Cookson Peirce & Co. Inc. Has $2.85 Million Position in Synopsys, Inc. $SNPS

Cookson Peirce & Co. Inc. decreased its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS) by 18.4% in the 2nd quarter, HoldingsChannel reports. The firm owned 6,379 shares of the semiconductor company’s stock after selling 1,437 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Synopsys were worth $2,845,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Sankala Group LLC acquired a new stake in shares of Synopsys during the 4th quarter worth about $25,000. Elevation Wealth Partners LLC raised its holdings in Synopsys by 96.4% in the 2nd quarter. Elevation Wealth Partners LLC now owns 55 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 27 shares during the period. Osbon Capital Management LLC acquired a new stake in Synopsys during the second quarter worth approximately $25,000. IMG Wealth Management Inc. bought a new stake in shares of Synopsys during the second quarter worth approximately $28,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Synopsys during the fourth quarter worth approximately $28,000. 85.47% of the stock is currently owned by institutional investors and hedge funds.

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 Transactions at Synopsys

In other news, CEO Sassine Ghazi sold 14,603 shares of Synopsys stock in a transaction on Monday, June 15th. The shares were sold at an average price of $458.96, for a total transaction of $6,702,192.88. Following the transaction, the chief executive officer owned 75,020 shares in the company, valued at approximately $34,431,179.20. The trade was a 16.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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. Also, CFO Shelagh Glaser sold 3,394 shares of the stock in a transaction dated 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 sale, the chief financial officer directly owned 14,358 shares of the company’s stock, valued at approximately $6,461,387.16. The trade was a 19.12% 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. 0.56% of the stock is owned by corporate insiders.

Synopsys Stock Performance

NASDAQ SNPS opened at $442.61 on Friday. The company has a current ratio of 1.34, a quick ratio of 1.32 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $84.82 billion, a price-to-earnings ratio of 78.20, a P/E/G ratio of 2.60 and a beta of 1.23. The firm’s 50 day simple moving average is $416.64 and its 200 day simple moving average is $440.13. Synopsys, Inc. has a 1 year low of $366.00 and a 1 year high of $615.79.

Synopsys (NASDAQ:SNPS) last released its earnings results on Wednesday, August 26th. The semiconductor company reported $3.91 earnings per share for the quarter, topping the consensus estimate of $3.67 by $0.24. The firm had revenue of $2.48 billion during the quarter, compared to analysts’ expectations of $2.44 billion. Synopsys had a return on equity of 6.24% and a net margin of 11.43%.The company’s quarterly revenue was up 42.4% on a year-over-year basis. During the same period in the prior year, the company earned $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. As a group, research analysts expect that Synopsys, Inc. will post 11.03 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on SNPS. UBS Group set a $570.00 target price on Synopsys in a research note on Thursday. Citigroup upped their price objective on Synopsys from $600.00 to $610.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Mizuho lowered their price objective on Synopsys from $600.00 to $550.00 and set an “outperform” rating on the stock in a research report on Thursday. Piper Sandler raised Synopsys from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $450.00 to $550.00 in a report on Tuesday, June 23rd. Finally, Zacks Research downgraded shares of Synopsys from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 21st. Twelve analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $561.28.

Synopsys 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.