Synaptics Is On An IoT Roll
Terrific growth in IoT solutions is giving the company strong revenue growth and margin expansion. Their technological capabilities enabled the company to switch to the premium segment of markets, producing […]
Margin Expansion At Synaptics Isn’t Done
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]