SNPS Synopsys, Inc.

bearish track record → $438.45 +19.65 (+4.7%)
Mkt Cap $80B P/E 64.1 fwd 24.5 52wk $376.18 - $651.73 4h ago
Insider selling: $127,111,977 sold by 17 insiders (30d)
Est. revisions: +0.0% (12 up, 3 down in 30d)
Factor Model & Position History (net +1.7)

Factor Model

net +1.7 4.2 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.4
Analyst Rev.
+0.8
Narrative Gap
+0.5

Synopsys shifts chip design with AI focus

Watch: Watch Synopsys' execution on foundry partnership and AI-driven design tools uptake, which will validate its long-term growth potential in a decelerating chip design market.

Full analysis

Synopsys CEO Sassine Ghazi flagged a pivot away from Moore's Law toward advanced packaging and multi-chip solutions driven by AI demand. The company acquired Ansys to boost software and system-level design capabilities. Synopsys collaborates with Rapidus to build a chip foundry and integrates agentic AI to improve chip design workflows. Insider selling dominates with $95.5M sold versus $149K bought, revealing mixed sentiment despite strategic investments.

This strategic repositioning around AI-driven chip design and system software upgrades underpins Synopsys' efforts to maintain leadership amid evolving semiconductor complexity and technology trends.

Evidence

Fundamentals & Data ▾
Synopsys, Inc. Technology · Software - Infrastructure
Mkt Cap
$80B
P/E
64.1 fwd 24.5
Beta
1.15
52w Range
$376.18 - $651.73
Short Interest
4.7M 2.45%
Days to Cover
2.1 +7%
Technicals downtrend
from 52w Hi
0.0%
1w return
+6.9%
Insiders
selling 1B / 7S
EPS Estimate
$3.15 +0.0% 30d 12up / 3dn
Est. Dispersion
5% 18 analysts
Analyst Target
$536 $404 - $650
Options P/C
0.73
Insider Cluster
strong sell 1B / 8S
Fund Convergence
strong Citadel, Coatue, D.E. Shaw
Financials
Revenue
$2.4B +66% YoY
FCF
$822M
Gross Margin
74%
Op Margin
13%
Momentum: decelerating
Top Holders
Citadel $832M
Coatue $778M
D.E. Shaw $471M
Recent Filings & Data
insider trade 87
net selling · $127,111,977 sold · $148,904 bought
17 insiders · 87 transactions (30d)
Recent transactions
GLASER SHELAGH M · other
KANKANWADI SUDHINDRA · other
DE GEUS AART J · other
GHAZI SASSINE E · other
LEE JANET · other
LEE JANET · other
SHIMER PETER A · award
LEE JANET · other
LEE JANET · sell · $132,500
LEE JANET · sell · $127,500
LEE JANET · other
GLASER SHELAGH M · sell · $1,685,036
GLASER SHELAGH M · exercise · $1,279,814
KANKANWADI SUDHINDRA · other
DE GEUS AART J · other
GHAZI SASSINE E · other
GLASER SHELAGH M · other
LEE JANET · other
KANKANWADI SUDHINDRA · sell · $7,837,408
KANKANWADI SUDHINDRA · exercise · $1,424,760
PAINTER ROBERT G · buy · $148,904
VIJAYARAGHAVAN RAVI K · award
GOPAL AJEI S · award
GLASER SHELAGH M · sell · $2,228,709
GLASER SHELAGH M · exercise · $1,279,111
GHAZI SASSINE E · sell · $6,694,725
GHAZI SASSINE E · exercise · $1,020,212
LEE JANET · other
GOPAL AJEI S · other
MAHONEY RICHARD S · sell · $4,245,645
MAHONEY RICHARD S · exercise · $1,363,825
MAHONEY RICHARD S · other
GLASER SHELAGH M · sell · $3,550,609
GLASER SHELAGH M · exercise · $2,558,223
GHAZI SASSINE E · sell · $5,204,786
PAINTER ROBERT G · award
CHAFFIN JANICE DURBIN · award
SCHWARZ JOHN GEORGE · award
CHIZEN BRUCE R · award
SARGENT JEANNINE PERCHARD · award
JOHNSON MERCEDES · award
BORGEN LUIS A · award
KANKANWADI SUDHINDRA · other
MAHONEY RICHARD S · other
RUNKEL JOHN F JR · other
DE GEUS AART J · other
GHAZI SASSINE E · other
GLASER SHELAGH M · other
DE GEUS AART J · sell · $6,979,652
DE GEUS AART J · exercise · $1,409,681
GHAZI SASSINE E · sell · $5,270,969
MAHONEY RICHARD S · sell · $10,544,205
MAHONEY RICHARD S · exercise · $4,773,902
RUNKEL JOHN F JR · other
GHAZI SASSINE E · other
KANKANWADI SUDHINDRA · other
MAHONEY RICHARD S · other
RUNKEL JOHN F JR · other
DE GEUS AART J · other
GHAZI SASSINE E · other
GLASER SHELAGH M · other
GHAZI SASSINE E · other
GHAZI SASSINE E · sell · $5,701,201
GHAZI SASSINE E · exercise · $931,619
DE GEUS AART J · other
DE GEUS AART J · sell · $305,954
DE GEUS AART J · exercise · $44,252
DE GEUS AART J · sell · $8,216,538
DE GEUS AART J · exercise · $1,188,063
DE GEUS AART J · sell · $20,550,399
DE GEUS AART J · exercise · $2,980,122
DE GEUS AART J · sell · $4,352,410
DE GEUS AART J · exercise · $639,899
DE GEUS AART J · sell · $10,302,620
DE GEUS AART J · exercise · $1,532,921
DE GEUS AART J · sell · $6,656,975
DE GEUS AART J · exercise · $992,476
DE GEUS AART J · sell · $4,050,912
DE GEUS AART J · exercise · $605,611
MAHONEY RICHARD S · sell · $2,027,436
RUNKEL JOHN F JR · sell · $530,684
RUNKEL JOHN F JR · exercise · $263,217
JOHNSON MERCEDES · sell · $3,197,590
RUNKEL JOHN F JR · sell · $722,213
RUNKEL JOHN F JR · exercise · $370,735
GHAZI SASSINE E · sell · $5,995,301
GHAZI SASSINE E · exercise · $931,710
Filing analysis pending — next scan runs every 12 hours
Transcript analysis coming soon
15 signals · latest 5h ago

Get alerted when SNPS changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.