KLAC vs SNPS: AI Stock Comparison

KLA Corporation vs Synopsys, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$KLAC
KLA Corporation
Inspection and metrology tools that keep chip yields up.
$SNPS
Synopsys, Inc.
EDA software and silicon IP, now with Ansys simulation.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding1.30B
as of 2026-10-26 · 10-Q cover page · SEC filing
191.6M
as of 2026-08-24 · 10-Q cover page · SEC filing
CategoryMemory & semicapMemory & semicap
Key metrics
Revenue (latest quarter) $4.14B
10-Q period ended 2026-09-30; +29% y/y · SEC filing
Net income $1.55B
Same quarter · SEC filing
Revenue (latest quarter) $2.48B
10-Q period ended 2026-07-31; +42% y/y · SEC filing
Gross margin 72.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $357.5M
Same quarter; 14% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Most recent reported
Oct 28, 2026
KLA Corporation reports quarterly results · source
Process-control tools; read on leading-edge and advanced-packaging spend. Revenue: $4.14B (+29% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “We operate in industries that have historically been cyclical, including the semiconductor industry, and customer purchasing decisions are highly dependent on local and global economic…” — 10-K risk factor (filed 2026-08-06) · source
  • “Ongoing changes in the technology industry, including AI-related developments and changes in semiconductor manufacturing processes, customer investment patterns and end-market demand, could…” — 10-K risk factor (filed 2026-08-06) · source
  • “We operate in highly competitive industries, and if we do not continue to meet our customers’ demand for innovative technology at lower costs, our products may not be competitive or may…” — 10-K risk factor (filed 2025-12-22) · source
  • “We are subject to governmental export and import requirements that could subject us to liability and restrict our ability to sell our products and services, which could impair our ability…” — 10-K risk factor (filed 2025-12-22) · source
AI angle

KLA's process-control tools become more critical as AI chips move to complex nodes and advanced packaging. Its demand follows foundry and memory capex cycles.

Synopsys tools and IP are used across AI chip design. Growth depends on design activity at chipmakers and hyperscalers designing their own silicon.

Full analysis: $KLAC →Full analysis: $SNPS →

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Related matchups

Deep dives: KLAC next earnings & catalysts · SNPS next earnings & catalysts · AI earnings this week