Cadence Design Systems（CDNS）株式概要
ケイデンス・デザイン・システムズ社は、コンピューテーショナルでAI主導のソフトウェア、ハードウェア、シリコン知的財産製品およびソリューションを開発しています。 詳細
CDNS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$344.64
FV
14.4% 割高 内在価値ディスカウント11.10%
Revenue growth p.a.
63
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Cadence Design Systems, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$394.24 |
| 52週高値 | US$416.69 |
| 52週安値 | US$262.75 |
| ベータ | 1.15 |
| 1ヶ月の変化 | 8.70% |
| 3ヶ月変化 | 34.42% |
| 1年変化 | 30.69% |
| 3年間の変化 | 69.04% |
| 5年間の変化 | 201.04% |
| IPOからの変化 | 8,770.40% |
最新ニュース
Seeking Alpha • Jun 04
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
ナラティブの更新 • 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 04
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ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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 Alpha株主還元
| CDNS | US Software | US 市場 | |
|---|---|---|---|
| 7D | -4.8% | -11.4% | -2.7% |
| 1Y | 30.7% | -10.5% | 22.5% |
業界別リターン: CDNS過去 1 年間で-10.5 % の収益を上げたUS Software業界を上回りました。
リターン対市場: CDNS過去 1 年間で22.5 % の収益を上げたUS市場を上回りました。
価格変動
| CDNS volatility | |
|---|---|
| CDNS Average Weekly Movement | 6.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CDNS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CDNSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1987 | 13,800 | Anirudh Devgan | www.cadence.com |
ケイデンス・デザイン・システムズ社は、コンピューテーショナル、AI主導のソフトウェア、ハードウェア、シリコン知的財産製品およびソリューションを開発している。フォーマル検証プラットフォームJasper、並列ロジックシミュレーションプラットフォームXcelium、ジェネレーティブAIソリューションVerisium、エンタープライズエミュレーションプラットフォームPalladium、チップ検証用プロトタイピングプラットフォームProtiumなどの機能検証サービス、In novusプラットフォームを含むデジタルIC設計・サインオフ製品、アナログ設計・検証プラットフォームVirtuosoを含むカスタムIC設計・シミュレーション製品を提供しています。また、Xceliumロジック・シミュレータをはじめとするフロントエンド検証および仮想プロトタイピング技術、コントローラおよびフィジカル・インターフェイス、PCI Express、ユニバーサル・アクセラレータおよびコンピュート・エクスプレス・リンク、マルチメモリ・インターフェイス、デジタル・シグナル・プロセッサTen Silicaも提供している。さらに、同社の設計IPポートフォリオには、シリアライザ／デシリアライザ、周辺コンポーネント相互接続、USB、その他の標準プロトコル、組み込みセキュリティIPのソリューションであるSecure-ICなどがある。さらに、チップ、パッケージ、PCB、電子システムにわたるエンドツーエンドのシステムレベル設計と検証を可能にするソリューションであるSystem Design and Analysis（SD&A）プラットフォーム、PCBと高度なパッケージングのためのAllegro XとOrca Xプラットフォーム、シグナルインテグリティとパワーインテグリティのためのSigrity X、RF設計のためのAIR、計算流体力学のためのFidelityを提供しています；熱・気流解析のCelsius、電磁場・パワーエレクトロニクス解析・シミュレーションのClarity 3Dソルバー、3D-IC・マルチチップレット設計のIntegrity 3D-ICソリューション、Optimality Intelligent System Explorer、Reality digital twin、Millennium enterprise multiphasicプラットフォーム、Allegroシステム設計プラットフォーム、分子モデリング・シミュレーション・ソリューションとサービス。エヌビディアとは戦略的提携関係にある。同社は1987年に設立され、カリフォルニア州サンノゼに本社を置いている。
Cadence Design Systems, Inc. 基礎のまとめ
| CDNS 基礎統計学 | |
|---|---|
| 時価総額 | US$103.76b |
| 収益（TTM） | US$1.17b |
| 売上高(TTM) | US$5.53b |
92.9x
PER（株価収益率19.7x
P/SレシオCDNS は割高か？
公正価値と評価分析を参照収益と収入
| CDNS 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.53b |
| 売上原価 | US$769.66m |
| 売上総利益 | US$4.76b |
| その他の費用 | US$3.59b |
| 収益 | US$1.17b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.25 |
| グロス・マージン | 86.08% |
| 純利益率 | 21.18% |
| 有利子負債／自己資本比率 | 44.3% |
CDNS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/08 13:50 |
| 終値 | 2026/06/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cadence Design Systems, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Gary Mobley | Benchmark Company |
| Nay Soe Naing | Berenberg |