Equity Profile

SYNA

Synaptics Incorporated

Information TechnologySemiconductors$4.7B

May7Thu

Post-Earnings Recap

ReportedQ3-2026After Close4:05 PM EDT

Synaptics Beats on EPS, Stock Down 1.35%

Metric	Actual	Expected	Surprise
EPS	$1.09	$1.01	+461.86%
Revenue	—	$291M	—

management commentary, guidance changes, and full analysis available with Pro.

Synaptics Beats on EPS, Stock Down 1.35%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.09	$1.01	+461.86%
Revenue	—	$291M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Synaptics reported better-than-expected earnings per share, significantly beating analyst expectations. However, the stock fell by 1.35% following the announcement, indicating that investors may have been disappointed by the lack of revenue details and future guidance. The absence of management commentary could also contribute to uncertainty among investors.

Company Snapshot

Synaptics Incorporated (SYNA) is a technology company that designs and develops semiconductor solutions for various applications, including touch and display drivers, biometrics, and audio. As a player in the semiconductor industry, it is influenced by trends in consumer electronics, automotive technology, and the growing demand for smart devices.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$1.01

Revenue

Revenue growth is crucial for assessing the company's market position and demand for its products.

$291M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+825.72%

Avg Stock Reaction

+0.77%

Last Quarter Recap

In Q2-2026, Synaptics reported an impressive EPS of $1.21, significantly exceeding expectations. However, the stock saw a slight decline the following day, indicating mixed investor sentiment despite the strong earnings.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Synaptics to continue its strong performance with a consensus EPS of $1.01 and revenue of $291M. The company has consistently beaten earnings estimates in recent quarters, which has raised expectations for this report.

Bull Case

If Synaptics can maintain its momentum and deliver results above expectations, it could signal strong demand for its products and further growth potential, leading to a positive market reaction.

Bear Case

On the other hand, if the company fails to meet even the lowered expectations, it could raise concerns about its growth trajectory and market competitiveness, resulting in a negative reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.01

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$291M

Revenue growth is crucial for assessing the company's market position and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Synaptics achieve an EPS of $1.01 or higher?

Meeting or exceeding this EPS target is crucial for maintaining investor confidence and could lead to a positive stock reaction.

What are the revenue figures for Q3-2026?

Revenue performance will indicate the demand for Synaptics' products and its ability to capture market share in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent product launches and market expansion efforts, which could drive stronger-than-expected revenue growth.

Supporting Evidence

Synaptics has consistently beaten EPS estimates, indicating stronger operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider selling could indicate a lack of confidence in future performance, contrasting with the bullish consensus.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Synaptics' ability to sustain its growth amid increasing competition and market dynamics.

Bull Confirmed If

Achieving revenue of $291M or more would confirm the bull case and suggest strong market demand.

Bear Confirmed If

Revenue falling below $290M would indicate potential weakness in demand and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.63%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.

Options are pricing ±13.6% while SYNA has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

61.0%

Calls (75K)P/C Ratio: 0.27Puts (57K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Synaptics beats expectations, history suggests a positive reaction with an average 1-day move of +1.03%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors assess future guidance and market conditions.

Miss

A miss on earnings could lead to a negative reaction, with historical data suggesting an average 1-day move of -2.22% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into market demand trends for Synaptics' key segments.
3Management's commentary on competitive pressures and pricing strategies.
4Future guidance on revenue and EPS for the upcoming quarters.
5Details on cost management and operational efficiencies.

See the full picture

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$1.01

Revenue

Revenue growth is crucial for assessing the company's market position and demand for its products.

$291M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+825.72%

Avg Stock Reaction

+0.77%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Synaptics can maintain its momentum and deliver results above expectations, it could signal strong demand for its products and further growth potential, leading to a positive market reaction.

Bear Case

On the other hand, if the company fails to meet even the lowered expectations, it could raise concerns about its growth trajectory and market competitiveness, resulting in a negative reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.01

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$291M

Revenue growth is crucial for assessing the company's market position and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Synaptics achieve an EPS of $1.01 or higher?

Meeting or exceeding this EPS target is crucial for maintaining investor confidence and could lead to a positive stock reaction.

What are the revenue figures for Q3-2026?

Revenue performance will indicate the demand for Synaptics' products and its ability to capture market share in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent product launches and market expansion efforts, which could drive stronger-than-expected revenue growth.

Supporting Evidence

Synaptics has consistently beaten EPS estimates, indicating stronger operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider selling could indicate a lack of confidence in future performance, contrasting with the bullish consensus.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Synaptics' ability to sustain its growth amid increasing competition and market dynamics.

Bull Confirmed If

Achieving revenue of $291M or more would confirm the bull case and suggest strong market demand.

Bear Confirmed If

Revenue falling below $290M would indicate potential weakness in demand and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.63%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.

Options are pricing ±13.6% while SYNA has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

61.0%

Calls (75K)P/C Ratio: 0.27Puts (57K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Synaptics beats expectations, history suggests a positive reaction with an average 1-day move of +1.03%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors assess future guidance and market conditions.

Miss

A miss on earnings could lead to a negative reaction, with historical data suggesting an average 1-day move of -2.22% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into market demand trends for Synaptics' key segments.
3Management's commentary on competitive pressures and pricing strategies.
4Future guidance on revenue and EPS for the upcoming quarters.
5Details on cost management and operational efficiencies.