Ilmarinen Mutual Pension Insurance Co Cuts Holdings in Synopsys, Inc. $SNPS

Key Points

• Ilmarinen Mutual Pension Insurance Co cut its Synopsys stake by 20.1% in the fourth quarter, selling 10,492 shares and leaving it with 41,807 shares valued at about $19.6 million.
• Synopsys reported strong fiscal Q2 results, with EPS of $3.35 and revenue of $2.28 billion, both ahead of estimates; revenue jumped 41.9% from a year earlier.
• The company also raised FY2026 guidance, but the stock still fell 8.6% as investors weighed near-term concerns, even as several analysts increased their price targets.

Ilmarinen Mutual Pension Insurance Co decreased its position in Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,807 shares of the semiconductor company's stock after selling 10,492 shares during the quarter. Ilmarinen Mutual Pension Insurance Co's holdings in Synopsys were worth $19,638,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Synopsys in the fourth quarter valued at approximately $28,000. Oakworth Capital Inc. increased its holdings in shares of Synopsys by 3,700.0% in the 4th quarter. Oakworth Capital Inc. now owns 76 shares of the semiconductor company's stock valued at $36,000 after acquiring an additional 74 shares during the last quarter. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Synopsys in the 3rd quarter valued at about $38,000. WealthCollab LLC increased its holdings in shares of Synopsys by 110.8% in the 3rd quarter. WealthCollab LLC now owns 78 shares of the semiconductor company's stock valued at $38,000 after acquiring an additional 41 shares during the last quarter. Finally, N.E.W. Advisory Services LLC increased its holdings in shares of Synopsys by 128.6% in the 4th quarter. N.E.W. Advisory Services LLC now owns 80 shares of the semiconductor company's stock valued at $38,000 after acquiring an additional 45 shares during the last quarter. Institutional investors and hedge funds own 85.47% of the company's stock.

Synopsys Stock Down 8.6%

Shares of NASDAQ SNPS opened at $480.64 on Friday. The stock has a market cap of $92.07 billion, a PE ratio of 111.26, a price-to-earnings-growth ratio of 4.31 and a beta of 1.25. The company has a quick ratio of 1.26, a current ratio of 1.36 and a debt-to-equity ratio of 0.33. Synopsys, Inc. has a 52-week low of $376.18 and a 52-week high of $651.73. The business has a 50-day moving average price of $458.59 and a 200 day moving average price of $454.30.

Synopsys (NASDAQ:SNPS - Get Free Report) last announced its earnings results on Wednesday, May 27th. The semiconductor company reported $3.35 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.15 by $0.20. The business had revenue of $2.28 billion for the quarter, compared to analyst estimates of $2.25 billion. Synopsys had a net margin of 8.91% and a return on equity of 5.91%. The company's revenue for the quarter was up 41.9% compared to the same quarter last year. During the same period last year, the firm posted $3.67 earnings per share. Synopsys has set its FY 2026 guidance at 14.720-14.800 EPS and its Q3 2026 guidance at 3.630-3.690 EPS. Equities research analysts forecast that Synopsys, Inc. will post 10.28 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on SNPS. Citigroup increased their price objective on Synopsys from $600.00 to $610.00 and gave the company a "buy" rating in a report on Thursday. Rosenblatt Securities increased their price objective on Synopsys from $530.00 to $575.00 and gave the company a "buy" rating in a report on Tuesday. Robert W. Baird set a $558.00 price objective on Synopsys in a report on Thursday. Needham & Company LLC reiterated a "buy" rating and issued a $580.00 price objective on shares of Synopsys in a report on Thursday. Finally, Morgan Stanley increased their price objective on Synopsys from $480.00 to $525.00 and gave the company an "equal weight" rating in a report on Thursday. Nine analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Hold" and an average price target of $563.81.

Synopsys News Summary

Here are the key news stories impacting Synopsys this week:

• Positive Sentiment: Synopsys reported fiscal Q2 adjusted EPS of $3.35, beating estimates, on revenue of $2.28 billion, also ahead of expectations, with revenue up 41.9% year over year.
• Positive Sentiment: The company lifted full-year FY2026 guidance, signaling continued demand for AI chip design software and stronger-than-expected momentum across the business.
• Positive Sentiment: Synopsys reached a governance agreement with Elliott Investment Management and added Jesse Cohn to the board, which investors may view as a step toward better capital allocation and execution.
• Positive Sentiment: Several analysts raised price targets after the earnings release, reflecting confidence in the company’s longer-term AI and semiconductor design opportunity.
• Neutral Sentiment: Synopsys also showcased new AI-powered design flows and IP support for Samsung Foundry processes, reinforcing its position in advanced chip design.
• Negative Sentiment: The stock is reacting negatively because investors may be worried that strong results are not enough to offset near-term business mix issues, including softness in chip IP and integration complexity tied to Ansys.

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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