EDA Underdogs
This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.
About This Group of Stocks
Our Expert Thinking
The Synopsys-Ansys merger creates a dominant force in semiconductor design software, which might prompt customers to diversify their suppliers. This potentially benefits smaller, specialized companies in this space, making them attractive both as alternative providers and as potential acquisition targets.
What You Need to Know
Electronic design automation (EDA) software is essential for designing modern chips and electronics. This theme includes both direct competitors to the newly merged giant and complementary players across the semiconductor ecosystem who could see shifting business dynamics.
Why These Stocks
These companies were selected because they represent potential beneficiaries of industry consolidation. Some are direct competitors who could gain market share, while others provide critical technologies that may become more valuable in a more concentrated market environment.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Cadence Design Systems Inc.
CDNS
Current price
$314.58
As a primary competitor to the newly merged entity, this company is well-positioned to attract customers seeking to diversify their EDA tool suppliers...
As a primary competitor to the newly merged entity, this company is well-positioned to attract customers seeking to diversify their EDA tool suppliers to mitigate risks associated with the increased market concentration.
Synopsys Inc.
SNPS
Current price
$571.20
This company is the acquirer in the landmark deal, and its stock reflects the market's perception of the strategic benefits and integration risks asso...
This company is the acquirer in the landmark deal, and its stock reflects the market's perception of the strategic benefits and integration risks associated with creating a dominant force in the EDA industry.
PTC Inc.
PTC
Current price
$194.19
A significant player in the broader CAD and PLM software market, this company's offerings in simulation and digital twin technology may see increased ...
A significant player in the broader CAD and PLM software market, this company's offerings in simulation and digital twin technology may see increased interest from customers looking for alternatives to the merged giant.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+25.88%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 25.88% over the next year.
Stocks Rated Buy by Analysts
12 of 13 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Market Disruption in Action
The $35 billion Synopsys-Ansys deal is reshaping the entire chip design software industry. When giants merge, it often creates unexpected opportunities for smaller players and industry partners.
Potential Acquisition Targets
Industry consolidation often happens in waves. Some of these specialized EDA and semiconductor IP companies could become attractive acquisition targets as competitors respond to the changing landscape.
Customer Diversification Play
Chip designers may not want to rely on a single vendor for critical design tools. Companies in this group could benefit as customers seek to diversify their supplier relationships to reduce risk.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Unlock all the stocks in this group on Nemo
Sign up free to view all stocks in this group and never miss out on another investment opportunity with Nemo.
Sign up in 60 seconds
Zero commission trading
SIPC-protected up to $500,000
Backed by Exinity Group
6% AER interest on uninvested cash, paid out daily
AI investment insights
Discover More Opportunities
Banks in Private Credit
This carefully selected group of stocks captures the trillion-dollar shift as traditional banks enter the private lending arena. Our professional analysts have identified key Business Development Companies (BDCs) and specialized funds that stand to benefit from this growing financial trend.
Wall Street's Private Credit Push
This carefully selected group of stocks represents companies positioned to benefit from the major shift toward private credit on Wall Street. Professional investors have identified these Business Development Companies as potential winners from JPMorgan's strategic move into alternative lending, which could drive new partnerships and increased deal flow.
China's AI Chip Access
This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.
Frequently Asked Questions
Everything you need to know about the product and billing.
See the full stock group
Download Nemo to see all stocks in this group