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Cadence Design Systems, Inc. Stock Price

NasdaqGS:CDNS Community·US$102.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 194 Fair Values set on narratives written by author

CDNS Share Price Performance

US$375.77
55.47 (17.32%)
US$383.94
Fair Value
US$375.77
55.47 (17.32%)
2.1% undervalued intrinsic discount
US$383.94
Fair Value
Price US$375.77
AnalystConsensusTarget US$383.94
TibiT US$344.64
AnalystHighTarget US$450.00

CDNS Community Narratives

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Fair Value US$383.94 2.1% 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
Fair Value
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Fair Value US$344.64 9.0% overvalued intrinsic discount

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

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2users have followed this narrative
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Fair Value US$450 16.5% 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
9.0% overvalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
37.3%
Future PE
41.4x
Price in 2031
US$518.33
US$383.94
2.1% undervalued intrinsic discount
Revenue
13.39% p.a.
Profit Margin
23.97%
Future PE
72.73x
Price in 2029
US$491.3
US$315.1
19.3% overvalued intrinsic discount
Revenue
11.6% p.a.
Profit Margin
20.8%
Future PE
71.69x
Price in 2029
US$403.01

Trending Discussion

Updated Narratives

CDNS logo

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

Fair Value: US$344.64 9.0% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CDNS: Agentic AI Virtual Engineer May Drive Future Upside

Fair Value: US$450 16.5% 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
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CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns

Fair Value: US$383.94 2.1% undervalued intrinsic discount
80 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
Jul 27, 2026
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

Narrative Update Jul 01

CDNS: Agentic AI Virtual Engineer May Drive Future Upside

The analyst price target for Cadence Design Systems has been revised up by $10 to $450, with analysts pointing to AI powered industrial digital twin opportunities and early traction in Agentic AI tools as key drivers behind the updated assumptions on growth, profitability, and future P/E. Analyst Commentary Recent research on Cadence Design Systems points to a cluster of upward price target revisions, with bullish analysts highlighting AI powered industrial digital twins and Agentic AI tools as central themes in their updated work.

Recent updates

No updates