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Are VREX, HZO, SYNA Obtaining Fair Deals for their Shareholders?PR Newswire

NEW YORK, Oct. 20, 2026

Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.

The proposed transactions may contain terms that could limit superior competing offers.

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:

Varex Imaging Corporation (NASDAQ: VREX)'s sale to Teledyne Technologies Incorporated for $18.90 per share in cash. If you are a Varex shareholder, click here to learn more about your rights and options.

MarineMax, Inc. (NYSE: HZO)'s sale to Safe Harbor Marinas for $53.00 per share in cash. If you are a MarineMax shareholder, click here to learn more about your legal rights and options.

Synaptics Incorporated (NASDAQ: SYNA)'s sale to onsemi for $123.00 per share in cash. If you are a Synaptics shareholder, click here to learn more about your rights and options.

On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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SOURCE Halper Sadeh LLP

SAN JOSE, Calif., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Synaptics® Incorporated (Nasdaq: SYNA) today announced that the latest version of the Synaptics Coralboard is available for purchase through DigiKey starting today. Developed in collaboration with Google Research, the Coralboard SL is powered by the Synaptics Astra® SL2619, which integrates the 1 TOPS Synaptics Torq™ NPU featuring the first implementation of the Coral NPU. Following an initial limited-edition run, this version moves the platform to general availability through DigiKey’s global distribution network. The Coralboard portfolio is built for ultra-low power, always-on applications using ambient sensing, and is designed to deliver efficient, accelerated on-device inference for resource-constrained form factors.

Expanding the ecosystem and broadening developer choice, Synaptics also introduced the Coralboard SR, based on the newly launched Synaptics Astra® SR200 Series of xMCUs, a new class of AI-native, multimodal processors combining heterogeneous compute with integrated, high-bandwidth memory to bring vision, voice, and graphics to Edge and Physical AI systems.

The Coralboard family is designed to deliver a consistent Edge AI developer experience across the SL and SR versions thanks to the MLIR-based Synaptics Torq™ compiler and runtime. Synaptics’ Torq open-source toolchain supports widely used ML frameworks, giving developers a single path from model optimization through deployment. With an open, collaborative development and continuous refinement approach, Torq is designed to deliver day-0 support for Edge AI model families, such as Google Gemma3 270M (achieves up to 12-16 tokens/second with INT8 and 4-bit quantization respectively), LiquidAI LFM2.5, and Ultralytics YOLO26, employing active-research techniques such as batch-prefill and dynamic quantization.

Torq enables optimal execution across the Synaptics Astra processor portfolio by natively mapping model network layers to accelerator engines. Additionally, the open-source nature of Torq allows users to deploy agentic AI tools and workflows that parse through the source code and assist in feature-addition, performance customization, and debugging, promoting true Edge AI developer freedom.

The Synaptics Coralboard brings together the open hardware and software foundation for private, efficient Edge AI applications across wearables, hearables, smart home appliances, automation hubs, industrial control systems, and robotics.

Synaptics Coralboard SL comes with:

Astra SL2619 with 2x 2GHz Arm® Cortex® A55, Cortex-M52, 1 TOPS Torq/Coral NPU2GB DDR4, MicroSD card slot, NOR flash memoryCamera and display support via CSI/DSI and USBQWICC and mikroBUS connectorsAdd-on HATs for HDMI display, power, camera, and digital micsWi-Fi®/Bluetooth® connectivity through an M.2 expansion slot
Synaptics Coralboard SR offers:

Astra SR250 Series with 800MHz Arm Cortex M85, Cortex M52, 400 GOPS Torq/Coral NPUIntegrated SRAM up to 8MB and high-bandwidth custom DRAM up to 256MBMicroSD card slot, NOR flash memoryMulti-camera and display support via CSI/DSI and USB, dual ISPs, digital micsQWICC and mikroBUS connectorsWi-Fi/Bluetooth connectivity
Building on its work with Google Research, Synaptics extends the Coralboard portfolio with a shared goal to defragment the developer experience for Edge AI.

“Our collaboration with Synaptics started from a shared view of what open Edge AI hardware should look like, and the Coralboard SL was the first developer-ready solution we co-created,” said Billy Rutledge, Director, Google Research. “The Synaptics Astra SR200 series now brings the second generation of the Coral NPU IP with RISC-V vector core support into silicon, and the Coralboard SR puts that in developers’ hands. Each version widens what can run at the Edge without asking developers to start over.”

“The Synaptics Coralboard is a starting line the whole ecosystem can share,” said Olivier Lacombe, Product Director, Google DeepMind. “With Gemma models optimized and ready to run on Coralboard, developers can stop solving the same integration puzzle, scale the model as their application requirements evolve, and start building the things only they can imagine.”

“The Synaptics Coralboard was designed to address a developer need for an open, cost-optimized AI-native Edge platform for the IoT,” said Vikram Gupta, SVP & GM, Edge Compute and Connectivity Division, Synaptics. “The limited-edition run validated this thinking, and our partnership with DigiKey now puts the Coralboard within reach of engineers worldwide. Integrating the open-source Synaptics Torq™ compiler, AI/ML developers get a unified, consistent experience that scales across our Astra portfolio.”

“Edge AI is where the next wave of design activity is happening, and developers need a starting point they can trust,” said Mike Slater, Vice President of Global Business Development, DigiKey. “As the exclusive distribution partner for the Synaptics Coralboard, we are putting an open, production-ready design platform in front of millions of engineers in our global network.”

“We’re excited to see Liquid.AI’s LFM2.5 Edge AI models running on the Synaptics Astra® SL2619. Our models are going to help drive new opportunities for Edge AI,” said Alan Wong, Head of Silicon Partnerships at Liquid AI.

“NPU compilers have largely been closed, black-box toolchains, which makes an open-source compiler like Synaptics Torq™ stand out in our industry,” said Daniel Chang, CEO, ENERZAi. “As a contributor to the Torq project, we’ve seen first-hand how its open, MLIR-based design gives developers the freedom to inspect, extend, and optimize models to accelerators. At the same time, as an Edge AI software company commercializing 1.58-bit on-device AI agents, we see Torq as a flexible and compelling path to bring these models into real-world products.”

Availability
The Synaptics Coralboard is available to order from DigiKey starting October 20, 2026. For product details, documentation, and to get started, visit https://developer.synaptics.com/docs/developer-kits/coralboard.

About Synaptics Incorporated
Synaptics (Nasdaq: SYNA) is driving innovation in AI at the Edge, bringing AI closer to end users and transforming how we engage with intelligent connected devices, whether at home, at work, or on the move. As a go-to partner for forward-thinking product innovators, Synaptics powers the future with its cutting-edge Synaptics Astra® AI-Native embedded compute, wireless connectivity, and multimodal sensing solutions. We’re making the digital experience smarter, faster, more intuitive, secure, and seamless. From touch, display, and biometrics to AI-driven wireless connectivity, video, vision, audio, speech, and security processing, Synaptics is the force behind the next generation of technology enhancing how we live, work, and play. Follow Synaptics on LinkedIn, Facebook, Instagram, and YouTube, or visit www.synaptics.com.

Forward-Looking Statements Safe Harbor
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the capabilities and performance of the Synaptics Coralboard and Astra processors, the Torq compiler toolchain, developer adoption of the platform, the planned roadmap with multiple board versions at different performance and power points, and market opportunities in edge AI and physical AI applications. These statements involve risks and uncertainties including product development and availability delays, competitive pressures in edge AI hardware and software, actual developer adoption rates, supply chain constraints for semiconductors and components, the ability to deliver stated performance specifications, the sustainability of open-source projects, and macroeconomic conditions affecting demand. Actual results could differ materially from those projected. For more information on risks, please refer to Synaptics’ most recent Form 10-K and 10-Q filings with the SEC. Synaptics disclaims any obligation to update forward-looking statements except as required by law.

Synaptics and the Synaptics logo are trademarks of Synaptics in the United States and/or other countries. All other marks are the property of their respective owners.

Media Contact
Neeta Shenoy
Synaptics
+1-408-425-2654
[email protected]

Rahul G. Patel reported a sale of 2,276 shares of Synaptics Incorporated (SYNA -0.32%) in an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$213,557Shares sold2,276Post-transaction shares (directly held)186,515Post-transaction value$17.8 millionTransaction value based on SEC Form 4 weighted average sale price ($93.83); post-transaction value based on Sept. 21 market close ($95.36).

Company OverviewMetricValueShare Price (as of Sept. 21 market close)$95.36Market Capitalization$3.6 billionRevenue (TTM)$1.2 billionNet Loss (TTM)-$490.8 millionCompany SnapshotSynaptics, established in 1986 and headquartered in San Jose, California, is a global semiconductor solutions provider with approximately 1,700 employees.

Synaptics develops and markets semiconductor product solutions, including AudioSmart for advanced sound and voice processing, ConnectSmart for high-speed multimedia connectivity, and DisplayLink for compressed video transmission, generating revenue across audio, video, and connectivity solutions.The company operates a fabless semiconductor business model, designing specialized chips for human-machine interface and multimedia connectivity applications.Synaptics serves original equipment manufacturers and system integrators in consumer electronics, computing, and mobile device markets, with primary customers including major PC, smartphone, and IoT device manufacturers.What this transaction means for investorsInvestors tend to get their haunches up when they see a key insider, like the CEO, dispose of shares. In this case, Patel was one of several insiders to sell shares at the same time. Aside from CEO Patel, VP/Controller Esther Song, and SVP/Chief Legal Officer Lisa Bodensteiner also sold stock.

However, investors shouldn’t read anything into the transactions. That’s because they sold shares under 10b5-1 plans. These trading plans are set up ahead of time between insiders (e.g., directors and officers) with access to key information. They set terms like the timing and number of shares.

Designed to avoid the appearance of insider trading on material, nonpublic information, which means investors can’t glean any information from these transactions.

Shareholders have been rewarded for owning Synaptics’ stock. This year, the stock gained 58.3% through Oct. 16. That easily beat the tech-heavy Nasdaq Composite’s total return of 13%.

