Cadence Design Systems (CDNS) Hisse Özeti
Cadence Design Systems, Inc. hesaplamalı, yapay zeka odaklı yazılım, donanım ve silikon fikri mülkiyet ürünleri ve çözümleri geliştirmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden CDNS için herhangi bir risk tespit edilmedi.
CDNS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$344.64
FV
11.7% aşırı değerlenmiş içsel indirim11.10%
Revenue growth p.a.
68
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Cadence Design Systems, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$384.96 |
| 52 Haftanın En Yüksek Seviyesi | US$416.69 |
| 52 Haftanın En Düşük Seviyesi | US$262.75 |
| Beta | 1.15 |
| 1 Aylık Değişim | 10.86% |
| 3 Aylık Değişim | 31.05% |
| 1 Yıllık Değişim | 27.97% |
| 3 Yıllık Değişim | 63.23% |
| 5 Yıllık Değişim | 191.35% |
| Halka arzdan bu yana değişim | 8,561.60% |
Son Haberler & Güncellemeler
Seeking Alpha • Jun 10
Cadence Design Systems: The Software Version Of An AI Bottleneck
Summary Cadence is emerging as the most obvious AI winner among software names, benefiting from surging demand rather than disruption. Cadence sits in an EDA duopoly where AI is a demand driver, not a disruptor: its tools are now ~11% of customers' chip-design R&D (up from ~7%), and it's new. The clean operator in the duopoly, Cadence, is compounding (~19% revenue, ~25% EPS growth, record $8B backlog) while Synopsys digests its $35B Ansys deal with earnings down year over year. The main risk is the multiple: at ~50x forward after a strong run, there's little margin for error if the AI-winner narrative cools or agentic monetization slips. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 03
CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns
Analysts have lifted the fair value estimate for Cadence Design Systems to $383.94 from $371.68, pointing to higher Street price targets centered on opportunities in AI powered industrial digital twins and new Agentic AI tools. Analyst Commentary Recent Street research skews positive on Cadence Design Systems, with several bullish analysts raising price targets and tying their views to AI related growth opportunities in industrial digital twins and Agentic AI tools.Recent updates
Seeking Alpha • Jun 10
Cadence Design Systems: The Software Version Of An AI Bottleneck
Summary Cadence is emerging as the most obvious AI winner among software names, benefiting from surging demand rather than disruption. Cadence sits in an EDA duopoly where AI is a demand driver, not a disruptor: its tools are now ~11% of customers' chip-design R&D (up from ~7%), and it's new. The clean operator in the duopoly, Cadence, is compounding (~19% revenue, ~25% EPS growth, record $8B backlog) while Synopsys digests its $35B Ansys deal with earnings down year over year. The main risk is the multiple: at ~50x forward after a strong run, there's little margin for error if the AI-winner narrative cools or agentic monetization slips. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 03
CDNS: AI Digital Twins And Agentic Tools Will Shape Future Returns
Analysts have lifted the fair value estimate for Cadence Design Systems to $383.94 from $371.68, pointing to higher Street price targets centered on opportunities in AI powered industrial digital twins and new Agentic AI tools. Analyst Commentary Recent Street research skews positive on Cadence Design Systems, with several bullish analysts raising price targets and tying their views to AI related growth opportunities in industrial digital twins and Agentic AI tools.
Anlatı Güncellemesi • May 13
CDNS: AI Software Multiple Pressure Will Dominate Forward Return Expectations
Cadence Design Systems' analyst price targets have moved higher by up to $25, with analysts pointing to solid recent results, updated longer term earnings estimates, and ongoing AI related demand as key drivers behind the shift. Analyst Commentary Recent Street research on Cadence Design Systems shows a mix of enthusiasm around AI related demand and updated long term earnings estimates, alongside some caution around valuation and the pace of growth into 2026.Anlatı Güncellemesi • Apr 29
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.Anlatı Güncellemesi • Apr 15
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.Anlatı Güncellemesi • Apr 01
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.Anlatı Güncellemesi • Mar 17
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.Anlatı Güncellemesi • Mar 03
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.Anlatı Güncellemesi • Feb 17
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.Anlatı Güncellemesi • Feb 03
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).Anlatı Güncellemesi • Jan 20
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.
Anlatı Güncellemesi • Jan 06
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.Analiz Makalesi • Dec 31
Is There Now An Opportunity In Cadence Design Systems, Inc. (NASDAQ:CDNS)?
