The company is already experiencing considerable margin expansion and the recent divestiture and acquisition are likely to add to that, further moving to higher margin products. The result is a substantial jump in profits that isn’t likely to end today. While the pandemic has created temporary headwinds and tailwinds, longer term we think the company […]
Entries Tagged as 'SYNA'
September 17th, 2020 · Comments Off on Margin Expansion At Synaptics Isn’t Done
August 23rd, 2018 · Comments Off on Synaptics Should Recover
The shares have gone sideways on stagnation in the smartphone market, shortage of supplies for their TDDI solutions and some disappointments with their fingerprint solutions. However, smartphones look to resume growth and the company is cutting some dry wood in their fingerprint reader business. Higher-margin IoT business keeps on growing nicely, so we see a […]
May 17th, 2018 · Comments Off on Synaptics Is Cheap And Positioned Well For A Rebound
The company is buffeted a bit by shortages and a soft mobile market. We believe these are mostly transitory problems, apart from perhaps the somewhat declined prospects for their in-display ID sensor. Mobile growth will resume, and the transition to IoT and automotive is proceeding nicely. We think the shares are fairly cheap here, and […]
November 15th, 2017 · Comments Off on Synaptics Transitioning From Mobile To IoT
Synaptics has stalled for a couple of years and its shares sold off. Mobile is a mature market but they can still make money here with new products. We now have concrete signs that their new growth areas are taking off. Source: Synaptics Transitioning From Mobile To IoT – Synaptics Incorporated (NASDAQ:SYNA) | Seeking Alpha
July 10th, 2017 · Comments Off on Synaptics Transitions From Mobile To IoT Company
The company acquired two businesses to facilitate the transition. While success isn’t guaranteed, we think the company has a good shot at it. Valuations are very reasonable and seem to have priced in most immediate risks. The company could have upside in the near future based on integration of touch sensing, display controllers, and fingerprint recognition, […]
April 15th, 2017 · Comments Off on Cypress Vs. Synaptics: What Company Wins From Apple’s Upcoming iPhones?
Getting a slot in an upcoming blockbuster like the new iPhones can be a big boost to small suppliers like Cypress and Synaptics. We look at the chances for both companies, and it turns out that there are also some risks involved. But these risks don’t seem to be evenly distributed over these companies. Cypress […]