Generali Investments Management Co LLC Grows Stock Holdings in Synopsys, Inc. $SNPS

Generali Investments Management Co LLC increased its stake in shares of Synopsys, Inc. (NASDAQ:SNPS) by 275.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,163 shares of the semiconductor company’s stock after purchasing an additional 2,321 shares during the quarter. Generali Investments Management Co LLC’s holdings in Synopsys were worth $1,561,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Synopsys by 5.7% during the 4th quarter. Brighton Jones LLC now owns 921 shares of the semiconductor company’s stock worth $447,000 after purchasing an additional 50 shares during the period. Integrated Wealth Concepts LLC grew its holdings in Synopsys by 11.6% during the first quarter. Integrated Wealth Concepts LLC now owns 760 shares of the semiconductor company’s stock worth $326,000 after acquiring an additional 79 shares during the period. NewEdge Advisors LLC raised its position in Synopsys by 15.1% in the first quarter. NewEdge Advisors LLC now owns 3,010 shares of the semiconductor company’s stock worth $1,291,000 after acquiring an additional 395 shares in the last quarter. AlphaQuest LLC lifted its holdings in Synopsys by 423.1% in the second quarter. AlphaQuest LLC now owns 68 shares of the semiconductor company’s stock valued at $35,000 after acquiring an additional 55 shares during the period. Finally, Bessemer Group Inc. lifted its holdings in Synopsys by 1.6% in the second quarter. Bessemer Group Inc. now owns 3,948 shares of the semiconductor company’s stock valued at $2,024,000 after acquiring an additional 61 shares during the period. 85.47% of the stock is owned by hedge funds and other institutional investors.

Synopsys News Roundup

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Q1 beat on revenue and EPS; Synopsys reported $2.41B revenue (up ~65%) and $3.77 non‑GAAP EPS, topping estimates and raising FY‑2026 EPS guidance — a core fundamental positive that supports longer‑term growth expectations. Article Title
• Positive Sentiment: Board approved a $2.0B replenishment to the share repurchase program — a near‑term capital return that can support the stock and offset some selling pressure. Article Title
• Positive Sentiment: Unusual options/whale activity — heavy call buying was reported, signaling speculative bullish interest from traders and possible hedged purchases by institutions. Article Title Article Title
• Neutral Sentiment: Analyst consensus remains tilted toward Buy despite some downgrades — the average brokerage rating is still positive, leaving a mixed sell‑side backdrop rather than a broad rout. Article Title
• Neutral Sentiment: Long‑term thesis intact: Market commentary highlights Synopsys’ dominant EDA position, potential Ansys synergies over several years, and institutional interest (including Nvidia exposure), which supports a multi‑year growth story even as near‑term noise persists. Article Title
• Negative Sentiment: Guidance and China export risks weighed on shares — management’s Q2 revenue commentary and Reuters reports about China export restrictions created a muted outlook that disappointed some investors despite the beat. Article Title
• Negative Sentiment: Analysts trimmed price targets and ratings after the print — several firms cut targets (Wells Fargo, Piper Sandler, Rosenblatt adjustments noted), increasing short‑term downside risk from reduced upside to current levels. Article Title
• Negative Sentiment: Ansys acquisition and integration costs remain a near‑term drag: GAAP impact, additional debt load and workforce actions are pressuring margins even as management targets multi‑year synergies — investors are pricing in execution risk. Article Title

Analysts Set New Price Targets

SNPS has been the topic of a number of recent analyst reports. Wall Street Zen raised shares of Synopsys from a “sell” rating to a “hold” rating in a research note on Saturday, December 13th. Zacks Research upgraded shares of Synopsys from a “strong sell” rating to a “hold” rating in a research report on Monday, November 10th. Rosenblatt Securities reduced their price target on shares of Synopsys from $560.00 to $530.00 and set a “buy” rating for the company in a research report on Thursday. Wells Fargo & Company lowered their price target on Synopsys from $500.00 to $450.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, The Goldman Sachs Group set a $600.00 price objective on Synopsys and gave the company a “buy” rating in a research note on Wednesday. Nine equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Synopsys presently has a consensus rating of “Hold” and an average target price of $535.67.

Insider Activity at Synopsys

In related news, insider Janet Lee sold 250 shares of the company’s stock in a transaction 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 approximately $6,338,270. This represents a 2.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Shelagh Glaser sold 3,657 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $460.77, for a total value of $1,685,035.89. Following the transaction, the chief financial officer owned 17,842 shares in the company, valued at $8,221,058.34. This trade represents a 17.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,157 shares of company stock valued at $1,945,036 over the last ninety days. 0.62% of the stock is owned by corporate insiders.

Synopsys Trading Down 5.2%

Synopsys stock opened at $426.00 on Friday. The stock has a 50-day moving average price of $472.21 and a 200 day moving average price of $478.66. Synopsys, Inc. has a 52 week low of $365.74 and a 52 week high of $651.73. The stock has a market cap of $81.60 billion, a PE ratio of 66.15, a P/E/G ratio of 3.74 and a beta of 1.12. The company has a current ratio of 1.62, a quick ratio of 1.52 and a debt-to-equity ratio of 0.48.

Synopsys (NASDAQ:SNPS) last released its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.56 by $0.21. The company had revenue of $2.41 billion for the quarter, compared to analysts’ expectations of $2.39 billion. Synopsys had a net margin of 13.76% and a return on equity of 7.49%. The firm’s revenue for the quarter was up 65.6% compared to the same quarter last year. 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 predict that Synopsys, Inc. will post 10.64 earnings per share for the current fiscal year.

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.