www.benzinga.com/topic/expert-ideas">and fresh laggards.</a>
Goldman Sachs analyst James Schneider sees the AI investment cycle transitioning from blind spending to early monetization, driving both opportunities and shakeouts across the semiconductor space.
In a new note shared Friday, Goldman rated seven top semiconductor stocks and introduced a &#8220;barbell&#8221; investing strategy: buy two types of companies. First, the performance leaders with strong software ecosystems. Second, the low-cost chipmakers helping companies run AI at scale.
"Although monetization has been elusive, we see early signs of incremental revenue and much clearer evidence of cost takeout to justify these investments," Schneider said.
Four stocks earned a Buy rating: Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>). Goldman is Neutral on Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) and Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>). 
<h3 class="wp-block-heading">Nvidia And Broadcom Are Still The Big AI Bets</h3>
Goldman sees Nvidia as the primary beneficiary of the ongoing AI buildout. Despite talk of &#8220;peak AI&#8221; and rising competition from custom chips, Nvidia's strong product lineup, broad customer base and early signs of AI revenue give it the edge. Goldman set a $185 price target on the stock, or 12% above current market prices.
Broadcom is also a top pick. Goldman expects AI-related revenue to make up more than 40% of its total by 2026. Its strength in custom silicon for cloud giants and a solid software business make it one of the most reliable names in the space. Price target: $315, implying a 15% surge from current levels. 
"We believe the company will leverage its leadership in enterprise networking silicon to drive outsized share in custom silicon for hyperscalers," Schneider said about Broadcom. 
<h3 class="wp-block-heading">The Quiet Power Of Cadence And Synopsys</h3>
Chip design is getting more complex, and that's where software firms like Cadence and Synopsys come in.
Cadence, with a $380 price target, is gaining from the rise in custom chip development. More companies are designing their own AI chips, and Cadence provides the tools they need.
Synopsys, targeted at $620, is a key player in physical chip design. Its customer base is growing fast, and Goldman sees big upside—especially if its acquisition of Ansys goes through as planned.
<h3 class="wp-block-heading">AMD, Arm, Marvell: Neutral For Now</h3>
Goldman is cautious on AMD, Arm and Marvell. While all three are involved in AI, they don't offer the same upside potential right now.
&#8220;Our ratings reflect a more negative risk/reward skew on these companies' shares from current levels, or areas where we see additional downside risk to fundamentals," Schneider said.
AMD is in the AI race but faces tough competition from Nvidia and others. Arm has potential, but its growth depends on how widely its chip architecture spreads outside of smartphones. Marvell has AI exposure, but Goldman doesn't see enough upside right now to recommend buying.
<h3 class="wp-block-heading">AI Is Already Saving Money—and That's Just the Start</h3>
Goldman says the first wave of AI tools is already helping companies cut costs—especially by reducing headcount. The firm estimates these tools could save Fortune 500 companies about $935 billion by 2030. That cash could then fuel more investment in AI that actually drives revenue.
Right now, real monetization is limited. Most AI tools still aren&#8217;t making serious money. But social media platforms are showing more engagement and better ad conversions. E-commerce is improving through smarter recommendation engines. That's the start of what could be a major return cycle.
<h3 class="wp-block-heading">Key AI Trends To Watch</h3>
Goldman laid out five major themes for the chip sector in the next 12 to 24 months:
<ol class="wp-block-list">
<li>AI spending is shifting from hype to real returns</li>
<li>Inventory cycles and demand mismatches will matter more</li>
<li>Geopolitical risks could reshape supply chains</li>
<li>The battle between chip architectures—x86, ARM, RISC-V—is heating up</li>
<li>Companies must decide between standard chips or building custom ones</li>
</ol>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46367400/why-ionq-is-my-top-stock-pick-for-2025">Why IonQ Is My Top Stock Pick For 2025 </a></li>
</ul>
Photo: Shutterstock

Analyst Color

Equities

Large Cap

Tech

AVGO

CDNS

MRVL

NVDA

Goldman Sachs: 4 Must-Buy Chip Stocks, And A Few You Should Forget

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Piper Sandler raised Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) price target from $65 to $84. Piper Sandler analyst Thomas Champion maintained a Neutral rating. Roku shares closed at $88.63 on Wednesday. See how other analysts view this stock.</li>
<li>Wells Fargo boosted the price target for Webster Financial Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WBS#NYSE">WBS</a>) from $60 to $70. Wells Fargo analyst Timur Braziler maintained an Overweight rating. Webster Financial shares closed at $58.89 on Wednesday. See how other analysts view this stock.</li>
<li>JMP Securities raised Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) price target from $250 to $285. JMP Securities analyst Andrew Boone maintained a Market Outperform rating. Amazon shares closed at $222.54 on Wednesday. See how other analysts view this stock.</li>
<li>Oppenheimer cut the price target for Nurix Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRIX#NASDAQ">NRIX</a>) from $32 to $30. Oppenheimer analyst Matthew Biegler maintained an Outperform rating. Nurix Therapeutics shares closed at $13.18 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley increased the price target for Domino&#8217;s Pizza, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>) from $510 to $514. Morgan Stanley analyst Brian Harbour maintained an Overweight rating. Domino&#8217;s shares closed at $463.48 on Wednesday. See how other analysts view this stock.</li>
<li>Keybanc raised Synopsys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) price target from $540 to $610. Keybanc analyst Jason Celino maintained an Overweight rating. Synopsys shares settled at $550.95 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc increased Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) price target from $1,070 to $1,390. Keybanc analyst Justin Patterson maintained an Overweight rating. Netflix shares closed at $1,288.28 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Benchmark increased Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) price target from $700 to $840. Benchmark analyst Mark Zgutowicz maintained a Buy rating. Spotify shares closed at $722.12 on Wednesday.  <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS raised the price target for Comstock Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRK#NYSE">CRK</a>) from $19 to $20. UBS analyst Peyton Dorne downgraded the stock from Neutral to Sell. Comstock Resources shares settled at $22.68 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) price target from $75 to $80. Baird analyst Colin Sebastian maintained an Outperform rating. eBay shares closed at $76.32 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying AMZN stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/AMZN/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="578" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10102636/image-121-1024x578.png" alt="" class="wp-image-980221" style="width:647px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10102636/image-121-1024x578.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10102636/image-121-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10102636/image-121-768x433.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10102636/image-121.png 1117w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46316741/top-3-risk-off-stocks-that-may-rocket-higher-in-q3">Top 3 Risk Off Stocks That May Rocket Higher In Q3</a> </li>
</ul>
Photo via Shutterstock

