Artisan Partners Limited Partnership Purchases 607,743 Shares of Synopsys, Inc. $SNPS

Artisan Partners Limited Partnership lifted its holdings in Synopsys, Inc. (NASDAQ:SNPS) by 186.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 934,034 shares of the semiconductor company’s stock after acquiring an additional 607,743 shares during the quarter. Artisan Partners Limited Partnership owned approximately 0.50% of Synopsys worth $460,843,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Alpine Bank Wealth Management boosted its position in shares of Synopsys by 89.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 53 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 25 shares during the last quarter. TFC Financial Management Inc. lifted its stake in Synopsys by 1,250.0% in the third quarter. TFC Financial Management Inc. now owns 54 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 50 shares during the period. Millstone Evans Group LLC bought a new position in Synopsys during the third quarter worth about $27,000. SOA Wealth Advisors LLC. acquired a new position in shares of Synopsys during the 3rd quarter worth about $28,000. Finally, McIlrath & Eck LLC acquired a new position in shares of Synopsys during the 3rd quarter worth about $29,000. 85.47% of the stock is currently owned by institutional investors.

Key Headlines Impacting Synopsys

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Q1 beat and big revenue upside — Synopsys reported non‑GAAP EPS $3.77 (above estimates) and revenue of $2.409B, up ~65% YoY, driven by Design Automation and the Ansys contribution; headline results support longer‑term AI chip‑design demand. Synopsys Posts Financial Results for First Quarter Fiscal Year 2026
• Positive Sentiment: Better FY26 EPS outlook — management set FY26 non‑GAAP EPS guidance ~14.38–14.46, well above consensus, suggesting management sees stronger full‑year earnings even if near‑term revenue cadence is choppy. Synopsys’ FY26 guidance likely conservative as analysts reiterate strong ratings
• Positive Sentiment: $2.0B buyback — the board authorized up to $2B of repurchases, a direct capital return that can support the stock and offset dilution from the Ansys deal. Synopsys Posts Financial Results for First Quarter Fiscal Year 2026
• Neutral Sentiment: Unusual options and whale activity — heavy call buying and large options volume were observed around the release, which can amplify intraday moves but may reflect short‑term, speculative positioning rather than conviction. Check Out What Whales Are Doing With SNPS
• Negative Sentiment: Mixed/softer near‑term guide and China risk — investors reacted to a Q2 revenue guide some saw as light and to commentary about China export restrictions that could mute near‑term growth in that region. Those factors pressured the stock despite the beat. Synopsys forecasts muted quarter on China export restrictions, shares fall
• Negative Sentiment: Acquisition costs, restructuring and debt concerns — reports note GAAP hit from Ansys integration, workforce reductions and the company’s elevated debt load from the transaction; these raise near‑term risk and make investors sensitive to guidance quality. Synopsys Stock (SNPS) Opinions on Earnings Release and AI Outlook
• Negative Sentiment: Analysts trim targets and neutrality rises — several firms cut price targets or lowered ratings after the print (Wells Fargo, Piper Sandler among them), which can add selling pressure even as many analysts remain constructive on AI exposure. Analyst price target and rating changes

Synopsys Price Performance

NASDAQ SNPS opened at $426.00 on Friday. The firm’s 50 day moving average is $472.21 and its 200-day moving average is $478.66. The company has a quick ratio of 1.52, a current ratio of 1.62 and a debt-to-equity ratio of 0.48. The company has a market capitalization of $81.60 billion, a PE ratio of 66.15, a price-to-earnings-growth ratio of 3.74 and a beta of 1.12. Synopsys, Inc. has a 12-month low of $365.74 and a 12-month high of $651.73.

Synopsys (NASDAQ:SNPS) last issued its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 EPS for the quarter, topping the consensus estimate of $3.56 by $0.21. Synopsys had a net margin of 13.76% and a return on equity of 7.49%. The firm had revenue of $2.41 billion for the quarter, compared to analysts’ expectations of $2.39 billion. During the same period in the previous year, the firm posted $3.03 EPS. The company’s revenue for the quarter was up 65.6% on a year-over-year basis. 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 fiscal year.

Analyst Upgrades and Downgrades

SNPS has been the subject of a number of analyst reports. KeyCorp boosted their price objective on shares of Synopsys from $575.00 to $600.00 and gave the company an “overweight” rating in a report on Thursday, December 11th. Zacks Research raised shares of Synopsys from a “strong sell” rating to a “hold” rating in a research report on Monday, November 10th. Weiss Ratings restated a “hold (c)” rating on shares of Synopsys in a research report on Thursday, January 22nd. Morgan Stanley reiterated an “overweight” rating on shares of Synopsys in a report on Wednesday. Finally, JPMorgan Chase & Co. increased their price target on Synopsys from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, December 11th. Nine analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $535.67.

Insider Activity

In other Synopsys news, insider Janet Lee sold 250 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $530.00, for a total value of $132,500.00. Following the completion of the transaction, the insider directly owned 11,959 shares in the company, valued at $6,338,270. This trade represents a 2.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Shelagh Glaser sold 3,657 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $460.77, for a total transaction of $1,685,035.89. Following the transaction, the chief financial officer owned 17,842 shares in the company, valued at approximately $8,221,058.34. The trade was a 17.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,157 shares of company stock worth $1,945,036 in the last quarter. 0.62% of the stock is currently owned by corporate insiders.

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.