Expectations trend
FY2028 · fiscal year ending 2028-10-31 · fmp
$23.11 → $23.11 · observed estimates
Synopsys (SNPS)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$462.95+0.02%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for SNPS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Stock buybacks up to $2 billion authorized | A supporting condition in Synopsys's published investment case. The stated target is $2 billion buyback authorization. | Improving | Buyback program is canceled or significantly reduced | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-10-31 · fmp
$23.11 → $23.11 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented technology business with a recent record of strong financial performance. The long-term thesis is intact, though confidence is medium and acquisition integration remains mixed.
SNPS is expensive versus peers, with a 1.19 premium, while the expectations gap is aligned. The evidence flags elevated fragility because of valuation and weak execution quality, and valuation-model confidence is low.
Near term, revenue and non-GAAP earnings guidance have risen, and management remains on track with growth and margin priorities. Ansys integration is mixed despite a substantial expected revenue contribution, and a guidance cut remains a meaningful risk; recent peer misses and a past deep miss add caution.
The multi-year view depends on sustaining growth and margin gains while realizing Ansys synergies. Near term, a guidance cut would weaken the thesis, while easing rates or steadier results and guidance from major technology companies could support the sector backdrop.
Over the next 1 to 3 years, strong results and raised guidance support an intact thesis, but the expensive valuation and execution risks make delivery important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Synopsys's published investment case. The stated target is ~$14.76. |
| Intact |
| EPS falls below $14.4 next year |
Diluted EPS: $2.84 per share FY2026-Q3; GAAP. Published target: ~$14.76. Annual target cannot be compared with a quarterly or TTM observation. Aug 26, 20262.84 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches about $9.665 billion in fiscal 2026 | Synopsys grows revenue to about $9.7 billion in fiscal 2026. | Under Pressure | Revenue growth falls below ~17% next year | Revenue: $2.477B FY2026-Q3; GAAP. Published target: ~$9.665 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 26, 20262,476,822,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$12.57B → $12.57B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-11-01 | $23.11 | $12,570,349,311 | 11 / 19 |
| 2026-11-02 | $23.11 | $12,570,349,311 | 11 / 19 |
| 2026-11-03 | $23.11 | $12,570,349,311 | 11 / 19 |
| 2026-11-04 | $23.11 | $12,570,349,311 | 11 / 19 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 23 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.