Latest news with #Ansys
Yahoo
2 days ago
- Business
- Yahoo
Dear Trade Desk Stock Fans, Mark Your Calendars for July 18
This Friday, July 18, marks a pivotal moment for Trade Desk (TTD) as it officially joins the S&P 500 Index ($SPX), stepping in for software maker Ansys (ANSS). This change isn't just symbolic — inclusion in the S&P often triggers heightened demand from index funds and institutional players. In fact, investors are already feeling the buzz since the announcement, with TTD stock taking big leaps in reaction to the news. These gains could extend further in the coming sessions. More News from Barchart Dear Google Stock Fans, Mark Your Calendars for July 23 Dear UnitedHealth Stock Fans, Mark Your Calendars for July 29 Peter Thiel Is Betting Big on This Ethereum Treasury Stock. Should You Buy Shares Now? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. This milestone highlights growing confidence in TTD stock's digital advertising platform and could usher in improved visibility. So, whether you're actively trading or holding for the long term, positioning yourself ahead of Friday's open could be a savvy move. About Trade Desk Stock Trade Desk is a prominent player in the digital advertising landscape that has steadily built a reputation as a leading independent demand-side platform (DSP). Its cloud-based platform enables advertisers and media buyers to plan, execute, and measure data-informed campaigns across digital channels. Its market capitalization currently stands at $39.5 billion, firmly establishing the company as a leading large-cap tech contender. Trade Desk, however, has experienced a rocky ride so far this year. TTD stock has slumped 31% on a year-to-date (YTD) basis, driven by a mix of post-pandemic normalization and concerns over slowing growth. However, the stock has seen renewed investor interest following the announcement that it will be added to the S&P 500. TTD stock saw a 6.6% intraday leap on July 15, raising speculation around a potential shift in its YTD trajectory. In terms of valuation, Trade Desk is priced at 79 times forward earnings and 15 times forward sales, trading at a premium compared to its industry peers but below its historical averages. Trade Desk's Stellar Q1 Earnings Results Trade Desk released first-quarter 2025 earnings on May 8, reporting a strong quarter that surpassed expectations. Revenue reached $616 million, reflecting a robust 25% year-over-year (YOY) increase, comfortably ahead of analyst estimates. Non-GAAP EPS came in at $0.33, marking 27% annual growth and beating the consensus estimate. For the period, the company achieved adjusted EBITDA of $208 million, a 28% YOY increase and translating to a margin of 34%, up from 33%. Finally, retention remained strong at over 95%. On the innovation front, adoption of Unified ID 2.0 expanded significantly, with major publishers like Perion, Toyo Keizai, and Piemme integrating the privacy-first identity solution, enhancing advertiser trust and data accuracy. Trade Desk's flagship OpenPath initiative also gained traction. Additionally, the company closed its acquisition of Sincera, a data analytics firm, enhancing its ability to offer impression-level transparency and deeper advertiser insights. Management's forward-looking guidance echoed confidence in continued growth. For Q2 2025, the firm forecasts at least $682 million in revenue as well as adjusted EBITDA of approximately $259 million. Analysts monitoring the company also remain optimistic. They predict EPS to climb to $0.95 for fiscal 2025, up 22% YOY, before surging another 37% annually to $1.30 in fiscal 2026. What Do Analysts Expect for Trade Desk Stock? BMO Capital recently reaffirmed its 'Outperform' rating on TTD stock, maintaining a $115 price target. The firm argues that concerns around Amazon's (AMZN) DSP stealing market share are 'overblown,' reasoning that the expanding digital‑ad landscape can support more than one winner. Meanwhile, CFRA raised its TTD price target to $110, up from $82, while maintaining a 'Buy' rating. CFRA believes the recently announced S&P 500 admission could reignite positive sentiment and attract institutional flows as portfolio shifts occur. However, last month, Wells Fargo downgraded shares from 'Overweight' to 'Equal Weight' and reduced its price target from $74 to $68, citing rising competitive pressure. Still, the firm maintained a cautiously optimistic long-term view. TTD stock has a consensus 'Moderate Buy' rating overall. Out of 36 analysts covering the stock, 23 recommend a 'Strong Buy,' three give a 'Moderate Buy" rating, and 10 analysts stay cautious with a 'Hold' rating. The average analyst price target for TTD is $89.30, indicating potential upside of 10%. Meanwhile, the Street-high target of $145 suggests that shares could rally as much as 79%. On the date of publication, Subhasree Kar did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
2 days ago
- Business
- Forbes
Synopsys Ansys Acquisition Enables Leading Simulation Enhanced Design