Source: SEC Form 4 filing for SYNA | Filed: Sept. 21

Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

onsemi’s NASDAQ: ON all-stock bid to acquire Synaptics NASDAQ: SYNA initially depressed the share price, but now things are different. The massive share price decline undercut the value of the all-stock Synaptics bid, enabling a competing suitor to enter the mix.

Faced with a superior offer, onsemi made the nimble pivot to an all-cash deal, securing its bid and accelerating a major transformation—from component provider to end-to-end physical AI systems original equipment manufacturer (OEM)—and at better terms.

Get onsemi alerts:

onsemi Today

$86.31 +0.38 (+0.45%)

As of 11:51 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$44.56▼

$134.9255.39

$95.56

Why is the move so brilliant? Four key reasons: dilution, price tag, accretion, and ownership. The original deal was all stock, meaning onsemi would dilute its shares, the ultimate cause of its share price plunge. The new deal is all cash, which means no dilution or overhang and improves the equation on price, accretion, and ownership.

The price tag is now $5.7 billion, down 18.57% from the initial offer, with the share count unchanged. More importantly, the revised structure is expected to be immediately accretive to earnings upon closing, compared with accretion within 18 months under the original agreement. Finally, ownership: onsemi shareholders retain 100% ownership, sharing no part of the business with Synaptics’ investors, who will receive $123 per share, a nearly 35% premium to the 150-week exponential moving average price.

onsemi’s Metamorphosis Is Nearly Completeonsemi’s transition is significant, and the metamorphosis is nearly complete. While hurdles remain, they are low, given the Federal Trade Commission’s Early Termination Notice. It effectively indicates that the deal does not raise significant competition concerns and can close more quickly than usual. As it stands, the deal is set to close by mid-next year, setting the stage for onsemi’s next phase.

What Synaptics brings to onsemi complements its already robust portfolio of power control and sensing devices, adding wireless connectivity, neural processing units (NPUs), and the Astra AI platform. Product highlights include ultra-low power consumption, edge AI without cloud backup, and an easy-to-use open-source framework.

Wireless connectivity spans the range, enabling autonomous machines to access local networks and Wi-Fi. More importantly, Synaptics’ industry-leading NPUs solve a critical hurdle—obsolescence—through a dual-brain approach developed in deep partnership with Alphabet NASDAQ: GOOGL.

Synaptics’ contribution handles on-site tasks such as sensing, while Alphabet’s contribution is programmable, allowing it to adapt to inevitable code changes and upgrades. Together, onsemi and Synaptics cover the four pillars of physical AI—power, sensing, connected compute, and control—in a single package, making it a base layer developers can build on.

onsemi: Critical to NVIDIA’s Long-Term Plansonsemi is already central to NVIDIA’s NASDAQ: NVDA near-term AI plans, providing essential power delivery technology that can handle the loads data centers require, especially next-generation 800VDC architectures. It is also pivoting alongside NVIDIA’s shift to focus on physical AI and robotics, positioning itself as the muscles and nervous system for NVIDIA’s AI brains. Execs estimate the opportunity at $6 billion by 2030, with onsemi capturing $900 in value per humanoid robot.

Analysts' trends reflect confidence in the shift, but they moderated their price targets following the initial acquisition announcement. It brought dilution and execution risks, and only one has been mitigated. Key details also include the consensus analyst rating and price target range, which show a 50% Buy-side bias within the Moderate Buy rating and room for a robust price recovery. The consensus price target offers minimal upside but is sufficient to trigger a technical reversal, while the high-end target suggests the potential to reach fresh all-time highs.

Institutions will be the deciding factor. The group owns nearly 98% of the stock, reflecting strong confidence, and underpins all major sustainable price movements. That includes the early 2026 price plunge, which helped set up today’s opportunity. While selling may continue, this market no longer has an overhang; instead, it has a catalyst that only needs to be executed to deliver immediate value gains. In this scenario, institutions might not revert to immediate accumulation, but they are likely to stop selling, freeing up price action.

The only bad news is that buybacks will pause. However, the new structure and onsemi's balance sheet mean it can finance the deal mostly with cash on hand. Morgan Stanley NYSE: MS has agreed to finance the remainder, up to $2.5 billion, an easy figure for onsemi to pay off. Execs target a 25% to 30% free cash flow margin, sufficient to pay off the new debt within 18 to 24 months. What will remain is a larger, better-positioned company with greater revenue, cash-generating, and capital-returning capacity.

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EQUITY ALERT - The M&A Class Action Firm Launches Inquiry -- SYNA, CBNK, SSTI, and OCLTPR Newswire

NEW YORK, Oct. 3, 2026

, /PRNewswire/ --

Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating:

Synaptics Incorporated (NASDAQ: SYNA) related to its sale to ON Semiconductor Corporation. Under the terms of the proposed transaction, Synaptics shareholders are expected to receive $123 in cash per share. Is it a fair deal?Click here for more info https://monteverdelaw.com/case/synaptics-incorporated-2/. It is free and there is no cost or obligation to you.

***

Capital Bancorp, Inc. (NASDAQ: CBNK) related to its merger with Peoples Bancorp, Inc. Under the terms of the proposed transaction, Capital shareholders are expected to receive 1.11 shares of Peoples Bancorp common stock for each share of Capital common stock. Is it a fair deal?Click here for more info https://monteverdelaw.com/case/capital-bancorp-inc-2/. It is free and there is no cost or obligation to you.

***

SoundThinking, Inc. (NASDAQ: SSTI) related to its sale to affiliates of Transom Capital Group. Under the terms of the proposed transaction, SoundThinking shareholders are expected to receive $8.00 per share in cash, plus non-transferable contingent value rights providing for up to $3.00 per share in potential additional cash payments, subject to achievement of specified milestones. Is it a fair deal?Click here for more info https://monteverdelaw.com/case/soundthinking-inc/. It is free and there is no cost or obligation to you.

***

OceanLight Acquisition Corporation (NASDAQ: OCLT) related to its merger with AIRE Inc. Under the terms of the proposed transaction, OceanLight shareholders are expected to receive one ordinary share of AIRE Global Group Inc. for each ordinary share of OceanLight. Is it a fair deal?Click here for more info https://monteverdelaw.com/case/oceanlight-acquisition-corporation/. It is free and there is no cost or obligation to you.

NOT ALL LAW FIRMS ARE THE SAME. Before you hire a law firm, you should talk to a lawyer and ask:

Do you file class actions and go to Court?When was the last time you recovered money for shareholders?What cases did you recover money in and how much?About Monteverde & Associates PC

Our firm litigates and has recovered money for shareholders…and we do it from our offices in the Empire State Building. We are a national class action securities firm with a successful track record in trial and appellate courts, including the U.S. Supreme Court.

No company, director or officer is above the law. If you own common stock in the above listed company and have concerns or wish to obtain additional information free of charge, please visit our website or contact Juan Monteverde, Esq. either via e-mail at [email protected] or by telephone at (212) 971-1341.

Contact:
Juan Monteverde, Esq.
MONTEVERDE & ASSOCIATES PC
The Empire State Building
350 Fifth Ave. Suite 4740
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[email protected]
Tel: (212) 971-1341

Attorney Advertising. (C) 2026 Monteverde & Associates PC. The law firm responsible for this advertisement is Monteverde & Associates PC (www.monteverdelaw.com). Prior results do not guarantee a similar outcome with respect to any future matter.

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SOURCE Monteverde & Associates PC

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Synaptics Incorporated (NASDAQ: SYNA) to onsemi for $123.00 per share in cash.Halper Sadeh encourages Synaptics shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected] investigation concerns whether Synaptics and its board of directors violated the f.

Onsemi and Synaptics shares are on the rise after a revised merger deal.

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Synaptics Incorporated (NASDAQ:SYNA) shares are trading higher Friday after the company announced late Thursday it will be acquired by onsemi for $123 per share under the revised agreement.

Synaptics stock is showing exceptional strength. What’s behind SYNA gains? The Revised Deal TermsThe amended agreement, announced following an unsolicited competing proposal from a third party, values the transaction at approximately $5.7 billion, down from approximately $7 billion under the prior agreement signed in June. The revised all-cash structure is expected to be immediately accretive to onsemi’s non-GAAP earnings per share and provides value certainty for Synaptics shareholders.

The transaction will be financed through a combination of cash on hand and fully committed debt financing from Morgan Stanley, with the amended agreement no longer including a closing condition tied to onsemi’s financing.

“By transitioning to an all-cash structure, we are providing value certainty at a meaningful premium as compared to current value,” said Rahul Patel, President and CEO of Synaptics. “We are confident this path is the right choice for our shareholders.”

“The all-cash transaction delivers higher value to our shareholders through lower total cost consideration, and we now expect the transaction to be immediately accretive to non-GAAP EPS upon closing,” said Hassane El-Khoury, President and CEO of onsemi. “Synaptics is accretive to our long-term model, with a strong growth outlook and attractive gross margin profile that will help accelerate onsemi’s evolution.”

The transaction has been approved by the U.S. Federal Trade Commission, with regulators in other jurisdictions still reviewing it. The deal is expected to close by mid-2027, subject to approval by Synaptics shareholders and other customary closing conditions.

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Synaptics Shares Rush HigherSYNA Price Action: At the time of publication, Synaptics shares are trading 14.53% higher at $121.57, according to data from Benzinga Pro.

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On Semiconductor stock and Synaptics are both rising after they renegotiated their acquisition deal. Here's why.

ON Semiconductor said it will pay $123 a share for Synaptics, giving the deal a value of around $5.7 billion.

Texas Instruments (NASDAQ:TXN – Get Free Report) and Synaptics (NASDAQ:SYNA – Get Free Report) are both technology companies, but which is the better business? We will compare the two companies based on the strength of their risk, analyst recommendations, earnings, profitability, institutional ownership, dividends and valuation.

