Baillie Gifford & Co. Sells 5,454 Shares of Synopsys, Inc. $SNPS

Key Points

• Baillie Gifford & Co. reduced its stake in Synopsys by 20.5% in Q4, selling 5,454 shares and retaining 21,166 shares valued at about $9.942 million.
• Synopsys beat quarterly estimates, reporting EPS of $3.77 (vs. $3.56) and revenue of $2.41 billion (vs. $2.39 billion), with revenue up 65.6% year‑over‑year, and set FY2026 EPS guidance of $14.380–$14.460.
• Analyst sentiment is mixed — MarketBeat shows an average rating of Hold and an average price target of $531, with several firms recently trimming their targets.

Baillie Gifford & Co. lowered its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 20.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,166 shares of the semiconductor company's stock after selling 5,454 shares during the quarter. Baillie Gifford & Co.'s holdings in Synopsys were worth $9,942,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of SNPS. Vanguard Group Inc. lifted its position in Synopsys by 20.7% during the third quarter. Vanguard Group Inc. now owns 18,181,185 shares of the semiconductor company's stock valued at $8,970,415,000 after purchasing an additional 3,120,401 shares during the last quarter. Victory Capital Management Inc. raised its stake in shares of Synopsys by 238.8% in the third quarter. Victory Capital Management Inc. now owns 2,824,349 shares of the semiconductor company's stock valued at $1,393,506,000 after acquiring an additional 1,990,608 shares during the period. Coatue Management LLC purchased a new stake in shares of Synopsys in the third quarter valued at $892,605,000. Capital Research Global Investors raised its stake in shares of Synopsys by 226.6% in the third quarter. Capital Research Global Investors now owns 2,524,512 shares of the semiconductor company's stock valued at $1,245,533,000 after acquiring an additional 1,751,432 shares during the period. Finally, State Street Corp raised its stake in shares of Synopsys by 20.6% in the third quarter. State Street Corp now owns 8,760,358 shares of the semiconductor company's stock valued at $4,322,273,000 after acquiring an additional 1,493,912 shares during the period. Institutional investors own 85.47% of the company's stock.

Analyst Ratings Changes

SNPS has been the topic of several recent analyst reports. HSBC downgraded shares of Synopsys from a "buy" rating to a "hold" rating and set a $455.00 target price on the stock. in a research note on Friday, February 20th. Rosenblatt Securities reduced their target price on shares of Synopsys from $560.00 to $530.00 and set a "buy" rating on the stock in a research note on Thursday, February 26th. Morgan Stanley reissued an "equal weight" rating and issued a $480.00 target price (down from $550.00) on shares of Synopsys in a research note on Wednesday, February 25th. Needham & Company LLC reissued a "buy" rating on shares of Synopsys in a research note on Thursday, February 26th. Finally, Wells Fargo & Company reduced their target price on shares of Synopsys from $500.00 to $450.00 and set an "equal weight" rating on the stock in a research note on Thursday, February 26th. Eight analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Synopsys has an average rating of "Hold" and an average price target of $531.00.

Synopsys Trading Up 6.5%

SNPS stock opened at $417.77 on Tuesday. The company has a market capitalization of $80.03 billion, a PE ratio of 64.87, a P/E/G ratio of 3.20 and a beta of 1.15. Synopsys, Inc. has a 12 month low of $376.18 and a 12 month high of $651.73. The firm's 50-day moving average is $420.80 and its 200 day moving average is $446.38. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.36 and a quick ratio of 1.26.

Synopsys (NASDAQ:SNPS - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $3.77 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 the consensus estimate of $2.39 billion. Synopsys had a net margin of 13.76% and a return on equity of 6.83%. The firm's revenue was up 65.6% compared to the same quarter last year. During the same quarter last year, the firm posted $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. On average, research analysts anticipate that Synopsys, Inc. will post 10.64 EPS for the current year.

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.

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