Third Point's Investment in NVIDIA: Dan Loeb's Third Point LLC increased its stake in NVIDIA Corporation by 2% in Q3 2025, raising its holdings to 2.85 million shares, following an initial acquisition of 1.45 million shares in Q1 2025.
NVIDIA's Strong Earnings Report: NVIDIA reported a 62% year-over-year revenue increase to $57 billion for Q3, surpassing expectations, and provided a positive revenue outlook for Q4, driven by strong demand for its AI chips.
Strategic Partnerships and Investments: NVIDIA expanded its partnership with HUMAIN in Saudi Arabia for AI infrastructure and invested $2 billion in Synopsys, while also enhancing its collaboration with Amazon Web Services.
Stock Performance Comparison: Year-to-date, NVIDIA shares have risen 28.4%, performing comparably to industry peers and ETFs, with significant growth noted in the semiconductor sector overall.
Wall Street analysts forecast SNPS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNPS is 565.64 USD with a low forecast of 500.00 USD and a high forecast of 602.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast SNPS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNPS is 565.64 USD with a low forecast of 500.00 USD and a high forecast of 602.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 521.950
Low
500.00
Averages
565.64
High
602.00
Current: 521.950
Low
500.00
Averages
565.64
High
602.00
Needham
Buy
maintain
$550 -> $580
2025-12-11
Reason
Needham
Price Target
$550 -> $580
AI Analysis
2025-12-11
maintain
Buy
Reason
Needham raised the firm's price target on Synopsys to $580 from $550 and keeps a Buy rating on the shares. The company issued the first FY26 outlook that is slightly below the Street in revenue but decently above consensus in earnings, the analyst tells investors in a research note. Investors had been expecting a rocky FY26 guide given the typical post-M&A integration risks, but that Synopsys is guiding largely in-line and slightly better than the Street is certainly a pleasant surprise, the firm added.
KeyBanc
Jason Celino
Overweight
maintain
$575 -> $600
2025-12-11
Reason
KeyBanc
Jason Celino
Price Target
$575 -> $600
2025-12-11
maintain
Overweight
Reason
KeyBanc analyst Jason Celino raised the firm's price target on Synopsys to $600 from $575 and keeps an Overweight rating on the shares. The firm notes Synopsys posted modestly better Q4 revenue and EPS, and solid backlog of $11.4B. More importantly, the initial FY26 EPS outlook is meaningfully better than expected, driven by accelerated debt pay-down and cost synergies. KeyBanc is encouraged by the better bottom-line outlook.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SNPS
Unlock Now
Piper Sandler
Overweight
to
NULL
downgrade
$630 -> $602
2025-12-11
Reason
Piper Sandler
Price Target
$630 -> $602
2025-12-11
downgrade
Overweight
to
NULL
Reason
Piper Sandler lowered the firm's price target on Synopsys to $602 from $630 and keeps an Overweight rating on the shares. The firm would argue that Synopsys largely achieved what was needed. That said, organic EDA growth and free cash flow margins are likely to be the main nagging items coming out of the quarter. The company was not precise in its EDA vs. IP growth assumptions, but Piper believes FY26 guidance points to high single digit overall organic growth and low-double digits organic EDA growth.
BofA
Neutral -> Buy
upgrade
$500 -> $560
2025-12-11
Reason
BofA
Price Target
$500 -> $560
2025-12-11
upgrade
Neutral -> Buy
Reason
BofA upgraded Synopsys to Buy from Neutral with a price target of $560, up from $500.
About SNPS
Synopsys, Inc. is engaged in providing engineering solutions from silicon to systems, enabling customers to innovate artificial intelligence (AI)-powered products. It delivers silicon design, intellectual property (IP), simulation and analysis solutions, and design services. It supplies mission-critical electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). Its Design Automation segment includes its advanced silicon design, verification products and services and system integration products. This segment also includes digital, custom and field programmable gate arrays, integrated circuit design software, verification software and hardware products, system integration products and services, and manufacturing software products. Its Design IP segment includes its interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies in the semiconductor and electronics industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