Analyst Ratings This is a summary of current ratings and recommmendations for Texas Instruments and Synaptics, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Texas Instruments 4 8 15 2 2.52 Synaptics 1 9 3 1 2.29 Texas Instruments presently has a consensus price target of $312.12, indicating a potential upside of 17.05%. Synaptics has a consensus price target of $123.91, indicating a potential upside of 33.08%. Given Synaptics’ higher possible upside, analysts plainly believe Synaptics is more favorable than Texas Instruments.

Valuation and Earnings This table compares Texas Instruments and Synaptics”s gross revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Texas Instruments $17.68 billion 13.77 $5.00 billion $6.57 40.58 Synaptics $1.20 billion 3.09 -$490.80 million ($12.65) -7.36 Texas Instruments has higher revenue and earnings than Synaptics. Synaptics is trading at a lower price-to-earnings ratio than Texas Instruments, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility Texas Instruments has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500. Comparatively, Synaptics has a beta of 1.94, suggesting that its stock price is 94% more volatile than the S&P 500.

Insider & Institutional Ownership 85.0% of Texas Instruments shares are held by institutional investors. Comparatively, 99.4% of Synaptics shares are held by institutional investors. 0.6% of Texas Instruments shares are held by company insiders. Comparatively, 0.7% of Synaptics shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability This table compares Texas Instruments and Synaptics’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Texas Instruments 31.11% 35.77% 17.31% Synaptics -41.00% 4.37% 2.27% Summary Texas Instruments beats Synaptics on 11 of the 15 factors compared between the two stocks.

(Get Free Report)

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products. This segment provides signal chain products that sense, condition, and measure signals to allow information to be transferred or converted for further processing and control, including amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers that are used in electronic equipment; digital signal processors for mathematical computations; and applications processors for specific computing activity. This segment offers products for use in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, and calculators and other. It provides DLP products primarily for use in project high-definition images; calculators; and application-specific integrated circuits. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

About Synaptics (Get Free Report)

Synaptics Incorporated develops, markets, and sells semiconductor products worldwide. The company offers AudioSmart for voice and audio processing; ConnectSmart for high-speed video/audio/data connectivity; DisplayLink for transmitting compressed video frames across low bandwidth connections; VideoSmart that enables set-top boxes, over-the-top, streaming devices, soundbars, surveillance cameras, and smart displays; and ImagingSmart solutions. It also provides Natural ID, a fingerprint ID product that is used in notebook personal computers (PCs), PC peripherals, automobiles, and other applications; TouchPad, a touch-sensitive pad that senses the position and movement of one or more fingers on its surface; SecurePad that integrates fingerprint sensor directly into the TouchPad area; ClickPad that offers a clickable mechanical design; and ForcePad. In addition, the company offers ClearPad, which enables users to interact directly with the display on mobile smartphones, tablets, and automobiles; ClearView products that provide advanced image processing and low power technology for displays on smartphones and tablets; and TouchView products, a touch controller and display driver integration product. Further, it provides TouchPad with a pointing stick in a single notebook computer enabling users to select their interface of choice; TouchStyk, a self-contained pointing stick module; ultra-low power edge artificial intelligence platform for battery powered wireless devices; wireless connectivity solutions comprising Wi-Fi, Bluetooth, global positioning system, global navigation satellite system, and ULE; and voice over IP and digital enhanced cordless telecommunications solutions. The company sells its products through direct sales, outside sales representatives, distributors, and resellers to mobile and PC OEMs; IoT OEMs; and automotive and consumer electronics manufacturers. The company was incorporated in 1986 and is headquartered in San Jose, California.

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 | Source: Synaptics Incorporated

Synaptics Capacitive Tactile Sensing (CTS) module captures touch data and Astra® Edge AI processors run inference on device, now supported on NVIDIA Isaac Sim™ and Holoscan.

SAN JOSE, Calif., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Synaptics® Incorporated (Nasdaq: SYNA) today announced its first CTS module powered by the SN6012T touch controller is now supported by the open robotics simulation framework, NVIDIA Isaac Sim. The Synaptics CTS module is designed for dexterous robotic hands, grippers, and other Physical AI systems to detect contact and pressure distribution, supporting more precise grip control, object manipulation, and responsive interaction.

The CTS module works effortlessly with

Synaptics Astra® Edge AI processors. These processors serve as a multimodal sensing, inferencing, and connectivity hub unifying touch, vision, motor control, and other sensory signals into synchronized streams to facilitate hierarchical AI systems with support of NVIDIA Holoscan.

As Physical AI platforms increasingly operate in highly dynamic environments and interact directly with humans and objects, developers need simulation environments that capture how contact and force behave at the point of touch. This simulation environment delivers a way to prototype tactile interactions and generate synthetic sensor data. It helps developers expedite validation cycles by enabling perception algorithms before deploying on physical hardware.

The CTS platform is expected to provide:

An optimized standard tactile module: High 2.5mm pitch taxel density with a 5x12 taxel array, supporting force ranges up to 100N with 0.1N resolution.Faster response, low-hysteresis proprietary sensor design: 10x faster rebound response than traditional foam sensors.Native Newton engine support: Built from the ground up for NVIDIA’s Newton physics simulation engine.
The Astra AI-native processor platform is designed to:

Aggregate touch, vision, and motion data into unified streams, delivered to NVIDIA Holoscan over standard Ethernet.Offload sensor collection and synchronization from central compute, so robotic platforms can interpret contact, grip, and movement locally.Bring localized Edge AI intelligence to humanoids, grippers, and industrial systems, cutting integration complexity.
“Tactile sensing is essential for fast, accurate, and robust robotics and humanoid experiences across all markets,” said Rahul Patel, President and CEO, Synaptics. “Combining Synaptics’ touch modules and Astra Edge AI processors with NVIDIA’s Isaac Sim and Holoscan platform capabilities enables processing of multi-sensory modalities, simplifying integration hurdles and accelerating time-to-market for developers through faster validation cycles.”

“The next generation of Physical AI depends on closing the gap between what robots learn in simulation and how they respond to contact in the real world,” said Deepu Talla, Vice President of Robotics and Edge AI at NVIDIA. “Synaptics is bringing CTS tactile sensing and Astra Edge AI processors to NVIDIA Isaac Sim and Holoscan, helping developers simulate touch and process multimodal sensor data for more precise grip control, object manipulation, and responsive robotic interaction.”

About Synaptics Incorporated

Synaptics (Nasdaq:

SYNA) is driving innovation in AI at the Edge, bringing AI closer to end users, and transforming how we engage with intelligent connected devices, whether at home, at work, or on the move. As a go-to partner for forward-thinking product innovators, Synaptics powers the future with its cutting-edge Synaptics Astra® AI-Native embedded compute, wireless connectivity, and multimodal sensing solutions. We’re making the digital experience smarter, faster, more intuitive, secure, and seamless. From touch, display, and biometrics to AI-driven wireless connectivity, video, vision, audio, speech, and security processing, Synaptics is the force behind the next generation of technology enhancing how we live, work, and play.

Follow Synaptics on LinkedIn, Facebook, Instagram, and YouTube or visit www.synaptics.com.

Synaptics, the Synaptics logo and Astra are trademarks of Synaptics in the United States and/or other countries. All other marks are the property of their respective owners.

Forward-Looking Safe-Harbor Statement

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the capabilities of Synaptics' CTS module and Astra processors, their integration with NVIDIA Isaac Sim and Holoscan, developer adoption, and market opportunities in robotics and edge AI. These statements involve risks and uncertainties including product development delays, competitive pressures, adoption rates for simulation and edge AI platforms, supply chain constraints, and macroeconomic conditions. For more information on risks, please refer to Synaptics' most recent Form 10-K and 10-Q filings with the SEC. Synaptics disclaims any obligation to update forward-looking statements except as required by law.

For further information, please contact:
Media Contact
[email protected]

President and CEO Rahul G. Patel reported the sale of 17,578 shares of Synaptics Incorporated (SYNA -0.35%) for a total value of about $1.9 million, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$1.9 millionShares sold (directly held)17,578Post-transaction shares (directly held)188,791Post-transaction value$19.06 millionTransaction value based on SEC Form 4 weighted average sale price ($109.91); post-transaction value based on the August 19 market close.

Key questionsWhy was this transaction executed?
The activity was primarily driven by tax withholding requirements following the settlement of performance stock units, supplemented by a secondary sale of 2,276 shares through a pre-arranged Rule 10b5-1 trading plan.What is the insider's remaining direct exposure?
Patel retains a direct position of 188,791 shares, which carries a market value of $19.06 million as of the August 19 market close.How does the company's financial profile align with this activity?
Synaptics reported trailing 12-month revenue of $1.2 billion and a net loss of -$490.8 million, while the stock has achieved a roughly 50% one-year total return as of August 19.What was the impact of recent vesting events on the insider's position?
The insider's equity holdings were recently bolstered by the vesting of 120,000 shares on August 17, providing the necessary liquidity for the subsequent tax-related withholding and plan-based sales.Company OverviewMetricValueShare Price (as of market close 2026-08-18)$104.83Market Capitalization$4.1 billionRevenue (TTM)$1.2 billionNet Income (TTM)-$490.8 millionCompany SnapshotSynaptics develops and markets a comprehensive portfolio of semiconductor solutions spanning audio and video processing, high-speed multimedia connectivity, and display technologies, generating revenue through the licensing and sale of these specialized semiconductor products to device manufacturers globally.The company operates a fabless semiconductor business model, designing and marketing proprietary chip solutions while outsourcing manufacturing, enabling capital-efficient scaling and rapid product innovation across consumer electronics and enterprise markets.Synaptics serves original equipment manufacturers and system integrators in the consumer electronics, computing, and mobile device sectors, with primary customers including leading smartphone, laptop, and display manufacturers worldwide.Synaptics Incorporated is a global semiconductor solutions provider with a market capitalization of $4.1 billion, leveraging its established position since 1986 to deliver specialized audio, video, and connectivity technologies that enhance user experience across consumer and enterprise devices. The company maintains a lean operational footprint of 1,700 employees while generating $1.2 billion in TTM revenue, positioning itself as a focused semiconductor innovator in high-value market segments. Despite current net income headwinds, Synaptics' diversified product portfolio and strong year-over-year equity appreciation reflect investor confidence in its strategic positioning within the semiconductor ecosystem.

