MU vs SNPS: AI Stock Comparison

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

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$MU scores higher on AI exposure (4/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $SNPS has the earlier next catalyst (Dec 9, 2026).
$MU 🏆
Micron Technology, Inc.
DRAM, NAND and the high-bandwidth memory (HBM) AI GPUs need.
$SNPS
Synopsys, Inc.
EDA software and silicon IP, now with Ansys simulation.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding1.13B
as of 2026-10-02 · 10-K cover page · SEC filing
191.6M
as of 2026-08-24 · 10-Q cover page · SEC filing
CategoryMemory & semicapMemory & semicap
Key metrics
Revenue (latest fiscal year) $133.19B
10-K period ended 2026-09-03; +256% y/y · SEC filing
Gross margin 80.7%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $99.34B
Same fiscal year; 75% operating margin · 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 earnings
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Next catalyst
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Upcoming catalysts
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “Government actions and regulations, such as export restrictions, tariffs, and trade protection measures, may limit our ability to sell our products to certain customers or markets, or could…” — 10-K risk factor (filed 2026-10-09) · source
  • “We may be unable to generate sufficient cash flows or obtain access to external financing necessary to fund our operations, make scheduled debt payments, and make adequate capital…” — 10-K risk factor (filed 2026-10-09) · 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

Micron's HBM is stacked next to AI accelerators, and AI servers pull overall DRAM demand. Memory pricing makes its results highly cyclical even with AI tailwinds.

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: $MU →Full analysis: $SNPS →

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