Synopsys, Inc. (SNPS): A Bull Case Theory
We came across a bullish thesis on Synopsys, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SNPS.
Synopsys Inc (SNPS)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Marshall Wace LLP Paul Marshall And Ian Wace | 755,948 | $355,083,895 | +185% | 0.32% |
| 2. | Generation Investment Management David Blood And Al Gore | 499,931 | $234,827,589 | +21% | 1.63% |
| 3. | Impax Asset Management Ian Simm | 442,763 | $207,974,952 | -29% | 1.3% |
| 4. | Alyeska Investment Group Anand Parekh | 242,293 | $113,809,868 | +3% | 0.32% |
| 5. | Hudson Bay Capital Management Sander Gerber | 202,001 | $94,883,910 | +380% | 0.31% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $425.44 | 350 | $148,903.90 | 2,291 | 2025-09-11 | Filing | |
| $586.40 | 250 | $146,601.10 | 1,736 | 2024-03-25 | Filing | |
| $584.97 | 500 | $292,485.80 | 1,486 | 2024-03-25 | Filing | |
| $30.27 | 1,800 | $54,480.60 | 1,800 | 2012-03-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $530.00 | 250 | $132,500.00 | 11,959 | 2026-01-12 | Filing | |
| $510.00 | 250 | $127,500.00 | 12,209 | 2026-01-07 | Filing | |
| $460.77 | 2,613 | $1,203,992.01 | 17,842 | 2025-12-19 | Filing | |
| $460.77 | 1,044 | $481,043.88 | 17,842 | 2025-12-19 | Filing | |
| $500.90 | 9,873 | $4,945,408.41 | 20,520 | 2025-09-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,464,862 | $8,673,314,979 | 0.13% | |
| 2. | 15,140,606 | $7,111,845,523 | 0.12% | |
| 3. | 8,788,890 | $4,128,317,411 | 0.14% | |
| 4. | 6,635,080 | $3,116,708,180 | 0.42% | |
| 5. | 4,573,980 | $2,148,490,723 | 0.13% |
News See All
Loop Capital Remains Bullish on Synopsys Inc. (SNPS) on AI and EDA Tailwinds
Synopsys Inc. (NASDAQ:SNPS) is among the best software infrastructure stocks to buy according to hedge funds.
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An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners.
Is Synopsys (SNPS) an Attractive Investment Choice?
Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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Synopsys, Inc. (NASDAQ:SNPS) Q4 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, welcome to the Synopsys Earnings Conference Call for the Fourth Quarter and Fiscal Year 2025. Later, we will conduct a question and answer session.
Analysts Diverge on Synopsys (SNPS) as Valuation Concerns Meet Strong AI-Driven Tailwinds
Synopsys, Inc. (NASDAQ:SNPS) is one of the AI stocks analysts are betting on.
10 AI Stocks Analysts Are Betting On
The artificial intelligence trade remains intact in the US equity markets. It is a stance echoed on Wall Street despite growing concerns over a potential bubble amid premium valuations.
Do You Believe Synopsys (SNPS) Has Promising Potential?
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Synopsys, Inc. (SNPS) Stock Could Jump to $600, Says Mizuho
Synopsys, Inc. (NASDAQ:SNPS) is among the overlooked AI stocks to buy now. On October 21, 2025, Siti Panigrahi, an analyst at Mizuho Securities, reaffirmed a ‘Buy’ rating on Synopsys, Inc.
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