Assenagon Asset Management S.A. Buys 944,973 Shares of Synopsys, Inc. $SNPS

Assenagon Asset Management S.A. increased its stake in Synopsys, Inc. (NASDAQ:SNPS) by 390.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,186,879 shares of the semiconductor company’s stock after purchasing an additional 944,973 shares during the quarter. Synopsys comprises about 0.8% of Assenagon Asset Management S.A.’s holdings, making the stock its 20th largest position. Assenagon Asset Management S.A. owned 0.62% of Synopsys worth $557,501,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Stanley Laman Group Ltd. boosted its stake in Synopsys by 542.9% during the third quarter. Stanley Laman Group Ltd. now owns 12,877 shares of the semiconductor company’s stock valued at $6,353,000 after buying an additional 10,874 shares during the period. Empirical Asset Management LLC bought a new position in Synopsys in the 3rd quarter worth about $773,000. Strategic Advisors LLC raised its holdings in shares of Synopsys by 76.3% in the 3rd quarter. Strategic Advisors LLC now owns 7,578 shares of the semiconductor company’s stock valued at $3,739,000 after acquiring an additional 3,279 shares in the last quarter. Norges Bank bought a new stake in shares of Synopsys during the 2nd quarter valued at about $647,964,000. Finally, OVERSEA CHINESE BANKING Corp Ltd boosted its position in shares of Synopsys by 24.8% during the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 23,970 shares of the semiconductor company’s stock valued at $11,827,000 after acquiring an additional 4,759 shares during the last quarter. 85.47% of the stock is currently owned by institutional investors.

Synopsys News Roundup

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

Synopsys Trading Up 2.9%

Shares of SNPS opened at $432.48 on Tuesday. Synopsys, Inc. has a fifty-two week low of $365.74 and a fifty-two week high of $651.73. The firm has a market cap of $82.85 billion, a price-to-earnings ratio of 67.16, a PEG ratio of 3.42 and a beta of 1.15. The firm has a 50 day moving average price of $451.31 and a 200-day moving average price of $455.34. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.26 and a current ratio of 1.36.

Synopsys (NASDAQ:SNPS) last released its earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 EPS for the quarter, beating the consensus estimate of $3.56 by $0.21. The company had revenue of $2.41 billion for the quarter, compared to analyst estimates of $2.39 billion. Synopsys had a net margin of 13.76% and a return on equity of 6.83%. The firm’s quarterly revenue was up 65.6% compared to the same quarter last year. During the same quarter last year, the firm 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. As a group, equities research analysts forecast that Synopsys, Inc. will post 10.64 earnings per share for the current year.

Insider Activity

In other news, insider Janet Lee sold 250 shares of Synopsys stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $530.00, for a total value of $132,500.00. Following the transaction, the insider owned 11,959 shares in the company, valued at approximately $6,338,270. The trade was a 2.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.56% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on SNPS. The Goldman Sachs Group set a $600.00 price objective on shares of Synopsys and gave the stock a “buy” rating in a research report on Wednesday, February 25th. KeyCorp increased their price target on shares of Synopsys from $575.00 to $600.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. Wells Fargo & Company cut their target price on shares of Synopsys from $500.00 to $450.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. Rosenblatt Securities reduced their target price on Synopsys from $560.00 to $530.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, JPMorgan Chase & Co. lifted their price target on Synopsys from $600.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, December 11th. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $531.00.

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.