6月26日，安森美半导体盘前下跌7.52%，报105.1美元/股，成交额86.53万美元。
消息面上，公司宣布将以全股票方式收购Synaptics，企业价值约70亿美元，以强化其在Physical AI智能系统领域的布局。根据交易条款，Synaptics股东每持有1股将获得1.350股安森美普通股，溢价约19%，交易完成后Synaptics股东将持有合并后公司约12%股份，交易预计2027年中完成。公司预计交割后18个月内实现非GAAP每股收益增厚，年协同效应约2亿美元。
与此同时，TD Cowen将安森美评级从买入下调至持有，目标价从115美元下调至110美元；此前Stifel亦将目标价大幅下调至90美元，远低于当前股价，多重看空信号叠加大额收购稀释担忧，加剧市场抛压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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