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TickerTalks›$SNPS
SNSNPS

Synopsys, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 42% YoYStreet coverage with positive forward estimatesConsistent chatter on X (331/wk), no spike
$SNPS·$87B·Software - Infrastructure·Technology
$454.63-2.9%YTD-13.3%1Y+3.3%
Price updated 7h ago·X counts updated 5d ago
SNSNPS
$SNPSSynopsys, Inc.
$454.63-2.88%331 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SNPS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

331X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SNPS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

Morgan Stanley upgrades Synopsys to Overweight with a $500 PT (~24% upside) citing Ansys synergy confidence and Design IP recovery. Posters point to a disconnect between selling into recovering fundamentals and see the EDA duopoly as a buyable selloff.

Read what X is saying about $SNPS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SNPS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Synopsys up on OpenAI and AWS deals — EDA duopoly plus Ansys synergy is finally re-rating higher.

Synopsys is one of two global EDA (electronic design automation) software leaders — chip design tools used by every semiconductor company. The stock jumped 13% recently on OpenAI and AWS chip-design deals, now consolidating with 3.1x normal volume at 72% of its 52-week range.

  • The P&L is accelerating: revenue grew 42% YoY to $2.28B last quarter at an 8.4% operating margin and 73% gross margin — the margin optics reflect Ansys-integration charges, but the top-line is firing with EDA software demand plus the Design IP segment recovering.
  • The OpenAI custom-chip deal and the $1B AWS deal to power custom silicon are the specific commercial catalysts — if hyperscalers continue custom-chip development, Synopsys becomes a foundational-tool beneficiary at the design stage.
  • Morgan Stanley Overweight at $500 PT and Design IP recovery framing is the Street-level validation; insider Ghazi Sassine's $5.5M sale at $375 after exercising at $135.88 is a decade-held tax-management execution, not a conviction trim.

Accelerating holds while OpenAI/AWS custom-silicon deals land commercially and Ansys synergies continue to flow through. A soft Dec 9 earnings print on Design IP, or any specific commentary that hyperscaler custom-chip timing is slipping, is what cools the move; a FY27 revenue guide above $11B plus Ansys-synergy acceleration is what extends the breakout.

Agrees with X sentimentX bulls on Morgan Stanley's Overweight $500 PT and the Ansys-synergy-plus-Design-IP-recovery framing have the specific thesis right — the EDA duopoly plus OpenAI/AWS tailwinds is a quality compounder story being re-priced upward.

What to watch: Dec 9 earnings — Design IP revenue growth, Ansys-synergy capture, OpenAI/AWS deal commercial contribution, and FY27 revenue guide. A soft Design IP print or hyperscaler-timing-slip is what cools the breakout.

On the calendar: 2026-12-09 — Q4 FY26 earnings

Read the AI verdict on $SNPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes EDA software for chip design and verification, plus software security scanning tools for application code.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $SNPS.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $SNPS

Partial — Makes EDA software for chip design and verification, plus software security scanning tools for application code.; zero-trust identity is foundational to AI infrastructure security but faces competitive intensity from platform-native IAM offerings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
114.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$3.91$3.67+6.5%
Q1 2026May 27, 2026$3.35$3.15+6.3%
Q4 2025Feb 25, 2026$3.77$3.56+5.9%
Q3 2025Dec 10, 2025$2.90$2.78+4.3%
Next earningsWed, Dec 9·consensus EPS $4.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.3B+41.9%72.3%10.4%$0.03$616.8M
Q1 FY26$2.4B+65.5%73.5%8.4%$0.40$821.5M
Q4 FY25$2.3B+37.8%71.0%5.4%$2.42$605.2M
Q3 FY25$1.7B+14.0%78.1%9.5%$1.51$632.4M

Forward consensus

4-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.7B$9.7B – $9.7B$15.14$14.92 – $15.2218
FY27$10.8B$10.6B – $11.0B$17.81$17.18 – $18.3620
FY28$12.1B$11.6B – $12.9B$21.12$12.92 – $36.5317
FY29$13.7B$13.4B – $14.0B$24.70$24.10 – $25.498

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 190.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 15Sassine GhaziCEO14.6K sh$6.8MSellOct 6Janet LeeGC & Corporate Secretary1.1K sh$575KSellOct 6Sudhindra KankanwadiCFO9.2K sh$4.6MSellOct 5Sudhindra KankanwadiCFO3.0K sh$1.5MSellSep 15Sassine GhaziCEO14.6K sh$5.5MSellSep 1De Geus AartChair24.6K sh$10.3MSellAug 31De Geus AartChair25.0K sh$11.0MSellAug 28De Geus AartChair25.0K sh$11.1MSellJun 15Sassine GhaziCEO14.6K sh$6.7MSellJun 12Shelagh GlaserCFO3.4K sh$1.5M
+ 34 other (18 exempts · 11 inkinds · 4 others · 1 award) in window

See when $SNPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/ARestructuring / exit costs (amended)Aug 268-K/A — Item 2.05: Restructuring / exit costs
AI summary

Synopsys updated its restructuring cost estimates under the Board-approved Restructuring Plan (approved November 9, 2025): the Board approved revised estimates on August 21, 2026, increasing total expected pre-tax GAAP charges to a range of $425 million to $500 million, consisting primarily of severance and related costs. The amendment to the original 8-K (filed earlier) reflects additional charges above initial projections. Material upward revision to restructuring charges signals a broader workforce reduction than originally planned, with incremental P&L impact of up to $500M.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary

Synopsys, Inc. (SNPS) disclosed on August 12, 2026 that General Counsel and Corporate Secretary Janet Lee will step down effective no later than December 31, 2026 or upon appointment of her successor, whichever comes first. She will then transition to an advisory role through at least June 30, 2027 to ensure continuity. The filing does not name a successor, and no reason was given for the departure. For the EDA and semiconductor IP leader — currently navigating regulatory scrutiny of its proposed Ansys acquisition — a GC transition carries some execution risk and will draw investor attention to the succession timeline.

3New insider — initial holdingsJun 23
AI summary

Synopsys (SNPS) — Jesse Cohn (Elliott Management, via power of attorney) filed an initial Form 3 reporting no securities beneficially owned. Routine insider ownership disclosure upon becoming a reporting person.

8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Synopsys, Inc. entered into a Cooperation Agreement on May 26, 2026 with Elliott Investment Management LP and its affiliates, under which Elliott agreed to conditions while Synopsys agreed to increase its Board size by one and appoint Jesse Cohn — Elliott's senior portfolio manager — effective June 1, 2026. Board governance terms, standstill provisions, and related mutual commitments are detailed in the agreement. Elliott's board seat at Synopsys signals the activist investor's ongoing engagement with the EDA software company following its acquisition of Ansys and strategic positioning; the negotiated outcome avoids a proxy fight.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

SNPS disclosed a personnel change (8-K Item 5.02, dated 2026-04-20). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can Synopsys' AI-Focused Design IP Strategy Drive Growth?zacks.com·2d agoSynopsys Signals Confidence With $1B Accelerated Buyback, Analysts Raise Targetsmarketbeat.com·2d agoSynopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Knowzacks.com·2d agoThe Stock Market Will Look Completely Different by 2030. This Is the Stock I'm Buying Before It Does.fool.com·2d agoSynopsys Rises 34.5% in a Month: Should You Buy the Stock Now?zacks.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAdvanced Packaging & AI InterconnectAI Photonics & Co-Packaged Optics

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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