Hyungjoon Kim, et al. v. Synopsys, Inc., et al.; New England Teamsters Pension Fund, et al. v. Synopsys, Inc., et al.; City of Sterling Heights Police & Fire Retirement System v. Synopsys, Inc., et al.

District Court, N.D. California·Decided July 21, 2026·No. 5:25-cv-09410·Unknown

Opinion

HYUNGJOON KIM, et al., ORDER CONSOLIDATING CASES AND APPOINTING LEAD PLAINTIFF Plaintiffs, AND LEAD COUNSEL v.

SYNOPSYS, INC., et al., Case No. 25-cv-09410-EKL Defendants. FUND, et al.,

Plaintiffs,

v. SYNOPS YS, INC., et al., Case No. 25-cv-10201-EKL Defendants.

CITY OF STERLING HEIGHTS POLICE & FIRE RETIREMENT SYSTEM,

Plaintiff,

v. Case No. 25-cv-11059-EKL

SYNOPSYS, INC., et al.,

Defendants.

These putative class actions arise out of allegedly false and misleading statements in violation of the Securities Act of 1933 (“Securities Act”) and the Securities Exchange Act of 1934 (“Exchange Act”) made by Defendant Synopsys, Inc. (“Synopsys”) and certain of its officers and lead plaintiff and lead counsel. ECF Nos. 15, 19, 25, 29, 35, 42. The Court heard argument from movant Ohio Carpenters Pension Fund, UA Local 13 Pension Fund, and Sheet Metal Workers’ Local No. 80 Pension Trust Fund (“Pension Funds”), movant City of Sterling Heights Police & Fire Retirement System (“Sterling Heights”), and movant Mehdi Vazeen.1 For the reasons discussed below, the motions brought by Vazeen and the Pension Funds are GRANTED. Sterling Heights’ motion is DENIED.2 A. Factual Background3 Synopsys offers electronic design automation software products that are used to design and test integrated circuits. Kim Compl. ¶ 2, No. 25-cv-09410-EKL, ECF No. 1. The company has two segments: Design Automation and Design IP. Id. “The Design IP segment provides pre- designed, silicon-proven components that semiconductor companies use to build chips and System-on-Chips . . . more quickly and cost-effectively.” Id. The Design IP segment grew from 25% of Synopsys’ revenue in fiscal year 2022 to 31% in fiscal year 2024. Id. On January 16, 2024, Synopsys announced that it had entered into an approximately $35 billion agreement to acquire a second company, Ansys, Inc. (“Ansys”). New England Teamsters Pension Fund Compl. ¶ 5, No. 25-cv-10201-EKL, ECF No. 1 (“Teamsters Compl.”). Synopsys filed a registration statement for the Ansys acquisition with the Securities and Exchange Commission (“SEC”) that was declared effective on April 17, 2024. Id. ¶ 16; Sterling Heights Compl. ¶ 43, No. 25-cv-11059-EKL, ECF No. 1. On the same day, Synopsys filed a prospectus for the acquisition with the SEC. Teamsters Compl. ¶ 16. The registration statement and prospectus (collectively, the “Acquisition Materials”) “incorporated by reference the risk factors identified in [Synopsys’] 2023 10-K” filing with the SEC. Id. ¶ 77. The Acquisition Materials