Synopsys President and CEO Sassine Ghazi After a long 18 months of negotiations and regulatory scrutiny, Synopsys has finalized its approximate $35 billion acquisition of Ansys. This acquisition merges two leading companies in their respective markets to create a single, end-to-end engineering, design and simulation platform that spans from silicon to full systems. Initially announced in January 2024 and finalized on July 17, 2025, the deal combines Synopsys' leadership in electronic design automation (EDA) and semiconductor IP with Ansys' advanced capabilities in multi-physics simulation and analysis. The acquisition was cleared by regulators across the U.S., EU, UK, and China, and unites two complementary portfolios, but also addresses the fundamental need for deeper integration between electronics and physics at every stage of product development — from the transistor level to complete systems. Simulation Is Paramount In The Design Of Complex System Synopsys and Ansys have been partnered for a number of years, but the combined entity will allow for much deeper IP sharing and ultimately a unification of their software and tool stacks. By integrating Ansys' multi-physics engines within its EDA toolset, Synopsys can enable concurrent, simulation-driven co-design across silicon, PCB, packaging, and full system-level architecture, to improve outcomes and speed time to market. This deep, expansive level of integration is particularly critical in areas like chiplet-based design, AI accelerators, 5G infrastructure, and automotive platforms (among others), where the interaction between hardware, software, and environmental conditions determines a product's viability and performance. With digital simulations happening earlier and more often through various design phases, companies can now virtually optimize performance, power, area and reliability before a single chip design is taped out or a first system prototype is built. Scale And Potential Market Expansion The combined entity will cater to a significantly larger addressable market — estimated at $31 billion — spanning core EDA, IP, and multi-physics simulation. Financial analysts have responded favorably to the deal, pointing to long-term revenue synergies and improved operational leverage. Several investment firms have upgraded Synopsys' outlook, citing the company's unique position in the industry to address a broader scope of design, simulation and analysis. The move also solidifies Synopsys's competitive position against competitors like Cadence and Siemens EDA. Synopsys Has Finalized Its Acquisition Of Ansys Integration Strategy And Customer Engagement Synopsys has outlined a methodical integration roadmap, aiming to preserve customer experience while also delivering better value. The company reaffirmed support for Ansys' existing customer platform and pledged to maintain product interoperability across both ecosystems. Early integration efforts are focused on embedding multi-physics capabilities into Synopsys' chip design and verification tools, as well as enabling co-simulation for advanced 2.5D and 3D multi-die systems. In a discussion with Shankar Krishnamoorthy, Chief Product Development Officer at Synopsys, to better understand the impact and goals of the acquisition, I was told that initial joint solutions are expected to roll out sometime in the first half of 2026. These will target critical use cases where electrical, mechanical, and thermal challenges intersect, like heterogeneous integration, power-aware verification, and real-time system-level analysis for mission-critical applications. In the immediate short term, however, the deal allows for deeper IP sharing, which will enable the company and its customers to rethink design processes and flows, to improve final outcomes and speed time-to-market. While the acquisition makes perfect sense, considering the obvious synergies between the companies, execution will be key. Integrating two engineering-centric cultures and complex product portfolios is never easy. However, Synopsys' history of successful acquisitions and the historic, on-going collaboration and partnership with Ansys bodes well for a smooth transition. An Expansive Design And Simulation Platform For The AI Era As devices become more complex and development cycles get even shorter, traditional handoffs between disciplines are no longer sufficient. Synopsys, with Ansys' technology in its portfolio, is now better positioned to deliver simulation-centric design workflows that scale from the transistor level all the way to full system deployment. Ultimately, this acquisition is about enabling the next generation of intelligent systems — not just faster chips, but smarter, safer, and more efficient products across industries. From edge devices and electric vehicles to aerospace and digital twins, the Synopsys-Ansys combination will provide a unified platform that empowers engineers to simulate the real world as part of the design process, which is key to accelerate time to market with optimal final outcomes, at a time when human engineering resources are slim.
