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    Should Synaptics’ CES 2026 Edge AI Platform Push Require Action From Synaptics (SYNA) Investors?

    Simply Wall St·12/21/2025 03:24:45
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    • Synaptics announced that it will showcase its Astra AI-native SoCs, Veros wireless solutions, and multimodal sensing technologies for Edge AI applications at its private suite during CES 2026, held at the Venetian Hotel in Las Vegas.
    • This broad, integrated portfolio across smart home, industrial automation, robotics, and personal devices underscores Synaptics’ push to embed on-device intelligence and connectivity into a wide range of real-world systems.
    • We’ll now examine how Synaptics’ CES Edge AI showcase, especially the Astra AI-native SoCs, may influence its existing investment narrative.

    Find companies with promising cash flow potential yet trading below their fair value.

    Synaptics Investment Narrative Recap

    To own Synaptics, you likely need to believe that its shift toward Core IoT and Edge AI can eventually turn current losses into a more scalable, higher margin business. The CES 2026 Edge AI showcase reinforces that story but does not, on its own, alter the key near term catalyst, which remains execution on scaling IoT design wins, or the biggest risk, that Synaptics struggles to focus its portfolio and convert its R&D spend into profitable growth.

    The recent Q1 FY2026 update, with revenue of US$292.5 million and a net loss of US$20.6 million, feels particularly relevant alongside the CES announcement. It highlights that Synaptics is still in an investment-heavy phase as it leans into Astra Edge AI processors and integrated IoT solutions, so investors watching the CES showcase may also be watching closely for signs that these products can eventually narrow losses and support more durable earnings power over time.

    Yet investors should also be aware that if Synaptics cannot successfully refocus its broad portfolio and scale high return Core IoT solutions...

    Read the full narrative on Synaptics (it's free!)

    Synaptics' narrative projects $1.4 billion revenue and $199.2 million earnings by 2028. This requires 9.6% yearly revenue growth and a $247.0 million earnings increase from -$47.8 million today.

    Uncover how Synaptics' forecasts yield a $84.30 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    SYNA 1-Year Stock Price Chart
    SYNA 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community cluster between US$70.27 and US$85.27, underlining how differently individual investors are valuing Synaptics today. You should weigh those views against the execution risk that Synaptics may struggle to scale its IoT customer base and channel reach, which could influence how quickly the current Edge AI and Core IoT catalysts translate into more stable financial performance.

    Explore 5 other fair value estimates on Synaptics - why the stock might be worth as much as 15% more than the current price!

    Build Your Own Synaptics Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Synaptics research is our analysis highlighting 1 key reward that could impact your investment decision.
    • Our free Synaptics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Synaptics' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.