Chip Stock InvestorPublished 2026-10-01
“Why Synopsys Lagged Cadence (And Why It May Be Cheap)”
$SNPSNo side taken
SNPS is cheap for long-term holding; execution on returning to per-share profit growth is the main uncertainty.
Two companies that we started talking about at the very beginning of Chip Stock Investor were Synopsys and Cadence Design Systems.
We're gonna be focusing on Synopsys today. I was setting this up as a Cadence versus Synopsys. We're gonna focus a little bit more on Synopsys today, because both of these companies have actually underperformed.