What this transaction means for investorsPatel had shares withheld to cover taxes on 120,000 units that vested August 17, and sold a further 2,276 shares under a 10b5-1 plan, together disposing of 17,578 shares against a vest of roughly seven times that size. As CEO, Patel’s transactions tend to carry more weight than this week's other Synaptics filings, but the mechanics here are the same tax withholding.

Before the pending deal with onsemi, which is expected to close by mid-2027, Patel had been steering Core IoT into the company's growth engine, guiding full-year fiscal 2026 Core IoT revenue to grow more than 40% to over $385 million and telling investors on an earlier call, "we are seeing accelerating activity in Physical AI and Edge AI." Third quarter revenue backed that up, rising 10% to $294.2 million with EPS of $1.09. That growth trajectory is effectively what onsemi is paying to acquire. Meanwhile, Patel still holds 188,791 shares directly, a stake that will convert to onsemi stock at a fixed 1.350 exchange ratio once the deal closes. That means his remaining upside is tied to how onsemi and Synaptics both perform, and that's just as important for long-term investors as it is for him.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

Satish Ganesan, chief strategy officer at Synaptics Incorporated (SYNA -0.35%), disposed of 15,954 shares on August 17 in a non-discretionary transaction valued at $1.8 million, according to an SEC Form 4 filing.

Transaction summaryMetricValueShares sold15,954Transaction value$1.8 millionPost-transaction shares (directly held)87,682Post-transaction value$9.70 millionTransaction value based on SEC Form 4 weighted average sale price ($110.58); post-transaction value based on the August 17 market close ($110.58).

Key questionsWhat necessitated this automated share disposition?
The transaction was executed to cover tax withholding requirements following the vesting of 45,910 shares on August 17 and does not reflect a change in the insider's fundamental view of the company.How does the insider's remaining stake compare to recent market performance?
Ganesan retains a direct position of 87,682 shares following a period where the stock has generated a 40% return over the past 12 months.What is the broader context of insider ownership at the firm?
Following this withholding event, Satish Ganesan's direct holdings contribute to an aggregate insider ownership level of roughly 0.2% for the $4.1 billion semiconductor company.Company OverviewMetricValueShare Price (as of market close 2026-08-18)$104.83Market Capitalization$4.1 billionRevenue (TTM)$1.2 billionNet Income (TTM)-$490.8 millionCompany SnapshotSynaptics develops and markets a comprehensive portfolio of semiconductor solutions, including AudioSmart for advanced sound and voice processing, ConnectSmart for high-speed multimedia connectivity, and DisplayLink for compressed video transmission, generating revenue across audio, video, and connectivity product categories.The company operates a fabless semiconductor business model, designing specialized chips for consumer electronics and computing devices while outsourcing manufacturing, allowing for capital-efficient scaling and rapid product innovation.Synaptics serves original equipment manufacturers and system integrators in the consumer electronics, personal computing, and mobile device markets, with primary customers including major laptop, tablet, and smartphone manufacturers.Synaptics Incorporated is a global semiconductor solutions provider with a market capitalization of $4.1 billion, employing 1,700 professionals from its San Jose headquarters. The company specializes in human-machine interface and connectivity technologies that enhance user experience across diverse consumer and computing platforms. With TTM revenue of $1.2 billion, Synaptics maintains a strategic focus on audio, video, and connectivity solutions while navigating near-term profitability challenges in a competitive semiconductor landscape.

What this transaction means for investorsWhat's more important here for long-term investors is the massive looming deal that fully changes Synaptics' trajectory. The company agreed in June to be acquired by onsemi in an all-stock deal worth roughly $7 billion, and Synaptics has leaned its pitch on Physical AI and Edge AI, with plans to begin sampling its AI-native Astra SR-Series microcontrollers this fall. Financially, the firm's fourth quarter revenue rose 9% to $308 million, with Core IoT product sales up 24% to $104.6 million, the fastest-growing piece of the business and the one most likely tied to Ganesan's bets as chief strategy officer. Meanwhile, non-GAAP EPS climbed 22% to $1.23 even as GAAP results carried a one-time $447.4 million net loss from a deferred tax valuation allowance (so, not from the underlying business itself slowing down).

Synaptics stockholders are set to receive 1.350 shares of onsemi stock for each Synaptics share once the deal closes, a fixed exchange ratio that means Ganesan's remaining 87,682 shares already have a defined future value tied to how onsemi trades. The stock has shed about 45% of its value since June, amid stress that's impacted other semi names, but it's still up 45% over the past year, which well outpaces the broader market.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

Esther Song, vice president and corporate controller at Synaptics Incorporated (SYNA -0.35%), reported a disposal of 1,409 shares of common stock on August 17 and August 18, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$152,792Shares sold1,409Post-transaction shares (directly held)14,683Post-transaction value$1.54 millionTransaction value based on SEC Form 4 weighted average sale price ($108.44); post-transaction value based on the August 18 market close ($104.83).

Key questionsWhat was the primary driver of the reported share disposal?
The transaction was primarily driven by tax obligations, as 972 shares were withheld by Synaptics to cover liabilities associated with the settlement of restricted stock units. The remaining 437 shares were sold pursuant to a Rule 10b5-1 trading plan established on February 26.How does this disposal impact the insider's long-term equity position?
The insider continues to hold 14,683 shares directly, maintaining a significant equity interest valued at $1.54 million as of the August 18 market close. This position follows a net increase in shares earlier in the filing period when 4,711 shares were acquired through a vesting event.What is the current market valuation and performance context for the company?
Synaptics currently carries a market capitalization of $4.1 billion and has seen its shares produce a 50% one-year total return as of the August 18 market close. The company reported trailing-12-month revenue of $1.2 billion and a net loss of -$490.8 million during the same period.What is the broader insider ownership profile following this transaction?
Following this disposal, collective insider ownership in the semiconductor firm is approximately 0.04% of the outstanding shares. All 1,409 shares disposed of in this transaction were held directly by the reporting person, and no indirect holdings were reported in the filing.Company OverviewMetricValueShare Price (as of market close 2026-08-18)$104.83Market Capitalization$4.1 billionRevenue (TTM)$1.2 billionNet Income (TTM)-$490.8 millionCompany SnapshotSynaptics develops and markets semiconductor product solutions spanning audio and video processing, high-speed multimedia connectivity, and display interface technologies, with primary revenue generated by AudioSmart, ConnectLink, DisplayLink, and related connectivity and interface solutions.The company operates a fabless semiconductor business model, designing specialized chips for consumer electronics, computing devices, and mobile applications while leveraging third-party foundries for manufacturing and distribution through OEM partners and system integrators.Synaptics serves original equipment manufacturers and system integrators across consumer electronics, personal computing, mobile devices, and enterprise computing markets, with particular emphasis on enhancing user interface and multimedia connectivity capabilities.Synaptics Incorporated is a global semiconductor solutions provider with a market capitalization of $4.1 billion, employing 1,700 professionals across its San Jose headquarters and international operations. The company maintains a diversified product portfolio addressing critical interface and connectivity requirements in consumer and computing applications, positioning itself as a specialized provider of human-machine interface and multimedia transmission technologies. Despite current net losses reflecting industry cyclicality and integration costs, Synaptics' TTM revenue of $1.2 billion reflects its established market presence and the persistent demand for advanced audio, video, and connectivity solutions across multiple end markets.

What this transaction means for investorsSong had 972 shares withheld to cover taxes on vested restricted stock, and sold another 437 shares under a 10b5-1 plan she set up back in February. Both pieces are standard mechanics, and the filing also shows she picked up 4,711 shares through vesting earlier in the period, so her position grew before this trim took a small piece back.

For Synaptics shareholders generally, the more useful lens right now is the pending acquisition with onsemi, whose offer values the combined company at $7.8 billion in projected 2026 revenue once the deal closes. The two companies have said they expect roughly $200 million in annual cost synergies within 18 months of closing. onsemi is also taking on Synaptics' balance sheet as part of the deal, and pro forma net debt sits at a modest $1.2 billion, or about 0.6 times combined EBITDA, a low enough figure that the acquisition isn't loading up on debt to get done. On the stand-alone numbers, Synaptics closed out fiscal 2026 with full-year revenue up 11% to $1.2 billion, and non-GAAP EPS up 27% to $4.58, and the company still found room to buy back $92.7 million of stock in the fourth quarter alone, even with a deal already in motion. The deal is expected to close around the middle of next year; watching how the firms move forward and what happens with closing milestones will ultimately be important for long-term investors than sales like this one.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

Key Takeaways Synaptics' Q4 revenues rose 8.9% as Core IoT sales jumped 24.2% year over year.SYNA's non-GAAP operating income rose 29.1%, while gross margin expanded to 54.5%. Synaptics withheld guidance due to its pending all-stock acquisition by onsemi. Synaptics (SYNA - Free Report) reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.23 per share, which increased 21.8% year over year and beat the Zacks Consensus Estimate by 1.65%.

Revenues increased 9% year over year to $308 million and surpassed the consensus mark by 0.98%. Core IoT product sales grew 24% year over year in the reported quarter to $104.6 million. Management said continued strength in Core IoT drove upside during the quarter, while performance across all major product categories was in line with expectations.

Enterprise and Automotive product applications produced $164.3 million in revenues, up 9.8% year over year. Mobile product application revenues declined 20.2% to $39.1 million, partly offsetting growth in the other two categories.

SYNA’s Q4 Operating DetailsNon-GAAP gross margin expanded 100 basis points (bps) year over year to 54.5%. 

Non-GAAP research and development expenses increased 3.1% year over year to $75.7 million.

On a non-GAAP basis, selling, general and administrative expenses increased 2.9% to $32 million.

Non-GAAP operating income increased 29.1% year over year to $60.3 million. Non-GAAP operating margin reached 20%, its highest level in 13 quarters and an improvement of 300 bps year over year.

