TSMC Partnership Ignites Debate: Social media erupted after Synopsys announced its expanded collaboration with TSMC, delivering silicon-proven IP and EDA flows for AI systems on advanced nodes like N2P and A16. Users spotlight the first silicon success for M-PHY v6.0 and 64G UCIe tape-out as breakthroughs for high-performance chips. This positions Synopsys at the forefront of AI hardware innovation.
Essential Tool in AI Chip Race: Conversations portray Synopsys alongside Cadence as the vital 'toll booth' for designing AI chips, indispensable for Nvidia and others' custom silicon. Traders celebrate recent stock surges and lucrative options plays amid semis momentum. Many argue it's overlooked real SaaS with compounding recurring revenue from R&D booms.
Semis Rally Amplifies Optimism: Synopsys appears in rosters of trillion-dollar semis giants, fueling talk of its leverage to hyperscalers' edge AI pursuits and foundry ramps. Enthusiasts dismiss prior skepticism, noting Nvidia's stake and workflow dominance. The dialogue underscores its role in an industry where design software is non-negotiable.
Note: This discussion summary was generated from an AI condensation of post data.
Synopsys Insider Trading Activity
Synopsys insiders have traded $SNPS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $SNPS stock by insiders over the last 6 months:
- SHELAGH GLASER (CFO) has made 0 purchases and 2 sales selling 3,657 shares for an estimated $1,685,035.
- JANET LEE (GC & Corporate Secretary) has made 0 purchases and 2 sales selling 500 shares for an estimated $260,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Synopsys Revenue
Synopsys had revenues of $2.4B in Q1 2026. This is an increase of 65.52% from the same period in the prior year.
You can track SNPS financials on Quiver Quantitative's SNPS stock page.
Synopsys Congressional Stock Trading
Members of Congress have traded $SNPS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SNPS stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/31.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Synopsys Hedge Fund Activity
We have seen 609 institutional investors add shares of Synopsys stock to their portfolio, and 809 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,443,736 shares (-73.6%) from their portfolio in Q4 2025, for an estimated $2,557,031,673
- NVIDIA CORP added 4,821,717 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,264,856,909
- FMR LLC added 1,687,848 shares (+29.1%) to their portfolio in Q4 2025, for an estimated $792,815,962
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,106,267 shares (-33.3%) from their portfolio in Q4 2025, for an estimated $519,635,735
- EDGEWOOD MANAGEMENT LLC removed 1,074,807 shares (-29.0%) from their portfolio in Q4 2025, for an estimated $504,858,344
- WELLINGTON MANAGEMENT GROUP LLP removed 1,066,539 shares (-51.6%) from their portfolio in Q4 2025, for an estimated $500,974,699
- FARALLON CAPITAL MANAGEMENT LLC added 999,200 shares (+inf%) to their portfolio in Q4 2025, for an estimated $469,344,224
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Synopsys Government Contracts
We have seen $263,658 of award payments to $SNPS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PURCHASE SOFTWARE FOR TCAD FABRICATION PROCESS SIMULATION: $110,100
- .1. THE PURPOSE OF ORDER W56JSR-23-P-0009 IS TO PROVIDE SUBSCRIPTION FIRM-FIXED-PRICE (FFP) SYNOPSIS SYNP...: $33,420
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Synopsys Analyst Ratings
Wall Street analysts have issued reports on $SNPS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 12/11/2025
- Rosenblatt issued a "Buy" rating on 12/11/2025
- Citigroup issued a "Buy" rating on 11/24/2025
To track analyst ratings and price targets for Synopsys, check out Quiver Quantitative's $SNPS forecast page.
Synopsys Price Targets
Multiple analysts have issued price targets for $SNPS recently. We have seen 9 analysts offer price targets for $SNPS in the last 6 months, with a median target of $560.0.
Here are some recent targets:
- Lee Simpson from Morgan Stanley set a target price of $480.0 on 02/27/2026
- Blair Abernethy from Rosenblatt set a target price of $530.0 on 02/26/2026
- Joe Quatrochi from Wells Fargo set a target price of $450.0 on 02/26/2026
- Clarke Jeffries from Piper Sandler set a target price of $430.0 on 02/26/2026
- Jason Celino from Keybanc set a target price of $600.0 on 12/11/2025
- Harlan Sur from JP Morgan set a target price of $650.0 on 12/11/2025
- Vivek Arya from B of A Securities set a target price of $560.0 on 12/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
