Synopsys, Inc. $SNPS Holdings Increased by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC raised its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS) by 18.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 94,949 shares of the semiconductor company’s stock after purchasing an additional 15,077 shares during the quarter. Douglas Lane & Associates LLC’s holdings in Synopsys were worth $41,297,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in SNPS. BlackRock Inc. bought a new stake in Synopsys during the 2nd quarter valued at about $7,228,099,000. State Street Corp increased its position in shares of Synopsys by 0.3% during the fourth quarter. State Street Corp now owns 8,788,890 shares of the semiconductor company’s stock worth $4,128,317,000 after acquiring an additional 28,532 shares during the period. Van ECK Associates Corp increased its position in shares of Synopsys by 19.7% during the second quarter. Van ECK Associates Corp now owns 3,457,249 shares of the semiconductor company’s stock worth $1,542,175,000 after acquiring an additional 569,687 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Synopsys by 40.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,087,349 shares of the semiconductor company’s stock valued at $1,377,174,000 after acquiring an additional 892,736 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its stake in shares of Synopsys by 39.5% during the second quarter. Assenagon Asset Management S.A. now owns 2,455,402 shares of the semiconductor company’s stock valued at $1,095,281,000 after acquiring an additional 695,146 shares in the last quarter. 85.47% of the stock is currently owned by institutional investors.

Synopsys Stock Up 1.8%

Shares of NASDAQ SNPS traded up $8.82 during mid-day trading on Friday, reaching $506.57. 607,778 shares of the company were exchanged, compared to its average volume of 2,036,413. The company has a quick ratio of 1.24, a current ratio of 1.34 and a debt-to-equity ratio of 0.29. The stock has a market cap of $97.08 billion, a price-to-earnings ratio of 89.58, a P/E/G ratio of 2.05 and a beta of 1.21. Synopsys, Inc. has a 1 year low of $362.55 and a 1 year high of $539.48. The firm has a 50-day moving average of $417.52 and a 200 day moving average of $438.50.

Synopsys (NASDAQ:SNPS) last posted its earnings results on Wednesday, August 26th. The semiconductor company reported $3.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.67 by $0.24. The company had revenue of $2.48 billion for the quarter, compared to analyst estimates of $2.44 billion. Synopsys had a return on equity of 6.24% and a net margin of 11.43%.The firm’s quarterly revenue was up 42.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.39 earnings per share. Synopsys has set its Q4 2026 guidance at 4.100-4.160 EPS and its FY 2026 guidance at 15.040-15.100 EPS. On average, research analysts expect that Synopsys, Inc. will post 10.97 earnings per share for the current year.

Synopsys announced that its board has authorized a share buyback program on Monday, October 5th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the semiconductor company to buy up to 1.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

Several research analysts recently issued reports on SNPS shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $640.00 price objective on shares of Synopsys in a research note on Thursday, October 1st. Barclays initiated coverage on Synopsys in a report on Friday, September 25th. They issued an “overweight” rating for the company. Morgan Stanley lowered their price objective on shares of Synopsys from $525.00 to $500.00 and set an “equal weight” rating for the company in a research note on Wednesday, August 19th. Piper Sandler upgraded shares of Synopsys from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $450.00 to $550.00 in a report on Tuesday, June 23rd. Finally, UBS Group set a $570.00 target price on shares of Synopsys in a research report on Thursday, August 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $584.11.

Insider Activity

In related news, insider Aart de Geus sold 24,641 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $419.44, for a total transaction of $10,335,421.04. Following the completion of the sale, the insider owned 120,443 shares of the company’s stock, valued at $50,518,611.92. This represents a 16.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Janet Lee sold 1,144 shares of the firm’s stock in a transaction that occurred on Tuesday, October 6th. The shares were sold at an average price of $502.52, for a total transaction of $574,882.88. Following the completion of the sale, the insider owned 16,534 shares of the company’s stock, valued at approximately $8,308,665.68. This trade represents a 6.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 102,559 shares of company stock valued at $44,607,141 over the last 90 days. 0.56% of the stock is currently owned by corporate insiders.

Key Synopsys News

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Bank of America reiterated its Buy rating and $600 price target, citing Synopsys’ AI-driven growth prospects, collaboration with OpenAI and planned share repurchases. The target implies additional upside from recent trading levels. Bank of America Synopsys Rating
• Positive Sentiment: Synopsys’ expanding relationships with OpenAI, Amazon and Nvidia reinforce its position as a key provider of electronic-design-automation software as AI makes semiconductor development more complex. Nvidia’s investment and planned agentic AI design workflows add credibility to the growth thesis. Nvidia Partner Strong Buy Endorsement
• Positive Sentiment: The company’s recently authorized $1 billion buyback, equivalent to as much as 1.1% of outstanding shares, could support earnings per share and signal management’s confidence in the long-term value of SNPS.
• Neutral Sentiment: Synopsys reportedly plans to explore working with Chinese AI laboratories on chip-design technology. The opportunity could broaden its addressable market, but geopolitical restrictions and regulatory uncertainty may limit the commercial benefits. Synopsys Chinese AI Lab Report
• Negative Sentiment: Insiders continue to sell shares, including Janet Lee’s sale of 1,144 shares worth approximately $575,000 and a larger sale by Sudhindra Kankanwadi. While such transactions do not necessarily reflect weaker business expectations, they can create a short-term sentiment overhang. Synopsys Insider Selling
• Negative Sentiment: At roughly 89 times earnings and near its 52-week high, SNPS faces elevated expectations. Analysts remain broadly bullish, but concerns about valuation, slowing EDA growth and acquisition-related debt could make further gains more difficult. Can Synopsys Stock Drop From Here?

Synopsys Profile

Synopsys, Inc is a technology company that develops electronic design automation (EDA) software, semiconductor intellectual property (IP), and software tools used to design, verify, and manufacture advanced electronic systems. Its solutions support the development of semiconductors, systems-on-chip, and electronic products across the design cycle, from initial specification and architecture through testing and production.

The company’s offerings include digital and custom integrated-circuit design tools, simulation and verification software, physical design and signoff products, and semiconductor IP such as processor cores, interface technologies, and foundational components.