Synopsys (SNPS) stock is down 35.8% in a day. The sell-off comes as the semiconductor design software vendor posted quarterly results that missed analysts’ expectations, while also lowering its full-year outlook as demand for its design intellectual property fell. This is a concern for investors, as IP has been viewed as a high-margin, recurring revenue stream for the company.CHONGQING, CHINA - MAY 25: In this photo illustration, the logo of Synopsys is displayed on a smartphone screen, with the company's p ...

格隆汇9月11日｜瑞穗证券将新思科技目标价从700美元下调至600美元。 ...

The U.S. stock market is poised for a pivotal day on Thursday, September 11, 2025, with investors keenly awaiting the release of the August Consumer Price Index (CPI) report. This crucial economic data point is expected to heavily influence expectations regarding the Federal Reserve's next move on interest rates, particularly after a surprisingly soft wholesale inflation report yesterday. Premarket trading activity indicates a cautious but generally positive sentiment, with major index futures showing sligh ...

（文章来源：每日经济新闻） 每经AI快讯，9月11日，新思科技盘前涨超3%，前一交易日收盘跌超35%。 ...

We recently published 10 Stocks Melt Down in Hours. Synopsys Inc. (NASDAQ:SNPS) is one of the worst performers on Wednesday. Shares of Synopsys fell by 35.84 percent on Wednesday to a new five-month low, as investor sentiment was dampened by a dismal earnings performance in the third quarter of fiscal year 2025. In intra-day trading, Synopsys Inc. (NASDAQ:SNPS) dropped to its lowest price of $380.84 before paring losses toward the end of the session. Synopsys (SNPS) Drops to 5-Month Low on Dismal Earnin ...

高盛将新思科技的目标价从700美元下调至600美元，维持"买入"评级。(格隆汇) ...

核心业绩与市场反应 - 第三财季业绩和第四财季指引不及预期 导致股价单日暴跌35.84%至387.78美元 [1][2] - 第四财季营收指引高于市场预期 主要因Ansys收购抵消知识产权业务疲软 [1] - 2026财年知识产权业务前景疲软 业绩明显不及历史表现 [1][2] 分析师评级与目标价调整 - Baird下调评级从"跑赢大盘"至"中性" 目标价从670美元降至535美元 [1] - Needham维持"买入"评级但目标价从660美元下调至550美元 [2] - 富国银行重申"持有"评级但目标价从630美元下调至550美元 [2] - 摩根士丹利维持"增持"评级 目标价715美元为最高预期 [1] 业务表现分析 - 核心电子设计自动化(EDA)业务第三季度表现稳健 [1] - 设计知识产权(IP)业务意外疲软 受中国业务受限和客户行为变化影响 [1][2] - 350亿美元收购Ansys的交易于7月完成 新财务报告编制存在难题 [1][2] 风险因素与转型挑战 - IP业务模式正向"更大的IP"（如子系统和芯片）转型 利润率影响受关注 [2] - 投资者质疑IP问题是结构性还是暂时性 涉及英特尔等大客户冲击 [2] - 公司声称正采取措施解决IP业务疲软问题 [1]

PresentationOkay. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Synopsys and CEO, Sassine Ghazi, with us today. Thank you very much from Sassine for being here, straight from your earnings report last night.James SchneiderSenior Research Analyst Before we get started, I need to read the disclosure. Today's discussion may contain forward-looking statemen ...

PresentationOkay. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Synopsys and CEO, Sassine Ghazi, with us today. Thank you very much from Sassine for being here, straight from your earnings report last night.James SchneiderSenior Research Analyst Before we get started, I need to read the disclosure. Today's discussion may contain forward-looking statemen ...

市场整体表现 - 标普500指数上涨0.3% 连续第二个交易日创下收盘纪录 [3] - 纳斯达克指数微涨不到0.1% 同样创下收盘新高 [3] - 道琼斯指数下跌0.5% [3] - 8月生产者价格指数报告显示批发通胀出现意外下降 [2] Oracle及其引发的AI主题行情 - Oracle股价飙升36% 成为标普500指数中当日表现最佳的成分股 尽管其第一财季销售额和利润低于共识预期 但公司上调了云基础设施业务的业绩指引 指出AI需求旺盛并预计未来几个月将增加几个主要客户 [4] - Oracle股价大涨使其董事长兼联合创始人Larry Ellison的净资产超过Elon Musk 成为世界首富 [4] - Broadcom股价上涨9.8% 公司批准了一项与AI领域成功挂钩的长期股权奖励 将其CEO的薪酬与公司在AI领域的收入里程碑达成情况联系起来 [5] - 公用事业公司Vistra和Constellation Energy股价分别上涨8%和6.4% 这两家公司正寻求利用其核设施和其他发电能力来抓住AI数据中心繁荣带来的能源需求激增机会 [6] 个股显著下跌 - Synopsys股价暴跌36% 创下标普500成分股中最深跌幅 原因是其季度销售额和调整后利润未达预期 同时公司提供了低于预期的当前季度调整后每股收益指引并下调了全年 forecast [7] - 广告技术公司The Trade Desk股价下跌12% 此前摩根士丹利将其评级从“增持”下调至“持股观望”并下调目标价 分析师指出其联网电视业务面临挑战 视频广告账单增长放缓 [10] - 软件工程公司Epam Systems股价下跌7.2% 同样因摩根士丹利下调目标价而承压 分析师除了对行业需求趋势和资本回报率表示担忧外 还指出旨在阻止美国公司外包工作的待决立法可能对IT服务提供商构成挑战 [11]