With a market cap of $84.2 billion, Synopsys, Inc. (SNPS) is a leading provider of design automation and design IP solutions for the semiconductor and electronics industries, operating through its Design Automation and Design IP segments. It delivers advanced EDA software, AI-driven design tools, and pre-verified silicon IP solutions for applications ranging from SoCs to automotive systems. Shares of the Sunnyvale, California-based company have lagged behind the broader market over the past 52 weeks. SNP ...

Core Viewpoint - HSBC downgraded Synopsys from Buy to Hold, setting a price target of $455 due to anticipated challenges in fiscal 2026 driven by geopolitical uncertainty and Intel's foundry operations affecting the Electronic Design Automation (EDA) business [1] Group 1: Financial Performance and Projections - Fiscal 2026 is expected to be a transitional year for Synopsys, influenced by external factors that may impact revenue [1] - The EDA segment represented over 60% of total revenue in fiscal 2025, highlighting its significance to the company's financial health [1] Group 2: Growth Outlook - Growth in the Design IP segment is expected to be muted compared to the company's long-term mid-teens growth outlook as management shifts focus towards artificial intelligence opportunities [2] - The lack of clear near-term catalysts contributed to the decision to lower the rating to Hold [2]

In its upcoming report, Synopsys (SNPS) is predicted by Wall Street analysts to post quarterly earnings of $3.57 per share, reflecting an increase of 17.8% compared to the same period last year. Revenues are forecasted to be $2.39 billion, representing a year-over-year increase of 64.3%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.P ...

Synopsys Appoints Former Deloitte Executive Peter Shimer to Board of Directors and Announces Board Transitions [Accessibility Statement] Skip NavigationSUNNYVALE, Calif., Feb. 19, 2026 /PRNewswire/ -- [Synopsys], Inc. (NASDAQ: SNPS) today announced the appointment of Peter A. Shimer to its board of directors. Shimer brings four decades of experience at international public accounting firm Deloitte where he held numerous executive roles, including serving as its interim chief executive officer (CEO). During ...

NVIDIA “13F” filing graphic on a circuit board with rising chart, signaling institutional holdings disclosure. Key Points NVIDIA's public equity portfolio shifted significantly in Q4 2025, with the firm adding three stocks and selling out of four. Intel and Synopsys are now NVIDIA's two largest holdings, but the firms are aligning around more than just equity stakes. Meanwhile, NVIDIA backed away from one of its neocloud investments, maintaining its position in CoreWeave and Nebius. Interested in NVID ...

Group 1 - The article provides a market analysis focusing on key companies in the technology sector, specifically NVIDIA Corporation, Super Micro Computer Inc, Synopsys Inc, and Arista Networks [1] - It highlights the performance and strategic positioning of these companies within the industry, indicating potential investment opportunities [1] - The analysis includes insights into market trends and competitive dynamics affecting these firms [1] Group 2 - NVIDIA Corporation is noted for its leadership in graphics processing units (GPUs) and artificial intelligence (AI) technologies, which are driving significant growth [1] - Super Micro Computer Inc is recognized for its innovative server solutions, catering to the increasing demand for data center infrastructure [1] - Synopsys Inc is highlighted for its software solutions in electronic design automation, which are essential for semiconductor development [1] - Arista Networks is mentioned for its cloud networking solutions, capitalizing on the shift towards cloud computing [1]

Core Insights - Nvidia has liquidated its positions in Applied Digital, Arm Holdings, and WeRide in the fourth quarter of 2025, while initiating new investments in Intel, Synopsys, and Nokia [1] Group 1 - Nvidia's divestment includes complete liquidation of shares in Applied Digital, Arm Holdings, and WeRide [1] - New investments made by Nvidia include Intel, Synopsys, and Nokia, indicating a strategic shift in its investment portfolio [1]

Core Viewpoint - Synopsys Inc. is experiencing a decline in stock price, prompting long-term shareholders to consider the company's price-to-earnings (P/E) ratio as a potential indicator of future performance [1]. Group 1: Stock Performance - Synopsys Inc. is currently trading at $437.05, reflecting a slight decrease of 0.01% [1]. - Over the past month, the stock has decreased by 14.46%, and over the past year, it has declined by 16.74% [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for evaluating a company's market performance, comparing the current share price to the company's earnings per share (EPS) [2]. - Synopsys has a lower P/E ratio compared to the aggregate P/E of 76.04 for the Software industry, which may suggest that the stock is undervalued [3]. - A lower P/E can indicate that shareholders do not expect future growth, but it may also reflect undervaluation [4]. Group 3: Investment Considerations - Investors should not rely solely on the P/E ratio, as it has limitations and should be considered alongside other financial metrics and qualitative analyses [4].

Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into Synopsys, Inc. following a lawsuit filed by Cangrade, Inc. alleging misappropriation of trade secrets [1] Group 1: Legal Issues - Cangrade, Inc. filed a lawsuit against Synopsys, Inc. in February 2025 in federal court in the Northern District of California [1]

Performance Overview - Synopsys shares increased by 2.4% this week, outperforming broader software indexes, while year-to-date performance shows a decline of 6.95% and a 13.51% drop over the past month [1] - The broader software sector only gained 0.33% during the same period, while semiconductor stocks rose by 1.76% [1] Design IP Weakness and China Headwinds - The Design IP segment saw an 8% year-over-year revenue decline, totaling $1.75 billion in fiscal 2025 [1] - Revenue from China dropped by 18%, with no near-term improvement anticipated, indicating a structural headwind for the company [1] NVIDIA Partnership - NVIDIA invested $2 billion in Synopsys at a share price of $414.79, marking a strategic partnership [1] - The collaboration includes GPU acceleration of Synopsys products, integration with Omniverse for intelligent systems, and leveraging ANSYS's channel partnerships for market reach [1] - This investment is expected to enhance debt repayment and positively impact fiscal 2026 earnings per share [1] Ansys Integration and Margin Expansion - The acquisition of Ansys has positioned Synopsys as a leader in engineering solutions, contributing $668 million in Q4 fiscal 2025 and projected to deliver $2.9 billion in fiscal 2026 with double-digit growth [1] - The company is targeting a non-GAAP operating margin of 40.5% in fiscal 2026, up from 37.3%, representing a 320 basis points expansion [1]