SeaTown Holdings Pte. Ltd. Cuts Stake in Synopsys, Inc. $SNPS

SeaTown Holdings Pte. Ltd. decreased its stake in Synopsys, Inc. (NASDAQ:SNPS) by 31.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 14,300 shares of the semiconductor company’s stock after selling 6,550 shares during the quarter. Synopsys comprises approximately 4.1% of SeaTown Holdings Pte. Ltd.’s portfolio, making the stock its 13th largest position. SeaTown Holdings Pte. Ltd.’s holdings in Synopsys were worth $7,055,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Westfield Capital Management Co. LP lifted its position in Synopsys by 16.6% during the 3rd quarter. Westfield Capital Management Co. LP now owns 126,581 shares of the semiconductor company’s stock worth $62,454,000 after acquiring an additional 18,010 shares in the last quarter. Primecap Management Co. CA raised its stake in shares of Synopsys by 32.4% during the third quarter. Primecap Management Co. CA now owns 87,100 shares of the semiconductor company’s stock valued at $42,974,000 after purchasing an additional 21,300 shares during the period. Intech Investment Management LLC lifted its position in shares of Synopsys by 2.4% during the third quarter. Intech Investment Management LLC now owns 4,963 shares of the semiconductor company’s stock worth $2,449,000 after purchasing an additional 118 shares in the last quarter. Cypress Asset Management Inc. TX boosted its stake in shares of Synopsys by 29.9% in the third quarter. Cypress Asset Management Inc. TX now owns 6,307 shares of the semiconductor company’s stock valued at $3,112,000 after purchasing an additional 1,451 shares during the period. Finally, US Bancorp DE grew its holdings in Synopsys by 8.6% during the 3rd quarter. US Bancorp DE now owns 120,995 shares of the semiconductor company’s stock valued at $59,698,000 after purchasing an additional 9,577 shares in the last quarter. Institutional investors and hedge funds own 85.47% of the company’s stock.

Insider Activity

In related news, CFO Shelagh Glaser sold 3,657 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $460.77, for a total transaction of $1,685,035.89. Following the completion of the sale, the chief financial officer owned 17,842 shares of the company’s stock, valued at $8,221,058.34. This represents a 17.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Janet Lee sold 250 shares of the 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 sale, the insider owned 11,959 shares in the company, valued at approximately $6,338,270. This trade represents a 2.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,157 shares of company stock valued at $1,945,036 over the last ninety days. Company insiders own 0.62% of the company’s stock.

Synopsys Price Performance

Shares of SNPS opened at $449.17 on Thursday. Synopsys, Inc. has a 52 week low of $365.74 and a 52 week high of $651.73. The company has a current ratio of 1.62, a quick ratio of 1.52 and a debt-to-equity ratio of 0.48. The firm has a market cap of $86.04 billion, a price-to-earnings ratio of 56.22, a PEG ratio of 3.67 and a beta of 1.12. The stock has a 50 day moving average of $472.85 and a 200-day moving average of $479.02.

Synopsys (NASDAQ:SNPS) last announced its quarterly earnings data on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) 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 analysts’ expectations of $2.39 billion. Synopsys had a return on equity of 7.89% and a net margin of 18.89%.The firm’s revenue for the quarter was up 65.6% on a year-over-year basis. During the same period last year, the business posted $3.03 earnings per share. Synopsys has set its FY 2026 guidance at 14.380-14.460 EPS and its Q2 2026 guidance at 3.110-3.170 EPS. As a group, analysts forecast that Synopsys, Inc. will post 10.64 EPS for the current year.

Key Synopsys News

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Q1 beat and strong results — Synopsys reported non‑GAAP EPS of $3.77 and revenue of $2.409B, topping estimates and showing strong year‑over‑year growth; the quarter came at the high end of prior guidance. PR Newswire: Q1 Results
• Positive Sentiment: Very bullish guidance — management raised FY26 EPS guidance to $14.38–$14.46 and Q2 EPS guidance to $3.11–$3.17, well above Street estimates, which is driving optimism about near‑term earnings power. Guidance/Press Release
• Positive Sentiment: Capital return boost — the board authorized up to $2.0B in additional share repurchases, which supports EPS and signals confidence from management. Buyback Announcement
• Positive Sentiment: Analyst and market interest — Morgan Stanley reiterated a Buy and noted strong earnings quality and IP trajectory; unusual call‑option buying also points to bullish trader positioning. TipRanks: Morgan Stanley Buy
• Neutral Sentiment: Mixed near‑term revenue signal — while EPS guidance was raised, quarterly revenue guidance landed roughly in line with expectations, suggesting upside is currently EPS‑driven rather than revenue surprise. Guidance Details
• Negative Sentiment: China export restrictions and muted next‑quarter outlook — Reuters flagged Synopsys forecasting a more muted quarter amid China export limits and macro uncertainty, which pressured the stock earlier and could cap upside if geopolitical risk persists. Reuters: China Export Restrictions
• Negative Sentiment: Leverage concerns from M&A — commentators note Synopsys carries large incremental debt (post‑deal) that investors are watching closely; higher leverage raises sensitivity to execution and could limit valuation expansion. 24/7 Wall St.: Debt Concerns

Analyst Upgrades and Downgrades

A number of brokerages have commented on SNPS. Rosenblatt Securities reiterated a “buy” rating and issued a $560.00 price objective on shares of Synopsys in a report on Friday, February 20th. Bank of America raised Synopsys from an “underperform” rating to a “neutral” rating and dropped their target price for the stock from $525.00 to $500.00 in a research report on Monday, December 8th. HSBC cut 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. The Goldman Sachs Group set a $600.00 price objective on Synopsys and gave the company a “buy” rating in a research note on Wednesday. Finally, Needham & Company LLC upped their target price on Synopsys from $550.00 to $580.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Nine analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Synopsys presently has a consensus rating of “Hold” and an average target price of $547.00.

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.