SYNA at a glance
SYNAPTICS Inc (SYNA, SEC CIK 817720) filed its latest 10-K annual report on August 10, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 27, 2026 (FY2026), SYNAPTICS Inc (SYNA) reported revenue of $1.2 billion (up 11.4% from FY2025) and a net loss of $490.8 million. Diluted EPS was -$12.62.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding SYNAPTICS Inc (SYNA) shares worth $3.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Song Esther on September 25, 2026 of 147 shares at $100.00 per share.
- In the last 90 days, SYNA insiders reported 0 open-market purchases ($0) and 24 open-market sales ($2.7M) on Form 4, a net sale of $2.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.2B
- +11.4% vs prior year
- Insiders · 90 days
- 0 buys · 24 sells
- Net −$2.7M
- 13F holders
- 31 funds
- $3.1B · +3 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 7.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 27, 2026
Business Overview
- Core business model: Fabless semiconductor company providing AI-native edge silicon and software platforms for wireless connectivity, human interface, and Edge AI applications
- New emphasis on Synaptics Astra™ family for integrated Edge AI processors, wireless connectivity, and multimodal sensing enabling Physical AI and robotics expansion
- Strategic shift via pending merger with ON Semiconductor announced June 2026, expected mid-2027 closing, exchanging Synaptics shares for onsemi stock at 1.350 ratio
- Employee count approx. 1,700 globally in 15 countries, with 70% in Asia Pacific and 21% in North America, increased retention and 92% engagement survey response in FY26
- Acquisition of Broadcom Wi-Fi technology assets in January 2025 to enhance Edge AI strategy and expand wireless roadmap including Wi-Fi 7/8, GPS, GNSS products through 2028
Management Discussion & Analysis
- Revenue $1,197.2M, up 11.4% YoY from $1,074.3M; Core IoT best performer $389.7M (+43.1%), Mobile worst $166.4M (-13.2%)
- Operating loss improved to $(67.1)M (–5.7% margin) from $(94.1)M (–8.8% margin); gross margin steady at 44.7% for both years
- Enterprise & Automotive revenue $641.1M (+5.1% YoY), Core IoT $389.7M (+43.1%), Mobile $166.4M (–13.2%)
- Operating cash flow $149.4M, share repurchases $92.7M, capex $48.0M, cash increased $51.0M to $442.5M
- Pending merger with onsemi expected mid-2027; risks include geopolitical tensions, supply chain volatility, tariff impacts, and tax valuation allowances affecting deferred tax assets
Risk Factors
- Regulatory risk from pending merger with ON Semiconductor Corporation, requiring Synaptics stockholder approval and regulatory clearances, expected mid-2027 closing
- Geopolitical exposure to Middle East conflict impacting transportation routes like Strait of Hormuz, causing supply chain disruptions and increased logistics costs
- Operational risk from constrained memory component supply and price volatility potentially delaying customer orders and impacting production schedules
- Market disruption from Broadcom acquisition assets integrating into Core IoT product applications, raising competition and product mix complexity
- Financial risk from increased income tax provision of $411.4M in fiscal 2026 due to full valuation allowance against U.S. deferred tax assets after a three-year cumulative loss
AI summary of the SYNA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 28, 2026
Management Discussion & Analysis
- Quarterly revenue $294.2M, up 10.4% YoY from $266.6M
- Gross margin 45.3% vs 43.4% YoY; operating margin -4.3% vs -9.9%
- Best segment Core IoT revenue $88.3M, up 30.8% YoY; worst Mobile revenue $37.9M, down $7.4M
- Cash and investments $404.4M, down $48.1M from June 2025; operating cash flow $21.8M
- Stock repurchases $39.0M; headwinds from memory constraints, tariffs, Middle East conflict, and supply-chain uncertainty
Risk Factors
- No material changes from 10-K risk factors for fiscal year ended June 28, 2025
- Carried-forward risks may affect business operations and financial performance
- $150.0 million stock-repurchase authorization reduces available cash for alternative investments
- Repurchases totaled $40.1 million during the quarter, leaving $67.4 million authorized
- No reported defaults upon senior securities during the quarter
AI summary of the SYNA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Amended all-cash acquisition at $123 per Synaptics share, valuing the transaction at approximately $5.7 billion
- Revised consideration follows an unsolicited competing proposal and replaces the prior approximately $7 billion agreement
Item 7.01: Regulation FD Disclosure
- Proposed business combination between Synaptics and onsemi remains subject to stockholder and regulatory approvals
- Closing timing remains uncertain, creating execution and deal-completion risk for investors
Item 1.01: Entry into a Material Definitive Agreement
- Amended merger agreement preserves onsemi’s acquisition of Synaptics at $123 cash per share
- Revised terms followed a competing unsolicited proposal ultimately deemed inferior to onsemi’s offer
Item EX-99.2: Item EX-99.2
- Amended merger consideration: $123 cash per Synaptics share, replacing the prior all-stock structure
- Third-party unsolicited proposal triggered renegotiation, signaling competitive interest and improved shareholder value certainty
Item 7.01: Regulation FD Disclosure
- Proposed Synaptics-onsemi business combination remains subject to regulatory approvals and Synaptics stockholder approval
- Transaction timing and closing remain uncertain, with litigation and execution risks
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Ken Rizvi resigned effective August 20, 2026 to pursue a new opportunity
- Rizvi remains an advisor through September 30, 2026 with current compensation and benefits
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and full-year results reported for period ended June 27, 2026
- Press release issued August 6, 2026, containing the financial results
AI summaries of SYNA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SYNA
Don't miss the next SYNA filing
- Alerts as it files. A push when SYNA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SYNA, by share count.
