CDNS

Cadence Design Systems Inc (CDNS) | Rumor.io

Cadence Design Systems

CDNS

Attention (50-day avg)0%

Attention rank (50-day avg)#851

Bullish sentiment (50-day avg)52%

Price to earnings ratio65.3

Market capitalization90.1B

Earnings per share5.02

Dividend yield (TTM)—

Revenue (annual)5.3B

Net income (annual)1.1B

Social

What share of all stock conversation is about CDNS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% +0	0% +0	0.01% 0

Sep 4

Cadence Design Systems' AI agents are increasing usage of EDA tools, leading to a potential increase in chip design quality and productivity.
The company's AI can increase chip design quality and designer productivity by over 1000%, according to Cambrian AI Research.
Cadence Design Systems' IP revenue is up over 40% YoY, with a record $8.1b backlog locking in future demand, and high-margin software delivering a projected $2b in full-year operating cash flow.

Generated by AI

Sentiment

Of the messages about CDNS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	46.43% -25	36.25% -58.79	88.68% -4.73
Bearish	—	53.57% +25	63.75% +58.79	11.32% +4.73

Bullish· Jul 28

Cadence Design Systems delivered a strong Q2 with revenue of $1.584 billion, beating estimates, and adjusted EPS of $2.11, also exceeding expectations.
The company raised its full-year guidance, with revenue expected to be between $6.26 billion and $6.34 billion, and adjusted EPS between $8.05 and $8.15.
Cadence's Q2 results demonstrate its continued growth momentum, with core chip-design software growing 18%, and semiconductor IP growing more than 40%.

Bearish· Apr 27

The company's CEO, Anirudh, is perceived as unenthusiastic and boring, which may negatively impact investor sentiment.
The stock's premium valuation, with a P/E ratio of approximately 82x, may already factor in projected AI upside, making it overvalued.
The company's reduced sales guidance and lowered EPS forecast may lead to a decline in the stock price, with some analysts expecting it to tank below $300.

Generated by AI

Topics

Of the messages about CDNS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	90.57%	20.76%	6.98%
Technical Analysis	—	1.89%	4.95%	0.67%
Macro	—	5.19%	21.07%	45.64%
Analysts	—	0%	34.35%	43.44%
Earnings	—	2.36%	18.86%	3.23%
Controversies	—	0%	0%	0.05%

Earnings· Jul 28

Cadence Design Systems ($CDNS) Q2 earnings beat market expectations, with revenue of $1.584 billion and adjusted EPS of $2.11, outperforming the FactSet consensus.
The company raised its full-year guidance, with revenue expected to be $6.26 billion to $6.34 billion and adjusted EPS expected to be $8.05 to $8.15.
Cadence's Q2 results were driven by strong demand for its software and IP, with a record backlog of $8.1 billion, and the company's CEO stated that the results were the "biggest quarter-over-quarter revenue growth upgrade" in the company's history.

Analysts· Apr 22

Cadence Design Systems is collaborating with TSMC to accelerate next-gen AI silicon design.
This collaboration is a key development for CDNS, highlighting its importance in the industry.
The partnership with TSMC is a significant endorsement of CDNS's capabilities in AI silicon design.

Announcements· Jun 9

Cadence Design Systems, Inc. (CDNS) is expanding its partnership with Intel, starting with Intel's upcoming 14A node, to bring AI-driven chip design tools and Design IP to Intel's process and packaging roadmap.
Stifel has raised its price target for CDNS to $432 from $395, with a buy rating, benefiting from semiconductor design demand.
CDNS has developed electronic design automation software, with Q1 FY26 revenue of $1B and EPS of $1.96, beating consensus expectations, with strong growth expected from EDA tailwinds and AI chip design.

Macro· Apr 22

Cadence Design Systems' new CEO, Lip-Bu Tan, has implemented significant cost-cutting measures and restructuring efforts, including a $10 billion cost reduction and 15,000 layoffs.
The company is betting on the 18A process node, which uses gate-all-around transistor architecture and backside power delivery, in an effort to rebuild Intel's manufacturing prowess.
This strategic shift aims to capitalize on the growing demand for advanced semiconductor manufacturing capabilities and potentially drive future growth for the company.

Generated by AI

Community

Of the messages about CDNS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	66.67%	56.77%	31.21%
Newcomers	0%	33.33%	43.23%	68.79%

Regulars· Jul 28

Cadence Design Systems reported a record backlog of $81 billion, driven by accelerating demand for AI-driven solutions, and raised its full-year outlook following a second-quarter earnings beat.
The company's Q2 earnings exceeded expectations, with revenue rising 24.2% year-over-year to $1.58 billion, and non-GAAP operating margin reaching 45.5%, compared to 42.8% in Q2 2025.
Analysts have raised their price targets for Cadence Design Systems, with Citi, KeyBanc, Bank of America, and Citi increasing their targets to $420, $450, and $420 respectively, following the company's solid Q2 earnings and revenue momentum.

