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 Dips as Investor Eyes Lawsuit Clouds Amid Strong Buy Ratings
- Strs Ohio boosted its stake by 15.5%, adding 5,849 shares to reach $21.47 million, signaling confidence in Synopsys' long-term potential.
- A shareholder lawsuit filed over alleged failures to disclose AI customization impacts on Design IP economics adds uncertainty for long-term holders.
- Analysts maintain a Moderate Buy rating with positive EPS growth forecasts, including Q1 at $3.57 and full-year at $14.39, underscoring robust revenue outlook.
Marvell Powers Ahead with Record Revenue and Strategic AI Acquisitions Igniting Data Center Momentum.
- Q3 revenue soared 37% year-over-year to a record $2.075 billion, beating guidance and signaling relentless AI-driven demand for data center products.
- CEO Matt Murphy announced the Celestial AI acquisition to turbocharge interconnect scale-up, strengthening Marvell's AI datacenter dominance.
- Fresh Jan 6 deal to acquire XConn Technologies bolsters leadership in AI data center connectivity, with Q4 guidance pointing to over 40% full-year growth.
Synopsys Dips as Investor Eyes Lawsuit Clouds Amid Strong Buy Ratings
- Strs Ohio boosted its stake by 15.5%, adding 5,849 shares to reach $21.47 million, signaling confidence in Synopsys' long-term potential.
- A shareholder lawsuit filed over alleged failures to disclose AI customization impacts on Design IP economics adds uncertainty for long-term holders.
- Analysts maintain a Moderate Buy rating with positive EPS growth forecasts, including Q1 at $3.57 and full-year at $14.39, underscoring robust revenue outlook.
Marvell Powers Ahead with Record Revenue and Strategic AI Acquisitions Igniting Data Center Momentum.
- Q3 revenue soared 37% year-over-year to a record $2.075 billion, beating guidance and signaling relentless AI-driven demand for data center products.
- CEO Matt Murphy announced the Celestial AI acquisition to turbocharge interconnect scale-up, strengthening Marvell's AI datacenter dominance.
- Fresh Jan 6 deal to acquire XConn Technologies bolsters leadership in AI data center connectivity, with Q4 guidance pointing to over 40% full-year growth.
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' next earnings date is estimated for February 25, 2026, based on the company's historical reporting schedule. This earnings release will cover the company's fourth quarter of fiscal year 2025. The report date has not yet been officially confirmed by Synopsys, though multiple financial data sources consistently project this timeframe. Investors should monitor the company's investor relations website for an official announcement of the exact release date and time.
Marvell (MRVL) Next Earnings Date
Marvell Technology's next earnings date is January 31, 2026, covering the fourth quarter of fiscal year 2026. The company provided this guidance in its Q3 FY2026 results announcement, projecting net revenue of $2.200 billion +/- 5%. Investors should monitor official channels for any updates to this schedule.
Synopsys (SNPS) Next Earnings Date
Synopsys' next earnings date is estimated for February 25, 2026, based on the company's historical reporting schedule. This earnings release will cover the company's fourth quarter of fiscal year 2025. The report date has not yet been officially confirmed by Synopsys, though multiple financial data sources consistently project this timeframe. Investors should monitor the company's investor relations website for an official announcement of the exact release date and time.
Marvell (MRVL) Next Earnings Date
Marvell Technology's next earnings date is January 31, 2026, covering the fourth quarter of fiscal year 2026. The company provided this guidance in its Q3 FY2026 results announcement, projecting net revenue of $2.200 billion +/- 5%. Investors should monitor official channels for any updates to this schedule.
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Explore BasketWhich Baskets Do They Appear In?
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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.
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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.
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