Analog Devices vs Cadence
This page compares Analog Devices and Cadence Design Systems, outlining their business models, financial performance, and market context in a neutral, accessible manner. Educational content, not financial advice.
This page compares Analog Devices and Cadence Design Systems, outlining their business models, financial performance, and market context in a neutral, accessible manner. Educational content, not finan...
Why It's Moving
Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades
- Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
- Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
- Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
- sentiment_tag
Institutional investors pile into Cadence Design Systems amid analyst optimism ahead of earnings.
- Principal Financial Group boosted its CDNS holdings on February 1, while Arjuna Capital surged its stake by 404.8% to $1.63 million as of February 2, reflecting strong institutional interest.
- Wall Street maintains a 'Moderate Buy' consensus from 13 Buy and 4 Hold ratings, with an average price target of $379.59 versus recent levels near $296.
- Upcoming Q4 earnings on February 17 project $1.90 EPS and $1.42 billion revenue, building on Cadence's streak of beating estimates in the last four quarters.
Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades
- Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
- Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
- Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
- sentiment_tag
Institutional investors pile into Cadence Design Systems amid analyst optimism ahead of earnings.
- Principal Financial Group boosted its CDNS holdings on February 1, while Arjuna Capital surged its stake by 404.8% to $1.63 million as of February 2, reflecting strong institutional interest.
- Wall Street maintains a 'Moderate Buy' consensus from 13 Buy and 4 Hold ratings, with an average price target of $379.59 versus recent levels near $296.
- Upcoming Q4 earnings on February 17 project $1.90 EPS and $1.42 billion revenue, building on Cadence's streak of beating estimates in the last four quarters.
Investment Analysis
Pros
- Analog Devices has a diverse portfolio of products including data converters, power management ICs, and MEMS technology serving multiple markets such as automotive, industrial, and communications.
- The company has a strong market presence with a large market capitalization around $114 billion and pays a dividend, supporting shareholder returns.
- Analog Devices operates globally with sales channels including direct sales, distributors, and independent representatives, providing broad market access.
Considerations
- The stock shows relatively modest recent price appreciation compared to some peers, indicating slower growth momentum.
- Analog Devices trades at a high P/E ratio (~60), which may reflect elevated valuation risks amid market or economic uncertainty.
- The business faces cyclicality risks inherent to the semiconductor industry, with exposed segments tied to industrial and automotive markets sensitive to economic cycles.
Cadence
CDNS
Pros
- Cadence Design Systems reported a record backlog of $7 billion and raised its 2025 revenue growth outlook to approximately 14% year-over-year.
- The company holds a dominant competitive position in electronic design automation (EDA) software, crucial for chip verification and design.
- Cadence has strong analyst support with an average 'Buy' rating and upward price targets suggesting around 13-21% potential stock price appreciation.
Considerations
- Cadence has a high price-to-earnings ratio above 80, indicating premium valuation that may limit downside risk tolerance.
- Its revenue growth and backlog are exposed to semiconductor industry cyclicality, which can affect demand for EDA tools.
- The stock's beta near 1 implies sensitivity to broader equity market fluctuations, reflecting moderate market risk exposure.
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Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems (CDNS) is estimated to report its next earnings on February 17, 2026, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of mid-February releases for Q4 results, though it remains unconfirmed officially. Investors should monitor for updates as the date approaches.
Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems (CDNS) is estimated to report its next earnings on February 17, 2026, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of mid-February releases for Q4 results, though it remains unconfirmed officially. Investors should monitor for updates as the date approaches.
Which Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
Explore BasketBuy ADI or CDNS in Nemo
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