Newcomers· Jul 28

Cadence Design Systems reported a record backlog of $8.1B, exceeding expectations, and raised full-year guidance with 19% revenue growth.
The company's Q2 results showed a 24% increase in revenue to $1.58B, and non-GAAP EPS of $2.11, beating expectations by 28%.
Cadence's core EDA growth was 18%, and semiconductor IP growth exceeded 40%, with advanced-packaging and system-design revenue growing 37%, highlighting the company's strong performance in the AI chip market.

Generated by AI

On September 15, Cadence Design Systems, Inc. (NASDAQ:CDNS) and Analog Devices, Inc. (NASDAQ:ADI) announced a collaboration integrating Cadence’s Tensilica DSP architecture into ADI’s latest generation of SHARC automotive audio processors. The joint effort aims to enhance in-vehicle infotainment by embedding advanced digital signal processing capabilities into premium automotive systems. You May Also Want To Read: […]

1d agoYahoo Finance

As Cadence Strengthens Its Partnership With TSMC, Here's What It Could Mean for AI Stocks

2d agoBarchart.com

Cadence Design Systems (CDNS) Outperforms Broader Market: What You Need to Know

In the most recent trading session, Cadence Design Systems (CDNS) closed at $326.03, indicating a +1.25% shift from the previous trading day.

4d agoYahoo Finance

Cadence Design Systems (CDNS) Unveils AI RTL Generation Agent

Cadence Design Systems (NasdaqGS:CDNS) introduced its RTL Generation Agent, extending the ChipStack AI Super Agent platform for chip design automation. The new agent automates front-end digital design and verification, turning natural language prompts into optimized RTL code for power, performance, and area. Early evaluations, including work with Honda on advanced automotive projects, report strong productivity and efficiency gains from the AI-assisted workflows. Cadence's RTL Generation...

4d agoYahoo Finance Singapore

Cadence Design (CDNS) Gets a Buy from Mizuho Securities

Detailed price information for Cadence Design Sys (CDNS-Q) from The Globe and Mail including charting and trades.

5d agoThe Globe and Mail

Cadence Design Systems Inc. stock outperforms competitors on strong trading day

5d agoMarketWatch

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Cadence Design Systems Inc

Technology
Software - Application

Cadence Design Systems, Inc. is an electronic design automation and computational software company that provides software, hardware, and semiconductor intellectual property for designing and verifying advanced chips and electronic systems. Cadence’s product portfolio covers core EDA tools, functional verification, emulation and prototyping, digital and custom IC design, semiconductor IP, and system design and analysis solutions. These offerings support semiconductor companies and engineering teams working on integrated circuits, system-on-chips, printed circuit boards, packaging, and full electromechanical systems. The company also serves industries such as hyperscale computing, mobile communications, automotive, aerospace, industrial technology, life sciences, telecommunications, and artificial intelligence. Headquartered in San Jose, California, Cadence plays a central role in the electronics design ecosystem by helping customers move from design concepts to manufacturable products.

Website

Location

Building 5

San Jose, CA, 95134

United States

Social

What share of all stock conversation is about CDNS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% +0	0% +0	0.01% 0

Sep 4

Cadence Design Systems' AI agents are increasing usage of EDA tools, leading to a potential increase in chip design quality and productivity.
The company's AI can increase chip design quality and designer productivity by over 1000%, according to Cambrian AI Research.
Cadence Design Systems' IP revenue is up over 40% YoY, with a record $8.1b backlog locking in future demand, and high-margin software delivering a projected $2b in full-year operating cash flow.

Generated by AI

Sentiment

Of the messages about CDNS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	46.43% -25	36.25% -58.79	88.68% -4.73
Bearish	—	53.57% +25	63.75% +58.79	11.32% +4.73

Bullish· Jul 28

Cadence Design Systems delivered a strong Q2 with revenue of $1.584 billion, beating estimates, and adjusted EPS of $2.11, also exceeding expectations.
The company raised its full-year guidance, with revenue expected to be between $6.26 billion and $6.34 billion, and adjusted EPS between $8.05 and $8.15.
Cadence's Q2 results demonstrate its continued growth momentum, with core chip-design software growing 18%, and semiconductor IP growing more than 40%.

Bearish· Apr 27

The company's CEO, Anirudh, is perceived as unenthusiastic and boring, which may negatively impact investor sentiment.
The stock's premium valuation, with a P/E ratio of approximately 82x, may already factor in projected AI upside, making it overvalued.
The company's reduced sales guidance and lowered EPS forecast may lead to a decline in the stock price, with some analysts expecting it to tank below $300.