Cadence Design Systems, Inc. ( NASDAQ:CDNS ) received a lot of attention from a substantial price movement on the...Anlatı Güncellemesi • Dec 14
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.Anlatı Güncellemesi • Nov 29
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.Anlatı Güncellemesi • Nov 15
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.Anlatı Güncellemesi • Nov 01
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.Anlatı Güncellemesi • Oct 17
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.Anlatı Güncellemesi • Oct 03
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.Analiz Makalesi • Aug 06
Investors Can Find Comfort In Cadence Design Systems' (NASDAQ:CDNS) Earnings Quality
NasdaqGS:CDNS 1 Year Share Price vs Fair Value Explore Cadence Design Systems's Fair Values from the Community and...Seeking Alpha • Apr 27
Cadence Design Systems: Gaining Ground To Synopsys
Summary Cadence Design Systems has a strong product portfolio, robust R&D investment, and market share gains despite Synopsys' lead. Cadence's market share rose to 35.1% in 2024, narrowing the gap with Synopsys, driven by functional verification platforms like Palladium Z3 and Protium X3. Synopsys' aggressive acquisition strategy and larger R&D spending support its market leadership, but Cadence's partnerships and geographic growth in the US and Asia remain strong. Despite challenges in China, Cadence's projected 5-year average revenue growth of 12.8% and FCF margins of 24.5% indicate significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Cadence Design Systems: Strong Compounder But Lacks The Growth I Desire
Summary Cadence Design Systems stock is fairly valued with limited downside, in the long run, due to its stable, recurring business and strong position in analog semiconductor design. Despite its strengths, Cadence's growth is slower than desired, leading to a hold rating. Cadence's investment in AI tools and R&D enhances productivity and ARPU, offering long-term growth potential. Financially, Cadence outperforms Synopsys in gross margins and FCF/EC, but faces risks from decreasing margins and competition from Chinese EDA companies. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Cadence Q3: Export Control Regulations Might Affect Growth; Downgrade To 'Sell'
Summary I assigned a “Sell” rating to Cadence Design Systems stock due to overvaluation concerns and potential export restrictions, with a one-year price target of $270 per share. Despite delivering strong revenue and profit growth, geopolitical tensions and new US export restrictions on China could cloud Cadence's business growth. Cadence's AI initiatives and partnerships with major chip design companies bolster their intelligent system design strategy, but valuation remains a concern. Upside risks include potential export licenses and accelerated revenue growth in developed markets, driven by the rapid growth in AI. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Cadence Design Systems: Initiating With A Buy On AI Strides
Summary I'm initiating Cadence Design Systems stock with a buy for mid to long-term investors. Cadence should see better top-line growth in 2025 and 2026 on the back of AI adoption and the increased need for EDA providers, a market that it dominates alongside Synopsys. The EDA market is expected to grow at a CAGR of 9.40% from 2024 to 2032 to $35.88 billion. I hereon share my sentiment on CDNS and why I see more upside after this quarter's report. Read the full article on Seeking AlphaHissedar Getirileri
| CDNS | US Software | US Pazar | |
|---|---|---|---|
| 7D | -2.4% | -5.5% | 0.5% |
| 1Y | 28.0% | -16.9% | 23.5% |
Getiri vs. Endüstri: CDNS geçen yıl % -16.9 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: CDNS geçen yıl % 23.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CDNS volatility | |
|---|---|
| CDNS Average Weekly Movement | 6.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: CDNS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CDNS 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1987 | 13,800 | Anirudh Devgan | www.cadence.com |
Cadence Design Systems, Inc. hesaplamalı, yapay zeka odaklı yazılım, donanım ve silikon fikri mülkiyet ürünleri ve çözümleri geliştirmektedir. Şirket, resmi bir doğrulama platformu olan Jasper; paralel bir mantık simülasyon platformu olan Xcelium; üretken bir yapay zeka çözümü olan Verisium; kurumsal bir emülasyon platformu olan Palladium; ve çip doğrulama için bir prototipleme platformu olan Protium gibi işlevsel doğrulama hizmetlerinin yanı sıra In novus platformu da dahil olmak üzere dijital IC tasarım ve imzalama ürünleri sunmaktadır; ve özel IC tasarım ve simülasyon ürünü, analog tasarlamak ve doğrulamak için bir platform olan Virtuoso'yu içerir. Ayrıca Xcelium mantık simülatörü ve diğer ön uç doğrulama ve sanal prototipleme teknolojileri; kontrolörler ve fiziksel arayüzler; PCI Express, evrensel hızlandırıcı ve compute express bağlantıları ve çoklu bellek arayüzleri; ve bir dijital sinyal işlemcisi olan Ten Silica sağlar.
Cadence Design Systems, Inc. Temel Bilgiler Özeti
| CDNS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$106.18b |
| Kazançlar(TTM) | US$1.17b |
| Gelir(TTM) | US$5.53b |
90.7x
F/K Oranı19.2x
P/S OranıCDNS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CDNS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.53b |
| Gelir Maliyeti | US$769.66m |
| Brüt Kâr | US$4.76b |
| Diğer Giderler | US$3.59b |
| Kazançlar | US$1.17b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 4.25 |
| Brüt Marj | 86.08% |
| Net Kâr Marjı | 21.18% |
| Borç/Özkaynak Oranı | 44.3% |
CDNS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/15 04:09 |
| Gün Sonu Hisse Fiyatı | 2026/06/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Cadence Design Systems, Inc. 40 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Vruwink | Baird |
| Gary Mobley | Benchmark Company |
| Nay Soe Naing | Berenberg |