CDNS logo

Cadence Design Systems, Inc. Stock Price

NasdaqGS:CDNS Community·US$90.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 199 Fair Values set on narratives written by author

CDNS Share Price Performance

US$338.61
4.85 (1.45%)
US$344.64
Fair Value
US$338.61
4.85 (1.45%)
1.7% undervalued intrinsic discount
US$344.64
Fair Value
Price US$338.61
TibiT US$344.64
AnalystConsensusTarget US$394.79
AnalystHighTarget US$450.00

CDNS Community Narratives

Fair Value
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Fair Value US$344.64 1.7% undervalued intrinsic discount

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

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4users have followed this narrative
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Fair Value US$394.79 14.2% undervalued intrinsic discount

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

2users have liked this narrative
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80users have followed this narrative
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Fair Value US$450 24.8% undervalued intrinsic discount

AI And IoT Advances Will Stimulate Next-Generation Chip Design

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4users have followed this narrative
US$344.64
1.7% 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$394.79
14.2% undervalued intrinsic discount
Revenue
13.47% p.a.
Profit Margin
24.18%
Future PE
74.12x
Price in 2029
US$505.94
US$315.1
7.5% overvalued intrinsic discount
Revenue
11.6% p.a.
Profit Margin
20.8%
Future PE
71.69x
Price in 2029
US$403.01

Trending Discussion

No trending discussion available.

Updated Narratives

CDNS logo

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

Fair Value: US$344.64 1.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CDNS logo

CDNS: AI Design Tools And Digital Twins Will Drive Balanced Future Outlook

Fair Value: US$394.79 14.2% undervalued intrinsic discount
80 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CDNS logo

CDNS: Agentic AI Virtual Engineer May Drive Future Upside

Fair Value: US$450 24.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Adequate balance sheet with limited growth.

0 Risks
2 Rewards

Cadence Design Systems, Inc. Key Details

US$5.5b

Revenue

US$769.7m

Cost of Revenue

US$4.8b

Gross Profit

US$3.6b

Other Expenses

US$1.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.25
86.08%
21.18%
44.3%
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 In novus 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 Ten Silica, 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 Orca X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AIR 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 multiphasic platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA. The company was incorporated in 1987 and is headquartered in San Jose, California.

Recent CDNS News & Updates

Seeking Alpha Jul 20

Cadence: Fears About Kimi Are Overblown, But Uncertainty Has Increased

Summary Cadence Design Systems remains fundamentally strong, with its moat intact despite recent sell-off concerns tied to Kimi K3 and open-source EDA tools. Kimi K3's capabilities are limited to outdated 45nm nodes, while CDNS operates at advanced 3nm and 2nm levels, maintaining a significant technological lead. CDNS's AI-driven ChipStack Super Agent has demonstrated verification cycle reductions from five weeks to less than a day, likely to be a key earnings call topic. Strong HBM memory demand is fueling >20% YoY growth in the IP segment, and Q2 comparisons will benefit from last year's China export restrictions. Read the full article on Seeking Alpha

Recent updates

No updates