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CDNSNASDAQ/information technology

Cadence Design Systems, Inc.

$377.92Down-6,25 (-1,63%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Cadence Design Systems, Inc. operates in Electronic Design Automation within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
390,08
Hoch
390,98
Tief
375,12
Marktkapitalisierung
104,24 Mrd.
KGV
87.89
52-Wochen-Hoch
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Dividende
--
Quartalsdividende
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3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
AI accelerators and custom silicon increase demand for implementation, verification and computational software. The base case remains conditional on export-control compliance staying manageable.
Bull case
AI accelerators and custom silicon increase demand for implementation, verification and computational software. Multiphysics and system-analysis tools can extend Cadence beyond chip design into complete product workflows. Multi-year agreements with major design teams can support revenue visibility and platform adoption.
Bear case
Restrictions and compliance failures can limit customer access and create legal or reputational costs. Customers may favor competing toolchains or internal solutions during major technology transitions. Portfolio expansion through acquisitions can create integration, retention and return-on-capital risk.
Thesis invalidation
Reassess the thesis if restrictions and compliance failures can limit customer access and create legal or reputational costs.

Key catalysts

  • AI-driven design demand

    AI accelerators and custom silicon increase demand for implementation, verification and computational software.

  • System design expansion

    Multiphysics and system-analysis tools can extend Cadence beyond chip design into complete product workflows.

  • Long-duration customer commitments

    Multi-year agreements with major design teams can support revenue visibility and platform adoption.

Principal risks

  • Export-control compliance

    Restrictions and compliance failures can limit customer access and create legal or reputational costs.

  • EDA competition

    Customers may favor competing toolchains or internal solutions during major technology transitions.

  • Acquisition execution

    Portfolio expansion through acquisitions can create integration, retention and return-on-capital risk.

Latest earnings research

Q1 2026

Cadence reported first-quarter 2026 results and discussed demand for AI-driven electronic design automation, system design and intellectual property.

Valuation interpretation

  • A premium multiple requires Cadence to translate design complexity into durable recurring growth across chips and systems.
  • Contract visibility supports quality, while regulatory exposure and acquisition execution remain meaningful offsets.

Peer research

SNPSAAPLADBE

Recent news

Zacks · vor 3 Stunden

Cadence Design Systems (CDNS) Suffers a Larger Drop Than the General Market: Key Insights

Zacks · vor 4 Stunden

Top Research Reports for SAP, UBS & Cadence

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Insider Monkey · vor 4 Tagen

Cadence (CDNS) Expands Collaboration with HPE for AI Data Center Modernization

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Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Cadence Reports First Quarter 2026 Financial ResultsCadence Design Systems, Inc. · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 27/04/2026 00:00:00

Open original source
Cadence Design Systems, Inc. Investor RelationsCadence Design Systems, Inc. · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Cadence Design Systems, Inc. SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source

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