SYNA Generates Cash Flow & Returns CapitalAs of June 27, 2026, Synaptics had $442.5 million in cash and cash equivalents. Total debt stood at $837.3 million.

For the period ended June 27, 2026, net cash provided by operating activities increased to $149.4 million from $142 million as of June 27, 2025.

Synaptics returned capital to shareholders, repurchasing $92.7 million of common stock during the period ended June 27, 2026.

SYNA Withholds Outlook Amid Pending onsemi DealSynaptics did not provide forward-looking financial guidance or schedule a quarterly earnings conference call because of its pending acquisition by onsemi. The companies entered into a definitive all-stock merger agreement on June 25, 2026.

Management said its strategic priorities remain focused on Physical AI and Edge AI. The company reported expanding customer engagements, increased design wins and a growing pipeline across key markets, including Physical AI and robotics. Synaptics plans to begin sampling its AI-native Astra SR-Series microcontrollers for emerging Edge AI applications this fall.

SYNA Zacks Rank & Stocks to ConsiderCurrently, Synaptics carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Zacks Computer and Technology sector include Kimball Electronics (KE - Free Report) , NVIDIA (NVDA - Free Report) and Inuvo (INUV - Free Report) . Currently, Kimball Electronics and Inuvo each sport a Zacks Rank #1 (Strong Buy), while NVDA carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Shares of Kimball Electronics have lost 6.1% in the year-to-date period. KE is set to report the fourth quarter of fiscal 2026 results on Aug. 12.

Inuvo shares have plunged 58.5% in the year-to-date period. INUV is set to report first-quarter fiscal 2027 results on Aug. 11.

Shares of NVIDIA have gained 20.1% in the year-to-date period. NVDA is slated to report second-quarter 2026 results on Aug. 26.

Fiscal 2026 revenue increased 11%, the second consecutive year of double-digit growth

Fiscal 2026 Core IoT product sales increased 43% year-over-year, representing 33% of total sales

Q4'26 Financial Results

Revenue of $308.0 million, up 9% year-over-yearFiscal fourth quarter Core IoT product sales grew by 24% year-over-yearGAAP gross margin of 47.3%Non-GAAP gross margin of 54.5%GAAP loss per share of $11.53Non-GAAP diluted earnings per share of $1.23Fourth quarter results include a $425.3 million, or $10.96 per share, non-cash charge related to the establishment of a valuation allowance against U.S. deferred tax assets, which is excluded from non-GAAP results.
Fiscal 2026 Financial Highlights

Revenue of $1.2 billion, increased 11% year-over-yearCore IoT product sales grew by 43% year-over-yearGAAP loss per share of $12.62, which includes the impact of the establishment of a valuation allowanceNon-GAAP diluted earnings per share increased 27% to $4.58Repurchased shares in the amount of $92.7 million (or approximately 1.3 million shares)
SAN JOSE, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Synaptics Incorporated (Nasdaq: SYNA) today reported financial results for its fourth quarter and full year of fiscal 2026 ended June 27, 2026.

Net revenue for the fourth quarter of fiscal 2026 was $308.0 million. GAAP net loss for the fourth quarter of fiscal 2026 was $447.4 million, or a net loss of $11.53 per basic share. Non-GAAP net income for the fourth quarter of fiscal 2026 was $50.1 million, or $1.23 per diluted share.

For the full year fiscal 2026, net revenue was $1.2 billion. GAAP gross margin for fiscal 2026 at 44.7% was flat compared to the prior year; and non-GAAP gross margin of 53.7% compared to 53.6% in the prior year. GAAP net loss for the recently completed fiscal year was $490.8 million or a net loss of $12.62 per basic share. Non-GAAP net income for the recently completed fiscal year was $185.9 million or $4.58 per diluted share.

“Synaptics completed another strong fiscal year, with sustained growth and momentum across the business," said Rahul Patel, Synaptics' President and Chief Executive Officer. "We delivered solid financial results in fiscal 2026, with revenue increasing 11%, driven by 43% growth in our Core IoT portfolio. In the fourth quarter, revenue, gross margin, and non-GAAP EPS were all above the mid-point of our guidance, and non-GAAP operating margin reached 20%, our highest level in 13 quarters and an improvement of 300 basis points year-over-year. Performance across all major product categories was in line with expectations, with continued strength in Core IoT driving upside during the quarter."

"Our strategic priorities remain unchanged as we advance our leadership in Physical AI and Edge AI. During the quarter, we expanded customer engagements, increased design wins, and continued to build our pipeline across key growth markets, including Physical AI and robotics. Our product roadmap remains on track, with sampling of our AI-native Astra SR-Series microcontrollers for emerging Edge AI applications expected to begin this fall. We are excited about the pending merger with onsemi, which we believe brings together highly complementary product portfolios and benefits from onsemi's manufacturing scale, global customer relationships, and extensive distribution network, anticipated to expand market opportunities, accelerate growth, and deliver greater value to customers and shareholders."

Pending Acquisition by onsemi
As previously announced, on June 25, 2026, onsemi and Synaptics entered into a definitive agreement under which onsemi agreed to acquire Synaptics in an all-stock transaction. Due to the pending transaction, Synaptics will not host a quarterly earnings conference call or provide a forward-looking financial outlook.

This press release will be available on the company’s website at https://investor.synaptics.com/

About Synaptics Incorporated:
Synaptics (Nasdaq: SYNA) is driving innovation in AI at the Edge, bringing AI closer to end users and transforming how we engage with intelligent connected devices, whether at home, at work, or on the move. As a go-to partner for forward-thinking product innovators, Synaptics powers the future with its cutting-edge Synaptics Astra™ AI-Native embedded compute, wireless connectivity, and multimodal sensing solutions. We’re making the digital experience smarter, faster, more intuitive, secure, and seamless. From touch, display, and biometrics to AI-driven wireless connectivity, video, vision, audio, speech, and security processing, Synaptics is a force behind the next generation of technology enhancing how we live, work, and play.

Follow Synaptics on LinkedIn, Facebook, Instagram, and YouTube, or visit www.synaptics.com.

Use of Non-GAAP Financial Information
In evaluating its business, Synaptics considers and uses Non-GAAP Net Income, which we define as net income excluding share-based compensation, acquisition-related costs, and certain other non-cash or recurring and non-recurring items the company does not believe are indicative of its core operating performance, as a supplemental measure of operating performance. Non-GAAP Net Income is not a measurement of the company’s financial performance under GAAP and should not be considered as an alternative to GAAP Net Income. The company presents Non-GAAP Net Income because it considers it an important supplemental measure of its performance since it facilitates operating performance comparisons from period to period by eliminating potential differences in net income caused by the existence and timing of share-based compensation charges, acquisition and integration-related costs, restructuring costs, and certain other non-cash or recurring and non-recurring items. Non-GAAP Net Income has limitations as an analytical tool and should not be considered in isolation or as a substitute for the company’s GAAP Net Income. The principal limitations of this measure are that it does not reflect the company’s actual expenses and may thus have the effect of inflating its net income and net income per share as compared to its operating results reported under GAAP. In addition, the company presents components of Non-GAAP Net Income, such as Non-GAAP Gross Margin, Non-GAAP operating expenses, Non-GAAP operating margin and Non-GAAP net income per share, for similar reasons.

As presented in the “Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures” tables that follow, Non-GAAP Net Income and each of the other Non-GAAP financial measures excludes one or more of the following items:

Acquisition and integration related costs
Acquisition and integration related costs primarily consist of:

amortization of purchased intangibles, which include acquired intangibles such as developed technology, customer relationships, trademarks, backlog, licensed technology, patents, and in-process technology when post-acquisition development is determined to be substantively complete;inventory fair value adjustments affecting the carrying value of inventory acquired in an acquisition;transitory post-acquisition incentive programs negotiated in connection with an acquired business or designed to encourage post-acquisition retention of key employees;legal and consulting costs directly associated with acquisitions, potential acquisitions and refinancing costs, including non-recurring acquisition related costs and services; andCosts incurred in the period in connection with the proposed merger with onsemi.
These acquisition and integration-related costs are not factored into the company’s evaluation of its ongoing business operating performance or potential acquisitions, as they are not considered as part of the company’s principal operations. Further, the amount of these costs can vary significantly from period to period based on the terms of an earn-out arrangement, revisions to assumptions that went into developing the estimate of the contingent consideration associated with an earn-out arrangement, the size and timing of an acquisition, the lives assigned to the acquired intangible assets, and the maturity of the business acquired. Excluding acquisition related costs from Non-GAAP measures provides investors with a basis to compare Synaptics against the performance of other companies without the variability and potential earnings volatility associated with purchase accounting and acquisition-related items.

Share-based compensation
Share-based compensation expense relates to employee equity award programs and the vesting of the underlying awards, which includes stock options, deferred stock units, market stock units, performance stock units, phantom stock units and the employee stock purchase plan. Share-based compensation settled with stock, which includes stock options, deferred stock units, market stock units, performance stock units and the employee stock purchase plan, is a non-cash expense, while share-based compensation settled with cash, which includes phantom stock units, is a cash expense. Settlement of all employee equity award programs, whether settled with cash or stock, varies in amount from period to period and is dependent on market forces that are often beyond the company’s control. As a result, the company excludes share-based compensation from its internal operating forecasts and models. The company believes that Non-GAAP measures reflecting adjustments for share-based compensation provide investors with a basis to compare the company’s principal operating performance against the performance of peer companies without the variability created by share-based compensation resulting from the variety of equity-linked compensatory awards used by other companies and the varying methodologies and assumptions used.

Restructuring costs
Restructuring costs are costs incurred to address cost structure inefficiencies of acquired or existing business operations and consist primarily of employee termination, asset disposal and office closure costs, including the reversal of such costs. As a result, the company excludes restructuring costs from its internal operating forecasts and models when evaluating its ongoing business performance. The company believes that Non-GAAP measures reflecting adjustments for restructuring costs provide investors with a basis to compare the company’s principal operating performance against the performance of other companies without the variability created by restructuring costs designed to address cost structure inefficiencies of acquired or existing business operations.

