Cadence Design Systems, Inc.

NasdaqGS:CDNS 주식 리포트

시가총액: US$105.8b

Cadence Design Systems 배당 및 자사주 매입

배당 기준 점검 0/6

Cadence Design Systems 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

0.8%

자사주 매입 수익률

총 주주 수익률0.8%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

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 Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 CDNS 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: CDNS 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

Cadence Design Systems 배당 수익률 vs 시장
CDNS의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (CDNS)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Software)1.0%
분석가 예측 (CDNS) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 CDNS 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 CDNS 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 CDNS 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: CDNS 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 21:35
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Cadence Design Systems, Inc.는 40명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph VruwinkBaird
Gary MobleyBenchmark Company
Nay Soe NaingBerenberg