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Cadence Design Systems, Inc. Stock Price

NasdaqGS:CDNS Community·US$114.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 190 Fair Values set on narratives written by author

CDNS Share Price Performance

US$0
-294.40 (-100.00%)
US$383.94
Fair Value
US$0
-294.40 (-100.00%)
Price US$0

CDNS Community Narratives

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Fair Value US$383.94 6.3% overvalued intrinsic discount

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

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Fair Value
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Fair Value US$344.64 18.4% overvalued intrinsic discount

Cadence Design Systems (CDNS) – The Architect of the AI Era

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·
Fair Value US$315.1 29.5% overvalued intrinsic discount

US-China Frictions And Open-Source Trends Will Dampen EDA Prospects

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US$344.64
18.4% overvalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
37.3%
Future PE
41.4x
Price in 2031
US$518.33
US$383.94
6.3% overvalued intrinsic discount
Revenue
13.39% p.a.
Profit Margin
23.97%
Future PE
72.73x
Price in 2029
US$491.3
US$315.1
29.5% overvalued intrinsic discount
Revenue
11.6% p.a.
Profit Margin
20.8%
Future PE
71.69x
Price in 2029
US$403.01
US$418
2.4% undervalued intrinsic discount
Revenue
14% p.a.
Profit Margin
27.09%
Future PE
67.89x
Price in 2029
US$532.83

Trending Discussion

Updated Narratives

CDNS logo

Cadence Design Systems (CDNS) – The Architect of the AI Era

Fair Value: US$344.64 18.4% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns

Fair Value: US$383.94 6.3% overvalued intrinsic discount
78 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CDNS: AI Software Multiple Pressure Will Dominate Forward Return Expectations

Fair Value: US$315.1 29.5% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Adequate balance sheet with limited growth.

0 Risks
2 Rewards

Cadence Design Systems, Inc. Key Details

US$5.5b

Revenue

US$769.7m

Cost of Revenue

US$4.8b

Gross Profit

US$3.6b

Other Expenses

US$1.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.25
86.08%
21.18%
44.3%
View Full Analysis

About CDNS

Founded
1987
Employees
13800
CEO
Anirudh Devgan
WebsiteView website
www.cadence.com

Cadence Design Systems, Inc. develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including In novus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog. It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies; controllers and physical interfaces; PCI Express, universal accelerator and compute express links, and multiple memory interfaces; and Ten Silica, a digital signal processor. In addition, the company’s design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure-IC, a solution for embedded security IP. Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end-to-end system-level design and verification across chips, packages, PCBs, and electronic systems; Allegro X and Orca X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AIR for RF design; Fidelity for computational fluid dynamics; Celsius for thermal and airflow analysis; Clarity 3D solver for electromagnetic and power electronics analysis and simulation; Integrity 3D-IC solution for 3D-IC and multi-chiplet designs; the Optimality Intelligent System Explorer, Reality digital twin, and Millennium enterprise multiphasic platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA. The company was incorporated in 1987 and is headquartered in San Jose, California.

Recent CDNS News & Updates

Seeking Alpha 10h

Cadence: The Silicon Arms Race Is Just Getting Started

Summary Cadence Design Systems is rated Buy with a 12-month price target of $470, driven by exponential semiconductor complexity and AI chip ecosystem demand. Q1 revenue grew 19% YoY to $1.47B, with a record $8B backlog and double-digit growth across all segments, indicating robust and compounding demand. CDNS’s entrenched EDA software, AI-driven workflows, and expanding SDA segment create a durable moat and long-term growth visibility beyond semiconductors. Risks include 13% China revenue exposure and Hexagon integration, but strong operating margins, buybacks, and diversified growth offset these concerns. Read the full article on Seeking Alpha
Narrative Update Jun 03

CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns

Analysts have lifted the fair value estimate for Cadence Design Systems to $383.94 from $371.68, pointing to higher Street price targets centered on opportunities in AI powered industrial digital twins and new Agentic AI tools. Analyst Commentary Recent Street research skews positive on Cadence Design Systems, with several bullish analysts raising price targets and tying their views to AI related growth opportunities in industrial digital twins and Agentic AI tools.

Recent updates

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