Erste Asset Management GmbH Decreases Stock Holdings in Synopsys, Inc. $SNPS

Erste Asset Management GmbH reduced its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS) by 9.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 58,510 shares of the semiconductor company’s stock after selling 5,834 shares during the quarter. Erste Asset Management GmbH’s holdings in Synopsys were worth $28,185,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Alpine Bank Wealth Management raised its stake in shares of Synopsys by 89.3% during the 3rd quarter. Alpine Bank Wealth Management now owns 53 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 25 shares during the period. TFC Financial Management Inc. raised its position in Synopsys by 1,250.0% in the third quarter. TFC Financial Management Inc. now owns 54 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 50 shares during the period. Millstone Evans Group LLC bought a new stake in Synopsys in the third quarter worth about $27,000. SOA Wealth Advisors LLC. bought a new position in shares of Synopsys during the 3rd quarter valued at approximately $28,000. Finally, McIlrath & Eck LLC bought a new position in shares of Synopsys during the 3rd quarter valued at approximately $29,000. Institutional investors own 85.47% of the company’s stock.

Trending Headlines about Synopsys

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Q1 beat and big revenue upside — Synopsys reported non‑GAAP EPS $3.77 (above estimates) and revenue of $2.409B, up ~65% YoY, driven by Design Automation and the Ansys contribution; headline results support longer‑term AI chip‑design demand. Synopsys Posts Financial Results for First Quarter Fiscal Year 2026
• Positive Sentiment: Better FY26 EPS outlook — management set FY26 non‑GAAP EPS guidance ~14.38–14.46, well above consensus, suggesting management sees stronger full‑year earnings even if near‑term revenue cadence is choppy. Synopsys’ FY26 guidance likely conservative as analysts reiterate strong ratings
• Positive Sentiment: $2.0B buyback — the board authorized up to $2B of repurchases, a direct capital return that can support the stock and offset dilution from the Ansys deal. Synopsys Posts Financial Results for First Quarter Fiscal Year 2026
• Neutral Sentiment: Unusual options and whale activity — heavy call buying and large options volume were observed around the release, which can amplify intraday moves but may reflect short‑term, speculative positioning rather than conviction. Check Out What Whales Are Doing With SNPS
• Negative Sentiment: Mixed/softer near‑term guide and China risk — investors reacted to a Q2 revenue guide some saw as light and to commentary about China export restrictions that could mute near‑term growth in that region. Those factors pressured the stock despite the beat. Synopsys forecasts muted quarter on China export restrictions, shares fall
• Negative Sentiment: Acquisition costs, restructuring and debt concerns — reports note GAAP hit from Ansys integration, workforce reductions and the company’s elevated debt load from the transaction; these raise near‑term risk and make investors sensitive to guidance quality. Synopsys Stock (SNPS) Opinions on Earnings Release and AI Outlook
• Negative Sentiment: Analysts trim targets and neutrality rises — several firms cut price targets or lowered ratings after the print (Wells Fargo, Piper Sandler among them), which can add selling pressure even as many analysts remain constructive on AI exposure. Analyst price target and rating changes

Analysts Set New Price Targets

SNPS has been the topic of several research analyst reports. Citigroup initiated coverage on Synopsys in a research note on Monday, November 24th. They issued a “buy” rating and a $580.00 price objective on the stock. KeyCorp increased their price target on Synopsys from $575.00 to $600.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Bank of America raised Synopsys from an “underperform” rating to a “neutral” rating and decreased their price objective for the stock from $525.00 to $500.00 in a report on Monday, December 8th. Rosenblatt Securities dropped their price objective on shares of Synopsys from $560.00 to $530.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Synopsys in a research note on Thursday, January 22nd. Nine investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $535.67.

Synopsys Stock Down 5.2%

Shares of NASDAQ SNPS opened at $426.00 on Friday. The company has a quick ratio of 1.52, a current ratio of 1.62 and a debt-to-equity ratio of 0.48. The company has a market cap of $81.60 billion, a P/E ratio of 66.15, a P/E/G ratio of 3.74 and a beta of 1.12. Synopsys, Inc. has a 52 week low of $365.74 and a 52 week high of $651.73. The business has a 50-day simple moving average of $472.21 and a two-hundred day simple moving average of $478.66.

Synopsys (NASDAQ:SNPS) last announced its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.56 by $0.21. Synopsys had a net margin of 13.76% and a return on equity of 7.49%. The firm had revenue of $2.41 billion for the quarter, compared to the consensus estimate of $2.39 billion. During the same period in the prior year, the firm posted $3.03 earnings per share. The company’s revenue for the quarter was up 65.6% on a year-over-year basis. Synopsys has set its FY 2026 guidance at 14.380-14.460 EPS and its Q2 2026 guidance at 3.110-3.170 EPS. Research analysts anticipate that Synopsys, Inc. will post 10.64 earnings per share for the current fiscal year.

Insider Buying and Selling at Synopsys

In other news, insider Janet Lee sold 250 shares of the business’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $530.00, for a total transaction of $132,500.00. Following the completion of the transaction, the insider directly owned 11,959 shares in the company, valued at $6,338,270. The trade was a 2.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Shelagh Glaser sold 3,657 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $460.77, for a total transaction of $1,685,035.89. Following the completion of the transaction, the chief financial officer directly owned 17,842 shares in the company, valued at approximately $8,221,058.34. The trade was a 17.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 4,157 shares of company stock valued at $1,945,036. Insiders own 0.62% of the company’s stock.

About Synopsys

Synopsys, Inc is a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP) used to design, verify and manufacture integrated circuits and complex systems-on-chip (SoCs). Its product portfolio spans tools and technologies for front‑end design and synthesis, simulation and verification, physical implementation and signoff, and design-for-manufacturability, enabling chip designers to move from architecture through tape‑out.

In addition to core EDA offerings, Synopsys supplies a broad set of semiconductor IP building blocks — such as interface, memory and analog/mixed-signal cores — that customers integrate into SoCs to accelerate development.