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SYSYNA

Synaptics Incorporated

$SYNA·$4.2B·Semiconductors·Technology
$103.12+3.0%YTD+40.7%1Y+62.5%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 5 posts2026-08-01: 4 posts2026-08-02: 10 posts2026-08-03: 6 posts2026-08-04: 8 posts2026-08-05: 3 posts36+25%
Price updated 12m ago·X counts updated 20h ago
SYSYNA
$SYNASynaptics Incorporated
$103.12+3.00%36 posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SYNA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-05

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The Synaptics semi business up 72% t12m — pending ON Semi all-stock merger, TD Cowen $150 PT, Aug 6 earnings.

Synaptics is a mid-cap ($4.2B mcap) semiconductor company designing user-experience and connectivity solutions across Audio/Video (AudioSmart), IoT, and touch interfaces — a business up 72% t12m and 41% YTD on the specific June 25 ON Semiconductor all-stock merger announcement plus the post-deal continuation into Aug 6 Q4 earnings.

  • The June 25 ON Semiconductor all-stock merger is the specific commercial-consolidation catalyst — the pending merger converts SYNA from a standalone semi story to an ON Semi arb-plus-upside opportunity, and the TD Cowen Hold downgrade with $150 PT (~19% upside implied) is the specific valuation-alignment signal reflecting the deal-completion pathway.
  • The commercial trajectory shows core IoT strength: Q3 revenue of $294.2M (+10.4% YoY), gross margin at 45.3%, and the four-quarter beat cadence of 1-8% EPS surprises reflects the specific pattern where the underlying IoT and edge-AI positioning continues to compound even as the merger dynamics dominate the equity narrative — core IoT sales grew 31% per July 21 CEO filing framing.
  • The insider signal is mildly cautious: Vikram Gupta sold 360 shares at $114.20 on July 27 plus 360 shares at $114.78 on July 20 plus Bodensteiner sold 450 shares at $114.97 — coordinated post-run selling at similar levels, though small in absolute dollar terms.
  • The financial profile reflects the merger-arb positioning: TTM P/E of -114.5x (loss from restructuring), ROIC of -1.9%, gross margin of 43.6%, and FY26 sell-side EPS estimate of $4.60 rising to $5.21 in FY27 encodes the post-merger trajectory.

The Aug 6 Q4 FY26 print is the fork — IoT segment trajectory, robotics customer pipeline, ON Semi merger commentary, FY27 outlook. IoT strength extends the merger-arb thesis; a soft print invites mean-reversion.

Agrees with X sentimentThe bulls have this right — TD Cowen Hold downgrade with $150 PT (~19% upside implied) as valuation alignment following the ON Semi acquisition plus SYNA framing as one of successful buyout calls alongside IRDM/THR/GLDD is the specific catalyst frame validating the post-deal-continuation positioning.

What to watch: The Aug 6 Q4 FY26 print — IoT segment trajectory, robotics customer pipeline, ON Semi merger commentary, and FY27 outlook.

On the calendar: 2026-08-06 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-05

Synaptics gets a TD Cowen Hold downgrade with a $150 PT (~19% upside implied) framed as valuation alignment following the ON Semiconductor acquisition. Posts describe SYNA as one of a series of successful buyout calls alongside IRDM/THR/GLDD, and users flag +60% quick-turn IRA gains. Chatter reads as post-deal-announcement continuation.

Read the AI verdict + X sentiment for $SYNA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Fabless semiconductor company making touchpad, audio/video, and wireless connectivity chips for PCs, IoT, and consumer electronics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SYNA.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SYNA

Neutral — Fabless semiconductor company making touchpad, audio/video, and wireless connectivity chips for PCs, IoT, and consumer electronics; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+98.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-114.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$1.09$1.01+7.9%
Q4 2025Feb 5, 2026$1.21$1.15+5.2%
Q3 2025Nov 6, 2025$1.09$1.06+2.8%
Q2 2025Aug 7, 2025$1.01$1.00+1.0%
Next earningsThu, Aug 6·consensus EPS $1.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$294.2M+10.4%45.3%-4.3%$-0.21$9.9M
Q2 FY26$302.5M+13.2%43.5%-5.0%$-0.38$18.2M
Q1 FY26$292.5M+13.5%42.6%-7.9%$-0.52$18.0M
Q4 FY25$282.8M+14.3%43.0%-8.6%$-0.12$50.6M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$4.60$4.58 – $4.639
FY27$1.3B$1.3B – $1.3B$5.21$5.14 – $5.278
FY28$1.5B$1.4B – $1.6B$6.45-$0.05 – $12.046
FY29$1.5B$1.5B – $1.6B$6.71$6.41 – $6.991

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 27Vikram GuptaSee Remarks360 sh$41KSellJul 20Vikram GuptaSee Remarks360 sh$41KSellJul 20Lisa BodensteinerSee Remarks450 sh$52KSellJul 20Rahul G. PatelSee remarks below4.6K sh$523KSellJun 18Lisa BodensteinerSee Remarks334 sh$46KSellJun 18Esther SongSee Remarks126 sh$17KSellMay 28Esther SongSee Remarks8.8K sh$1.2MSellMay 26Vikram GuptaSee Remarks692 sh$102KSellMay 19Vikram GuptaSee Remarks692 sh$79KSellMay 19Lisa BodensteinerSee Remarks612 sh$70K
1–10 of 19
+ 27 other (27 inkinds) in window

See when $SYNA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Synaptics Incorporated agreed to be acquired by ON Semiconductor (onsemi) in an all-stock merger signed June 25, 2026. Each Synaptics share will convert into 1.350 shares of onsemi common stock; Synaptics will be delisted from Nasdaq upon closing. Unvested Synaptics RSUs held by continuing employees will be assumed and converted at the same ratio. The deal is subject to customary conditions including regulatory and shareholder approval — a definitive exit for SYNA shareholders and a significant semiconductor consolidation play by onsemi.

+ 26 other (18 425s · 5 13Gs · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Synaptics Inc (SYNA) Stock Down 3.9% but Still Overvalued -- GF Score: 74/100gurufocus.com·13d agoWhat This Synaptics CFO Filing Signals for Long-Term Investors With Revenue Up 10%fool.com·16d agoSynaptics Has 35-Plus Robotics Customers. Its Product Chief Just Held His Stakefool.com·16d agoSynaptics Is Leaning Into IoT. Its Strategy Officer Kept $7 Million in Stockfool.com·16d agoWhat This Synaptics CEO Filing Signals to Investors as Core IoT Sales Grow 31%fool.com·16d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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