- Ask anything. An AI agent that reads every SYNA filing and answers with sources.
SYNA alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Song Esther | Sell | Sep 25, 2026 | 147 | $100.00 |
| Patel Rahul G. | Sell | Sep 21, 2026 | 2,276 | $93.83 |
| Bodensteiner Lisa | Sell | Sep 18, 2026 | 334 | $92.63 |
| Song Esther | Sell | Sep 18, 2026 | 63 | $92.63 |
| Song Esther | F | Sep 17, 2026 | 138 | $91.12 |
| Ganesan Satish | F | Sep 17, 2026 | 147 | $91.12 |
| Bodensteiner Lisa | F | Sep 17, 2026 | 782 | $91.12 |
| Gupta Vikram | Sell | Aug 25, 2026 | 1,977 | $95.00 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | - | $480.4M | $535.4M |
| Operating Income | - | -$94.1M | -$67.1M |
| Net Income | - | -$47.8M | -$490.8M |
| Gross Margin | - | 44.7% | 44.7% |
| Op. Margin | - | -8.8% | -5.6% |
| Net Margin | - | -4.4% | -41.0% |
| Balance Sheet | |||
| Total Assets | $2.8B | $2.6B | $2.1B |
| Equity | - | $1.4B | $929.5M |
| ROE | - | -3.4% | -52.8% |
| Per Share | |||
| EPS | - | $-1.22 | $-12.62 |
| Cash Flow | |||
| Operating CF | - | $142.0M | $149.4M |
| CapEx | $33.8M | $25.8M | $48.0M |
Source: XBRL data in SYNAPTICS Inc (SYNA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SYNA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $3.12B |
| Q1 2026 | 28 | $1.78B |
| Q4 2025 | 30 | $1.98B |
| Q3 2025 | 28 | $1.83B |
| Q2 2025 | 28 | $1.69B |
| Q1 2025 | 23 | $1.28B |
| Q4 2024 | 19 | $1.36B |
| Q3 2024 | 19 | $831.4M |
- FMR LLC (Fidelity)+303.8K (+20%)
- BlackRock+87.5K (+2%)
- State Street Corp+28.7K (+1%)
- Wells Fargo & Co+16.9K (+25%)
- Citigroup+6.6K (+28%)
- BNY Mellon−566.3K (-67%)
- T. Rowe Price Group−272.8K (-52%)
- Citadel Advisors LLC−109.6K (-81%)
- Bank of America Corp−98.8K (-27%)
- Ameriprise Financial−66.0K (-1%)
- Franklin Resources+551.2K
- Millennium Management+109.9K
- D.E. Shaw & Co+6.9K
- Allstate+2.6K
- Mangrove Partners−7.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 206 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SYNA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-K | Aug 10, 2026 | Jun 27, 2026 | Analysis | |
| SC 13G | Aug 6, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
Related Information Technology companies
- AMD · Advanced Micro DevicesSemiconductors & Related Devices
- ALMU · Aeluma, Inc.Semiconductors & Related Devices
- AOSL · ALPHA & OMEGA SEMICONDUCTOR LtdSemiconductors & Related Devices
- AMBA · AMBARELLA INCSemiconductors & Related Devices
- AMBQ · Ambiq Micro, Inc.Semiconductors & Related Devices
- ADI · Analog DevicesSemiconductors & Related Devices
- AMAT · Applied MaterialsSemiconductors & Related Devices
- AAOI · APPLIED OPTOELECTRONICS, INC.Semiconductors & Related Devices
SYNA SEC filings: frequently asked questions
Are SYNA insiders buying or selling?
In the last 90 days, SYNAPTICS Inc (SYNA) officers, directors and 10% owners reported no open-market purchases and 24 open-market sales worth $2.7 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SYNA stock?
As of June 30, 2026, the largest SYNAPTICS Inc (SYNA) holders among the 13F filers tracked by SignalX were Ameriprise Financial ($929.5 million), BlackRock ($619.0 million), Vanguard Portfolio Management LLC ($325.1 million), State Street Corp ($262.7 million), FMR LLC (Fidelity) ($227.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SYNA's revenue in fiscal year 2026?
For the fiscal year ended June 27, 2026 (FY2026), SYNAPTICS Inc (SYNA) reported revenue of $1.2 billion (up 11.4% from FY2025) and a net loss of $490.8 million. Diluted EPS was -$12.62. The figures come from the XBRL data in the 10-K.
What are the main risks in SYNA's latest 10-K?
In the 10-K filed August 10, 2026, SYNAPTICS Inc (SYNA) flagged: Regulatory risk from pending merger with ON Semiconductor Corporation, requiring Synaptics stockholder approval and regulatory clearances, expected mid-2027 closing. Geopolitical exposure to Middle East conflict impacting transportation routes like Strait of Hormuz, causing supply chain disruptions and increased logistics costs. (AI summary of the Risk Factors section.)
What did SYNA report in its latest 8-K?
SYNAPTICS Inc (SYNA) filed an 8-K on October 1, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). Amended all-cash acquisition at $123 per Synaptics share, valuing the transaction at approximately $5.7 billion.
What are the latest SYNA SEC filings?
SYNAPTICS Inc (SYNA) filed its latest 10-K annual report on August 10, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 28, 2026.
What is SYNA's SEC CIK number?
SYNAPTICS Inc (SYNA)'s SEC Central Index Key (CIK) is 817720. EDGAR lists every SYNA filing under that number.
Ask anything about SYNA
The research agent reads SYNA's filings, financials, insider trades and 13F holders, then answers with sources.