Investment case
Synaptics Incorporated
SYNA · 3 developments mapped · last assessed 2026-08-27
Market Ontology has mapped 3 macro, policy, and market developments to Synaptics Incorporated since 2026-08-21. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for SYNA yet, so no modelled value is shown. The SYNA valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run SYNA on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
ON Semiconductor Corporation to Acquire Synaptics Incorporated
Direct impact of M&A on target's share price, typically trading near the offer price.
· Moves acquisition premium, probability of deal closing
- Open question
Synaptics Inc Files Communication Relating to Business Combination
Direct impact from M&A activity, including potential synergies, integration risks, and changes in capital structure. CFO transition adds an element of management change.
· Moves growth rates (revenue, earnings), cost of capital (wacc), synergy realization
What changed, by assumption
- 2026-08-21ON Semiconductor Corporation to Acquire Synaptics Incorporated
- 2026-08-27onsemi to Acquire Synaptics Incorporated in All-Stock Transaction
- 2026-08-21Synaptics Inc Files Communication Relating to Business Combination
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-06-26 | Valuation multiple | Bullish | Target re-rates to bid premium until close. | 0.70 |
| 2026-06-26 | Share count | Bullish | Stock component of consideration dilutes existing acquirer holders. | 0.70 |
| 2026-06-26 | Net debt | Bullish | Cash component of consideration is typically debt-funded, raising net debt. | 0.70 |
| 2026-06-26 | Revenue | Bullish | Acquisition adds target revenue to acquirer P&L on close. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-08-27 | onsemi to Acquire Synaptics Incorporated in All-Stock Transaction | Bullish | 1-3m | 0.80 |
| 2026-08-21 | ON Semiconductor Corporation to Acquire Synaptics Incorporated | Bullish | 1-3m | 0.90 |
| 2026-08-21 | Synaptics Inc Files Communication Relating to Business Combination | mixed | 3-12m | 0.80 |