Cadence Design Systems Résultats passés
Passé contrôle des critères 2/6
Cadence Design Systems a connu une croissance annuelle moyenne de ses bénéfices de 11.2%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 21.4% par an. Les revenus ont augmenté de en hausse à un taux moyen de 13.7% par an. Le rendement des capitaux propres de Cadence Design Systems est 17.8% et ses marges nettes sont de 21.2%.
Informations clés
11.23%
Taux de croissance des bénéfices
11.39%
Taux de croissance du BPA
| Software Croissance de l'industrie | 17.33% |
| Taux de croissance des recettes | 13.71% |
| Rendement des fonds propres | 17.85% |
| Marge nette | 21.18% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
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.Cadence Design Systems: The Foundation For All Things AI
Apr 28
Cadence Design Systems (CDNS): The Silicon-to-Systems AI Inflection
Cadence Design Systems (CDNS) , the premier architect of computational software for semiconductor and systems design, enters the final trading hours of Friday, April 24, 2026 , as it prepares for its Q1 2026 earnings release scheduled for Monday, April 27, 2026. The company sits at a critical juncture in the "Silicon-to-Systems" era, having just expanded its strategic alliances with NVIDIA and Google Cloud to integrate Gemini LLMs and Cadence’s ChipStack AI Super Agent into its cloud-native platforms.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.
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.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.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.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.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).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.
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.Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?
Dec 31
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.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.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.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.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.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.Investors Can Find Comfort In Cadence Design Systems' (NASDAQ:CDNS) Earnings Quality
Aug 06
Cadence Design Systems, Inc.'s (NASDAQ:CDNS) 32% Jump Shows Its Popularity With Investors
May 08Cadence Design Systems: Gaining Ground To Synopsys
Apr 27Cadence Design Systems: Strong Compounder But Lacks The Growth I Desire
Feb 24Cadence Q3: Export Control Regulations Might Affect Growth; Downgrade To 'Sell'
Dec 02Cadence Design Systems: Initiating With A Buy On AI Strides
Oct 31The Market Has High Expectations, But Cadence May Be Able To Exceed Them
Oct 03Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Cadence Design Systems gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 5,529 | 1,171 | 1,119 | 1,838 |
| 31 Dec 25 | 5,297 | 1,109 | 1,086 | 1,769 |
| 30 Sep 25 | 5,213 | 1,061 | 1,061 | 1,696 |
| 30 Jun 25 | 5,089 | 1,012 | 1,067 | 1,681 |
| 31 Mar 25 | 4,875 | 1,081 | 1,042 | 1,609 |
| 31 Dec 24 | 4,641 | 1,055 | 1,017 | 1,549 |
| 30 Sep 24 | 4,354 | 1,039 | 1,002 | 1,525 |
| 30 Jun 24 | 4,162 | 1,055 | 972 | 1,487 |
| 31 Mar 24 | 4,077 | 1,047 | 953 | 1,470 |
| 31 Dec 23 | 4,090 | 1,041 | 921 | 1,442 |
| 30 Sep 23 | 3,921 | 958 | 906 | 1,425 |
| 30 Jun 23 | 3,801 | 890 | 899 | 1,379 |
| 31 Mar 23 | 3,682 | 855 | 864 | 1,311 |
| 31 Dec 22 | 3,562 | 849 | 836 | 1,252 |
| 01 Oct 22 | 3,435 | 785 | 810 | 1,190 |
| 02 Jul 22 | 3,283 | 775 | 773 | 1,156 |
| 02 Apr 22 | 3,154 | 744 | 763 | 1,154 |
| 01 Jan 22 | 2,988 | 696 | 747 | 1,134 |
| 02 Oct 21 | 2,975 | 693 | 729 | 1,136 |
| 03 Jul 21 | 2,891 | 678 | 703 | 1,097 |
| 03 Apr 21 | 2,801 | 654 | 684 | 1,063 |
| 02 Jan 21 | 2,683 | 591 | 668 | 1,034 |
| 26 Sep 20 | 2,523 | 1,077 | 644 | 979 |
| 27 Jun 20 | 2,436 | 1,016 | 639 | 968 |
| 28 Mar 20 | 2,378 | 992 | 634 | 949 |
| 28 Dec 19 | 2,336 | 989 | 621 | 936 |
| 28 Sep 19 | 2,307 | 428 | 597 | 919 |
| 29 Jun 19 | 2,259 | 426 | 584 | 902 |
| 30 Mar 19 | 2,197 | 393 | 578 | 889 |
| 29 Dec 18 | 2,138 | 346 | 573 | 885 |
| 29 Sep 18 | 2,070 | 233 | 569 | 870 |
| 30 Jun 18 | 2,023 | 215 | 568 | 853 |
| 31 Mar 18 | 1,983 | 209 | 560 | 830 |
| 30 Dec 17 | 1,943 | 204 | 553 | 804 |
| 30 Sep 17 | 1,910 | 257 | 539 | 782 |
| 01 Jul 17 | 1,871 | 241 | 526 | 767 |
| 01 Apr 17 | 1,845 | 221 | 527 | 754 |
| 31 Dec 16 | 1,816 | 203 | 519 | 735 |
| 01 Oct 16 | 1,788 | 245 | 523 | 716 |
| 02 Jul 16 | 1,776 | 258 | 525 | 679 |
| 02 Apr 16 | 1,739 | 267 | 512 | 654 |
| 02 Jan 16 | 1,702 | 252 | 512 | 638 |
| 03 Oct 15 | 1,684 | 237 | 511 | 631 |
| 04 Jul 15 | 1,651 | 197 | 508 | 625 |
Des revenus de qualité: CDNS a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de CDNS sont inférieures à celles de l'année dernière CDNS. (21.2%) sont inférieures à celles de l'année dernière (22.2%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de CDNS ont augmenté de 11.2% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de CDNS au cours de l'année écoulée ( 8.3% ) est inférieure à sa moyenne sur 5 ans ( 11.2% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices CDNS au cours de l'année écoulée ( 8.3% ) n'a pas surpassé celle du secteur Software 16%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de CDNS ( 17.8% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 22:45 |
| Cours de l'action en fin de journée | 2026/04/30 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cadence Design Systems, Inc. est couverte par 41 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Gary Mobley | Benchmark Company |
| Nay Soe Naing | Berenberg |