Piper Sandler sustains Overweight on Synopsys stock, cites acquisition

Published 14/01/2025, 16:56
Piper Sandler sustains Overweight on Synopsys stock, cites acquisition

On Tuesday, Piper Sandler analyst maintained an Overweight rating on Synopsys (NASDAQ:SNPS) stock with a price target of $655.00.

Jeffries's statement highlighted the progress of Synopsys's approximately $32 billion acquisition of ANSS, which has recently achieved several regulatory milestones, including phase 1 approvals from the UK Competition and Markets Authority (CMA) and the European Commission (EC), as well as the expiration of the HSR (Hart-Scott-Rodino) waiting period.

Despite these advancements, ANSS shares are currently trading below the implied deal price. Jeffries took this opportunity to review the status of the merger, the remaining obstacles, and the potential for the combined entity to reach a market capitalization exceeding $120 billion.

He expressed confidence in the deal's closure and suggested that Synopsys could become a robust engineering software platform with over $10 billion in annualized revenue and more than $3 billion in annualized free cash flow (FCF), growing at a double-digit rate.

The analyst also considered the possibility that if the merger does not materialize, Synopsys, as a standalone company, would not need to fund approximately $19 billion in cash consideration. This scenario would allow Synopsys to explore capital return policies, given its roughly $3 billion in annualized EBITDA and a debt-free balance sheet.

Jeffries's comments come as Synopsys continues to work towards completing its acquisition of ANSS, a move that is expected to significantly expand its market presence and financial strength. The merger is seen as a strategic step for Synopsys to enhance its position in the engineering software market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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