HSBC upgrades Synopsys stock rating to buy on AI growth outlook

출처: Investing.com, 2026-09-25

HSBC upgraded Synopsys (SNPS) to a 'Buy' rating, raising the price target from $490 to $700, reflecting a significant potential upside of 42.86%. The upgrade was led by HSBC analyst Frank Lee, who projects a business model shift could accelerate earnings growth from 7% to 28% through 2028.

This bullish revision reflects expectations that Synopsys will transform its business model, shifting from a moderate-growth software provider to a high-growth company driven by advances in artificial intelligence. Synopsys is moving its business model toward royalties, which HSBC expects to drive earnings growth, and the bank sees agentic AI lifting demand for electronic design automation tools. HSBC's $700 target is well above the consensus target of $545.55.

한글 정리

HSBC가 시놉시스를 '보유'에서 '매수'로 상향하며 목표가를 490달러에서 700달러로 43% 올렸다. 애널리스트 Frank Lee는 로열티 중심 사업모델 전환으로 EPS 성장률이 2028년까지 기존 7%에서 28%로 가속화될 것으로 전망했으며, 에이전틱 AI 확산이 EDA 툴 수요를 견인할 것으로 판단했다. HSBC 목표가 700달러는 컨센서스 545.55달러를 크게 웃도는 월가 최고 수준이다.

원문: Investing.com