Legal settlement accruals and other
Legal settlement accruals and other represent our estimated cost of settling legal claims and any obligations to indemnify a counterparty against third party claims that are unusual or infrequent. As a result, the company will exclude these settlement charges from its internal operating forecasts and models when evaluating its ongoing business performance. The company believes that Non-GAAP measures reflecting an adjustment for settlement charges provide investors with a basis to compare the company’s principal operating performance against the performance of other companies without the variability created by unusual or infrequent settlement accruals designed to address non-recurring or non-routine costs.

Intangible asset impairment
Intangible asset impairment charge represents the excess carrying value of an indefinite-lived asset over its fair value. The intangible asset impairment charge is a non-cash charge. The company excludes intangible asset impairment charge from its internal operating forecasts and models when evaluating its ongoing business performance. The company believes that Non-GAAP measures, reflecting adjustments for intangible asset impairment charge, provide investors with a basis to compare the company’s principal operating performance against the performance of other companies without the variability created by the intangible asset impairment charge.

Loss on early extinguishment of debt
Loss on early extinguishment of debt represents a non-cash item based on the difference between the carrying value of the debt and the fair value of the debt when extinguished. Loss on early extinguishment of debt is excluded from Non-GAAP results as it is non-cash. Excluding loss on early extinguishment of debt from Non-GAAP measures provides investors with a basis to compare Synaptics against the performance of other companies without the variability associated with loss on early extinguishment of debt.

Other non-cash items
Other non-cash items include non-cash amortization of debt discount and issuance costs. These items are excluded from Non-GAAP results as they are non-cash. Excluding other non-cash items from Non-GAAP measures provides investors with a basis to compare Synaptics against the performance of other companies without the variability associated with other non-cash items.

Other miscellaneous income/expense
Other miscellaneous expense, net items include funds previously paid to third parties refunded back to the company and cost method investment impairment charge. These miscellaneous items are excluded from our non-GAAP results because they are not indicative of the company’s core operating performance. Management believes that adjusting for these items enhances investors’ ability to meaningfully compare the company’s ongoing financial performance with that of other companies by removing variability caused by infrequent or non-routine personnel-related costs.

Non-GAAP tax adjustments
The company forecasts its long-term Non-GAAP tax rate in order to provide investors with improved long-term modeling accuracy and consistency across financial reporting periods by eliminating the effects of certain items in our Non-GAAP net income and Non-GAAP net income per share, including the type and amount of share-based compensation, the taxation of post-acquisition intercompany intellectual property cross-licensing or transfer transactions, a non-cash tax expense related to the establishment of a full valuation allowance against U.S. deferred tax assets and the impact of other acquisition items that may or may not be tax deductible.

The company intends to evaluate its long-term Non-GAAP tax rate annually for significant events, including material tax law changes in the major tax jurisdictions in which the company operates, corporate organizational changes related to acquisitions or tax planning opportunities, and substantive changes in our geographic earnings mix.

Cautionary Statement Regarding Forward-Looking Statements

This press release contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and the safe harbors created under the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Forward-looking statements reflect the company’s current expectations and projections including those relating to the proposed merger with onsemi, and expectations and projections relating to the company's financial condition, results of operations, plans, objectives, future performance and business, including statements regarding the company’s anticipated business trends and growth drivers in Core IoT and Edge AI, product development and integration activities, strategic and technology investments, operational discipline, backlog, demand conditions, and capital allocation initiatives. Such statements do not relate strictly to historical or current facts and may be identified by words such as “expect,” “anticipate,” “intend,” “believe,” “estimate,” “plan,” “target,” “strategy,” “continue,” “may,” "commit," “will,” “should,” variations of such words, or other words and terms of similar meaning.

All forward-looking statements are based upon the company’s current expectations or various assumptions. The company’s expectations and assumptions are expressed in good faith, and the company believes there is a reasonable basis for them. However, there can be no assurance that such forward-looking statements will materialize or prove to be correct as forward-looking statements are inherently subject to known and unknown risks, uncertainties and other factors which may cause actual future results, performance or achievements to differ materially from the future results, performance or achievements expressed in or implied by such forward-looking statements. Factors that could cause actual results to differ materially from those set out in the forward-looking statements include, but are not limited to: risks related to the completion of the proposed merger with onsemi, including the risk that required regulatory approvals or stockholder approval may not be obtained, or that customary closing conditions may not be satisfied, the timing of closing, the parties' ability to consummate the transaction, and the risk of any adverse developments that could affect the likelihood of closing; uncertainties regarding the combined company's ability to achieve the anticipated benefits, synergies, cost savings and expense reductions from the merger; global macroeconomic and geopolitical conditions, including trade tensions, tariffs, inflation, military conflicts (such as those involving the United States, Russia, Ukraine, Israel, Iran and other countries in the Middle East and beyond), and market volatility, any of which may adversely affect customer demand for our products, purchasing behavior, supply chain disruptions, increased costs, and operational adjustments (such as reductions in force); the company’s ability to successfully execute on its strategies, including new product introductions, acquisitions and strategic partnerships; manufacturing and supply chain risks, including the company’s dependence on third parties to maintain satisfactory manufacturing yields and deliverable schedules, constraints or imbalances in the availability of critical components (including memory components used in combination with our products) or delays from third-party foundries and assemblers; risks related to customer concentration, inventory corrections, or changes in end-market adoption trends; the company’s dependence on one or more large customers, including risks relating to the loss or non-renewal of contracts with key customers; the company’s exposure to industry downturns and cyclicality in its target markets; expectations related to our financial performance for the upcoming quarter, including expected revenue contribution, growth, demand, or mix from Core IoT, Enterprise and Automotive markets, and other product categories or end markets; inflationary pressures, fluctuating interest rates, and exchange rate volatility; the company’s ability to execute on its cost reduction initiatives and to achieve expected synergies and expense reductions; the company’s ability to maintain and build relationships with its customers; the company’s indemnification obligations for any third party claims; risks associated with leadership transitions, including continuity and retention of key technical or managerial personnel; risks related to our ability to deliver expected financial or strategic benefits from investing in growth while simultaneously returning capital to stockholders through share repurchases; and other risks as identified in the “Risk Factors,” “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and “Business” sections of the company’s most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q; and other risks as identified from time to time in the company’s Securities and Exchange Commission reports.

Forward-looking statements contained in this press release are based on information available to the company as of the date of hereof, and the company assumes no obligation to update publicly or revise any forward-looking statements in light of new information or future events, except as required by law.

Synaptics and the Synaptics logo are trademarks of Synaptics in the United States and/or other countries. All other marks are the property of their respective owners.

For more information, please contact:
Munjal Shah
Head of Investor Relations
+1-408-518-7639
[email protected]

    SYNAPTICS INCORPORATED
CONDENSED CONSOLIDATED BALANCE SHEETS
(In millions)
(Unaudited)     June 2026 June 2025ASSETS   Current assets:   Cash and cash equivalents$442.5  $391.5 Short-term investments —   61.0 Accounts receivable, net 164.0   130.3 Inventories 156.4   139.5 Prepaid expenses and other current assets 24.1   29.6 Total current assets 787.0   751.9 Property and equipment, net 86.9   72.1 Goodwill 872.3   872.3 Acquired intangible assets 187.8   262.2 Deferred tax assets 6.2   408.8 Non-current other assets 161.8   217.1 Total assets$2,102.0  $2,584.4 LIABILITIES AND STOCKHOLDERS’ EQUITY   Current liabilities:   Accounts payable$82.6  $98.5 Accrued liabilities 179.1   172.4 Current portion of debt 439.6   — Total current liabilities 701.3   270.9 Long-term debt 397.7   834.8 Other long-term liabilities 73.5   83.8 Total liabilities 1,172.5   1,189.5 Stockholders' equity:   Common stock and additional paid-in capital 1,330.0   1,211.9 Treasury stock (1,099.6)  (1,006.9)Retained earnings 699.1   1,189.9 Total stockholders' equity 929.5   1,394.9 Total liabilities and stockholders’ equity$2,102.0  $2,584.4          SYNAPTICS INCORPORATED
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(In millions, except per share data)
(Unaudited)     Three Months Ended Year Ended June 2026 June 2025 June 2026 June 2025Net revenue$308.0  $282.8  $1,197.2  $1,074.3 Acquisition-related costs (1) 21.9   29.4   106.7   97.5 Cost of revenue 140.3   131.9   555.1   496.4 Gross margin 145.8   121.5   535.4   480.4 Operating expenses:       Research and development 97.8   93.6   381.8   346.8 Selling, general, and administrative 54.7   46.1   198.3   180.3 Acquired intangibles amortization (1) 1.9   4.6   12.3   16.7 Intangible asset impairment charges 6.8   —   6.8   13.8 Restructuring costs (2) 0.7   1.4   3.3   16.9 Total operating expenses 161.9   145.7   602.5   574.5 Operating loss (16.1)  (24.2)  (67.1)  (94.1)Interest expense and other, net (7.9)  (1.6)  (12.3)  (12.9)Loss on early extinguishment of debt —   —   —   (6.5)Loss before provision (benefit) for income taxes (24.0)  (25.8)  (79.4)  (113.5)Provision/(benefit) for income taxes (3) 423.4   (21.1)  411.4   (65.7)Net loss$(447.4) $(4.7) $(490.8) $(47.8)Net loss per share:       Basic$(11.53) $(0.12) $(12.62) $(1.22)Diluted$(11.53) $(0.12) $(12.62) $(1.22)Shares used in computing net loss per share:       Basic 38.8   38.6   38.9   39.3 Diluted 38.8   38.6   38.9   39.3  (1) These acquisition related costs and acquired intangibles amortization consist primarily of amortization associated with certain acquired intangible assets.(2) Restructuring costs primarily include severance and lease related costs associated with operational restructurings.

(3) The tax provision for the three months and year ended June 2026 includes a $425.3 million non-cash tax expense related to the establishment of a full valuation allowance against U.S. deferred tax assets.

