Telligent Fund LP Purchases 1,500 Shares of Synopsys, Inc. $SNPS

Telligent Fund LP lifted its position in shares of Synopsys, Inc. (NASDAQ:SNPS) by 30.0% during the third quarter, HoldingsChannel reports. The firm owned 6,500 shares of the semiconductor company’s stock after buying an additional 1,500 shares during the quarter. Synopsys comprises 2.7% of Telligent Fund LP’s portfolio, making the stock its 18th largest holding. Telligent Fund LP’s holdings in Synopsys were worth $3,207,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its stake in Synopsys by 5.7% in the fourth quarter. Brighton Jones LLC now owns 921 shares of the semiconductor company’s stock valued at $447,000 after acquiring an additional 50 shares during the period. Integrated Wealth Concepts LLC lifted its holdings in shares of Synopsys by 11.6% during the 1st quarter. Integrated Wealth Concepts LLC now owns 760 shares of the semiconductor company’s stock valued at $326,000 after purchasing an additional 79 shares in the last quarter. NewEdge Advisors LLC grew its position in shares of Synopsys by 15.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,010 shares of the semiconductor company’s stock valued at $1,291,000 after purchasing an additional 395 shares during the period. AlphaQuest LLC grew its position in shares of Synopsys by 423.1% in the 2nd quarter. AlphaQuest LLC now owns 68 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 55 shares during the period. Finally, Bessemer Group Inc. increased its stake in Synopsys by 1.6% during the 2nd quarter. Bessemer Group Inc. now owns 3,948 shares of the semiconductor company’s stock worth $2,024,000 after purchasing an additional 61 shares in the last quarter. Institutional investors own 85.47% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Shelagh Glaser sold 3,657 shares of Synopsys stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $460.77, for a total value of $1,685,035.89. Following the completion of the transaction, the chief financial officer owned 17,842 shares of the company’s stock, valued at $8,221,058.34. This trade represents a 17.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Janet Lee sold 250 shares of the business’s stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $530.00, for a total transaction of $132,500.00. Following the transaction, the insider owned 11,959 shares in the company, valued at $6,338,270. This represents a 2.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 4,157 shares of company stock valued at $1,945,036. Corporate insiders own 0.62% of the company’s stock.

Key Stories Impacting Synopsys

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Q1 beat on revenue and EPS; Synopsys reported $2.41B revenue (up ~65%) and $3.77 non‑GAAP EPS, topping estimates and raising FY‑2026 EPS guidance — a core fundamental positive that supports longer‑term growth expectations. Article Title
• Positive Sentiment: Board approved a $2.0B replenishment to the share repurchase program — a near‑term capital return that can support the stock and offset some selling pressure. Article Title
• Positive Sentiment: Unusual options/whale activity — heavy call buying was reported, signaling speculative bullish interest from traders and possible hedged purchases by institutions. Article Title Article Title
• Neutral Sentiment: Analyst consensus remains tilted toward Buy despite some downgrades — the average brokerage rating is still positive, leaving a mixed sell‑side backdrop rather than a broad rout. Article Title
• Neutral Sentiment: Long‑term thesis intact: Market commentary highlights Synopsys’ dominant EDA position, potential Ansys synergies over several years, and institutional interest (including Nvidia exposure), which supports a multi‑year growth story even as near‑term noise persists. Article Title
• Negative Sentiment: Guidance and China export risks weighed on shares — management’s Q2 revenue commentary and Reuters reports about China export restrictions created a muted outlook that disappointed some investors despite the beat. Article Title
• Negative Sentiment: Analysts trimmed price targets and ratings after the print — several firms cut targets (Wells Fargo, Piper Sandler, Rosenblatt adjustments noted), increasing short‑term downside risk from reduced upside to current levels. Article Title
• Negative Sentiment: Ansys acquisition and integration costs remain a near‑term drag: GAAP impact, additional debt load and workforce actions are pressuring margins even as management targets multi‑year synergies — investors are pricing in execution risk. Article Title

Synopsys Stock Performance

Shares of NASDAQ SNPS opened at $426.00 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.52 and a current ratio of 1.62. The stock has a 50 day moving average price of $472.21 and a 200 day moving average price of $478.66. The stock has a market capitalization of $81.60 billion, a PE ratio of 66.15, a price-to-earnings-growth 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.

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. HSBC lowered shares of Synopsys from a “buy” rating to a “hold” rating and set a $455.00 price target on the stock. in a research note on Friday, February 20th. JPMorgan Chase & Co. upped their target price on shares of Synopsys from $600.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Weiss Ratings reissued a “hold (c)” rating on shares of Synopsys in a research note on Thursday, January 22nd. Needham & Company LLC restated a “buy” rating on shares of Synopsys in a report on Thursday. Finally, Rosenblatt Securities dropped their target price on Synopsys from $560.00 to $530.00 and set a “buy” rating on the stock in a research report on Thursday. Eight investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $531.00.

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.