Synopsys, Inc. $SNPS Shares Sold 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% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. 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 holdings, making the stock its 15th biggest position. North Point Portfolio Managers Corp OH’s holdings in Synopsys were worth $12,548,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Byrne Asset Management LLC raised its position in shares of Synopsys by 10,693.3% during the 3rd quarter. Byrne Asset Management LLC now owns 1,619 shares of the semiconductor company’s stock worth $704,000 after purchasing an additional 1,604 shares during the period. Rockland Trust Co. acquired a new position in Synopsys during the 3rd quarter valued at approximately $244,000. Polaris Financial Partners bought a new position in Synopsys during the 3rd quarter worth $41,000. Sequoia Financial Advisors LLC grew its stake in Synopsys by 19.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 14,866 shares of the semiconductor company’s stock worth $6,631,000 after buying an additional 2,377 shares during the last quarter. Finally, Gemmer Asset Management LLC acquired a new stake in Synopsys in the second quarter worth $224,000. Institutional investors own 85.47% of the company’s stock.

Insider Activity

In other news, insider Aart de Geus sold 24,641 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $419.44, for a total transaction of $10,335,421.04. Following the completion of the transaction, the insider owned 120,443 shares in the company, valued at approximately $50,518,611.92. This trade represents a 16.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,604 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $374.88, for a total transaction of $5,474,747.52. Following the sale, the chief executive officer directly owned 76,865 shares of the company’s stock, valued at approximately $28,815,151.20. This represents a 15.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 101,415 shares of company stock worth $44,032,259 over the last 90 days. 0.56% of the stock is currently owned by company insiders.

More Synopsys News

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

Synopsys Price Performance

Synopsys stock traded down $1.90 during trading hours on Wednesday, hitting $503.27. 715,852 shares of the company traded hands, compared to its average volume of 2,032,005. The firm’s 50-day simple moving average is $412.43 and its two-hundred day simple moving average is $437.43. The firm has a market cap of $96.45 billion, a P/E ratio of 88.88, a P/E/G ratio of 1.99 and a beta of 1.21. Synopsys, Inc. has a 1-year low of $362.55 and a 1-year high of $539.48. The company has a quick ratio of 1.24, a current ratio of 1.34 and a debt-to-equity ratio of 0.29.

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 analysts’ expectations of $2.44 billion. Synopsys had a return on equity of 6.24% and a net margin of 11.43%.The firm’s quarterly revenue was up 42.4% compared to the same quarter last year. During the same quarter in the previous 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, analysts forecast that Synopsys, Inc. will post 10.97 earnings per share for the current fiscal year.

Synopsys announced that its board has approved a share repurchase plan on Monday, October 5th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the semiconductor company to purchase up to 1.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on SNPS shares. Roth Capital upgraded Synopsys to a “buy” rating in a research note on Friday, September 25th. Morgan Stanley dropped their price objective on shares of Synopsys from $525.00 to $500.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 19th. Needham & Company LLC reiterated a “buy” rating and issued a $580.00 price objective on shares of Synopsys in a research report on Thursday, August 27th. Barclays assumed coverage on shares of Synopsys in a research report on Friday, September 25th. They issued an “overweight” rating for the company. Finally, BNP Paribas Exane raised Synopsys from an “underperform” rating to a “neutral” rating and set a $420.00 price target on the stock in a report on Thursday, September 24th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Synopsys has an average rating of “Moderate Buy” and a consensus target price of $584.11.

Synopsys Profile

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.