Semiconductor News & Analysis Feed

20 articles
2026-09-29
www.gurufocus.com 2026-09-29
2026-09-28
finance.yahoo.com 2026-09-28
BNP Paribas's upgrade of Synopsys from Underperform to Neutral with a $420 price target signals a meaningful shift in institutional sentiment toward the EDA giant. The core thesis underpinning this move is the gradual dissipation of the three headwinds that have weighed on SNPS shares: AI disruption
2026-09-28
www.insidermonkey.com 2026-09-28
BNP Paribas's upgrade of Synopsys to Neutral reflects a meaningful shift in the risk-reward calculus for the EDA leader. The core thesis is that the three structural headwinds—AI disruption fears, Intel-related demand softness, and China export restrictions—are simultaneously moderating, creating a
2026-09-27
simplywall.st 2026-09-27
Synopsys' recent upward revision to its earnings outlook has reignited debate over whether the bull case for the EDA giant has been structurally strengthened or merely reinforced by cyclical tailwinds. As the world's dominant provider of electronic design automation software and semiconductor IP, Sy
2026-09-26
www.marketbeat.com 2026-09-26
2026-09-26
simplywall.st 2026-09-26
2026-09-25
seekingalpha.com 2026-09-25
2026-09-25
simplywall.st 2026-09-25
2026-09-24
seekingalpha.com 2026-09-24
2026-09-24
www.marketbeat.com 2026-09-24
2026-09-24
kalkinemedia.com 2026-09-24
2026-09-24
www.newsquawk.com 2026-09-24
2026-09-24
www.tradingview.com 2026-09-24
2026-09-22
finance.yahoo.com 2026-09-22
2026-09-22
www.zacks.com 2026-09-22
2026-09-18
simplywall.st 2026-09-18
2026-09-18
finance.yahoo.com 2026-09-18
2026-09-17
finance.yahoo.com 2026-09-17
2026-09-17
finance.yahoo.com 2026-09-17
2026-09-17
www.marketbeat.com 2026-09-17