  SYNAPTICS INCORPORATED
Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures
(In millions, except per share data)
(Unaudited)     Three Months Ended Year Ended June 2026 June 2025 June 2026 June 2025GAAP gross margin$145.8  $121.5  $535.4  $480.4 Acquisition and integration related costs (1) 21.9   29.3   106.7   97.5 Share-based compensation 0.3   0.4   1.2   (1.7)Non-GAAP gross margin$168.0  $151.2  $643.3  $576.2 GAAP gross margin - percentage of revenue (1) 47.3%  43.0%  44.7%  44.7%Acquisition and integration related costs - percentage of revenue (1) 7.1%  10.4%  8.9%  9.1%Share-based compensation - percentage of revenue (1) 0.1%  0.1%  0.1%  (0.2%)Non-GAAP gross margin - percentage of revenue (1) 54.5%  53.5%  53.7%  53.6%GAAP research and development expense$97.8  $93.6  $381.8  $346.8 Share-based compensation (22.1)  (20.2)  (86.8)  (68.8)Non-GAAP research and development expense$75.7  $73.4  $295.0  $278.0 GAAP selling, general, and administrative expense$54.7  $46.1  $198.3  $180.3 Share-based compensation (11.8)  (10.5)  (61.3)  (45.7)Acquisition and integration related costs (10.9)  (4.5)  (11.5)  (10.9)Legal settlement accruals and other —   —   —   (3.0)Non-GAAP selling, general, and administrative expense$32.0  $31.1  $125.5  $120.7 GAAP operating loss$(16.1) $(24.2) $(67.1) $(94.1)Acquisition and integration related costs (1) 34.7   38.4   130.5   125.1 Share-based compensation 34.2   31.1   149.3   112.8 Legal settlement accruals and other —   —   —   3.0 Intangible asset impairment 6.8   —   6.8   13.8 Restructuring costs 0.7   1.4   3.3   16.9 Non-GAAP operating income$60.3  $46.7  $222.8  $177.5 GAAP net loss$(447.4) $(4.7) $(490.8) $(47.8)Acquisition and integration related costs (1) 34.7   38.4   130.5   125.1 Share-based compensation 34.2   31.1   149.3   112.8 Restructuring costs 0.7   1.4   3.3   16.9 Legal settlement accruals and other —   —   —   3.0 Intangible asset impairment 6.8   —   6.8   13.8 Loss on early extinguishment of debt —   —   —   6.5 Other non-cash items 0.8   0.8   3.0   2.7 Other miscellaneous income/expense 5.0   —   2.7   — Non-GAAP tax adjustments (2) 415.3   (27.5)  381.1   (89.1)Non-GAAP net income$50.1  $39.5  $185.9  $143.9 GAAP net loss per share$(11.53) $(0.12) $(12.62) $(1.22)Acquisition and integration related costs 0.89   0.99   3.35   3.19 Share-based compensation 0.88   0.80   3.84   2.87 Restructuring costs 0.02   0.04   0.08   0.43 Legal settlement accruals and other —   —   —   0.08 Intangible asset impairment 0.18   —   0.17   0.35 Loss on early extinguishment of debt —   —   —   0.17 Other non-cash items 0.02   0.02   0.08   0.07 Other miscellaneous income/expense 0.13   —   0.07   — Non-GAAP tax adjustments (2) 10.70   (0.70)  9.80   (2.27)Share adjustment (0.06)  (0.02)  (0.19)  (0.05)Non-GAAP net income per share - diluted$1.23  $1.01  $4.58  $3.62 Shares used in per share calculation - diluted on GAAP basis 38.8   38.6   38.9   39.3 Non-GAAP adjustment (3) 1.9   0.5   1.7   0.5 Shares used in per share calculation - diluted on non-GAAP basis 40.7   39.1   40.6   39.8                 (1) Amounts and percentages may not reconcile due to rounding(2) Non-GAAP tax adjustments includes $425.3 million non-cash tax expense for the three months and year ended June 2026 related to the establishment of a full valuation allowance against U.S. deferred tax assets

(3) The adjustment represents the net incremental dilutive shares from employee equity programs under the treasury stock method. Dilutive shares from our convertible debt instrument using the if-converted method are excluded from non-GAAP diluted share count as they are expected to be offset by the capped call transactions entered by the Company in conjunction with our 2031 Notes in order to reduce the potential dilution to the Company’s common stock upon the conversion.

  SYNAPTICS INCORPORATED
CONDENSED CONSOLIDATED CASH FLOWS
(In millions)
(Unaudited)   Year Ended  2026   2025 Net loss$(490.8) $(47.8)Non-cash operating items 728.3   219.0 Changes in working capital (88.1)  (29.2)Net cash provided by operating activities 149.4   142.0     Acquisition of business, net of cash and cash equivalents acquired —   (201.1)Purchases of short-term investments —   (61.0)Proceeds from maturities of investments 61.0   — Purchase of intangible assets —   (10.0)Purchases of property and equipment and other (48.0)  (25.8)Net cash provided by (used in) investing activities 13.0   (297.9)    Proceeds from issuance of convertible senior notes, net of issuance costs —   439.5 Payment of debt issuance costs on convertible senior notes and revolving credit facility —   (4.4)Payments for capped call transactions related to the convertible senior notes —   (49.9)Equity compensation, net (31.2)  (5.7)Repurchases of common stock, exclusive of excise taxes (92.7)  (128.3)Return of deposit from vendor 14.0   — Repayment of debt —   (583.5)Other (1.6)  0.9 Net cash used in financing activities (111.5)  (331.4)Effect of exchange rate changes on cash and cash equivalents 0.1   1.9 Net increase (decrease) in cash and cash equivalents 51.0   (485.4)Cash and cash equivalents, beginning of period 391.5   876.9 Cash and cash equivalents, end of period$442.5  $391.5          SYNAPTICS INCORPORATED
Revenue By Product Categories
(In millions)
(Unaudited)     Three Months Ended Year Ended June 2026 June 2025 June 2026 June 2025Enterprise and Automotive product applications$164.3 $149.6 $641.1 $610.1Core IoT product applications 104.6  84.2  389.7  272.4Mobile product applications 39.1  49.0  166.4  191.8  308.0  282.8  1,197.2  1,074.3            

Synaptics (SYNA - Free Report) reported $308 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 8.9%. EPS of $1.23 for the same period compares to $1.01 a year ago.

The reported revenue represents a surprise of +0.98% over the Zacks Consensus Estimate of $305 million. With the consensus EPS estimate being $1.21, the EPS surprise was +1.65%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Synaptics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net revenue- Core IoT product applications: $104.6 million compared to the $99.67 million average estimate based on three analysts.Net revenue- Enterprise and Automotive product applications: $164.3 million versus $161.9 million estimated by three analysts on average.Net revenue- Mobile product applications: $39.1 million versus $42.09 million estimated by three analysts on average.View all Key Company Metrics for Synaptics here>>>

Shares of Synaptics have returned -18.9% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

On July 24, 2026, Synaptics Inc (SYNA) shares fell 3.9% today, closing at $113.00. This decline is notable, especially considering the stock's 52-week range of

Vikram Gupta, the chief product officer at Synaptics Incorporated (SYNA +5.04%), disposed of 1,848 shares of common stock in transactions completed on July 17, 2026, and July 20, 2026, as disclosed in a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$211,023Shares sold1,848Post-transaction shares (directly held)81,586Post-transaction value$9.27 millionTransaction value based on SEC Form 4 weighted average sale price ($114.19); post-transaction value based on July 20, 2026 market close ($113.60).

Key questionsWhat was the primary driver for this disposition of equity?
Approximately 80% of the total volume—1,488 shares—was non-discretionary, as these shares were withheld by the company to satisfy tax withholding obligations triggered by the settlement of restricted stock units.How does the discretionary sale align with the insider’s trading strategy?
The sale of 360 shares was executed pursuant to a Rule 10b5-1 trading plan established on September 12, 2025, which provides a structured framework for liquidity that is not contingent on current market conditions.What is the recent financial and market context for the company?
Synaptics stock achieved a one-year gain of 72% as of the July 20, 2026, transaction date, while reporting trailing-twelve-month revenue of $1.2 billion and a net loss of $48.1 million.Does the insider retain a meaningful stake in the company?
Yes, Vikram Gupta remains a direct shareholder with 81,586 shares, representing approximately 0.2% of the firm, which had a market capitalization of $4.5 billion as of the July 17, 2026, market close.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$114.05Market Capitalization$4.5 billionRevenue (TTM)$1.2 billionNet Income (TTM)-$48.1 millionCompany SnapshotSynaptics develops and markets semiconductor product solutions, including AudioSmart for advanced sound and voice processing, ConnectSmart for high-speed multimedia connectivity, and DisplayLink for compressed video transmission, generating revenue across audio, video, and connectivity solutions.The company operates a fabless semiconductor business model, designing specialized chips for consumer electronics and computing devices while leveraging third-party manufacturing partners to optimize capital efficiency and scalability.Synaptics serves original equipment manufacturers and system integrators in the personal computing, mobile, and consumer electronics markets, with primary customers including major laptop, smartphone, and peripheral device manufacturers.Synaptics Incorporated is a global semiconductor solutions provider with $1.2 billion in TTM revenue, specializing in human-machine interface and connectivity technologies. The company has demonstrated significant market momentum, with its stock appreciating 72% over the past year, reflecting investor confidence in its product portfolio and market positioning. Synaptics maintains competitive advantages through its specialized expertise in audio processing, video transmission, and connectivity solutions that enhance user experience across diverse consumer and computing platforms.

What this transaction means for investorsThe discretionary piece of this filing is just 360 shares, worth about $41,000. Everything else, roughly 80%, was scooped up for taxes when Gupta's restricted stock settled. For the executive who owns Synaptics' product roadmap, keeping 81,586 shares while a sliver goes to the IRS doesn’t raise any red flags for investors at all.