AMZN

EBAY

NFLX

NRIX

ROKU

SPOT

Amazon To Rally Around 28%? Here Are 10 Top Analyst Forecasts For Thursday

Keybanc analyst Jason Celino maintains Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Overweight and raises the price target from $540 to $610.

Keybanc Maintains Overweight on Synopsys, Raises Price Target to $610

Goldman Sachs analyst James Schneider initiates coverage on Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) with a Buy rating and announces Price Target of $620.

Initiation

Goldman Sachs Initiates Coverage On Synopsys with Buy Rating, Announces Price Target of $620

Macro Economic Events

Market Summary

Economics

General

DDOG

Benzinga Market Summary: June Jobs Data Beats Estimates, Chip Designers Rise As US Rescinds China Export restrictions, Datadog Rises On S&P Inclusion

Shares of chip design firms Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) are rising Thursday after the U.S. Department of Commerce rescinded <a href="https://www.benzinga.com/pressreleases/25/07/n46238059/synopsys-issues-statement-in-connection-to-the-lifting-of-recent-u-s-export-restrictions-related-t">China export restrictions</a>.
What Happened: Cadence Design and Synopsys announced in separate statements that the Bureau of Industry and Security of the Commerce Department informed the companies that export restrictions related to China that were put in place in May have been rescinded, effective immediately. 
The Department of Commerce informed Cadence and Synopsys in late May that <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45657567/whats-going-on-with-synopsys-cadence-design-stocks-wednesday">licenses would be required</a> for exports of electronic design automation software and technology to China. The move was a part of the Trump Administration&#8217;s efforts to restrict China from accessing advanced chips and came after the government<a href="https://www.benzinga.com/news/global/25/04/44828742/nvidia-stock-is-tumbling-after-hours-heres-why"> put restrictions</a> on Nvidia and AMD citing national security risks related to supercomputers. 
&#8220;Cadence is in the process of restoring access to EDA Software and Technology for its affected customers in accordance with these updated U.S. export regulations,&#8221; the company said on Thursday. 
Synopsys also announced in a statement that it was working to restore access to the restricted products. The company noted that it&#8217;s continuing to assess the impact of China export restrictions on its financial results. 
Siemens, which is based in Germany but has U.S. subsidiaries, also announced that it was informed of the lifting of restrictions. Cadence Design, Synopsys and Siemens are three of the biggest players in the semiconductor design software space.
Price Action: At the time of publication, Cadence Design shares were up 4.1% at $323.69 and Synopsys shares were up 3.6% at $541.73, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46238927/dollar-supremacy-under-threat-despite-a-slowing-china-absolutely-says-this-economist-beijing-is-the-largest-trading-partner-for-half-the-world-and-theyve">Dollar Supremacy Under Threat Despite A Slowing China? &#8216;Absolutely,&#8217; Says This Economist — Beijing Is The Largest Trading Partner For Half The World And They&#8217;ve &#8216;Arrived&#8217;</a></li>
</ul>
Photo: JHVEPhoto/Shutterstock.com

Global

Cadence Design Systems, Synopsys Shares Rise As US Lifts Chip Design Restrictions On China

Synopsys shares are trading higher after the U.S. Department of Commerce rescinded export restrictions related to China, effective immediately.

Reported Earlier, Synopsys Issues Official Statement On Rescinded US Export Controls And Ongoing China Market Assessment

<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4459039-1&amp;h=2932907183&amp;u=https%3A%2F%2Fwww.synopsys.com%2F&amp;a=Synopsys%2C+Inc.">Synopsys, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) and&nbsp;<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4459039-1&amp;h=2259115991&amp;u=https%3A%2F%2Fwww.ansys.com%2F&amp;a=Ansys">Ansys</a>&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>)&nbsp;today released the following statement related to the status of the regulatory approvals for Synopsys' proposed acquisition of Ansys:
We have already received merger clearance in every jurisdiction other than China based on the merits of our transaction and the significant benefits it is expected to bring to all our stakeholders and the future of technology innovation. We continue to work collaboratively with the State Administration for Market Regulation of China, and we are at an advanced stage in obtaining this final regulatory approval.

Comments

Synopsys

Actualités

Dernières nouvelles pour Synopsys (NASDAQ:SNPS) Stock

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL