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CDCDNS

Cadence Design Systems, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (188/wk), no spike
$CDNS·$97B·Software - Application·Technology
$319.51-1.5%YTD+2.7%1Y-1.5%
Price updated 6h ago·X counts updated 5d ago
CDCDNS
$CDNSCadence Design Systems, Inc.
$319.51-1.50%188 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CDNS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

188X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CDNS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11

Cadence Design Systems is bullish on X — approaching 200-week SMA at 33x NTM (lower end of 5-year range) with PEG ~2, EDA duopoly with SNPS keeping catches on buyable selloffs, and AI-agents-iterate-faster thesis lifting usage. Framed as absolutely amazing buy zone.

Read what X is saying about $CDNS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CDNS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Cadence at an EDA-duopoly multiple with 31% operating margin — AI-agent iteration is lifting usage.

Cadence Design Systems is the other half of the EDA duopoly (with Synopsys) — chip-design software, verification, and IP. The stock is up 11% YTD, trading above the 50-day MA with the broader semi-design story extending.

  • The P&L is actually accelerating: revenue grew 18.7% YoY to $1.47B last quarter at a 31% operating margin and 89% gross margin — the double-digit growth plus 30%+ margins is the exact quality compounder profile that justifies a premium multiple.
  • The EDA duopoly plus AI-agent-usage thesis is specific: AI agents iterate chip designs faster, which lifts EDA tool usage per customer — Cadence's AI-attached products (Allegro X, JedAI) are the specific commercial manifestation of this.
  • Insider F-InKind at $280.76 (Devgan $1.1M, Teng/Cunningham each $332K) is PSU-vesting routine; the chart is at the 33x NTM / lower end of 5-year PEG range which bulls cite as the specific "amazing buy zone" framing.

Accelerating holds while hyperscaler and semi-industry chip-design activity extends. A soft Oct 26 earnings print on bookings growth above 15% YoY, or any specific AI-attached-product adoption disappointment, is what cools the move; a FY27 revenue guide above $7.5B plus explicit AI-ARR disclosure is what extends the breakout toward prior highs.

Agrees with X sentimentX bulls on the 200-week SMA at 33x NTM lower-end-of-5-year range, PEG ~2, EDA duopoly with SNPS, and the AI-agents-iterate-faster thesis are reading the mechanics correctly — this is a quality compounder at a reasonable multiple.

What to watch: Oct 26 earnings — bookings growth above 15% YoY, AI-attached-product ARR, operating margin trajectory above 31%, and FY27 revenue guide. A soft bookings print or AI-ARR miss is what cools the breakout.

On the calendar: 2026-10-26 — Q3 FY26 earnings

Read the AI verdict on $CDNS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes EDA software for IC design and verification plus hardware emulation systems used by every major chip designer.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $CDNS.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $CDNS

Partial — Makes EDA software for IC design and verification plus hardware emulation systems used by every major chip designer.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
87.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
18.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$2.11$2.05+2.9%
Q1 2026Apr 27, 2026$1.96$1.91+2.6%
Q4 2025Feb 17, 2026$1.99$1.91+4.2%
Q3 2025Oct 27, 2025$1.93$1.79+7.8%
Next earningsMon, Oct 26·consensus EPS $2.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+18.7%95.8%29.3%$1.23$307.0M
Q4 FY25$1.4B+6.2%86.9%32.3%$1.43$512.5M
Q3 FY25$1.3B+10.1%86.4%33.8%$1.06$277.0M
Q2 FY25$1.3B+20.2%85.6%29.0%$0.59$333.5M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.3B$6.3B – $6.4B$8.15$8.07 – $8.3318
FY27$7.2B$6.9B – $7.4B$9.55$8.86 – $10.1619
FY28$8.0B$7.6B – $8.5B$10.98$9.14 – $14.1615
FY29$8.7B$8.5B – $9.0B$11.41$11.03 – $11.8210
FY30$9.2B$9.0B – $9.5B$11.25$10.87 – $11.657

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Sangiovanni Vincentelli AlbertoDirector1.3K sh$438KSellSep 15Paul CunninghamPresident2.0K sh$554KSellSep 10Ita M BrennanDirector180 sh$51KSellAug 26Paul ScannellPresident280 sh$95KSellAug 25Sangiovanni Vincentelli AlbertoDirector1.3K sh$401KSellAug 21Chin-chi TengPresident4.7K sh$1.5MSellAug 17Paul CunninghamPresident2.0K sh$647KSellJul 22Chin-chi TengPresident4.5K sh$1.5MSellJul 15Paul CunninghamPresident2.0K sh$767KSellJun 22Chin-chi TengPresident880 sh$335K
1–10 of 22
+ 39 other (13 inkinds · 11 exempts · 10 awards · 5 gifts) in window

See when $CDNS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

CDNS disclosed a personnel change (8-K Item 5.02, dated 2026-05-12). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-K/AOfficer or director change (amended)May 128-K/A — Item 5.02: Officer or director change
AI summary

CDNS disclosed a personnel change (8-K Item 5.02, dated 2026-05-12). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 SD · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wall Street Analysts Believe Cadence (CDNS) Could Rally 25.01%: Here's is How to Tradezacks.com·2d agoKrilogy Financial LLC Makes New $8 Million Investment in Cadence Design Systems, Inc. $CDNSdefenseworld.net·3d agoWhy Cadence Design Systems (CDNS) Dipped More Than Broader Market Todayzacks.com·3d agoSemiconductor Equipment Stocks Slide as Investors Take Profits on a Huge Year: Applied Materials Sinks 7%, Lam Research and KLA Drop 4%247wallst.com·4d agoCadence Design Systems: It Seems That The Customers Are Gaining Leverageseekingalpha.com·4d ago

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Voices on X · last 7 days

No standout posts about $CDNS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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