随着Piper Sandler因潜在的“长期逆风”而降级，Synopsys下滑

2026-01-13 22:19

Synopsys (SNPS) shares slipped 2% in premarket trading on Tuesday after Piper Sandler downgraded the electronic design automation firm, citing the potential for “prolonged headwinds.”
“We are downgrading Synopsys to Neutral [from Overweight] as we believe the company could see prolonged headwinds to growth (& especially IP growth) as the semiconductor industry undergoes an enormous reallocation of engineering, materials and fabrication capacity to AI & high-performance data center chips,” analyst Clarke Jefferies wrote in a note to clients. “This 'tale of two markets' dynamic is not new and has even been noted by the company, but what changed are indications of consumer designs being 'crowded out', limited fabrication infrastructure being bid away by AI with the industry unable to justify allocating capacity to consumer (PC/Mobile). We believe this is a risk for the $1.75B IP business. A core pillar of our bullish thesis was the exposure to IP could help SNPS grow faster than peers; that no longer seems likely to us.”
In addition to the downgrade, Jefferies lowered his price target on Synopsys to $520 from $602.

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