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SYNA

Synaptics Inc

BUY 2026-08-01 Updated today USD 107.32 Technology - SemiconductorsAWAIT ENTRY
69

Position levels

Currenttoday
USD 107.32
Buy <=wait / entry
USD 85.00
Trim >=take some off
USD 115.00
Thesis breakThe investment thesis would break if the onsemi merger is terminated or material...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case36%100 / 10036.0
Base case52%62 / 10032.2
Bear case12%10 / 1001.2
Weighted conviction69 / 100 - BUY

Top risks

  • Definitive all-stock acquisition agreement by onsemi at 1.35 shares per SYNA share ($7B deal) announced June 25 2026
  • Google Research partnership and Coralboard edge-AI platform launch with Astra SL2610 at Google I/O 2026
  • Non-binding MoU with Accton, Gallopwave and Hsuan Yuan for Edge AI UAV systems and integrated platforms
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