Schaper Benz & Wise Investment Counsel Inc. WI cut its position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,971 shares of the semiconductor company’s stock after selling 1,616 shares during the quarter. Schaper Benz & Wise Investment Counsel Inc. WI’s holdings in Synopsys were worth $2,805,000 at the end of the most recent reporting period.
Several other hedge funds have also modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Synopsys by 20.7% during the 3rd quarter. Vanguard Group Inc. now owns 18,181,185 shares of the semiconductor company’s stock worth $8,970,415,000 after acquiring an additional 3,120,401 shares in the last quarter. Victory Capital Management Inc. boosted its stake in Synopsys by 238.8% in the 3rd quarter. Victory Capital Management Inc. now owns 2,824,349 shares of the semiconductor company’s stock worth $1,393,506,000 after purchasing an additional 1,990,608 shares in the last quarter. Coatue Management LLC acquired a new stake in Synopsys during the 3rd quarter worth about $892,605,000. Capital Research Global Investors increased its stake in shares of Synopsys by 226.6% in the third quarter. Capital Research Global Investors now owns 2,524,512 shares of the semiconductor company’s stock worth $1,245,533,000 after acquiring an additional 1,751,432 shares during the period. Finally, State Street Corp grew its holdings in Synopsys by 20.6% during the third quarter. State Street Corp now owns 8,760,358 shares of the semiconductor company’s stock worth $4,322,273,000 after acquiring an additional 1,493,912 shares during the period. 85.47% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of equities analysts recently weighed in on SNPS shares. Bank of America raised Synopsys from an “underperform” rating to a “neutral” rating and reduced their price target for the stock from $525.00 to $500.00 in a report on Monday, December 8th. JPMorgan Chase & Co. upped their price objective on shares of Synopsys from $600.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, December 11th. Rosenblatt Securities decreased 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, February 26th. Wall Street Zen raised shares of Synopsys from a “sell” rating to a “hold” rating in a research note on Saturday, December 13th. Finally, Wells Fargo & Company decreased their price target on shares of Synopsys from $500.00 to $450.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Synopsys has a consensus rating of “Hold” and an average target price of $531.00.
Synopsys Price Performance
Synopsys stock opened at $415.62 on Wednesday. The company has a fifty day simple moving average of $449.38 and a 200-day simple moving average of $454.06. The company has a quick ratio of 1.26, a current ratio of 1.36 and a debt-to-equity ratio of 0.33. The firm has a market capitalization of $79.62 billion, a price-to-earnings ratio of 64.54, a PEG ratio of 3.52 and a beta of 1.15. Synopsys, Inc. has a 52-week low of $365.74 and a 52-week high of $651.73.
Synopsys (NASDAQ:SNPS – Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.56 by $0.21. Synopsys had a return on equity of 6.83% and a net margin of 13.76%.The business had revenue of $2.41 billion during the quarter, compared to analyst estimates of $2.39 billion. During the same period in the prior year, the business earned $3.03 earnings per share. The business’s revenue was up 65.6% compared to the same quarter last year. Synopsys has set its FY 2026 guidance at 14.380-14.460 EPS and its Q2 2026 guidance at 3.110-3.170 EPS. On average, equities analysts anticipate that Synopsys, Inc. will post 10.64 EPS for the current fiscal year.
Synopsys News Roundup
Here are the key news stories impacting Synopsys this week:
- Positive Sentiment: Activist investor Elliott has built a multibillion-dollar stake in Synopsys, which sparked an earlier rally by signaling potential pushes to improve software & services monetization and margins. This is a near-term catalyst for strategic or capital-allocation changes. CNBC Elliott Stake
- Positive Sentiment: Partnership with Arm to support the new Arm AGI data‑center CPU: Synopsys will supply EDA tools, interface IP and hardware‑assisted verification — reinforcing corporate exposure to AI/data‑center secular demand. PR Newswire Arm Partnership
- Positive Sentiment: Fundamentals remain solid: Synopsys beat Q1 earnings and revenue estimates in Feb., reported large year‑over‑year revenue growth, and issued FY2026 and Q2 EPS guidance — supporting the company’s long‑term AI/EDA growth story.
- Neutral Sentiment: Short‑interest data in recent feeds is inconsistent (reports show 0 shares / NaN changes), so short activity does not explain intraday pressure; treat those numbers with caution.
- Neutral Sentiment: Analyst landscape is mixed: several buy ratings and a median 12‑month target around $545, but some divergences exist — keeps consensus expectations in flux.
- Negative Sentiment: Profit‑taking and technical/headline fatigue: after the Elliott-driven pop, shares are pulling back — the stock sits below its 50‑ and 200‑day moving averages, which can accelerate selling by technical traders.
- Negative Sentiment: Insider selling and valuation concerns: recent disclosed insider sales and a high trailing P/E (~64x) may amplify short‑term caution among investors.
- Negative Sentiment: Competitive comparison: some analysts argue Nvidia’s (NVDA) superior data‑center momentum makes it a more attractive AI play right now, which can siphon relative investor interest away from Synopsys. Zacks NVDA vs SNPS
Insider Activity
In related news, insider Janet Lee sold 250 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $530.00, for a total value of $132,500.00. Following the completion of the sale, the insider owned 11,959 shares of the company’s stock, valued at approximately $6,338,270. This represents a 2.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 0.56% of the company’s stock.
Synopsys Profile
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.
Further Reading
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