NasdaqGS:CDNSSoftware
Is Renewed China Sales and Raised Outlook Altering the Investment Case for Cadence Design Systems (CDNS)?
Cadence Design Systems recently reported second quarter 2025 results, with adjusted EPS of US$1.65 and revenue of US$1.30 billion, both surpassing analyst expectations, while also raising annual guidance for both metrics.
An important factor behind this performance was the resumption of sales to China after U.S. export restrictions were eased, with China accounting for 9% of second quarter sales.
To understand how this renewed access to the Chinese market affects Cadence's outlook, we'll...