UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Raises Stake in Synopsys, Inc. $SNPS

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Synopsys, Inc. (NASDAQ:SNPS) by 40.7% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,087,349 shares of the semiconductor company’s stock after acquiring an additional 892,736 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Synopsys were worth $1,377,174,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Sankala Group LLC purchased a new position in Synopsys in the fourth quarter valued at $25,000. Elevation Wealth Partners LLC lifted its holdings in Synopsys by 96.4% during the 2nd quarter. Elevation Wealth Partners LLC now owns 55 shares of the semiconductor company’s stock worth $25,000 after buying an additional 27 shares during the last quarter. Osbon Capital Management LLC purchased a new stake in Synopsys during the 2nd quarter worth about $25,000. IMG Wealth Management Inc. acquired a new position in shares of Synopsys during the 2nd quarter worth about $28,000. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Synopsys during the 4th quarter worth about $28,000. 85.47% of the stock is currently owned by institutional investors and hedge funds.

Synopsys Stock Down 4.8%

Shares of NASDAQ SNPS opened at $442.61 on Friday. The stock has a market cap of $84.82 billion, a PE ratio of 78.20, a price-to-earnings-growth ratio of 2.60 and a beta of 1.23. Synopsys, Inc. has a 52-week low of $366.00 and a 52-week high of $615.79. The business has a 50-day moving average price of $416.64 and a 200 day moving average price of $440.13. The company has a quick ratio of 1.32, a current ratio of 1.34 and a debt-to-equity ratio of 0.29.

Synopsys (NASDAQ:SNPS) last issued its quarterly earnings data on Wednesday, August 26th. The semiconductor company reported $3.91 earnings per share for the quarter, beating analysts’ consensus estimates of $3.67 by $0.24. The company had revenue of $2.48 billion during the quarter, compared to analysts’ expectations of $2.44 billion. Synopsys had a return on equity of 6.24% and a net margin of 11.43%.The firm’s revenue for the quarter was up 42.4% on a year-over-year basis. During the same quarter in the previous year, the business 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. Equities research analysts forecast that Synopsys, Inc. will post 11.03 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Shelagh Glaser sold 3,394 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $450.02, for a total transaction of $1,527,367.88. Following the completion of the sale, the chief financial officer owned 14,358 shares in the company, valued at $6,461,387.16. This represents a 19.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,603 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $458.96, for a total transaction of $6,702,192.88. Following the transaction, the chief executive officer directly owned 75,020 shares in the company, valued at $34,431,179.20. The trade was a 16.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.56% of the company’s stock.

Trending Headlines about Synopsys

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Strong Q3 performance: Synopsys reported adjusted earnings of $3.91 per share versus expectations of $3.67, while revenue reached $2.48 billion, up 42.4% year over year and ahead of estimates. Strength in electronic design automation (EDA) and the Ansys acquisition supported the results. SNPS Q3 Earnings Beat Estimates on EDA and Ansys Strength
• Positive Sentiment: Higher outlook and AI momentum: Management raised fiscal 2026 guidance, citing accelerating EDA demand, recovering Design IP activity, interest in agentic AI and additional opportunities from integrating Ansys. Fiscal 2026 EPS guidance is $15.04–$15.10, with revenue guidance reportedly raised to approximately $9.72 billion. SNPS Q3 Earnings Call Highlights EDA Acceleration, Outlook Raised
• Positive Sentiment: Analyst and strategic support: Goldman Sachs, Benchmark and Needham reaffirmed Buy ratings, with price targets ranging from $570 to $600. Elliott Investment Management also reportedly built a multibillion-dollar position, betting Synopsys can narrow its discount to peers. Elliott Bets Multibillion-Dollar Position on Closing Synopsys’ Peer Discount
• Neutral Sentiment: Commentators view Synopsys as a key supplier to major technology companies, including Nvidia, and believe Ansys has strengthened its competitive moat; however, the acquisition’s full contribution depends on successful integration and future synergies. SNPS in Right Place, Right Time?
• Negative Sentiment: Valuation and peer concerns: Following the earnings rally, investors are refocusing on valuation, with Synopsys trading at a high earnings multiple. A comparison with PDF Solutions also highlighted stronger growth and margin improvement at the smaller rival, potentially limiting near-term enthusiasm for SNPS. SNPS vs. PDFS: Which Semiconductor Software Stock Has an Edge?

Analysts Set New Price Targets

A number of research analysts have recently commented on SNPS shares. BNP Paribas Exane increased their price objective on Synopsys from $425.00 to $450.00 and gave the company an “underperform” rating in a report on Thursday, May 28th. Stifel Nicolaus upped their price target on Synopsys from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Piper Sandler upgraded shares of Synopsys from a “neutral” rating to an “overweight” rating and increased their price target for the company from $450.00 to $550.00 in a research note on Tuesday, June 23rd. Bank of America raised their price objective on shares of Synopsys from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, May 28th. Finally, Weiss Ratings upgraded shares of Synopsys from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $561.28.

Synopsys Company 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.