1 All other movants withdrew their motions or filed notices of non-opposition prior to the hearing. See ECF Nos. 51, 52, 55. 2 The motions that were withdrawn or abandoned by the other movants are also DENIED. ECF Nos. 25, 29, 35. further stated that Ansys shareholders would receive $197 in cash and 0.345 shares of Synopsys’ common stock in exchange for each share of Ansys stock. Id. ¶ 16. The valuation of Synopsys’ shares was “based on Synopsys’ closing stock price on December 21, 2023, the last full trading day prior to media speculation regarding a potential transaction.” Sterling Heights Compl. ¶ 47(a). Ansys’ shareholders voted to approve the acquisition on May 22, 2024. Id. ¶ 45. Nearly a year later, on December 4, 2024, while the Ansys acquisition was pending, Synopsys issued a press release announcing the financial results of its fourth fiscal quarter and fiscal year ending October 31, 2024, and providing the company’s fiscal year 2025 financial targets. Kim Compl. ¶ 17. The press release reported record revenue and expected growth. Id. Subsequently, on December 19, 2024, Synopsys filed its annual 10-K with the SEC reporting its financial results for the prior fiscal year. Id. ¶ 18. The 2024 10-K contained the following risk factors: (1) consolidation among customers and reliance on a relatively small number of large customers; (2) changes in demand due to customers reducing expenditures; (3) “not be[ing] successful in . . . AI initiatives”; (4) “[c]hanges in the mix of . . . products sold, as increased sales of . . . products with lower gross margins . . . may reduce . . . overall margins”; and (5) that if Synopsys “fail[ed] to optimize . . . EDA and IP solutions for use with major foundries’ manufacturing processes or major IP providers’ products, or if . . . access to such foundry processes or third-party IP products is hampered, then [Synopsys’] solutions may become less desirable to . . . customers.” Teamsters Compl. ¶ 44 (emphasis omitted). These risk factors were “substantially the same as the risk factors” in the 2023 10-K that was incorporated in the Acquisition Materials. Teamsters Compl. ¶ 77; see also Sterling Heights Compl. ¶ 44. Synopsys issued additional positive press releases and reports on February 26, 2025, and May 28, 2025. Kim Compl. ¶¶ 21-26. The acquisition subsequently closed on July 17, 2025, at which point former Ansys shareholders received Synopsys stock consistent with the terms set out in the Acquisition Materials. Id. After market hours on September 9, 2025, Synopsys released its third quarter 2025 financial results, revealing that its “IP business underperformed expectations.” Kim Compl. ¶ 28. $1.755 billion and $1.785 billion, and reported net income of $242.5 million, a 43% year-over- year decline from $425.9 million reported for third quarter 2024.” Id. “Moreover, the Company reported its Design IP segment . . . came in at $426.6 million, a 7.7% decline year-over-year.” Id. Synopsys also issued guidance for the fourth quarter and full year 2025, reflecting an expected revenue between $7.030 and $7.060 billion, which implied that Design IP revenue would decline by at least 5% on a full-year basis. Id. ¶ 30. In response to the third quarter results, Synopsys’ stock fell $216.59, or 35.8%, on September 10, 2025, to close at $387.78 per share. Id. ¶ 34. Three putative class action lawsuits followed. B. Procedural Background The Kim Action: On October 31, 2025, Plaintiff Hyungjoon Kim brought claims against Synopsys for alleged violations of Sections 10(b) and 20(a) of the Exchange Act. Kim Compl. ¶¶ 53-67. Kim alleged that the statements made between December 4, 2024, and September 9, 2025, were materially false and/or misleading, and failed to disclose material adverse facts about Synopsys’ business regarding: (1) the extent to which the Company’s increased focus on artificial intelligence customers, which require additional customization, was deteriorating the economics of its Design IP business; (2) that, as a result, “certain road map and resource decisions” were unlikely to “yield their intended results;” (3) that the foregoing had a material negative impact on financial results; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. Id. ¶ 27. The Kim action sought to represent a putative class of “all persons and entities that purchased or otherwise acquired Synopsys securities between December 4, 2024 and September 9, 2025, inclusive, and who were damaged thereby.” Kim Compl. ¶ 35. On the same day the lawsuit was filed, notice of the action was published in Business Wire. Graham Decl., Ex. A at 3, ECF No. 43-1. The notice alerted members of the putative class of the pending action and instructed that any request to be appointed lead plaintiff must be filed by December 30, 2025. Id. The notice specified that the action applied “[i]f you purchased or The Teamsters Action: On November 25, 2025, New England Teamsters Pension Fund (“Teamsters”) filed a securities class action based on the same course of events. Teamsters Compl. ¶¶ 7, 41-55. In addition to the same Exchange Act claims as in the Kim action, Teamsters added claims under Sections 11, 12(a)(2), and 15 of the Securities Act on behalf of “all persons who purchase

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Hyungjoon Kim, et al. v. Synopsys, Inc., et al.; New England Teamsters Pension Fund, et al. v. Synopsys, Inc., et al.; City of Sterling Heights Police & Fire Retirement System v. Synopsys, Inc., et al., (N.D. Cal. 2026).

Hyungjoon Kim, et al. v. Synopsys, Inc., et al.; New England Teamsters Pension Fund, et al. v. Synopsys, Inc., et al.; City of Sterling Heights Police & Fire Retirement System v. Synopsys, Inc., et al. (Hyungjoon Kim, et al. v. Synopsys, Inc., et al.; New England Teamsters Pension Fund, et al. v. Synopsys, Inc., et al.; City of Sterling Heights Police & Fire Retirement System v. Synopsys, Inc., et al.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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