Workflow
新思科技(SNPS)
icon
搜索文档
Synopsys slides as weak Q3 results, forecast weigh on shares (SNPS:NASDAQ)
Seeking Alpha· 2025-09-10 04:28
Synopsys (NASDAQ:SNPS) shares tumbled 10.5% in extended trading on Tuesday after the electronic design automation software reported weaker-than-expected fiscal third-quarter results and guidance. For the period ending July 31, Synopsys said it earned an adjusted $3.39 per share as revenue rose 14% year-over-year ...
Synopsys(SNPS) - 2025 Q3 - Quarterly Results
2025-09-10 04:15
收入和利润(同比环比) - 第三季度收入为17.4亿美元,同比增长14%[2][5] - 第三季度总收入17.397亿美元同比增长14.0%[34] - 第三季度产品收入14.088亿美元同比增长13.1%[34] - 维护与服务收入3.3097亿美元同比增长18.2%[34] - 第三季度GAAP净收入为2.425亿美元,去年同期为4.259亿美元[6] - 第三季度非GAAP净收入为5.489亿美元,去年同期为5.355亿美元[7] - 第三季度运营收入1.6527亿美元同比下降54.1%[34] - 截至2025年7月31日九个月净收入为8.84798亿美元,同比下降22.4%[40] 成本和费用(同比环比) - 第三季度无形资产摊销调整额为7494.1万美元[20] - 股票补偿费用6.559亿美元,同比增长21.5%[40][45] - 收购相关费用2.187亿美元,同比增长138%[45] 各业务线表现 - 设计自动化部门收入占比75.4%,同比增长23.5%至13.121亿美元[43] - 设计IP部门收入占比24.6%,同比下降7.7%至4.276亿美元[43] - 设计自动化部门调整后运营利润率44.5%,同比提升3个百分点[43] - 设计IP部门调整后运营利润率20.1%,同比下降16.6个百分点[43] 管理层讨论和指引 - 公司预计2025财年全年收入在70.3亿至70.6亿美元之间[5][12] - 第四季度收入目标为22.3亿至22.6亿美元[12][13] - 2025财年非GAAP摊薄每股收益目标为12.76至12.80美元[13] - 2025财年经营现金流目标约为11.3亿美元[13] - 2025财年自由现金流目标约为9.5亿美元[13] - 公司2025财年GAAP费用目标范围低值6.0786亿美元至高值6.1026亿美元[29] - 非GAAP费用目标范围低值4.43亿美元至高值4.44亿美元[29] - 2025财年GAAP摊薄每股收益目标范围5.03美元至5.16美元[29] - 非GAAP摊薄每股收益目标范围12.76美元至12.80美元[29] 现金流和资本活动 - 经营现金流为8.7887亿美元,较上年同期8.44211亿美元增长4.1%[40] - 投资活动现金流出164.45686亿美元,主要因收购支出166.81257亿美元[40] - 融资活动现金流入141.91608亿美元,主要来自债务融资143.2934亿美元[40] - 现金及短期投资总额25.937亿美元较期初40.504亿美元下降36.0%[37] - 长期债务14.318亿美元较期初1560万美元大幅增长[37] 每股收益 - 第三季度GAAP摊薄每股收益为1.50美元,非GAAP摊薄每股收益为3.39美元[5][6][7] 税务相关 - 公司采用16%的非GAAP税率用于2025财年[58] - 非GAAP税务调整旨在消除非常规及特定期间项目影响[57][58] - 非GAAP税率基于美国际利润组合及税务结构评估[58] - 税务计算方法更贴合预期地域收益分布[58] - 年度非GAAP税率确保中期报告一致性[57]
Synopsys Posts Financial Results for Third Quarter Fiscal Year 2025
Prnewswire· 2025-09-10 04:05
Accessibility StatementSkip Navigation Results Summary SUNNYVALE, Calif., Sept. 9, 2025 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today reported results for its third quarter of fiscal year 2025. Revenue for the third quarter of fiscal year 2025 was $1.740 billion, compared to $1.526 billion for the third quarter of fiscal year 2024. Continue Reading Synopsys headquarters in Sunnyvale, Calif. (PRNewsfoto/Synopsys, Inc.) "Q3 was a transformational quarter. Against a challenging geo-political backdrop, ...
Top Wall Street Forecasters Revamp Synopsys Expectations Ahead Of Q3 Earnings - Synopsys (NASDAQ:SNPS)
Benzinga· 2025-09-10 00:33
Synopsys, Inc. SNPS will release earnings results for the third quarter fiscal year 2025 after the closing bell on Tuesday, Sept. 9.Analysts expect the Sunnyvale, California-based company to report quarterly earnings at $3.75 per share, up from $3.43 per share in the year-ago period. Synopsys is projected to report quarterly revenue of $1.77 billion, compared to $1.53 billion a year earlier, according to data from Benzinga Pro.On Sept. 3, Synopsys announced expanding AI capabilities for its leading EDA solu ...
Top Wall Street Forecasters Revamp Synopsys Expectations Ahead Of Q3 Earnings
Benzinga· 2025-09-09 20:33
Synopsys, Inc. SNPS will release earnings results for the third quarter fiscal year 2025 after the closing bell on Tuesday, Sept. 9.Analysts expect the Sunnyvale, California-based company to report quarterly earnings at $3.75 per share, up from $3.43 per share in the year-ago period. Synopsys is projected to report quarterly revenue of $1.77 billion, compared to $1.53 billion a year earlier, according to data from Benzinga Pro.On Sept. 3, Synopsys announced expanding AI capabilities for its leading EDA solu ...