Yahoo
2 days ago
- Business
- Yahoo
Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today
In today's CEO Daily: Diane Brady talks to Synopsys CEO Sassine Ghazi. The big story: More letters, more tariffs. The markets: Low drama. Analyst notes from Macquarie on the 'fiscal capture' of tariffs, Wedbush on woes at ASML, and Wedbush's Q2 tech earnings preview. Plus: All the news and watercooler chat from Fortune. Good morning. Synopsys CEO Sassine Ghazi just did something that's making jaws drop: He convinced regulators in China and the U.S. to approve the company's $35 billion acquisition of Ansys that's set to close today. The reaction from fellow CEOs, he told me: 'How did you get one of the most complex deals done in such a complex time?' With tensions high, the business case for bringing together two U.S. tech companies making products critical for Chinese clients wasn't going to sell itself. 'I've been to China maybe eight times this year,' he said. 'I found myself being a U.S. ambassador to China, explaining the Synopsys position and understanding what they care about. And, back in the U.S., representing the importance and need for us as a global company to continue leading with innovation.' The tough part wasn't the antitrust review of a $6.1 billion-a-year leader in chip design's bid to buy a $2.5 billion-a-year leader in engineering software, he said. It was negotiating 'access to the technology in the event things happen between the two countries.' What helped was 'overwhelming customer support' and a recognition among Chinese regulators that 'if they were too difficult or too constraining, it's not good for China.' (The Federal Trade Commission had granted conditional approval in May.) His advice for others trying to win over authorities in both markets? 'From the beginning, the message was consistent with the U.S. and with China: I'm not a politician. I represent a global company with opportunities that we see across every region,' he said. 'With China in particular, I believe they have a great opportunity to take their strength in manufacturing and take it to the next level of intelligent manufacturing. And the U.S. has many, many other strengths with compute, software applications, etc. It's important for Synopsys to have access to both markets to continue leading.' And it mattered that he went to China to speak with officials himself. 'I was not getting an update once a month on how things are going. Did I have moments where it was depressing, leaving a meeting and seeing all kinds of surprises happening out of our control? Of course. At the end of May, we had a complete blackout and restriction on selling to China. That was a tough moment. I happened to be in China the week after, having to explain it, not knowing how long these uncertainties will be. I never doubted we'd get it done, but I started doubting the timing.'Contact CEO Daily via Diane Brady at This story was originally featured on Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
The Trade Desk Stock Soars on Inclusion in S&P 500. History Says This Will Happen Next.
Key Points The Trade Desk stock advanced more than 7% on news that it would be added to the S&P 500 on July 18. During the last decade, stocks have returned an average of 13.6% following their addition to the S&P 500. The Trade Desk was recently ranked as a leader in ad tech software due to consistent growth and innovation. These 10 stocks could mint the next wave of millionaires › Shares of The Trade Desk (NASDAQ: TTD) have advanced more than 7% this week due to news of its inclusion in the S&P 500 (SNPINDEX: ^GSPC). The digital advertising company will be officially added to the popular index on July 18. It will replace Ansys, which was acquired by Synopsys. Importantly, The Trade Desk has been a phenomenal long-term investment. The stock is up 760% in the last seven years, and history says it could climb even higher in the near term after its addition to the S&P 500. Here's what investors should know. Historically, stocks tend to increase following their inclusion in the S&P 500 In total, about 175 companies were added to the S&P 500 over the last decade, meaning a little more than a third of the index was replaced during that time. Those stocks returned an average of 13.6% in the 12-month period following their inclusion. Put differently, history says The Trade Desk stock will advance about 14% in the next 12 months. Readers may be wondering why stocks tend to increase following their inclusion in the S&P 500. The answer lies in the many investment products linked to the index. Any fund tracking the S&P 500 has to buy stock in The Trade Desk to ensure its composition matches that of the benchmark index. That buying activity puts upward pressure on the share price, at least temporarily. "Inclusion in the U.S. equity benchmark can elevate a company's profile and is becoming more important as passive investment funds grow," according to Bloomberg. But tailwinds arising from a company's addition to the S&P 500 are short lived. So, investors should ask themselves if The Trade Desk is a smart long-term investment before purchasing shares. The Trade Desk is a recognized leader in ad tech software The Trade Desk is the largest independent demand-side platform (DSP) in the ad tech industry. Its software leans on artificial intelligence (AI) to help agencies and brands plan, measure, and optimize campaigns across digital channels. Importantly, the company is the dominant DSP in connected TV advertising where it sources inventory from Walt Disney, Netflix, and Roku. The Trade Desk's independence means it does not own media content or ad