Synopsys vs Marvell
Synopsys and Marvell are presented together to enable a balanced comparison. This page examines business models, financial performance, and market context, helping readers understand how the two companies operate and compete. The tone is neutral and accessible for a general audience. Educational content, not financial advice.
Synopsys and Marvell are presented together to enable a balanced comparison. This page examines business models, financial performance, and market context, helping readers understand how the two compa...
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.
Marvell Seals $3.25B Celestial AI Deal, Supercharging AI Connectivity Arsenal
- Acquisition blends Celestial's optical interconnect tech into Marvell's Data Center Group, unlocking new scale-up markets and power-efficient AI deployments.
- Deal structure: ~$1B cash plus 24.6M shares issued, with up to $2.25B earnout tied to Celestial hitting $2B+ cumulative revenue by FY2029.
- CEO Matt Murphy hails it as a game-changer for comprehensive data platforms amid exploding AI complexity.
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.
Marvell Seals $3.25B Celestial AI Deal, Supercharging AI Connectivity Arsenal
- Acquisition blends Celestial's optical interconnect tech into Marvell's Data Center Group, unlocking new scale-up markets and power-efficient AI deployments.
- Deal structure: ~$1B cash plus 24.6M shares issued, with up to $2.25B earnout tied to Celestial hitting $2B+ cumulative revenue by FY2029.
- CEO Matt Murphy hails it as a game-changer for comprehensive data platforms amid exploding AI complexity.
Investment Analysis
Synopsys
SNPS
Pros
- Synopsys holds a dominant position in the electronic design automation (EDA) market with near-100% customer retention and a strong recurring subscription revenue base.
- The company operates the largest semiconductor intellectual property licensing business, deeply embedding its products in the chip design ecosystem.
- Analyst consensus and forecasts suggest potential stock price appreciation driven by AI-driven software innovation and semiconductor market demand recovery.
Considerations
- U.S.-China trade tensions and export restrictions have materially impacted Synopsys’ China operations, leading to earnings misses and lowered guidance recently.
- Integration risks and short-term margin pressures are elevated due to the large acquisition of Ansys, which has also increased operating cost burdens in 2025.
- Competition from Cadence Design Systems remains strong, with Cadence frequently outperforming in operating margins and innovation, challenging Synopsys’ market share.
Marvell
MRVL
Pros
- Marvell Technology is well positioned in the semiconductor space with exposure to growth end markets such as data infrastructure and 5G, driving long-term demand.
- The company maintains a focus on expanding product offerings in high-growth segments like cloud networking and storage solutions.
- Recent financial performance shows solid revenue growth and improving operational efficiency, supporting potential profitability enhancement.
Considerations
- Marvell’s stock currently trades at elevated risk levels with sentiment and analyst scores indicating cautious outlook and higher volatility in the near term.
- The semiconductor industry's cyclicality exposes Marvell to economic downturn risks and fluctuations in capital investment cycles impacting demand.
- Competition from established and emerging semiconductor vendors could pressure Marvell’s market share and margins in its core segments.
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Synopsys (SNPS) Next Earnings Date
Synopsys will report its Q1 fiscal 2026 earnings on February 25, 2026 after market close, with an accompanying conference call at 5:00 p.m. ET. This earnings report will cover the fiscal quarter ending in January 2026. The company will discuss financial results and business outlook during the call. Analyst estimates currently project an EPS of approximately $3.11 for the quarter.
Marvell (MRVL) Next Earnings Date
Marvell Technology's next earnings date is estimated for March 4, 2026, though the company has not yet officially confirmed this date. This earnings report will cover the fourth quarter of fiscal year 2026, following the company's record third-quarter revenue of $2.075 billion reported in late 2025. The company has guided for fourth-quarter revenue of $2.200 billion with expected gross margins of 51.1% to 52.1% GAAP. Investors should monitor for an official announcement from the company to confirm the exact release date and time.
Synopsys (SNPS) Next Earnings Date
Synopsys will report its Q1 fiscal 2026 earnings on February 25, 2026 after market close, with an accompanying conference call at 5:00 p.m. ET. This earnings report will cover the fiscal quarter ending in January 2026. The company will discuss financial results and business outlook during the call. Analyst estimates currently project an EPS of approximately $3.11 for the quarter.
Marvell (MRVL) Next Earnings Date
Marvell Technology's next earnings date is estimated for March 4, 2026, though the company has not yet officially confirmed this date. This earnings report will cover the fourth quarter of fiscal year 2026, following the company's record third-quarter revenue of $2.075 billion reported in late 2025. The company has guided for fourth-quarter revenue of $2.200 billion with expected gross margins of 51.1% to 52.1% GAAP. Investors should monitor for an official announcement from the company to confirm the exact release date and time.
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Explore BasketWhich Baskets Do They Appear In?
China's AI Chip Access
This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.
Published: July 15, 2025
Explore BasketRace to Four Trillion
Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.
Published: June 30, 2025
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