Salud financiera de hoja de balance de Cadence Design Systems
Salud financiera controles de criterios 4/6
Cadence Design Systems tiene un patrimonio de accionistas total de $6.6B y una deuda total de $2.9B, lo que sitúa su ratio deuda-patrimonio en 44.3%. Sus activos y pasivos totales son $12.1B y $5.5B respectivamente. El BAIT de Cadence Design Systems es de $1.8B, por lo que su ratio de cobertura de intereses es de 69.1. Tiene efectivo e inversiones a corto plazo que ascienden a $1.5B.
Información clave
44.29%
Ratio deuda-patrimonio
US$2.91b
Deuda
| Ratio de cobertura de intereses | 69.1x |
| Efectivo | US$1.55b |
| Patrimonio | US$6.56b |
| Total pasivo | US$5.54b |
| Activos totales | US$12.10b |
Actualizaciones recientes sobre salud financiera
No hay actualizaciones
Recent updates
Actualización de narrativa • Jul 01
CDNS: Agentic AI Virtual Engineer May Drive Future Upside
The analyst price target for Cadence Design Systems has been revised up by $10 to $450, with analysts pointing to AI powered industrial digital twin opportunities and early traction in Agentic AI tools as key drivers behind the updated assumptions on growth, profitability, and future P/E. Analyst Commentary Recent research on Cadence Design Systems points to a cluster of upward price target revisions, with bullish analysts highlighting AI powered industrial digital twins and Agentic AI tools as central themes in their updated work.Seeking Alpha • Jun 23
Cadence Design Systems: The Market Is Paying Up, But The Earnings Path Still Works
Summary I rate Cadence Design Systems a Buy with a $460 price target, reflecting 37% upside potential from the current level of $379. My growth drivers are agentic AI inside core EDA, semiconductor IP tied to memory and interconnect, SDA after Hexagon, and steady EPS support from buybacks and acquisition accretion. I assume these growth drivers can support the EPS to move from the current $7.90 to a 2028 adjusted EPS estimate of $10.07. I arrive at my price target by applying the 5-year forward non-GAAP P/E average multiple to my 2028 adjusted EPS estimate of $10.07. The main risk is valuation sensitivity because CDNS is already priced as a premium company, but I believe the backlog, management’s projected 17% revenue growth, strong margins, and AI-driven design demand still support the Buy rating. Read the full article on Seeking AlphaActualización de narrativa • Jun 17
CDNS: Agentic AI And Digital Twins Will Drive Future Upside
Analysts have raised their fair value estimate for Cadence Design Systems to $440 from $418, citing higher assumed revenue growth, slightly stronger profit margins, and ongoing enthusiasm for the company's AI driven tools and digital twin opportunity, as reflected in recent Street price target increases. Analyst Commentary Recent research on Cadence Design Systems highlights a cluster of bullish analysts raising price targets, pointing to what they view as a supportive backdrop for valuation as the company leans into AI powered tools and industrial digital twins.Artículo de análisis • Jun 17
Cadence Design Systems (CDNS) Stock Could Be 12.5% Overvalued After Intel Foundry Deal
Why the Intel Foundry deal matters for Cadence Design Systems stock Cadence Design Systems (CDNS) has drawn fresh attention after announcing a multi-year Design Technology Co Optimization partnership with Intel Foundry, along with the launch of an autonomous virtual engineer for semiconductor development using NVIDIA technology. The Intel collaboration targets next generation process technologies starting with Intel 14A. It combines Cadence’s agentic AI driven EDA and Design IP with Intel’s...
Actualización de narrativa • 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.
