SNPS
SYNOPSYS INCEvidence as of 2026-09-03Overview · SYNOPSYS INC
Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company offers Digital and Custom IC Design solution that provides digital design implementation solutions; Verification solution that offers virtual prototyping, static and formal verification, simulation, emulation, field programmable gate array (FPGA)-based prototyping, and debug solutions; and F…
Management team
- Mr. Richard S. Mahoney · Chief Revenue OfficerFind on LinkedIn
- Mr. John F. Runkel Jr. · General Counsel & Corporate SecretaryFind on LinkedIn
- Ms. Shelagh Glaser · Chief Financial OfficerFind on LinkedIn
- Mr. Sassine Ghazi · CEO, President & DirectorFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.7 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk rates the evidence balance as Constructive (+0.7 of a possible +2; was +0.7 before debate) · confidence high. Synopsys reported revenue from contracts with customers of $2,408,798,000 in Q1 2026 (fiscal quarter ended 2026-02-23), $2,275,985,000 in Q2 2026 (fiscal quarter ended 2026-05-22) and $2,476,822,000 in Q3 2026 (fiscal quarter ended 2026-08-24). Gross profit and operating income showed the same intra-year pattern: gross profit of $1,771,416,000, $1,646,135,000 and $1,797,433,000 and operating income of $203,046,000, $120,426,000 and $357,491,000 across Q1, Q2 and Q3 2026 respectively. Net income and diluted EPS were $64,958,000 / $0.34 in Q1, $17,105,000 / $0.09 in Q2 and $545,800,000 / $2.84 in Q3 (three‑month periods ending 2026-02-23, 2026-05-22 and 2026-08-24). Cash rose from $2,129,572,000 as of 2026-01-31 to $3,606,286,000 as of 2026-07-31 while long‑term debt held near $10,037,360,000 across those balance dates.
Valuation signals in the packet diverge: trailing twelve‑month FCF is $656,412,000 (FCF per share $3.4131) yet Price/FCF (TTM) is about 121.87 and P/E (TTM) is 87.21 with EPS (TTM) $4.77; enterprise value to EBITDA (TTM) is 58.8 with EBITDA (TTM) $1,465,036,000. The model-backed implied FCF growth to justify the prevailing price is calculated at 60.39%, producing a net debt around $6.43 billion against an enterprise value of $86,146,169,637.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
RevenueFromContractWithCustomerExcludingAssessedTax was $2,408,798,000 in fiscal Q1 2026 (2025-11-01 to 2026-01-31, 3mo), $2,275,985,000 in fiscal Q2 2026 (2026-02-01 to 2026-04-30, 3mo), and $2,476,822,000 in fiscal Q3 2026 (2026-05-01 to 2026-07-31, 3mo).
XBRL companyfacts · 0000883241-26-000014GrossProfit was $1,771,416,000 in fiscal Q1 2026, $1,646,135,000 in fiscal Q2 2026, and $1,797,433,000 in fiscal Q3 2026 (three-month periods ending 2026-01-31, 2026-04-30, 2026-07-31 respectively).
XBRL companyfacts · 0000883241-26-000014Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, SYNOPSYS INC appears in the iShares Core S&P 500 ETF (IVV) with a weight of 0.13% of that fund.
ETF constituents · market dataThe provided evidence set for SNPS includes only ETF membership data and does not list any insider Form 4 filing events.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
An explainer-style piece describes the company as a provider of electronic design automation software and semiconductor IP used to design and verify complex chips.
News · kalkinemedia.com · 2026-09-02An article reports an insider sale by Geus Aart De of 24,641 shares on 1 September 2026, with the sale proceeds reported as $10,335,421.04 in the coverage.
News · thelincolnianonline.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model calculates an implied free cash flow (FCF) growth rate of 60.39% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow (FCF) is $656,412,000 and FCF per share is $3.4131.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several near-term financial items from SEC filings point to a meaningful operational inflection in Q3 2026: revenue, gross profit, operating income, net income and diluted EPS all rose materially in the three-month period ended 2026-07-31 versus the prior two quarters, and cash balances increased while long-term debt was essentially unchanged. Those filing-based data points are strong, timely evidence of improved operating leverage and cash generation for that quarter. Analyst coverage and published consensus metrics cited in the evidence set also tilt toward a favorable market read, which reinforces the filing-derived signals. Against valuation and headline concerns, the Q3 profitability and cash improvements weaken claims that the company’s recent performance is broadly deteriorating or solely driven by transitory items.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.43
23 surviving claims rest on 9 distinct sources; the heaviest analyst carries 44% of them, and 100% of what the desk raised survived the debate.
The read rests on a modestly broad evidence base but with notable concentration: 44% of surviving claims trace to one analyst/source thread and 9 sources support 23 claims. Because every desk-raised point survived debate, there may be limited internal challenge to countervailing interpretations — treat the bundle as informative but somewhat brittle to new primary filings or a single dominant source changing.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on SNPS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.