More interestingly, however, those products are increasingly aimed at edge AI. Synaptics grew fiscal third-quarter revenue 10% to $294.2 million, led by a 31% jump in core internet-of-things chips, and rolled out an FDA-cleared and design-win pipeline in what management calls physical AI and robotics, with more than 35 customers now engaged there, “including a leading generative AI OEM,” according to the latest earnings call. CEO Rahul Patel also said the company is "delivering highly differentiated products and solutions.” Ultimately, this robotics engagement is worth keeping an eye on, especially since a product chief holding his shares while wins accumulate is a modest signal that the roadmap has runway.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

Lisa Bodensteiner, the Senior Vice President, Chief Legal Officer and Corporate Secretary at Synaptics Incorporated (SYNA +5.14%), reported a sale of 1,502 shares, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$171,709Shares sold1,502Post-transaction shares (directly held)60,487Post-transaction value$6.87 millionTransaction value based on SEC Form 4 weighted average sale price ($114.32); post-transaction value based on July 20, 2026 market close ($113.60).

Key questionsWhat were the primary drivers of this equity disposition?
The reported activity consisted of two distinct components: 1,052 shares were withheld by the company to satisfy tax obligations related to the settlement of restricted stock units, while 450 shares were sold on the open market via a Rule 10b5-1 trading plan.How does the current share price relate to recent performance?
The weighted average execution price of $114.32 follows a period of significant appreciation, with the stock delivering a 72% return over the 12 months ending July 20, 2026.What is the insider's remaining stake in the company?
Following the transactions, Lisa Bodensteiner maintains direct ownership of 60,487 shares. Company OverviewMetricValueShare Price (as of market close 2026-07-17)$114.05Market Capitalization$4.5 billionRevenue (TTM)$1.2 billionNet Income (TTM)-$48.1 millionCompany SnapshotSynaptics develops and markets semiconductor product solutions, including AudioSmart for advanced sound and voice processing, ConnectSmart for high-speed multimedia connectivity, and DisplayLink for compressed video transmission, generating revenue across audio, video, and connectivity solutions.The company operates a fabless semiconductor business model, designing specialized chips for consumer electronics and computing devices while leveraging third-party manufacturing partners to optimize capital efficiency and scalability.Synaptics serves original equipment manufacturers and system integrators in the personal computing, mobile, and consumer electronics markets, with primary customers including major laptop, smartphone, and peripheral device manufacturers.Synaptics Incorporated is a global semiconductor solutions provider with approximately $1.2 billion in TTM revenue, specializing in human-machine interface and connectivity technologies. The company has demonstrated significant market momentum, with its stock appreciating 72% over the past year, reflecting investor confidence in its product portfolio and market positioning. Synaptics maintains competitive advantages through its specialized expertise in audio processing, video transmission, and connectivity solutions that enhance user experience across diverse consumer and computing platforms.

What this transaction means for investorsIf you strip out the taxes, Bodensteiner's actual move amounted to 450 shares, about $51,000 worth. The other 1,052 were withheld automatically when her restricted stock settled. A discretionary slice that small, executed under a preset plan against a remaining 60,487 shares, isn’t indicative of a company’s long-term prospects.

Meanwhile, the firm’s latest quarter was strong despite a somewhat sobering outlook from management. Synaptics posted fiscal third-quarter revenue of $294.2 million, up 10%, with its core internet-of-things products growing 31% and non-GAAP earnings per share of $1.09, up 21%. That marked a sixth straight quarter of double-digit growth. But CEO Rahul Patel also warned on the firm’s latest earnings call that "there could be headwinds in the second half of '26" for personal computer markets, and Synaptics still leans heavily on that end market through its enterprise and automotive segment, which made up 57% of revenue. Ultimately, that split defines the setup. The fast-growing IoT piece is roughly a third of sales, while the larger segment carries the PC exposure management flagged. Investors should watch to see how each holds up.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Synaptics. The Motley Fool has a disclosure policy.

ON Semiconductor is acquiring Synaptics in a $7B all-stock deal to enhance product competitiveness and expand its portfolio. ON's total product count will rise by 23.5%, with CPUs and DSPs from SYNA driving an 8.45% increase in addressable market size by 2030. Post-acquisition, ON's 4-year forward average growth rate is projected to improve by 5.23% to 16.68%, mainly through enhanced product offerings rather than revenue synergies.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Smartphone silicon content is quietly repricing. On-device AI, camera stacks and RF complexity are lifting chip dollars per handset just as the next refresh cycle arrives, and the market has already begun pricing the winners. One name in this basket is up 74.95% year to date. Another is down 19.55% over the past year. That gap is the trade.

1. Synaptics (NASDAQ:SYNA | SYNA Price Prediction): The Surprise Lead Nobody puts Synaptics on a smartphone-chip list first. They should. The company still ships touch controllers, display drivers, and wireless connectivity silicon into handsets, but the real story is the Edge AI pivot that is bleeding straight back into the phone. CEO Rahul Patel is explicit: “We are seeing accelerating activity in Physical AI and Edge AI, with increasing design wins and customer engagements.” That is exactly the content-per-device story that reprices a sleeper.

The fiscal Q3 2026 earnings report backs it up. Revenue hit $294.20 million, an 8.17% beat on non-GAAP EPS of $1.09, and management now expects full-year fiscal 2026 Core IoT revenue to grow more than 40% year over year (YoY) to over $385 million. Analysts have a $145.33 average price target against a current price near $127, with a forward P/E of 23.

If Synaptics is the surprise, the next name is the anchor of the entire on-device AI thesis. It just came off its worst handset quarter of the cycle, which is precisely why it matters.

2. Qualcomm (NASDAQ:QCOM): The Heavyweight Reset Qualcomm is the direct pipe. Snapdragon SoCs, RF and modems sit in the flagship tier of nearly every non-Apple premium phone, and the on-device AI narrative runs through this silicon. The Q2 fiscal 2026 handset report was ugly on purpose: $6.024 billion in handset revenue, down 13% YoY, hammered by memory supply constraints and Chinese OEM softness. That is the setup phase before the thesis takes hold.

Management’s own words matter here. CEO Cristiano Amon said Chinese handset revenues are expected to bottom in Q3 FY26 and return to sequential growth the quarter after. Automotive hit a record $1.326 billion, up 38% YoY, and the company authorized a $20 billion share repurchase program. Three things line up: a handset trough already telegraphed, a diversification cushion, and a buyback the size of a small semi peer.

Shares are up 9.35% year to date (YTD), trading at a forward P/E in the low double digits with a 1.89%-adjacent dividend. But the cleanest content-per-device story on this list sits in a $150 iPhone bill of materials that nobody notices until it grows.

3. Cirrus Logic (NASDAQ:CRUS): The Apple Content Escalator Cirrus Logic is a pure Apple content bet. About 92% of Q4 fiscal 2026 revenue came from a single customer, and that concentration is the feature by design. Every new controller, codec, or power IC that gets designed into an iPhone drops straight to the top line. CEO John Forsyth said the company is “developing next-generation camera controllers and a smart power IC, which represents an exciting new application space for the company.” Translation: more silicon per iPhone in the next cycle.

The numbers are already reflecting it. Q4 FY26 delivered a 59.84% EPS beat at $1.95, full-year free cash flow surged to $635.76 million (up 52.97%) and Q1 FY27 guidance of $430 million to $490 million implies roughly 13% YoY growth at the midpoint. The stock is up 25.65% YTD and trades at a forward P/E of 15 against an analyst target of $184.25.

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Apple content is the escalator. The next name is the elevator: same building, faster ride and every quarter the margin numbers get louder.

4. Qorvo (NASDAQ:QRVO): RF Front-End Leverage Qorvo is the RF front-end play in its most concentrated form. Every 5G/6G-capable handset needs more filters, more amplifiers, more tuning, and Qorvo’s silicon is embedded across flagship stacks. The pending merger with Skyworks has forced management to suspend guidance calls, but the standalone margin data is doing the talking.

Fiscal Q4 2026 non-GAAP gross margin expanded 670 basis points year over year to 52.6%, EPS beat consensus by 39.48% at $1.69, and management still expects fiscal 2027 non-GAAP diluted EPS approaching $7.00. CEO Bob Bruggeworth framed it plainly: “For full-year fiscal 2027, we continue to expect non-GAAP gross margin above 50% and non-GAAP diluted earnings per share approaching $7.00.”

Shares trade near $86 against a forward P/E of 13, essentially flat YTD at -0.53%. Analysts sit at $91.46 with the crowd still cautious. That is exactly the setup investors want heading into the payoff slot, because the other side of this merger has the punchline nobody is pricing.

5. Skyworks Solutions (NASDAQ:SWKS): The Payoff Skyworks is the beaten-down contrarian. Shares are down 6.24% YTD, 22.29% over the past year and 68.15% over five years, and the entire Street knows the Apple concentration story. What the Street is still underwriting is the landmark. A multi-generational design win with a leading Android OEM is expected to generate over $1.00 billion in revenue through 2030, directly attacking the customer concentration that has anchored the discount. That is the punchline.

The Q2 fiscal 2026 earnings report already shows the turn: revenue of $943.70 million beat consensus by 4.65%, non-GAAP EPS of $1.15 beat by 10.10%, and Broad Markets is expected to hit roughly 43% of Q3 sales on double-digit growth. CEO Phil Brace said “Mobile outperformed expectations on healthy demand, while Broad Markets continues to accelerate, delivering double-digit year-over-year growth driven by Wi-Fi, data center, and automotive.”

Shares trade near $60 with a forward P/E of 11 and a 4.70% dividend yield. With the pending Qorvo merger already at 81% shareholder approval, the setup combines a stated $1B Android revenue ramp, a broad markets acceleration, and a combined RF footprint the market has yet to price coherently. That is the highest-torque handset chip trade in this basket.

The Setup The upgrade cycle works as a content-per-device escalator that pays across five different silicon layers: Edge AI (SYNA), on-device compute and modem (QCOM), audio and power (CRUS), RF front-end (QRVO) and the combined RF platform after the Skyworks-Qorvo close (SWKS). One name is already up 74.95% YTD. Two are still trading below their 200-day moving averages. The gap closes when the refresh volume shows up in the September and December earnings reports.

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Synaptics (SYNA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.