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.
Saturday, October 10, 2026
Back to today 
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A Capital on X
@310Value @StockTalk416 It’s also not saying pinned because it’s not definitive. Look at the price action of the comps. Massive $GFL call buying $RSG $WCN
Colin King on X
$GEN CEO posted thoughts around their acquisition process on LinkedIn https://t.co/fwx3T0HDb7
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
Investor Letters
All letters- FPA Crescent Fund 3Q26 028260 $39BCHTR $13B
- Mar Vista Investment Partners third quarter 2026 MTD $31BTDG $60B
- 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 $57BDBOEY $60B
- Janus Henderson Investors July 2026 NXT $13B
- Asset Value Investors Ltd July 2026 UNVGY $27B
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…
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 
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…
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
The Undercovered Dozen 
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…
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-$266 after Q3 FY26 revenue grew 12.9%, while management guided slower growth and RPO growth decelerated.
VEEV · long Veeva Systems INC
Veeva Systems is a vertical software company valued as if its best growth years are behind it.
New Position (ONON): Game is On
On Holding (ONON) is gaining sportswear share, expanding store space and launching soccer with Kylian Mbappé as investors debate U.S.
Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)
Rollins’ recurring pest-control base requires ongoing spending to replace departing customers, a concern tied to its nearly 50%…
Deep Dive: Intuit ($INTU)
Intuit’s $21.4 billion software franchise faces AI-driven pricing pressure in tax and accounting, even as QuickBooks and TurboTax retain…
Dynatrace, Inc. (NYSE: DT) Stock Rating: DISTRIBUTE To Bank Rangebound Gains.
Dynatrace is rated Distribute after a 90% rally to $60.21 nears $62 resistance, while revenue and RPO growth decelerate ahead of November…
Why Nebius Is Getting The Better End Of The Deal From Palantir
Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…
Petri Dish Reports 3 clicks
Selling Cenovus: Up 78% in 10 Months
Cenovus Energy, up 78% in 10 months, is sold after agreeing to buy Athabasca Oil for $5.7 billion at a rich valuation.
Canterra Minerals: Research Note
Canterra Minerals increased Lundberg indicated tonnage 55% to 26.1Mt, with 226.2Kt of contained copper equivalent, supporting a Buchans…
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Deep Sail Capital
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