Actualización de narrativa • May 13
CDNS: AI Software Multiple Pressure Will Dominate Forward Return Expectations
Cadence Design Systems' analyst price targets have moved higher by up to $25, with analysts pointing to solid recent results, updated longer term earnings estimates, and ongoing AI related demand as key drivers behind the shift. Analyst Commentary Recent Street research on Cadence Design Systems shows a mix of enthusiasm around AI related demand and updated long term earnings estimates, alongside some caution around valuation and the pace of growth into 2026.Actualización de narrativa • Apr 29
CDNS: AI Partnerships And Software Multiples Will Shape Forward Returns
The analyst price target for Cadence Design Systems has been raised by $4.31 to $316.06. Analysts cite recent target revisions across the Street that balance higher long term earnings estimates with a more conservative P/E multiple amid software sector volatility and AI related demand expectations.Actualización de narrativa • Apr 15
CDNS: AI Demand And Software Multiple Compression Will Shape Forward Returns
Analysts have modestly adjusted their fair value estimate for Cadence Design Systems to $311.75. This reflects updated expectations for slightly stronger revenue growth, higher profit margins and a lower assumed discount rate, even as price targets across the Street pull back on compressed software multiples and more cautious 2026 assumptions.Actualización de narrativa • Apr 01
CDNS: AI Software Demand And NVIDIA Partnership Will Drive Shares Higher
Analysts have trimmed the blended price target on Cadence Design Systems by about $12 to reflect lower applied P/E multiples amid broader software volatility, even as they highlight solid Q4 results, raised long term EPS estimates, and ongoing AI related demand as key supports for the updated outlook. Analyst Commentary Recent research points to a mixed but generally constructive view on Cadence Design Systems, with analysts adjusting price targets to account for software sector volatility while still pointing to execution on earnings and demand as support for the equity story.Actualización de narrativa • Mar 17
CDNS: AI Software Demand And Multiple Compression Will Shape Future Returns
Analyst price targets for Cadence Design Systems have been trimmed by about $25 to $35 per share as analysts factor in lower valuation multiples after recent software volatility. They still point to solid Q4 results, raised longer term EPS estimates, and AI driven recurring software demand as key supports for the updated views.Actualización de narrativa • Mar 03
CDNS: AI Demand And Software Volatility Will Shape Future Pricing
Analysts trimmed their fair value estimate for Cadence Design Systems from about $317.59 to $310.77, reflecting lower valuation multiples even as they factor in higher revenue growth, stronger profit margins and updated P/E assumptions supported by recent earnings beats, longer term guidance and continued AI related demand. Analyst Commentary Recent Street research on Cadence Design Systems points to a mixed setup for investors, with several bearish analysts trimming price targets even as they acknowledge solid execution and AI related demand.Actualización de narrativa • Feb 17
CDNS: AI Design And Chiplet Advances Will Support Measured Future Pricing
Analysts have modestly lifted their price target on Cadence Design Systems, citing updated assumptions for revenue growth of 10.54%, profit margin of 20.81%, and a future P/E of 74.42. These factors collectively support a fair value estimate near $317.59.Actualización de narrativa • Feb 03
CDNS: AI Design And Chiplet Ecosystem Progress Will Shape Fair Pricing
Narrative Update on Cadence Design Systems Analysts now see fair value for Cadence Design Systems at about US$318, roughly US$4 below the prior estimate, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E. What's in the News Private equity investor Orlando Bravo highlighted the recent software selloff as creating what he called a "huge buying opportunity," which may shape sentiment around software names that, like Cadence, are tied to critical design and infrastructure tools (Financial Times interview, as cited in periodical).Actualización de narrativa • Jan 20
CDNS: AI Design Demand And Chiplet Progress Will Test Fair Valuation
Narrative Update on Cadence Design Systems Analysts have lifted their fair value estimate for Cadence Design Systems from US$278.62 to US$321.36, citing recent price target increases such as the move to US$405, as well as continued confidence in strong chip design demand in artificial intelligence and high performance compute applications. Analyst Commentary Recent commentary around Cadence Design Systems has centered on how current expectations line up with the company’s execution in chip design tools for artificial intelligence and high performance compute.Actualización de narrativa • Jan 06
CDNS: AI And High Performance Compute Demand Will Drive Future Upside
Analysts have raised their fair value estimate for Cadence Design Systems by $8 to $418, citing stronger recent Q3 results, firm forward growth guidance, and continued demand for the company's tools in artificial intelligence and high performance computing as the main reasons for the higher target. Analyst Commentary Analysts reacting to the recent Q3 report are highlighting what they see as solid execution and a supportive demand backdrop for Cadence Design Systems, especially in artificial intelligence and high performance computing workloads.Artículo de análisis • Dec 31
Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?
