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 ...
Why It's Moving
Synopsys Caps Transformational 2025 with Record Revenue and Surging Backlog Despite Lingering IP Headwinds.
- Full-year revenue hit record $7.05 billion with Q4 at $2.255 billion exceeding guidance midpoint, showcasing Ansys integration progress and efficiency gains.
- Backlog soared to $11.4 billion from $10.1 billion last quarter, driven by strength across segments and positioning for 2026 revenue records.
- Restructuring and new CRO hire accelerate synergies, though lawsuits allege prior undisclosed IP weakness from AI focus eroded economics.
Corning beats Q3 targets and accelerates AI-driven growth, powering recent stock gains.
- Q3 revenue hit $4.27B, up 14% YoY and beating forecasts, with Optical Communications surging 33% on 58% enterprise sales growth from Gen AI adoption.
- Core EPS climbed 24% YoY to $0.67, exceeding estimates, while operating margins expanded to 19.6%—on track to hit 20% target in Q4 2025, a year early.
- Apple's $2.5B deal locks in full iPhone and Watch cover glass production at Corning's Kentucky plant, unlocking bigger long-term opportunities amid analyst upgrades.
Synopsys Caps Transformational 2025 with Record Revenue and Surging Backlog Despite Lingering IP Headwinds.
- Full-year revenue hit record $7.05 billion with Q4 at $2.255 billion exceeding guidance midpoint, showcasing Ansys integration progress and efficiency gains.
- Backlog soared to $11.4 billion from $10.1 billion last quarter, driven by strength across segments and positioning for 2026 revenue records.
- Restructuring and new CRO hire accelerate synergies, though lawsuits allege prior undisclosed IP weakness from AI focus eroded economics.
Corning beats Q3 targets and accelerates AI-driven growth, powering recent stock gains.
- Q3 revenue hit $4.27B, up 14% YoY and beating forecasts, with Optical Communications surging 33% on 58% enterprise sales growth from Gen AI adoption.
- Core EPS climbed 24% YoY to $0.67, exceeding estimates, while operating margins expanded to 19.6%—on track to hit 20% target in Q4 2025, a year early.
- Apple's $2.5B deal locks in full iPhone and Watch cover glass production at Corning's Kentucky plant, unlocking bigger long-term opportunities amid analyst upgrades.
Which Baskets Do They Appear In?
EDA Underdogs
This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.
Published: July 15, 2025
Explore BasketChina'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 BasketAI's Foundry Foundation
This carefully curated group of stocks represents the essential companies building the hardware backbone of the AI revolution. Selected by professional analysts, these stocks include the critical semiconductor manufacturers, equipment suppliers, and design software firms that make advanced AI chips possible.
Published: July 11, 2025
Explore BasketWhich Baskets Do They Appear In?
EDA Underdogs
This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.
Published: July 15, 2025
Explore BasketChina'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 BasketAI's Foundry Foundation
This carefully curated group of stocks represents the essential companies building the hardware backbone of the AI revolution. Selected by professional analysts, these stocks include the critical semiconductor manufacturers, equipment suppliers, and design software firms that make advanced AI chips possible.
Published: July 11, 2025
Explore BasketRiding Microsoft's AI Wave
This carefully selected group of stocks represents companies powering the AI revolution beyond just Microsoft. Professional analysts have identified these firms in semiconductors, cloud infrastructure, and AI software as positioned to benefit from the massive industry-wide investment surge in artificial intelligence.
Published: July 11, 2025
Explore BasketTech Titans' Triumph
Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.
Published: July 3, 2025
Explore BasketThe Figma Effect: Investing in Collaborative Tech
Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.
Published: July 2, 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
Explore BasketInvestment 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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