Allianz SE increased its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 38.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,260 shares of the semiconductor company’s stock after purchasing an additional 2,291 shares during the quarter. Allianz SE’s holdings in Synopsys were worth $4,075,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also added to or reduced their stakes in SNPS. Alpine Bank Wealth Management grew its stake in shares of Synopsys by 89.3% during the third quarter. Alpine Bank Wealth Management now owns 53 shares of the semiconductor company’s stock worth $26,000 after buying an additional 25 shares during the last quarter. TFC Financial Management Inc. boosted its holdings in shares of Synopsys by 1,250.0% during the 3rd quarter. TFC Financial Management Inc. now owns 54 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 50 shares in the last quarter. Millstone Evans Group LLC bought a new stake in Synopsys during the 3rd quarter worth $27,000. SOA Wealth Advisors LLC. acquired a new position in Synopsys in the 3rd quarter worth about $28,000. Finally, McIlrath & Eck LLC acquired a new position in Synopsys in the 3rd quarter worth about $29,000. Institutional investors own 85.47% of the company’s stock.
Insider Transactions at Synopsys
In other 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 directly owned 17,842 shares of the company’s stock, valued at $8,221,058.34. The trade was a 17.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Janet Lee sold 250 shares of the firm’s stock in a transaction that occurred on 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 transaction, the insider owned 11,959 shares in the company, valued at $6,338,270. This represents a 2.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,157 shares of company stock valued at $1,945,036 over the last quarter. Corporate insiders own 0.62% of the company’s stock.
Synopsys News Summary
- Positive Sentiment: Q1 beat and AI-driven revenue surge — Synopsys reported Q1 revenue up ~65% and an EPS beat, driven by EDA demand and the Ansys deal; the results validate AI-led chip‑design tailwinds. Synopsys Q1 Earnings
- Positive Sentiment: Ansys integration expands long‑term TAM — Management and analysts highlight that combining EDA with Ansys simulation opens full‑system design markets (servers, autonomous systems), which could materially enlarge revenue opportunities over the medium term. Can AI Push in EDA & Ansys Integration?
- Positive Sentiment: Capital return and trader interest — Board approved a $2B buyback and there was high call‑option volume / large option trades, signaling bullish positioning by some traders. Those actions provide buy‑side support. Why Is Synopsys Stock Falling? Call Options Volume
- Neutral Sentiment: Analyst consensus still skewed positive, but stock has lagged peers — Wall Street average rating remains around “Buy” even as SNPS underperformed some tech peers over the past year, leaving room for divergence between sentiment and price action. How Is Synopsys’ Stock Performance Compared?
- Negative Sentiment: Guidance and China/export risks — Management flagged a muted near‑term quarter and a Q2 revenue guide that disappointed some investors; Reuters notes export restrictions to China as a headwind to visibility. Reuters: Muted Quarter
- Negative Sentiment: Integration costs, GAAP loss and IP weakness — Analysts and social commentary point to near‑term profitability pressure from Ansys deal costs, one‑time charges and workforce reductions, plus continued softness in the Design IP segment. QuiverQuant: Integration & IP Issues
- Negative Sentiment: Analyst price‑target trims — Several firms trimmed targets or moved to neutral/equal‑weight after the report (Piper Sandler, Wells Fargo, Rosenblatt adjustments), which can depress sentiment even if ratings remain constructive. Benzinga: Price Target Changes
Synopsys Trading Down 2.8%
NASDAQ SNPS opened at $414.00 on Friday. The company has a quick ratio of 1.52, a current ratio of 1.62 and a debt-to-equity ratio of 0.48. Synopsys, Inc. has a 52 week low of $365.74 and a 52 week high of $651.73. The business has a 50 day moving average price of $471.21 and a 200-day moving average price of $477.25. The company has a market cap of $79.31 billion, a price-to-earnings ratio of 64.29, a P/E/G ratio of 3.55 and a beta of 1.12.
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 the consensus estimate of $3.56 by $0.21. The business had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.39 billion. Synopsys had a net margin of 13.76% and a return on equity of 7.49%. Synopsys’s revenue was up 65.6% compared to the same quarter last year. During the same quarter last year, the firm posted $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. As a group, equities analysts expect that Synopsys, Inc. will post 10.64 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several research firms have recently weighed in on SNPS. KeyCorp boosted their price target on Synopsys from $575.00 to $600.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. Bank of America upgraded shares of Synopsys from an “underperform” rating to a “neutral” rating and cut their target price for the stock from $525.00 to $500.00 in a research report on Monday, December 8th. JPMorgan Chase & Co. upped their price target on shares of Synopsys from $600.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Citigroup began coverage on shares of Synopsys in a research note on Monday, November 24th. They set a “buy” rating and a $580.00 price target for the company. Finally, Piper Sandler reduced their price objective on shares of Synopsys from $520.00 to $430.00 and set a “neutral” rating on the stock in a research note on Thursday. Eight investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $531.00.
View Our Latest Research Report on SNPS
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.
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