Cadence Design Systems, Inc. ( NASDAQ:CDNS ) received a lot of attention from a substantial price movement on the...Actualización de narrativa • Dec 14
CDNS: AI And HPC Design Demand Will Drive Shares Higher
Analysts have nudged their price target on Cadence Design Systems higher by $2 to approximately $384 per share, citing sustained strength in advanced chip design activity for artificial intelligence and high performance computing, as well as solid near term growth guidance. Analyst Commentary JPMorgan lifted its price target on Cadence Design Systems to $405 from $390 and reiterated an Overweight rating following a strong Q3 print and guidance for another quarter of solid growth.Actualización de narrativa • Nov 29
CDNS: Advanced Chip Designs in AI Will Drive Share Performance Higher
Analysts have raised their price target for Cadence Design Systems from $390 to $405, citing strong Q3 results and continued growth in advanced chip design activities, particularly in artificial intelligence and high performance computing. Analyst Commentary Bullish Takeaways Bullish analysts point to Cadence's consistently strong earnings performance, highlighting impressive Q3 results and positive forward guidance.Actualización de narrativa • Nov 15
CDNS: Advanced Chip Design Demand Will Drive Stronger Share Performance
The analyst price target for Cadence Design Systems has been increased by $3 to $381.64, as analysts cite continued strong demand in advanced chip design as well as a positive growth outlook following robust quarterly results. Analyst Commentary Recent updates from major analysts have highlighted both strengths and risks facing Cadence Design Systems.Actualización de narrativa • Nov 01
CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership
Analysts raised their fair value estimate for Cadence Design Systems to $378.26 from $370.84. They cited improved revenue growth expectations and ongoing strength in demand for advanced chip design, particularly in artificial intelligence and high-performance computing sectors.Actualización de narrativa • Oct 17
AI Design And Chiplet Architecture Will Drive Future Success
Analysts have recently raised their price target for Cadence Design Systems to $400, up from previous targets around $350. They cite robust earnings, upward guidance revisions, and expectations for continued growth, driven by strength in hardware and AI-related demand.Actualización de narrativa • Oct 03
AI Design And Chiplet Architecture Will Drive Future Success
The analyst price target for Cadence Design Systems has been slightly raised to $370.84. This reflects ongoing confidence in the company's growth prospects and robust demand, according to recent analyst commentary.Artículo de análisis • Aug 06
Investors Can Find Comfort In Cadence Design Systems' (NASDAQ:CDNS) Earnings Quality
NasdaqGS:CDNS 1 Year Share Price vs Fair Value Explore Cadence Design Systems's Fair Values from the Community and...Seeking Alpha • Apr 27
Cadence Design Systems: Gaining Ground To Synopsys
Summary Cadence Design Systems has a strong product portfolio, robust R&D investment, and market share gains despite Synopsys' lead. Cadence's market share rose to 35.1% in 2024, narrowing the gap with Synopsys, driven by functional verification platforms like Palladium Z3 and Protium X3. Synopsys' aggressive acquisition strategy and larger R&D spending support its market leadership, but Cadence's partnerships and geographic growth in the US and Asia remain strong. Despite challenges in China, Cadence's projected 5-year average revenue growth of 12.8% and FCF margins of 24.5% indicate significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Cadence Design Systems: Strong Compounder But Lacks The Growth I Desire
Summary Cadence Design Systems stock is fairly valued with limited downside, in the long run, due to its stable, recurring business and strong position in analog semiconductor design. Despite its strengths, Cadence's growth is slower than desired, leading to a hold rating. Cadence's investment in AI tools and R&D enhances productivity and ARPU, offering long-term growth potential. Financially, Cadence outperforms Synopsys in gross margins and FCF/EC, but faces risks from decreasing margins and competition from Chinese EDA companies. Read the full article on Seeking AlphaAnálisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($3.2B) de CDNS superan a sus pasivos a corto plazo ($2.2B).
Pasivo a largo plazo: Los activos a corto plazo ($3.2B) de CDNS no cubren sus pasivos a largo plazo ($3.4B).
Historial y análisis de deuda-patrimonio
Nivel de deuda: El ratio deuda neta-patrimonio (20.7%) de CDNS se considera satisfactorio.
Reducción de la deuda: El ratio deuda-patrimonio de CDNS ha crecido de 8.2% a 44.3% en los últimos 5 años.
Cobertura de la deuda: La deuda de CDNS está bien cubierta por el flujo de caja operativo (55%).
Cobertura de intereses: Los pagos de intereses de la deuda de CDNS están bien cubiertos por el BAIT (69.1x cobertura).
Hoja de balance
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Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/14 03:58 |
| Precio de las acciones al final del día | 2026/07/14 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Cadence Design Systems, Inc. está cubierta por 37 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joseph Vruwink | Baird |
| Gary Mobley | Benchmark Company |
| Gustav Froberg | Berenberg |