Generated by AI

Topics

Of the messages about CDNS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	90.57%	20.76%	6.98%
Technical Analysis	—	1.89%	4.95%	0.67%
Macro	—	5.19%	21.07%	45.64%
Analysts	—	0%	34.35%	43.44%
Earnings	—	2.36%	18.86%	3.23%
Controversies	—	0%	0%	0.05%

Earnings· Jul 28

Cadence Design Systems ($CDNS) Q2 earnings beat market expectations, with revenue of $1.584 billion and adjusted EPS of $2.11, outperforming the FactSet consensus.
The company raised its full-year guidance, with revenue expected to be $6.26 billion to $6.34 billion and adjusted EPS expected to be $8.05 to $8.15.
Cadence's Q2 results were driven by strong demand for its software and IP, with a record backlog of $8.1 billion, and the company's CEO stated that the results were the "biggest quarter-over-quarter revenue growth upgrade" in the company's history.

Analysts· Apr 22

Cadence Design Systems is collaborating with TSMC to accelerate next-gen AI silicon design.
This collaboration is a key development for CDNS, highlighting its importance in the industry.
The partnership with TSMC is a significant endorsement of CDNS's capabilities in AI silicon design.

Announcements· Jun 9

Cadence Design Systems, Inc. (CDNS) is expanding its partnership with Intel, starting with Intel's upcoming 14A node, to bring AI-driven chip design tools and Design IP to Intel's process and packaging roadmap.
Stifel has raised its price target for CDNS to $432 from $395, with a buy rating, benefiting from semiconductor design demand.
CDNS has developed electronic design automation software, with Q1 FY26 revenue of $1B and EPS of $1.96, beating consensus expectations, with strong growth expected from EDA tailwinds and AI chip design.

Macro· Apr 22

Cadence Design Systems' new CEO, Lip-Bu Tan, has implemented significant cost-cutting measures and restructuring efforts, including a $10 billion cost reduction and 15,000 layoffs.
The company is betting on the 18A process node, which uses gate-all-around transistor architecture and backside power delivery, in an effort to rebuild Intel's manufacturing prowess.
This strategic shift aims to capitalize on the growing demand for advanced semiconductor manufacturing capabilities and potentially drive future growth for the company.

Generated by AI

Community

Of the messages about CDNS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	66.67%	56.77%	31.21%
Newcomers	0%	33.33%	43.23%	68.79%

Regulars· Jul 28

Cadence Design Systems reported a record backlog of $81 billion, driven by accelerating demand for AI-driven solutions, and raised its full-year outlook following a second-quarter earnings beat.
The company's Q2 earnings exceeded expectations, with revenue rising 24.2% year-over-year to $1.58 billion, and non-GAAP operating margin reaching 45.5%, compared to 42.8% in Q2 2025.
Analysts have raised their price targets for Cadence Design Systems, with Citi, KeyBanc, Bank of America, and Citi increasing their targets to $420, $450, and $420 respectively, following the company's solid Q2 earnings and revenue momentum.

Newcomers· Jul 28

Cadence Design Systems reported a record backlog of $8.1B, exceeding expectations, and raised full-year guidance with 19% revenue growth.
The company's Q2 results showed a 24% increase in revenue to $1.58B, and non-GAAP EPS of $2.11, beating expectations by 28%.
Cadence's core EDA growth was 18%, and semiconductor IP growth exceeded 40%, with advanced-packaging and system-design revenue growing 37%, highlighting the company's strong performance in the AI chip market.

Generated by AI

Cadence Design Systems

Social

Sep 4

Bullish· Jul 28

Bearish· Apr 27

Earnings· Jul 28

Analysts· Apr 22

Announcements· Jun 9

Macro· Apr 22

Regulars· Jul 28

Newcomers· Jul 28

Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?

As Cadence Strengthens Its Partnership With TSMC, Here's What It Could Mean for AI Stocks

Cadence Design Systems (CDNS) Outperforms Broader Market: What You Need to Know

Cadence Design Systems (CDNS) Unveils AI RTL Generation Agent

Cadence Design (CDNS) Gets a Buy from Mizuho Securities

Cadence Design Systems Inc. stock outperforms competitors on strong trading day

Also Discussed

Cadence Design Systems Inc

Company Information

Location

Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?

As Cadence Strengthens Its Partnership With TSMC, Here's What It Could Mean for AI Stocks

Cadence Design Systems (CDNS) Outperforms Broader Market: What You Need to Know

Cadence Design Systems (CDNS) Unveils AI RTL Generation Agent

Cadence Design (CDNS) Gets a Buy from Mizuho Securities

Cadence Design Systems Inc. stock outperforms competitors on strong trading day

Also Discussed

Social

Sep 4

Bullish· Jul 28

Bearish· Apr 27

Earnings· Jul 28

Analysts· Apr 22

Announcements· Jun 9

Macro· Apr 22

Regulars· Jul 28

Newcomers· Jul 28