What smart money is saying about Synopsys
7 funds in our archive have pitched Synopsys — most recently Polen Focus Growth in September 2025.
Synopsys, Inc. provides electronic design automation software products used to design and test integrated circuits. The company offers Fusion Design Platform that provides digital design implementation solutions; Verification Continuum Platform that provides virtual prototyping, static and formal verification, simulation, emulation, field programmable gate array (FPGA)-based prototyping, and debug solutions; and FPGA design products that are programmed to perform specific functions. It also provides intellectual property (IP) solutions for USB, PCI Express, DDR, Ethernet, SATA, MIPI, HDMI, and Bluetooth low energy applications; analog IP, including data converters and audio codecs; and system-on-chip (SoC) infrastructure IP, datapath and building block IP, and verification IP products, as well as mathematical and floating-point components, and Arm AMBA interconnect fabric and peripherals. In addition, the company offers logic libraries and embedded memories; configurable processor cores and application-specific instruction-set processor tools for embedded applications; IP subsystems for audio, sensor, and data fusion functionality; and security IP solutions. Further, it provides Platform Architect solutions for SoC architecture analysis and optimization; virtual prototyping solutions; and HAPS FPGA-based prototyping systems, as well as a series of tools used in the design of optical systems and photonic devices. Additionally, the company offers security testing, managed services, programs and professional services, and training that enable its customers to detect and remediate security vulnerabilities, and defects in the software development lifecycle, as well as manufacturing solutions. It serves electronics, financial services, automotive, medicine, energy, and industrial areas. The company was incorporated in 1986 and is headquartered in Mountain View, California.
Fund coverage · 7 theses
- Polen Focus GrowthSeptember 2025
Synopsys is a market leader in electronic design automation (EDA) that we opportunistically added to our portfolio following a temporary revenue miss that caused a 30% share price decline, positioning it for strong long-term earnings growth driven by the democratization of chips and Gen AI capital expenditures.
Read the full thesis - Baron Opportunity FundSeptember 2025
**Synopsys, Inc.** is a leading electronic design automation software vendor poised for significant growth following its acquisition of ANSYS, despite current challenges in its intellectual property business.
Read the full thesis - Aristotle Value EquitySeptember 2025
Synopsys is a leading electronic design automation company whose recent acquisition of ANSYS enhances its capabilities, positioning it for long-term growth in critical industries due to its strong market presence, high recurring revenue, and attractive valuation.
Read the full thesis - Rothschild & Co LongRun EquitySeptember 2025
Synopsys is a leading chip design company with a strong foundation for long-term growth, despite near-term challenges in its Intellectual Property business.
Read the full thesis - Bristlemoon Global FundSeptember 2025
Synopsys Inc is a leading electronic design automation software vendor that presents a compelling investment opportunity after a recent stock decline, despite temporary headwinds in its chip design IP segment due to US export restrictions and challenges with Intel.
Read the full thesis - Parnassus Growth Equity FundMarch 2025
Synopsys is poised to strengthen its competitive edge in the electronic design automation market through its acquisition of Ansys and robust intellectual property, amidst the growing complexity of semiconductor design and the rise of AI accelerators.
Read the full thesis - Clearbridge Large Cap Growth ESG StrategyMarch 2025
Synopsys is a leading EDA software provider well-positioned to benefit from AI infrastructure spending despite recent revenue growth challenges due to market softness.
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