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Cadence Design Systems, Inc.NasdaqGS:CDNS Aktierapport

Marknadsvärde US$91.1b
Aktiekurs
US$329.95
US$371.68
11.2% undervärderad intrinsisk rabatt
1Y10.1%
7D5.0%
Portföljens värde
Utsikt

Cadence Design Systems, Inc.

NasdaqGS:CDNS Aktierapport

Börsvärde: US$91.1b

Cadence Design Systems (CDNS) Aktievy

Cadence Design Systems, Inc. utvecklar beräkningsbaserade, AI-drivna mjukvaru-, hårdvaru- och kiselprodukter samt lösningar för immateriella rättigheter. Mer information

CDNS fundamental analys
Snöflinga Score
Värdering0/6
Framtida tillväxt3/6
Tidigare resultat2/6
Finansiell hälsa4/6
Utdelningar0/6

Belöningar

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CDNS Community Fair Values

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Community Contributor
US$6.85FV 71.1% undervärderad intrinsisk rabatt
73.0%Revenue growth p.a.
3.1k
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69
1mo ago

Cadence Design Systems, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Cadence Design Systems
Historiska aktiekurser
Aktuell aktiekursUS$329.95
52 veckors högstaUS$376.45
52 veckors lägstaUS$262.75
Beta1.04
1 månads förändring18.74%
3 månaders förändring11.33%
1 års förändring10.08%
3 års förändring60.93%
5 års förändring160.01%
Förändring sedan börsintroduktionen7,323.88%

Senaste nyheter och uppdateringar

Recent updates

CDNS: AI Partnerships And Software Multiples Will Shape Forward Returns

The analyst price target for Cadence Design Systems has been raised by $4.31 to $316.06. Analysts cite recent target revisions across the Street that balance higher long term earnings estimates with a more conservative P/E multiple amid software sector volatility and AI related demand expectations.

Cadence Design Systems: The Foundation For All Things AI

Apr 28

Cadence Design Systems (CDNS): The Silicon-to-Systems AI Inflection

Cadence Design Systems (CDNS) , the premier architect of computational software for semiconductor and systems design, enters the final trading hours of Friday, April 24, 2026 , as it prepares for its Q1 2026 earnings release scheduled for Monday, April 27, 2026. The company sits at a critical juncture in the "Silicon-to-Systems" era, having just expanded its strategic alliances with NVIDIA and Google Cloud to integrate Gemini LLMs and Cadence’s ChipStack AI Super Agent into its cloud-native platforms.

CDNS: AI Demand And Software Multiple Compression Will Shape Forward Returns

Analysts have modestly adjusted their fair value estimate for Cadence Design Systems to $311.75. This reflects updated expectations for slightly stronger revenue growth, higher profit margins and a lower assumed discount rate, even as price targets across the Street pull back on compressed software multiples and more cautious 2026 assumptions.

CDNS: AI Software Demand And NVIDIA Partnership Will Drive Shares Higher

Analysts have trimmed the blended price target on Cadence Design Systems by about $12 to reflect lower applied P/E multiples amid broader software volatility, even as they highlight solid Q4 results, raised long term EPS estimates, and ongoing AI related demand as key supports for the updated outlook. Analyst Commentary Recent research points to a mixed but generally constructive view on Cadence Design Systems, with analysts adjusting price targets to account for software sector volatility while still pointing to execution on earnings and demand as support for the equity story.

CDNS: AI Software Demand And Multiple Compression Will Shape Future Returns

Analyst price targets for Cadence Design Systems have been trimmed by about $25 to $35 per share as analysts factor in lower valuation multiples after recent software volatility. They still point to solid Q4 results, raised longer term EPS estimates, and AI driven recurring software demand as key supports for the updated views.

