Congress Asset Management Co. lessened its holdings in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 3.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 261,728 shares of the semiconductor company’s stock after selling 8,284 shares during the period. Congress Asset Management Co.’s holdings in Synopsys were worth $122,939,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of the business. Capital Asset Advisory Services LLC grew its holdings in Synopsys by 39.2% during the 4th quarter. Capital Asset Advisory Services LLC now owns 4,606 shares of the semiconductor company’s stock valued at $2,343,000 after buying an additional 1,297 shares during the last quarter. SG Americas Securities LLC increased its position in Synopsys by 2,076.4% during the fourth quarter. SG Americas Securities LLC now owns 135,679 shares of the semiconductor company’s stock worth $63,731,000 after buying an additional 129,445 shares in the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Synopsys by 390.6% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,186,879 shares of the semiconductor company’s stock worth $557,501,000 after acquiring an additional 944,973 shares during the last quarter. Diversified Trust Co. lifted its position in shares of Synopsys by 27.4% in the fourth quarter. Diversified Trust Co. now owns 4,324 shares of the semiconductor company’s stock valued at $2,031,000 after acquiring an additional 931 shares in the last quarter. Finally, Affinity Capital Advisors LLC lifted its position in shares of Synopsys by 7.1% in the fourth quarter. Affinity Capital Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $853,000 after acquiring an additional 121 shares in the last quarter. 85.47% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Synopsys
In related news, 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 sale, the insider directly owned 11,959 shares of the company’s stock, valued at approximately $6,338,270. This trade represents a 2.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.56% of the stock is currently owned by insiders.
Synopsys Stock Performance
Synopsys (NASDAQ:SNPS – Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 6.83% and a net margin of 13.76%.The firm’s quarterly revenue was up 65.6% on a year-over-year basis. During the same period last year, the company 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. Equities research analysts anticipate that Synopsys, Inc. will post 10.64 earnings per share for the current year.
Key Synopsys News
Here are the key news stories impacting Synopsys this week:
- Positive Sentiment: Elliott Investment Management has taken a multibillion‑dollar position and intends to push Synopsys for higher software monetization and margins, prompting an investor rally. Activist Elliott Builds Big Stake in Chip-Design Software Maker Synopsys
- Positive Sentiment: Market coverage and media reports (CNBC, Reuters) amplified the story, driving buying interest as investors highlight Synopsys’s central role in AI chip design and potential for re‑rating. Synopsys shares rally as activist Elliott builds multibillion-dollar stake in chip design firm
- Positive Sentiment: Analyst and social commentary emphasize structural AI tailwinds and Synopsys’s EDA leadership — investors see scope for higher margins if execution improves under activist pressure. An Activist Investor Is Taking an Interest in This Nvidia Partner. Its Stock Is Rising.
- Neutral Sentiment: Synopsys’s strategic shift after the Ansys acquisition and its Converge 2026 messaging position it more towards system‑level and AI solutions; this supports longer‑term growth but raises integration execution oversight. How The Synopsys (SNPS) Story Is Shifting With The Ansys Deal And 2026 Uncertainty
- Negative Sentiment: Recent insider selling (multiple officers have sold shares in the past six months) could be viewed negatively by some investors as a signal of limited near‑term insider confidence. Synopsys Stock (SNPS) Opinions on Elliott Activist Stake
- Negative Sentiment: Activist involvement brings execution risk and potential strategic changes that could create short‑term volatility; some analysts remain cautious after recent underperformance. Activist Elliott takes multibillion-dollar stake in Synopsys, WSJ reports
Wall Street Analysts Forecast Growth
A number of research firms recently commented on SNPS. Morgan Stanley reiterated an “equal weight” rating and set a $480.00 price objective (down from $550.00) on shares of Synopsys in a research report on Wednesday, February 25th. Citigroup began coverage on shares of Synopsys in a report on Monday, November 24th. They issued a “buy” rating and a $580.00 target price on the stock. KeyCorp raised their price target on shares of Synopsys from $575.00 to $600.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Piper Sandler lowered their price target on shares of Synopsys from $520.00 to $430.00 and set a “neutral” rating for the company in a report on Thursday, February 26th. Finally, Wall Street Zen raised shares of Synopsys from a “sell” rating to a “hold” rating in a research report on Saturday, December 13th. Eight investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $531.00.
Check Out Our Latest Stock Report on Synopsys
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.
Further Reading
Want to see what other hedge funds are holding SNPS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Synopsys, Inc. (NASDAQ:SNPS – Free Report).
Receive News & Ratings for Synopsys Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Synopsys and related companies with MarketBeat.com's FREE daily email newsletter.
