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

$96.23B

Market Cap

$81.41B

11.38%

Potential Profit

-11.98%

Buy

Analyst Rating

Buy

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.

Sentiment:

⚖️Neutral

Corning Powers Ahead on Revenue Surge and Solar Expansion Momentum

Q3 revenues jumped to $4.27 billion, topping estimates by $60 million and signaling strength across key verticals.
New solar ingot and wafer facility in Michigan bolsters Corning's lead in polysilicon production, tapping into 12.34% CAGR market growth through 2030.
Upward revisions in 2025-2026 earnings estimates reflect optimism, with shares trading at a discount to industry valuations.

Sentiment:

🐃Bullish

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.

Sentiment:

⚖️Neutral

Corning Powers Ahead on Revenue Surge and Solar Expansion Momentum

Q3 revenues jumped to $4.27 billion, topping estimates by $60 million and signaling strength across key verticals.
New solar ingot and wafer facility in Michigan bolsters Corning's lead in polysilicon production, tapping into 12.34% CAGR market growth through 2030.
Upward revisions in 2025-2026 earnings estimates reflect optimism, with shares trading at a discount to industry valuations.

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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