Cadence Design Systems (CDNS) Panoramica del titolo
Cadence Design Systems, Inc. sviluppa prodotti e soluzioni di proprietà intellettuale di software, hardware e silicio computazionali e basati sull'intelligenza artificiale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per CDNS dai nostri controlli di rischio.
CDNS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$344.64
FV
11.7% sopravvalutato sconto intrinseco11.10%
Revenue growth p.a.
68
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Concorrenti di Cadence Design Systems, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$384.96 |
| Massimo di 52 settimane | US$416.69 |
| Minimo di 52 settimane | US$262.75 |
| Beta | 1.15 |
| Variazione di 1 mese | 8.58% |
| Variazione a 3 mesi | 34.12% |
| Variazione di 1 anno | 28.32% |
| Variazione a 3 anni | 63.23% |
| Variazione a 5 anni | 195.06% |
| Variazione dall'IPO | 8,561.60% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 10
Cadence Design Systems: The Software Version Of An AI Bottleneck
Summary Cadence is emerging as the most obvious AI winner among software names, benefiting from surging demand rather than disruption. Cadence sits in an EDA duopoly where AI is a demand driver, not a disruptor: its tools are now ~11% of customers' chip-design R&D (up from ~7%), and it's new. The clean operator in the duopoly, Cadence, is compounding (~19% revenue, ~25% EPS growth, record $8B backlog) while Synopsys digests its $35B Ansys deal with earnings down year over year. The main risk is the multiple: at ~50x forward after a strong run, there's little margin for error if the AI-winner narrative cools or agentic monetization slips. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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
Seeking Alpha • Jun 10
Cadence Design Systems: The Software Version Of An AI Bottleneck
Summary Cadence is emerging as the most obvious AI winner among software names, benefiting from surging demand rather than disruption. Cadence sits in an EDA duopoly where AI is a demand driver, not a disruptor: its tools are now ~11% of customers' chip-design R&D (up from ~7%), and it's new. The clean operator in the duopoly, Cadence, is compounding (~19% revenue, ~25% EPS growth, record $8B backlog) while Synopsys digests its $35B Ansys deal with earnings down year over year. The main risk is the multiple: at ~50x forward after a strong run, there's little margin for error if the AI-winner narrative cools or agentic monetization slips. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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 AlphaSeeking Alpha • Dec 02
Cadence Q3: Export Control Regulations Might Affect Growth; Downgrade To 'Sell'
Summary I assigned a “Sell” rating to Cadence Design Systems stock due to overvaluation concerns and potential export restrictions, with a one-year price target of $270 per share. Despite delivering strong revenue and profit growth, geopolitical tensions and new US export restrictions on China could cloud Cadence's business growth. Cadence's AI initiatives and partnerships with major chip design companies bolster their intelligent system design strategy, but valuation remains a concern. Upside risks include potential export licenses and accelerated revenue growth in developed markets, driven by the rapid growth in AI. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Cadence Design Systems: Initiating With A Buy On AI Strides
Summary I'm initiating Cadence Design Systems stock with a buy for mid to long-term investors. Cadence should see better top-line growth in 2025 and 2026 on the back of AI adoption and the increased need for EDA providers, a market that it dominates alongside Synopsys. The EDA market is expected to grow at a CAGR of 9.40% from 2024 to 2032 to $35.88 billion. I hereon share my sentiment on CDNS and why I see more upside after this quarter's report. Read the full article on Seeking AlphaRendimenti per gli azionisti
| CDNS | US Software | US Mercato | |
|---|---|---|---|
| 7D | 2.3% | -6.2% | 0.8% |
| 1Y | 28.3% | -16.3% | 24.2% |
Ritorno vs Industria: CDNS ha superato il US Software che ha restituito -16.3 % nell'ultimo anno.
Rendimento vs Mercato: CDNS ha superato il mercato US che ha restituito 24.2 % nell'ultimo anno.
Volatilità dei prezzi
| CDNS volatility | |
|---|---|
| CDNS Average Weekly Movement | 6.7% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CDNS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di CDNS è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1987 | 13,800 | Anirudh Devgan | www.cadence.com |
Cadence Design Systems, Inc. sviluppa prodotti e soluzioni di proprietà intellettuale software, hardware e silicio computazionali e basati sull'intelligenza artificiale. L'azienda offre servizi di verifica funzionale, come Jasper, una piattaforma di verifica formale; Xcelium, una piattaforma di simulazione logica parallela; Verisium, una soluzione di intelligenza artificiale generativa; Palladium, una piattaforma di emulazione aziendale; e Protium, una piattaforma di prototipazione per la verifica dei chip, nonché prodotti di progettazione e firma di circuiti integrati digitali, tra cui la piattaforma In novus; e prodotti di progettazione e simulazione di circuiti integrati personalizzati, tra cui Virtuoso, una piattaforma per la progettazione e la verifica analogica. L'azienda fornisce anche il simulatore logico Xcelium e altre tecnologie di verifica front-end e di prototipazione virtuale; controller e interfacce fisiche; PCI Express, acceleratore universale e collegamenti compute express e interfacce di memoria multiple; e Ten Silica, un processore di segnale digitale.
Cadence Design Systems, Inc. Riepilogo dei fondamenti
| CDNS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$105.84b |
| Utili (TTM) | US$1.17b |
| Ricavi(TTM) | US$5.53b |
90.7x
Rapporto P/E19.2x
Rapporto P/SCDNS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CDNS Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.53b |
| Costo del fatturato | US$769.66m |
| Profitto lordo | US$4.76b |
| Altre spese | US$3.59b |
| Utili | US$1.17b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.25 |
| Margine lordo | 86.08% |
| Margine di profitto netto | 21.18% |
| Rapporto debito/patrimonio netto | 44.3% |
Come si è comportato CDNS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/12 05:56 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cadence Design Systems, Inc. è coperta da 40 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Joseph Vruwink | Baird |
| Gary Mobley | Benchmark Company |
| Nay Soe Naing | Berenberg |