Synopsys, Inc. (NASDAQ: SNPS) Overview: A Leader in Electronic Design Automation
Financial Modeling Prep· 2025-09-09 08:00
公司业务 - 公司是电子设计自动化行业的关键参与者 提供集成电路设计和测试的基本软件[1] - 公司解决方案包括数字设计实现与验证、FPGA设计以及知识产权解决方案[1] - 服务范围延伸至安全测试和专业服务 覆盖电子、汽车和医疗等行业[1] 财务表现与预期 - 预计第三季度每股收益范围为3.82至3.87美元[3][5] - 业绩增长由人工智能需求、硬件辅助验证系统及知识产权组合收益驱动[3][5] 股价目标与市场情绪 - 共识目标价稳定维持在660美元 反映分析师对估值和前景的信心[2][5] - 目标价较一年前的569.88美元呈现显著提升[2] - 富国银行将目标价从520美元上调至630美元 维持 Equal Weight 评级[2][5] - Rosenblatt Securities分析师设定目标价为360美元[3] 市场动态与投资者关注 - 投资者重点关注公司能否实现低双位数收入增长[4] - 与Ansys合并后可能突破盈亏平衡每股收益的潜力受市场关注[4] - 9月9日公司股价下跌0.17% 同期Cadence Design下跌0.34% Ansys下跌4.69%[4] 重要日程 - 公司定于2025年9月9日发布第三季度财报[3]
Synopsys stock price bullish flag points to a surge after earnings
Invezz· 2025-09-09 01:01
Synopsys stock price has dropped and is nearing a correction phase after falling by 8.35% from its highest point this year. It has dropped to $598 and formed a highly bullish pattern ahead of its quar... ...
How Will Synopsys Stock React To Its Upcoming Earnings?
Forbes· 2025-09-08 17:40
CHONGQING, CHINA - MAY 25: In this photo illustration, the logo of Synopsys is displayed on a smartphone screen, with the company's purple branding visible in the background, on May 25, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesThe software firm Synopsys (NASDAQ: SNPS) is set to release its earnings on Tuesday, September 9, 2025. For traders who focus on specific events, analyzing historical trends can offer a strategic edge. This information can be applied in two ...
Synopsys to Report Q3 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-09-05 22:46
财报预期 - 新思科技计划于9月9日盘后公布2025财年第三季度财报 [1] - 公司预计非GAAP每股收益为3.82-3.87美元 市场共识预期为3.84美元 同比增长约12% [1] - 公司预计营收为17.55-17.85亿美元 市场共识预期为17.7亿美元 同比增长15.9% [2] - 过去四个季度每股收益均超市场预期 平均超出幅度达6% [2] 业绩驱动因素 - AI和高性能计算终端市场需求强劲 硬件辅助验证(HAV)产品组合推动收入增长 [3] - 新一代HAPS 200原型系统和ZeBu 200仿真系统性能提升2倍 已获领先HPC AI芯片制造商和亚洲半导体客户部署 [4] - AMD、ARM、英伟达和SiFive等主要客户开始部署新技术 [4] - DSO.ai和VSO.ai在CPU、GPU及AI基础设施项目获得大规模应用 推动设计生产力和工具采用率提升 [5] - 224G PHY多项设计获胜 PCIe 7.0获得7个独特客户 wins UALink获得超过20个客户参与 [6] - 在三星SF8工艺的PCIe 4.05 IP实现硅验证 在台积电N4/N5/N6/N7节点成功部署一次性可编程非易失性存储器IP [6] 潜在挑战 - 宏观经济挑战导致企业预算收紧 汇率波动对业绩产生部分抵消影响 [7] 同业公司表现 - Kroger公司预计9月11日公布2025年第二季度财报 每股收益ESP为+0.29% Zacks排名第2 年初至今股价上涨11% [11] - General Mills预计9月17日公布2026财年第一季度财报 每股收益ESP为+1.33% Zacks排名第3 年初至今股价下跌22.3% [12] - FactSet Research Systems预计9月18日公布2025财年第四季度财报 每股收益ESP为+2.07% Zacks排名第3 年初至今股价下跌23.1% [12]
Earnings Calendar Spotlight On Synopsys, And This Highflying Drone Maker
Investors· 2025-09-05 22:12
就业市场 - 美国8月仅新增22,000个工作岗位[1] 股市表现 - 标普500指数在英伟达财报公布后创下新高[2][4] - 铀矿公司Cameco、AI软件商Rubrik和存储芯片制造商美光释放买入信号[4] - 云数据管理平台Rubrik股价单日暴涨198%且接近买入点[4] - 电子设计自动化公司Synopsys相对强度评级跃升至83[4] - Synopsys综合评级突破95进入精英股名单[4] 企业动态 - 基础设施产品分销商Core & Main将于周二盘前发布财报[1] - 公司主营供排水系统、风暴排水及消防基础设施产品分销[1] - 财报后股价持续沿10周移动平均线上涨[1] 行业动向 - 国防承包商Elbit进入买入区间[4] - 折扣零售巨头沃尔玛接近买入区域[4] - AI软件提供商Synopsys达到80以上相对强度评级基准[4]