CDNS: AI Demand And Software Volatility Will Shape Future Pricing

Analysts trimmed their fair value estimate for Cadence Design Systems from about $317.59 to $310.77, reflecting lower valuation multiples even as they factor in higher revenue growth, stronger profit margins and updated P/E assumptions supported by recent earnings beats, longer term guidance and continued AI related demand. Analyst Commentary Recent Street research on Cadence Design Systems points to a mixed setup for investors, with several bearish analysts trimming price targets even as they acknowledge solid execution and AI related demand.

CDNS: AI Design And Chiplet Advances Will Support Measured Future Pricing

Analysts have modestly lifted their price target on Cadence Design Systems, citing updated assumptions for revenue growth of 10.54%, profit margin of 20.81%, and a future P/E of 74.42. These factors collectively support a fair value estimate near $317.59.

CDNS: AI Design And Chiplet Ecosystem Progress Will Shape Fair Pricing

Narrative Update on Cadence Design Systems Analysts now see fair value for Cadence Design Systems at about US$318, roughly US$4 below the prior estimate, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E. What's in the News Private equity investor Orlando Bravo highlighted the recent software selloff as creating what he called a "huge buying opportunity," which may shape sentiment around software names that, like Cadence, are tied to critical design and infrastructure tools (Financial Times interview, as cited in periodical).

CDNS: AI Design Demand And Chiplet Progress Will Test Fair Valuation

Narrative Update on Cadence Design Systems Analysts have lifted their fair value estimate for Cadence Design Systems from US$278.62 to US$321.36, citing recent price target increases such as the move to US$405, as well as continued confidence in strong chip design demand in artificial intelligence and high performance compute applications. Analyst Commentary Recent commentary around Cadence Design Systems has centered on how current expectations line up with the company’s execution in chip design tools for artificial intelligence and high performance compute.

CDNS: AI And High Performance Compute Demand Will Drive Future Upside

Analysts have raised their fair value estimate for Cadence Design Systems by $8 to $418, citing stronger recent Q3 results, firm forward growth guidance, and continued demand for the company's tools in artificial intelligence and high performance computing as the main reasons for the higher target. Analyst Commentary Analysts reacting to the recent Q3 report are highlighting what they see as solid execution and a supportive demand backdrop for Cadence Design Systems, especially in artificial intelligence and high performance computing workloads.

Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?

Dec 31
Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?

CDNS: AI And HPC Design Demand Will Drive Shares Higher

Analysts have nudged their price target on Cadence Design Systems higher by $2 to approximately $384 per share, citing sustained strength in advanced chip design activity for artificial intelligence and high performance computing, as well as solid near term growth guidance. Analyst Commentary JPMorgan lifted its price target on Cadence Design Systems to $405 from $390 and reiterated an Overweight rating following a strong Q3 print and guidance for another quarter of solid growth.

CDNS: Advanced Chip Designs in AI Will Drive Share Performance Higher

Analysts have raised their price target for Cadence Design Systems from $390 to $405, citing strong Q3 results and continued growth in advanced chip design activities, particularly in artificial intelligence and high performance computing. Analyst Commentary Bullish Takeaways Bullish analysts point to Cadence's consistently strong earnings performance, highlighting impressive Q3 results and positive forward guidance.

CDNS: Advanced Chip Design Demand Will Drive Stronger Share Performance

The analyst price target for Cadence Design Systems has been increased by $3 to $381.64, as analysts cite continued strong demand in advanced chip design as well as a positive growth outlook following robust quarterly results. Analyst Commentary Recent updates from major analysts have highlighted both strengths and risks facing Cadence Design Systems.

CDNS: Advanced AI Chip Designs Will Drive Continued Market Leadership

Analysts raised their fair value estimate for Cadence Design Systems to $378.26 from $370.84. They cited improved revenue growth expectations and ongoing strength in demand for advanced chip design, particularly in artificial intelligence and high-performance computing sectors.

AI Design And Chiplet Architecture Will Drive Future Success

Analysts have recently raised their price target for Cadence Design Systems to $400, up from previous targets around $350. They cite robust earnings, upward guidance revisions, and expectations for continued growth, driven by strength in hardware and AI-related demand.

