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

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Synopsys, Inc. (NASDAQ:SNPS) by 40.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,087,349 shares of the semiconductor company’s stock after purchasing an additional 892,736 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 1.61% of Synopsys worth $1,377,174,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. New Mexico Educational Retirement Board increased its holdings in shares of Synopsys by 13.1% during the 2nd quarter. New Mexico Educational Retirement Board now owns 9,526 shares of the semiconductor company’s stock worth $4,249,000 after buying an additional 1,100 shares during the last quarter. Mufg Securities Americas Inc. lifted its holdings in Synopsys by 9.0% in the second quarter. Mufg Securities Americas Inc. now owns 5,770 shares of the semiconductor company’s stock valued at $2,574,000 after acquiring an additional 476 shares during the last quarter. Van ECK Associates Corp lifted its holdings in Synopsys by 19.7% in the second quarter. Van ECK Associates Corp now owns 3,457,249 shares of the semiconductor company’s stock valued at $1,542,175,000 after acquiring an additional 569,687 shares during the last quarter. Nissay Asset Management Corp Japan grew its position in Synopsys by 3.2% in the second quarter. Nissay Asset Management Corp Japan now owns 63,314 shares of the semiconductor company’s stock worth $28,242,000 after acquiring an additional 1,954 shares during the period. Finally, Field & Main Bank purchased a new position in Synopsys in the second quarter worth approximately $475,000. Hedge funds and other institutional investors own 85.47% of the company’s stock.

Synopsys Stock Down 4.8%

Shares of NASDAQ:SNPS opened at $442.61 on Friday. The firm has a market capitalization 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 1 year low of $366.00 and a 1 year high of $615.79. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.34 and a quick ratio of 1.32. The firm’s 50-day moving average is $416.64 and its two-hundred day moving average is $440.13.

Synopsys (NASDAQ:SNPS) last posted its quarterly earnings data on Wednesday, August 26th. The semiconductor company reported $3.91 EPS for the quarter, beating the consensus estimate of $3.67 by $0.24. The business had revenue of $2.48 billion during the quarter, compared to analyst estimates of $2.44 billion. Synopsys had a net margin of 11.43% and a return on equity of 6.24%. The business’s revenue for the quarter was up 42.4% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Analysts predict that Synopsys, Inc. will post 11.03 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have commented on SNPS. Morgan Stanley reduced their target price on Synopsys from $525.00 to $500.00 and set an “equal weight” rating on the stock in a research report on Wednesday, August 19th. KeyCorp reiterated an “overweight” rating on shares of Synopsys in a report on Wednesday, August 19th. Zacks Research downgraded Synopsys from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 21st. Stifel Nicolaus boosted their price objective on shares of Synopsys from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Finally, Citigroup upped their target price on shares of Synopsys from $600.00 to $610.00 and gave the company a “buy” rating in a research report on Thursday, May 28th. Twelve research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $561.28.

Synopsys News Summary

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?

Insider Activity at Synopsys

In other Synopsys news, CFO Shelagh Glaser sold 3,394 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $450.02, for a total value of $1,527,367.88. Following the completion of the transaction, the chief financial officer owned 14,358 shares of the company’s stock, valued at $6,461,387.16. This trade represents a 19.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,603 shares of the business’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 completion of the transaction, the chief executive officer owned 75,020 shares of the company’s stock, valued at approximately $34,431,179.20. This trade represents a 16.29% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Company insiders own 0.56% of the company’s stock.

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.