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Cadence Design Systems, Inc. Stock Price

NasdaqGS:CDNS Community·US$77.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 182 Fair Values set on narratives written by author

CDNS Share Price Performance

US$279.39
45.57 (19.49%)
US$371.68
Fair Value
US$279.39
45.57 (19.49%)
24.8% undervalued intrinsic discount
US$371.68
Fair Value
Price US$279.39
AnalystConsensusTarget US$371.68
AnalystLowTarget US$310.77
TibiT US$344.64

CDNS Community Narratives

AnalystConsensusTarget·
Fair Value US$371.68 24.8% undervalued intrinsic discount

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

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AnalystLowTarget·
Fair Value US$310.77 10.1% undervalued intrinsic discount

US-China Frictions And Open-Source Trends Will Dampen EDA Prospects

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4users have followed this narrative
TibiT·
Fair Value US$344.64 18.9% undervalued intrinsic discount

Cadence Design Systems (CDNS) – The Architect of the AI Era

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1users have followed this narrative
US$344.64
18.9% undervalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
37.3%
Future PE
41.4x
Price in 2031
US$518.33
US$371.68
24.8% undervalued intrinsic discount
Revenue
14.19% p.a.
Profit Margin
26.42%
Future PE
61.84x
Price in 2029
US$474.59
US$310.77
10.1% undervalued intrinsic discount
Revenue
13.89% p.a.
Profit Margin
25.73%
Future PE
53.55x
Price in 2029
US$397.03
US$418
33.2% undervalued intrinsic discount
Revenue
14% p.a.
Profit Margin
27.09%
Future PE
67.89x
Price in 2029
US$532.83

Trending Discussion

Updated Narratives

CDNS logo

Cadence Design Systems (CDNS) – The Architect of the AI Era

Fair Value: US$344.64 18.9% undervalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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CDNS: AI Software Demand And NVIDIA Partnership Will Drive Shares Higher

Fair Value: US$371.68 24.8% undervalued intrinsic discount
73 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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CDNS: AI Software Demand And Multiple Compression Will Shape Future Returns

Fair Value: US$310.77 10.1% undervalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
3 Rewards

Cadence Design Systems, Inc. Key Details

US$5.3b

Revenue

US$722.2m

Cost of Revenue

US$4.6b

Gross Profit

US$3.5b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
4.02
86.36%
20.94%
45.3%
View Full Analysis

About CDNS

Founded
1987
Employees
13800
CEO
Anirudh Devgan
WebsiteView website
www.cadence.com

Cadence Design Systems, Inc. develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including Innovus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog. It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies; controllers and physical interfaces; PCI express, universal accelerator and compute express links, and multiple memory interfaces; and Tensilica, a digital signal processor. In addition, the company’s design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure-IC, a solution for embedded security IP. Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end-to-end system-level design and verification across chips, packages, PCBs, and electronic systems; Allegro X and OrCAD X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AWR for RF design; Fidelity for computational fluid dynamics; Celsius for thermal and airflow analysis; Clarity 3D solver for electromagnetic and power electronics analysis and simulation; Integrity 3D-IC solution for 3D-IC and multi-chiplet designs; the Optimality Intelligent System Explorer, Reality digital twin, and Millennium enterprise multiphysics platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA for the development of engineering solutions tailored for agentic AI chip and system design. The company was incorporated in 1987 and is headquartered in San Jose, California.

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