AI Design And Chiplet Architecture Will Drive Future Success

The analyst price target for Cadence Design Systems has been slightly raised to $370.84. This reflects ongoing confidence in the company's growth prospects and robust demand, according to recent analyst commentary.

Investors Can Find Comfort In Cadence Design Systems' (NASDAQ:CDNS) Earnings Quality

Aug 06
Investors Can Find Comfort In Cadence Design Systems' (NASDAQ:CDNS) Earnings Quality

Cadence Design Systems, Inc.'s (NASDAQ:CDNS) 32% Jump Shows Its Popularity With Investors

May 08
Cadence Design Systems, Inc.'s (NASDAQ:CDNS) 32% Jump Shows Its Popularity With Investors

Cadence Design Systems: Gaining Ground To Synopsys

Apr 27

Cadence Design Systems: Strong Compounder But Lacks The Growth I Desire

Feb 24

Cadence Q3: Export Control Regulations Might Affect Growth; Downgrade To 'Sell'

Dec 02

Cadence Design Systems: Initiating With A Buy On AI Strides

Oct 31

The Market Has High Expectations, But Cadence May Be Able To Exceed Them

Oct 03

Aktieägarnas avkastning

CDNSUS SoftwareUS Marknad
7D5.0%-0.7%-0.2%
1Y10.1%-6.3%27.6%

Avkastning vs industri: CDNS översteg US Software branschen som gav -6.3 % under det senaste året.

Avkastning vs Marknaden: CDNS presterade sämre än US marknaden som gav 27.6 % under det senaste året.

Prisvolatilitet

Is CDNS's price volatile compared to industry and market?
CDNS volatility
CDNS Average Weekly Movement6.9%
Software Industry Average Movement10.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stabil aktiekurs: CDNS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: CDNS s veckovolatilitet ( 7% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
198715,110Anirudh Devganwww.cadence.com

Cadence Design Systems, Inc. utvecklar beräkningsbaserade, AI-drivna mjukvaru-, hårdvaru- och kiselprodukter och lösningar. Företaget erbjuder tjänster för funktionell verifiering, såsom Jasper, en plattform för formell verifiering; Xcelium, en plattform för parallell logiksimulering; Verisium, en generativ AI-lösning; Palladium, en emuleringsplattform för företag; och Protium, en prototypplattform för chipverifiering, samt produkter för digital IC-design och sign-off, inklusive In novus-plattformen; och anpassade IC-design- och simuleringsprodukter, inklusive Virtuoso, en plattform för att designa och verifiera analogt. Företaget tillhandahåller också Xcelium logiksimulator och andra teknologier för front-end-verifiering och virtuell prototyping; styrenheter och fysiska gränssnitt; PCI Express, universal accelerator och compute express-länkar och multipla minnesgränssnitt; och Ten Silica, en digital signalprocessor.

Cadence Design Systems, Inc. Sammanfattning av grunderna

Hur förhåller sig Cadence Design Systems:s resultat och omsättning till dess börsvärde?
CDNS grundläggande statistik
BörsvärdeUS$91.12b
Vinst(TTM)US$1.17b
Intäkter(TTM)US$5.53b
77.8x
P/E-förhållande
16.5x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
CDNS resultaträkning (TTM)
IntäkterUS$5.53b
Kostnad för intäkterUS$769.66m
BruttovinstUS$4.76b
Övriga kostnaderUS$3.59b
IntäkterUS$1.17b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)4.24
Bruttomarginal86.08%
Nettovinstmarginal21.18%
Skuld/egenkapitalförhållande44.3%

Hur har CDNS utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 11:31
Aktiekurs vid dagens slut2026/04/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cadence Design Systems, Inc. bevakas av 41 analytiker. 23 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Joseph VruwinkBaird
Gary MobleyBenchmark Company
Nay Soe NaingBerenberg