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TickerTalks›$SNPS
SNSNPS

Synopsys, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 42% YoYStreet coverage with positive forward estimatesConsistent chatter on X (124/wk), no spike
$SNPS·$80B·Software - Infrastructure·Technology
$439.59-0.7%YTD-15.7%1Y-25.7%
Mentions · last 7 days
2026-08-22: 35 posts124+35%
Price updated 10h ago·X counts updated 9d ago
SNSNPS
$SNPSSynopsys, Inc.
$439.59-0.68%124 posts+35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SNPS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

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

Synopsys Q3 beat with FY guide raised — EDA leader with Ansys integration compounding and $16% off lows.

Synopsys is one of the two dominant electronic-design-automation (EDA) software companies globally with Cadence — critical software for chip designers, plus the newly-closed Ansys acquisition adding simulation and multiphysics capabilities. The setup is a real-business quality compounder accelerating on Ansys integration.

  • The Q3 print was a big beat: revenue at $2.48B vs a $2.44B consensus (+42% YoY with Ansys included), non-GAAP EPS came in at $3.91 vs $3.67 consensus, and management raised FY26 guidance across the board — the sell side now models FY26 EPS at ~$14.78 rising to ~$17.33 in 2027 and ~$20.54 in 2028.
  • The AI-chip-design tailwind is genuine: the crowd cites the Jalapeño 9-month tapeout as a real EDA-acceleration signal, plus Design IP segment turnaround and Design Automation broad-based strength — the AI compute buildout is driving direct EDA tool consumption per chip design.
  • The corporate news is mixed: GC Janet Lee will step down effective no later than December 31 (a real executive departure), and the Board revised restructuring cost estimates upward per the August 26 8-K/A — the restructuring is Ansys-integration-related and the GC departure is a mild negative absent a named successor.

The setup is a real-business EDA-leader accelerating on Ansys integration plus AI-chip-design tailwind — the December 9 fiscal Q4 print is the referee, and the market needs continued 40%+ revenue growth plus updated AI-chip-design tool consumption color. A clean beat plus a named successor for the GC and updated Ansys synergies extends the accelerating trajectory; another cost-estimate revision or a Design Automation growth slip cools the tape from current levels.

Agrees with X sentimentThe bullish X read on Q3 rev $2.48B vs $2.44B est (+42% YoY with Ansys included), non-GAAP EPS $3.91 vs $3.67 est, FY26 guide raised across the board, Design IP segment turnaround, Design Automation broad-based strength, the AI-driven chip design tailwind (Jalapeño 9-month tapeout), and the $16% move from lows is factually consistent with the reported numbers and disclosures. The absence of skeptics is fair given the beat-and-raise print.

What to watch: The December 9 fiscal Q4 earnings — need continued 40%+ revenue growth, updated AI-chip-design tool consumption color, a named GC successor, and updated Ansys synergies. Another cost-estimate revision or a Design Automation growth slip cools the tape from current levels; a clean beat plus a named GC successor and updated Ansys synergies extends the accelerating trajectory.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment31 posts analyzed · as of 2026-08-30

Synopsys beat and raised again, with revenue up 42% YoY (Ansys in the base), Q4 and full-year guides above consensus, and AI-driven design automation strength called 'a bellwether' for 2027-28 chip demand. The initial 5-6% after-hours drop reversed sharply by morning as posters loaded October $450 calls off the $400 demand zone. The insider Aart de Geus sale was pre-planned back in October.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $SNPS

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Synopsys, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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 $4.12

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 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.7B$9.7B – $9.8B$14.78$14.40 – $14.9518
FY27$10.7B$10.4B – $10.9B$17.33$16.61 – $18.1818
FY28$12.0B$11.5B – $12.7B$20.54$14.82 – $33.5614
FY29$13.2B$12.9B – $13.5B$23.32$22.62 – $23.977

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.0.8×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.29%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.+5.5%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.-1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 190.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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

SellJun 15Sassine GhaziCEO14.6K sh$6.7MSellJun 12Shelagh GlaserCFO3.4K sh$1.5M
+ 35 other (13 exempts · 13 inkinds · 9 awards) 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 · 2 13Gs · 1 SD) in window

Recent news

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

SNPS vs. PDFS: Which Semiconductor Software Stock Has an Edge?zacks.com·4d agoSNPS in Right Place, Right Time? Cory Johnson on Role in NVDA & Softwareyoutube.com·4d agoSNPS Q3 Earnings Call Highlights EDA Acceleration, Outlook Raisedzacks.com·5d agoSNPS Q3 Earnings Beat Estimates on EDA and Ansys Strengthzacks.com·5d agoWhy Synopsys Stock Popped Todayfool.com·5d 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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Voices on X · top 15 · last 7 days

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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