Investing.com -- Morgan Stanley has taken a more selective stance on European semiconductor stocks, staying positive on the sector overall while adjusting ratings and price targets as the memory cycle nears a turn and valuations diverge.
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Revenue hit $2.477 billion with 42% growth as Ansys integration accelerated.

Find insight on Nvidia, Salesforce, CrowdStrike and more in the latest Market Talks covering Technology, Media and Telecom.

Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq soaring after a data-filled day on Wall Street that began with Core PCE inflation coming in a little hotter than expected and ended with the much-anticipated results from NVIDIA (NASDAQ: NVDA), which, as usual, came in above expectations, with revenue more than doubling. The major […]
Synopsys Inc (SNPS) beats expectations with 42% revenue growth, raises full-year outlook, and unveils multiphysics Fusion platform validated by major customers.

Synopsys (NASDAQ:SNPS) reported third-quarter fiscal 2026 results above the high end of its guidance, citing broad-based strength in electronic design automation, its Ansys business and design IP. The company raised its full-year revenue, non-GAAP operating margin, earnings and cash-flow outlook. R

Synopsys (SNPS) delivered earnings and revenue surprises of +6.54% and +1.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

Intuit (INTU) delivered earnings and revenue surprises of +12.26% and +1.91%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Cadence Design Systems stock jumped Tuesday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Cadence lifted its full-year guidance for adjusted earnings per share to between $8.05 and $8.15, up from a previous range of $7.85 to $7.95.
Cadence Design Systems (NASDAQ:CDNS) reported second-quarter 2026 results that exceeded its guidance, supported by demand for AI-driven design tools and broad-based growth across its businesses. The company raised its full-year outlook, citing accelerating design activity, record backlog and continu
Synopsys is gearing up to release its third-quarter results soon, and analysts are expecting a double-digit increase in the company’s bottom-line figure.
U.S. chip design giant Synopsys plans to stop offering a suite of manufacturing process control software used by global semiconductor makers, six sources briefed on the matter said, as it seeks to divert resources to higher-margin offerings such as AI design. Synopsys in April and May informed more than 10 chipmakers including Samsung Electronics, SK Hynix, Kioxia Holdings Corp and Qorvo Inc about the "end of life" move that means Synopsys will not provide future new versions and will only carry out maintenance obligations, two of the sources said.
Pre-Market Stock Futures: Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike,
Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.
Sector momentum builds as AI adoption supports growth outlook.
AI companies are increasingly turning to custom computer designs to optimize their systems, which should help Synopsys stock.
US equity indexes rose as a deal to end the war against Iran was said to be awaiting President Donal
SNPS tops Q2 estimates as revenues surge 42%, driven by strong Design Automation growth and contributions from Ansys.
Synopsys Inc (SNPS) reports robust Q2 2026 results, exceeding revenue and EPS guidance, while raising full-year forecasts amid strong market momentum and successful Ansys integration.
Moby summary of Synopsys, Inc.'s Q2 2026 earnings call
Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys. President and CEO Sassine Ghazi said Synopsys deli
Before we begin, I would like to remind everyone that during the course of this conference call, Synopsys will discuss forecasts, targets and other forward looking statements regarding the company and its financial results. EDA IP and multiphysics simulation have emerged as essential capabilities in the AI supply chain.
Synopsys raised its annual results forecast on Wednesday, signaling steady demand for its chip design software from companies racing to develop AI chips and infrastructure. Demand tied to AI has been strong as chipmakers and hyperscalers continued investing in more complex semiconductor designs and intelligent systems. The company expects fiscal 2026 revenue between $9.63 billion and $9.71 billion, up from its previous forecast of $9.56 billion to $9.66 billion.
Chip-design software company added Jesse Cohn to its board of directors as part of an agreement with activist investor Elliott Investment Management.

