Synopsys vs Corning

Synopsys Inc. and Corning Inc. are compared on business models, financial performance, and market context to provide a neutral view. This page outlines how each company operates, generates value, and fits within its industry, without guidance or investment conclusions. Educational content, not financial advice.

Synopsys Inc. and Corning Inc. are compared on business models, financial performance, and market context to provide a neutral view. This page outlines how each company operates, generates value, and ...

Comparison Snapshot

Key Financial Metrics

SNPS

Metric

GLW

$87.60B

Market Cap

$89.17B

22.28%

Potential Profit

-11.73%

Buy

Analyst Rating

Buy

Why It's Moving

Synopsys stock dips amid market gains as investors eye upcoming Q1 earnings and steady institutional buying.

Principal Financial Group increased its Synopsys holdings by 57.7% in Q3, signaling sustained institutional confidence in the semiconductor design leader.
Upcoming Q1 earnings on Feb. 25 carry expectations of $3.56 EPS (up 17.49% YoY) and $2.39B revenue (up 64.28% YoY), building on prior record results.
Short interest rose slightly to 2.39% of float but remains below peer average of 4.49%, indicating relatively muted bearish sentiment.

Sentiment:

⚖️Neutral

Corning Shares Surge on Record 2025 Results and AI-Fueled Momentum

Q4 EPS hit $0.72, beating estimates by $0.01 on $4.41B revenue that topped forecasts by $60M, fueled by 13.9% YoY sales growth in electronics.
Analysts from Susquehanna and Citi raised price targets post-earnings, highlighting Corning's edge in AI-driven optical connectivity amid Meta partnerships.
Q1 2026 EPS guidance of $0.66-$0.70 signals sustained growth, bolstering confidence despite minor insider sales.

Sentiment:

🐃Bullish

Synopsys stock dips amid market gains as investors eye upcoming Q1 earnings and steady institutional buying.

Principal Financial Group increased its Synopsys holdings by 57.7% in Q3, signaling sustained institutional confidence in the semiconductor design leader.
Upcoming Q1 earnings on Feb. 25 carry expectations of $3.56 EPS (up 17.49% YoY) and $2.39B revenue (up 64.28% YoY), building on prior record results.
Short interest rose slightly to 2.39% of float but remains below peer average of 4.49%, indicating relatively muted bearish sentiment.

Sentiment:

⚖️Neutral

Corning Shares Surge on Record 2025 Results and AI-Fueled Momentum

Q4 EPS hit $0.72, beating estimates by $0.01 on $4.41B revenue that topped forecasts by $60M, fueled by 13.9% YoY sales growth in electronics.
Analysts from Susquehanna and Citi raised price targets post-earnings, highlighting Corning's edge in AI-driven optical connectivity amid Meta partnerships.
Q1 2026 EPS guidance of $0.66-$0.70 signals sustained growth, bolstering confidence despite minor insider sales.

Sentiment:

🐃Bullish

Investment Analysis

Synopsys

SNPS

Pros

Synopsys is a dominant player in the electronic design automation (EDA) industry with near-100% customer retention and a large recurring subscription revenue base.
The company boasts strong profitability metrics including a gross margin around 80% and net margin near 37%, reflecting operational efficiency.
Synopsys has expanded strategically through its $35 billion acquisition of Ansys, aiming to create a broader chip design platform with potential synergies.

Considerations

Significant integration and execution risks arise from the large Ansys acquisition, which has pressured GAAP operating margins and increased near-term volatility.
U.S.-China trade tensions and export restrictions have led to halted China sales, negatively impacting revenue and earnings guidance.
Synopsys operates in an effective duopoly with strong competition from Cadence Design Systems, necessitating continuous innovation to defend market share.

Corning

GLW

Pros

Corning is a global leader in specialty glass and ceramics, providing essential materials for fast-growing markets like 5G, optical communications, and display technologies.
The company benefits from a diversified business model with multiple growth drivers including automotive glass and life sciences segments.
Strong financial discipline with solid cash flow generation and balance sheet strength supports ongoing investments and shareholder returns.

Considerations

Corning faces cyclical exposure to semiconductor and automotive end markets, which can lead to revenue volatility during downturns.
Raw material cost inflation presents margin pressure risks given the company’s reliance on specialty materials and manufacturing intensity.
Competitive pressures in optical and display markets require continuous innovation and capital expenditures, posing execution risks.

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