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Cadence Design Systems, Inc. Stock Price

NasdaqGS:CDNS Community·US$78.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 181 Fair Values set on narratives written by author

CDNS Share Price Performance

US$283.90
16.75 (6.27%)
US$384.20
Fair Value
US$283.90
16.75 (6.27%)
26.1% undervalued intrinsic discount
US$384.20
Fair Value
Price US$283.90
AnalystConsensusTarget US$384.20
AnalystLowTarget US$310.77
TibiT US$344.64

CDNS Community Narratives

AnalystConsensusTarget·
Fair Value US$384.2 26.1% undervalued intrinsic discount

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

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AnalystLowTarget·
Fair Value US$310.77 8.6% undervalued intrinsic discount

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

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3users have followed this narrative
TibiT·
Fair Value US$344.64 17.6% 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
17.6% 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$310.77
8.6% undervalued intrinsic discount
Revenue
13.89% p.a.
Profit Margin
25.73%
Future PE
53.55x
Price in 2029
US$397.03
US$418
32.1% undervalued intrinsic discount
Revenue
14% p.a.
Profit Margin
27.09%
Future PE
67.89x
Price in 2029
US$532.83
US$384.2
26.1% undervalued intrinsic discount
Revenue
11.36% p.a.
Profit Margin
24.33%
Future PE
74.57x
Price in 2028
US$489.9

Trending Discussion

Updated Narratives

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

Fair Value: US$344.64 17.6% 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 Multiple Compression Will Shape Future Returns

Fair Value: US$310.77 8.6% undervalued intrinsic discount
3 users have followed this narrative
0 users have commented on this narrative
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CDNS: AI And High Performance Compute Demand Will Drive Future Upside

Fair Value: US$418 32.1% undervalued intrinsic discount
4 users have followed 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. The company was incorporated in 1987 and is headquartered in San Jose, California.

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