Cadence Design Systems, Inc.

NasdaqGS:CDNS Stok Raporu

Piyasa değeri: US$91.0b

Cadence Design Systems Yönetim

Yönetim kriter kontrolleri 2/4

Cadence Design Systems CEO'su Anirudh Devgan, Nov2017 tarihinde atandı, in görev süresi 8.5 yıldır. in toplam yıllık tazminatı $ 56.68M olup, şirket hissesi ve opsiyonları dahil olmak üzere 1.4% maaş ve 98.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.12% ine doğrudan sahiptir ve bu hisseler $ 108.90M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.4 yıl ve 6.2 yıldır.

Anahtar bilgiler

Anirudh Devgan

İcra Kurulu Başkanı

US$56.7m

Toplam tazminat

CEO maaş yüzdesi1.41%
CEO görev süresi8.5yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi4.4yrs
Yönetim Kurulu ortalama görev süresi6.2yrs

Son yönetim güncellemeleri

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

CEO Tazminat Analizi

Anirudh Devgan'un ücretlendirmesi Cadence Design Systems'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$57mUS$800k

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$19mUS$750k

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$17mUS$750k

US$1b

Sep 30 2023n/an/a

US$958m

Jun 30 2023n/an/a

US$890m

Mar 31 2023n/an/a

US$855m

Dec 31 2022US$32mUS$725k

US$849m

Oct 01 2022n/an/a

US$785m

Jul 02 2022n/an/a

US$775m

Apr 02 2022n/an/a

US$744m

Jan 01 2022US$22mUS$605k

US$696m

Oct 02 2021n/an/a

US$693m

Jul 03 2021n/an/a

US$678m

Apr 03 2021n/an/a

US$654m

Jan 02 2021US$6mUS$562k

US$591m

Sep 26 2020n/an/a

US$1b

Jun 27 2020n/an/a

US$1b

Mar 28 2020n/an/a

US$992m

Dec 28 2019US$9mUS$550k

US$989m

Tazminat ve Piyasa: Anirudh 'nin toplam tazminatı ($USD 56.68M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.54M ).

Tazminat ve Kazançlar: Anirudh 'in maaşı son bir yılda %20'den fazla arttı.


CEO

Anirudh Devgan (55 yo)

8.5yrs
Görev süresi
US$56,683,575
Tazminat

Dr. Anirudh Devgan, Ph D., is Director of Lam Research Corporation from February 3, 2026. Dr. Devgan has been President of Cadence Design Systems, Inc. since November 16, 2017 and has been its Director sin...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Anirudh Devgan
CEO, President & Director8.5yrsUS$56.68m0.12%
$ 108.9m
John Wall
Senior VP & CFO8.6yrsUS$17.12m0.031%
$ 28.6m
Chin-Chi Teng
Senior VP and GM of the Digital & Signoff Group8.3yrsUS$15.19m0.055%
$ 50.2m
Paul Cunningham
Senior VP & GM of the System and Verification Group5.2yrsUS$15.21m0.047%
$ 42.4m
Paul Scannell
Senior Vice President of Customer Success Team2yrsUS$15.70m0.016%
$ 14.7m
Ariel Sella
Co-Founderno dataVeri yokVeri yok
Tarak Ray
Chief Information Officer & Senior VP2.3yrsVeri yokVeri yok
Richard Gu
Vice President of Investor Relationsno dataVeri yokVeri yok
Marc Taxay
Senior VP1.3yrsVeri yokVeri yok
Yoon Kim
Corporate VP of Global Human Resources1.3yrsVeri yokVeri yok
Nimish Modi
Senior VP & GM of Strategy and New Ventures3.7yrsUS$1.43mVeri yok
Thomas Beckley
Senior Vice President of Strategic Technology Programs13.7yrsUS$5.32m0.052%
$ 47.1m
4.4yrs
Ortalama Görev Süresi
57.5yo
Ortalama Yaş

Deneyimli Yönetim: CDNS 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Anirudh Devgan
CEO, President & Director4.8yrsUS$56.68m0.12%
$ 108.9m
Moshe N. Gavrielov
Independent Director1.4yrsUS$428.12k0.00040%
$ 364.0k
Young Sohn
Independent Director13.3yrsUS$343.90k0.0053%
$ 4.8m
Mark Adams
Independent Director11.3yrsUS$381.90k0.0047%
$ 4.3m
James Plummer
Independent Director14.6yrsUS$355.90k0.0098%
$ 9.0m
Alberto Sangiovanni-Vincentelli
Independent Director34.3yrsUS$367.66k0.015%
$ 13.6m
Lewis Chew
Independent Director6.2yrsUS$393.90k0.0031%
$ 2.8m
Luc den hove
Independent Directorless than a yearVeri yokVeri yok
Ita Brennan
Independent Director6.2yrsUS$391.90k0.0027%
$ 2.5m
Mary Krakauer
Independent Chairman4.3yrsUS$435.90k0.0015%
$ 1.4m
Julia Liuson
Independent Director5.3yrsUS$353.90k0.0021%
$ 1.9m
6.2yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CDNS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/01 15:21
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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. 41 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VruwinkBaird
Gary MobleyBenchmark Company
Gustav FrobergBerenberg