Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings
Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing revenue.
Friday, October 9, 2026
Back to today 
From X
Lee Roach on X
Looks like $APP and $EVC are doing some things together. https://t.co/bzdFqKEJjL
A Capital on X
@rinnecap Yes, $FSLR <$175 is a joke. Just like $TLN < $290… Patience, it will come back.
Cluseau Investments on X
* CONGRESSIONAL MEDAL OF FINANCIAL VALOR BEING CONSIDERED FOR EARLY MORNING $TLT PURCHASERS
Lee Roach on X
@LandlordWayne $ball $sack $nuts
A Capital on X
$FDXF 👀 https://t.co/41wDe9vt3g
A Capital on X
$OWL 👀 https://t.co/TRTa7Fqmzr
A Capital on X
$FSLR 👀 https://t.co/B2lZEw6MP1
Negligible Capital on X
Software sentiment matrix from JPM’s Schilsky I guess Dreamforce with guest appearances from Jensen, Dario and Sama wasn’t enough to fix $CRM sentiment https://t.co/pzGxbvVR9j
Investor Letters
All letters- Mar Vista Investment Partners third quarter 2026 GEV $266BMTD $31B
- Cedar Grove Capital Management Q3 2026 AXON $34B
- Protean Funds September 2026 DSV $42BNTOIF $28B
- Asset Value Investors Ltd August 2026 MSLOF $15B
- Guinness Global Investors August 2026 AFL $57BCRM $183B
- Janus Henderson Investors July 2026 KLAC $261BMCK $109B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- PenderFund Capital Management Ltd. July 2026 GNRC $13B
AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback
AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…
Jack Elias 3 clicks
Boyz in the Hood
Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…
Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)
Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…
Seeking Profits 
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…
This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence
Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…
Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)
Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…
Sensor Unlimited 
Ex-Goldman MD: "Credit Markets Move in Step Functions"
Geoffrey Williams explains CMBS underwriting, post-GFC securitized-credit risk transfer and why credit markets reprice in step functions.
Top Rebound Stocks for Oct’26
Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…
Vertiv Holdings Co. (VRT)
Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…
A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.
ezCater and the Other Half of Uber's FCF
Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…
L3Harris Technologies (NYSE: LHX) Upgraded Rating: Accumulate
L3Harris upgraded to Accumulate after a 38% stock decline, backed by 8% Q2 revenue growth, a $42 billion backlog and planned Missile…
Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Deep Value Investing 
Research Roundup Vol. LV
OpenAI’s enterprise privacy push and Synopsys’s Factory 2 royalty model anchor a technology roundup, alongside oil above $100 and Bitcoin’s…
Adobe (NASDAQ: ADBE) Stock Rating: Accumulate After Q3 FY11/26 Earnings
Adobe rates Accumulate at $189-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
BP p.l.c.: An Oil And Gas Play Primed For Outperformance
BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…
The Asian Investor 6 clicks
Marvell 2026 Investor Day: Irrational Recap
Marvell’s 2026 investor day draws a skeptical review of its optical connectivity, DSP and AI infrastructure claims, while crediting its…
VEEV · long Veeva Systems INC
Veeva Systems is a vertical software company valued as if its best growth years are behind it.
New Position (ONON): Game is On
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
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Deep Sail Capital
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