Synopsys, Inc. $SNPS Holdings Decreased by North Point Portfolio Managers Corp OH

North Point Portfolio Managers Corp OH lessened its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS) by 12.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 28,851 shares of the semiconductor company’s stock after selling 4,057 shares during the period. Synopsys accounts for approximately 2.3% of North Point Portfolio Managers Corp OH’s portfolio, making the stock its 15th biggest holding. North Point Portfolio Managers Corp OH’s holdings in Synopsys were worth $12,548,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in SNPS. Byrne Asset Management LLC grew its position in Synopsys by 10,693.3% during the third quarter. Byrne Asset Management LLC now owns 1,619 shares of the semiconductor company’s stock valued at $704,000 after purchasing an additional 1,604 shares in the last quarter. Rockland Trust Co. acquired a new stake in shares of Synopsys during the 3rd quarter valued at $244,000. Polaris Financial Partners purchased a new position in shares of Synopsys during the 3rd quarter valued at $41,000. Sequoia Financial Advisors LLC grew its holdings in shares of Synopsys by 19.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 14,866 shares of the semiconductor company’s stock valued at $6,631,000 after acquiring an additional 2,377 shares in the last quarter. Finally, Gemmer Asset Management LLC acquired a new position in shares of Synopsys in the second quarter worth $224,000. Institutional investors and hedge funds own 85.47% of the company’s stock.

Synopsys News Summary

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: New AI chip-design alliances with OpenAI and Amazon strengthen Synopsys’ position in the expanding AI infrastructure market. The expanded Amazon relationship has been viewed as a potential $1 billion growth catalyst. Synopsys Is Up 17.7% After New AI Chip-Design Alliances With OpenAI And Amazon
• Positive Sentiment: Synopsys authorized a $1 billion share-repurchase program, allowing it to buy back up to approximately 1.1% of outstanding shares. The buyback may support earnings per share and signals that the board views the stock as attractively valued. Stock Repurchase Program Declared by Synopsys Board
• Positive Sentiment: Bullish coverage argues that Synopsys’ software remains a difficult-to-replace “chokepoint” in advanced chip design, particularly as AI-chip complexity increases. Supporters believe this strategic position can outweigh near-term concerns about acquisition debt and moderating EDA growth. Even At Today’s Multiples I Keep Adding Synopsys Over And Over
• Neutral Sentiment: Fair-value estimates moved higher after the AI agreements and Investor Day, but Synopsys still trades at a premium valuation, with a price-to-earnings ratio near 89. Investors are weighing durable AI growth against elevated expectations. Synopsys Stock Fair Value Edges Higher After AI Deals And Investor Day
• Negative Sentiment: CFO Sudhindra Kankanwadi sold a combined 12,170 shares for approximately $6.04 million across October 5 and 6. While the sales may be routine, the reduction in his direct holdings can create a modest negative signal for investors. Synopsys CFO Insider Share Sale
• Negative Sentiment: Commentary highlights a recurring pattern in which Synopsys shares declined after quarterly earnings beats, suggesting that high investor expectations may already be reflected in the stock price. Synopsys is Hot Again But a Pattern Has Emerged

Insider Activity at Synopsys

In related news, insider Aart de Geus sold 24,641 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $419.44, for a total transaction of $10,335,421.04. Following the completion of the sale, the insider owned 120,443 shares in the company, valued at $50,518,611.92. This represents a 16.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Sudhindra Kankanwadi sold 9,170 shares of the firm’s stock in a transaction that occurred on Tuesday, October 6th. The shares were sold at an average price of $500.00, for a total value of $4,585,000.00. Following the completion of the sale, the chief financial officer directly owned 22,717 shares in the company, valued at $11,358,500. This trade represents a 28.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 101,415 shares of company stock worth $44,032,259 in the last 90 days. 0.56% of the stock is owned by company insiders.

Synopsys Stock Performance

Shares of Synopsys stock traded down $1.90 on Wednesday, reaching $503.27. The stock had a trading volume of 715,852 shares, compared to its average volume of 2,032,005. The business’s 50-day moving average price is $412.43 and its two-hundred day moving average price is $437.43. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.24 and a current ratio of 1.34. Synopsys, Inc. has a fifty-two week low of $362.55 and a fifty-two week high of $539.48. The stock has a market cap of $96.45 billion, a P/E ratio of 88.88, a price-to-earnings-growth ratio of 1.99 and a beta of 1.21.

Synopsys (NASDAQ:SNPS) last announced its earnings results on Wednesday, August 26th. The semiconductor company reported $3.91 EPS for the quarter, topping the consensus estimate of $3.67 by $0.24. The firm had revenue of $2.48 billion for the quarter, compared to the consensus estimate of $2.44 billion. Synopsys had a net margin of 11.43% and a return on equity of 6.24%. The business’s quarterly revenue was up 42.4% on a year-over-year basis. During the same quarter last year, the firm posted $3.39 EPS. Synopsys has set its Q4 2026 guidance at 4.100-4.160 EPS and its FY 2026 guidance at 15.040-15.100 EPS. On average, sell-side analysts forecast that Synopsys, Inc. will post 10.97 EPS for the current year.

Synopsys announced that its board has initiated a stock repurchase program on Monday, October 5th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the semiconductor company to purchase up to 1.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Zacks Research raised Synopsys from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 2nd. Wells Fargo & Company boosted their price target on Synopsys from $475.00 to $540.00 and gave the company an “overweight” rating in a research note on Thursday, October 1st. BNP Paribas Exane upgraded Synopsys from an “underperform” rating to a “neutral” rating and set a $420.00 price objective on the stock in a report on Thursday, September 24th. Roth Capital raised shares of Synopsys to a “buy” rating in a research report on Friday, September 25th. Finally, Robert W. Baird upgraded shares of Synopsys from a “neutral” rating to an “outperform” rating and lifted their target price for the company from $558.00 to $560.00 in a research note on Thursday, August 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $584.11.

About Synopsys

Synopsys, Inc is a technology company that develops electronic design automation (EDA) software, semiconductor intellectual property (IP), and software tools used to design, verify, and manufacture advanced electronic systems. Its solutions support the development of semiconductors, systems-on-chip, and electronic products across the design cycle, from initial specification and architecture through testing and production.

The company’s offerings include digital and custom integrated-circuit design tools, simulation and verification software, physical design and signoff products, and semiconductor IP such as processor cores, interface technologies, and foundational components.