inventory, so it has no reason to steer customers toward specific web properties. That eliminates conflicts of interest inherent to competitors like Alphabet and Meta Platforms, which have a clear incentive to sell their own ad inventory. Portfolio managers at The Ithaka Group recently described the company's competitive moat as stemming from its "industry-leading technology stack, its trusted brand due to its singular focus on the buy-side of the ad ecosystem (no conflicts of interest), and its transparent reporting that details the ROI on each ad dollar spent." Indeed, Frost & Sullivan analysts recently ranked The Trade Desk as the leading DSP based on growth and innovation. In particular, the report mentioned sophisticated AI tools added during the most recent upgrade, which help media buyers optimize ad campaign performance through AI-powered budgeting, bidding, and targeting. Wall Street estimates The Trade Desk's adjusted earnings will grow at 12% annually through 2026. That makes the current valuation of 47 times adjusted earnings look expensive. But I think analysts are mistaken. Ad tech spending is projected to grow at 14% annually through 2030, and The Trade Desk has consistently gained market share. If that continues, earnings will likely grow more quickly. Additionally, Wall Street has consistently underestimated The Trade Desk in the past. The company beat the consensus earnings estimate by an average of 12% during the last six quarters. If that continues, the current valuation would look more reasonable in hindsight. Patient investors should feel comfortable buying a small position today. Don't miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $442,699!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $39,697!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $679,653!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of July 14, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Roku and The Trade Desk. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Netflix, Roku, Synopsys, The Trade Desk, and Walt Disney. The Motley Fool has a disclosure policy. The Trade Desk Stock Soars on Inclusion in S&P 500. History Says This Will Happen Next. was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
3 days ago
- Automotive
- Yahoo
Chip design software firm Synopsys completes $35B deal
This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Chip design software maker Synopsys on Thursday said it has completed its acquisition of Ansys following final regulatory approvals from China this week. The transaction, valued at $35 billion, builds on a seven-year partnership between the U.S.-based companies as they look to leverage their strengths to become a leader in silicon-to-systems design, according to a January 2024 investor presentation. Pennsylvania-based Ansys is a developer of engineering simulation and analysis software. The deal has been 18 months in the making as Synopsys and Ansys looked to gain key approvals from countries overseas. Synopsys said the combination will meet demand for advanced software that fuses electronics and physics, augmented with artificial intelligence. Dive Insight: As products become more intelligent at a rapid pace, engineering teams are faced with a range of design complexities and cost pressures. Synopsys said it hopes to address these challenges with its latest acquisition. 'With Ansys now part of Synopsys, we can give engineers the industry's most comprehensive solutions to design, optimize and virtualize not only the silicon, but also the entire system,' Synopsys President and CEO Sassine Ghazi said in a video message Thursday. Automakers, for example, can now use the software to design and test their chips, chassis and other parts and systems before production begins with help from Ansys' simulation and multi-physics technology, Ghazi said. Synopsys plans to have Ansys' technologies integrated within its software by the first half of 2026. The company said it is now positioned to service a $31 billion market. Since the deal was first announced Jan. 16, 2024, Synopsys has faced a series of regulatory challenges along the way. While headquartered in Sunnyvale, California, the company has global operations across Europe, Asia and the Middle East and must meet certain requirements to operate internationally. In December 2024, the U.K.'s Competition and Markets Authority flagged concerns that the merger could reduce choice for customers and result in lower-quality products with higher prices. To address those concerns, Synopsys and Ansys agreed to sell certain businesses to Santa Rosa, California-based Keysight Technologies as a condition for the deal to proceed. U.K. regulators cleared the acquisition in March. Meanwhile, China has drawn out its approval process as geopolitical tensions rise against the United States over tariffs. On June 30, Synopsys said in an update to investors that it had received approvals from all major jurisdictions except for China, and was in advanced talks with the country's regulatory agency on the matter. The company posted in an investor filing that it received final approvals on July 14, ushering in a new chapter for the software maker. The acquisition is expected to achieve $400 million of cost synergies by the third year, and $400 million of revenue synergies by the fourth year, according to the investor presentation. Former Ansys leaders Ajei Gopal, who served as president and CEO, and board member Ravi Vijayaraghavan have joined Synopsys' board of directors, effective immediately. Recommended Reading Cadence Design Systems raises outlook after strong Q1 Sign in to access your portfolio
