Dell Technologies vs Cadence
On this page, Dell Technologies Inc and Cadence Design Systems Inc are compared to illuminate differences in business models, financial performance, and market context. The aim is to provide neutral, accessible explanations of strategy, revenue drivers, and industry positioning for readers seeking to understand these companies. Educational content, not financial advice.
On this page, Dell Technologies Inc and Cadence Design Systems Inc are compared to illuminate differences in business models, financial performance, and market context. The aim is to provide neutral, ...
Why It's Moving
Dell Powers Up AI Factory Expansion at Nvidia GTC, Signals Massive Enterprise AI Push Amid Lean Operations.
- New Dell AI Factory offerings, including expanded data processing and Nvidia-integrated racks, are live or shipping soon, enabling over 4,000 customers to scale AI from pilots to production with proven ROI up to 2.6x.
- PowerEdge XE9812 and Precision workstations target frontier AI workloads in healthcare and finance, with mobile models delivering 50 TOPS of AI power for on-the-go trillion-parameter processing.
- Fiscal 2026 delivered $113.5B revenue and $64.1B in AI orders despite 11,000 job cuts, positioning Dell to double AI server revenue to $50B in 2027 via streamlined ops.
Analysts Rally Behind Cadence Design Systems with Strong Buy Ratings Eyeing Major Upside into 2026
- Q4 2025 revenue hit $1.44 billion, topping expectations and sparking an 8% share surge on surging interest in AI products.
- Backlog swelled to $7.8 billion, up 11.4% quarter-over-quarter, locking in visibility for over two-thirds of FY26 revenues.
- Strong Buy ratings dominate from 31 analysts, highlighting 11-13% projected revenue growth and margin expansion amid headcount gains.
Dell Powers Up AI Factory Expansion at Nvidia GTC, Signals Massive Enterprise AI Push Amid Lean Operations.
- New Dell AI Factory offerings, including expanded data processing and Nvidia-integrated racks, are live or shipping soon, enabling over 4,000 customers to scale AI from pilots to production with proven ROI up to 2.6x.
- PowerEdge XE9812 and Precision workstations target frontier AI workloads in healthcare and finance, with mobile models delivering 50 TOPS of AI power for on-the-go trillion-parameter processing.
- Fiscal 2026 delivered $113.5B revenue and $64.1B in AI orders despite 11,000 job cuts, positioning Dell to double AI server revenue to $50B in 2027 via streamlined ops.
Analysts Rally Behind Cadence Design Systems with Strong Buy Ratings Eyeing Major Upside into 2026
- Q4 2025 revenue hit $1.44 billion, topping expectations and sparking an 8% share surge on surging interest in AI products.
- Backlog swelled to $7.8 billion, up 11.4% quarter-over-quarter, locking in visibility for over two-thirds of FY26 revenues.
- Strong Buy ratings dominate from 31 analysts, highlighting 11-13% projected revenue growth and margin expansion amid headcount gains.
Investment Analysis
Pros
- Dell Technologies shows an 11% year-over-year revenue growth anticipated in fiscal 2026 driven by increased demand for AI-optimized servers and expansion in its partner network.
- The company’s stock trades at a significant discount relative to its sector with a forward 12-month price-to-sales ratio of 0.99X versus 6.92X for the technology sector, highlighting valuation appeal.
- Dell has a diverse and innovative product portfolio with a growing footprint in AI infrastructure, which supports its long-term growth potential.
Considerations
- Dell Technologies exhibits a significantly negative return on equity (ROE) of -200.65%, indicating profitability challenges and inefficiency in using shareholders’ equity to generate earnings.
- The stock demonstrates relatively high price volatility at 5.54% over the last 30 days, indicating potential risk and sensitivity to market fluctuations.
- Despite positive growth expectations, the stock sentiment remains neutral with a Fear & Greed Index at 39 showing market caution around Dell’s near-term prospects.
Cadence
CDNS
Pros
- Cadence Design Systems holds a strong market capitalization around $88 billion, reflecting its solid presence in the electronic design automation industry.
- The company has maintained a positive return on equity of approximately 21.59%, showing effective use of equity capital and profitability.
- Cadence benefits from growing demand for advanced electronic design tools, especially with trends towards AI and semiconductor complexity that underpin its market growth.
Considerations
- Cadence faces intense competition in a specialized technology sector that could pressure margins and limit market share expansion.
- Its stock price exhibits sensitivity to broader semiconductor industry cycles, which introduces cyclicality risk tied to global supply chain and demand fluctuations.
- The high valuation multiples relative to broader tech markets could pose downside risk if growth expectations are not met or if market sentiment shifts.
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Dell Technologies (DELL) Next Earnings Date
Based on Dell Technologies' historical earnings schedule, the next earnings report is expected on May 28, 2026, which will cover the first quarter of fiscal year 2027. This follows Dell's typical pattern of reporting quarterly results approximately one month after quarter-end. The company will discuss Q1 FY2027 financial performance and provide updated guidance during the accompanying conference call.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems' next earnings report is scheduled for April 27, 2026, which will cover the company's second quarter of fiscal 2026. The company will hold a conference call with investors following the earnings announcement. This represents the typical quarterly reporting schedule that Cadence has maintained throughout 2025 and early 2026.
Dell Technologies (DELL) Next Earnings Date
Based on Dell Technologies' historical earnings schedule, the next earnings report is expected on May 28, 2026, which will cover the first quarter of fiscal year 2027. This follows Dell's typical pattern of reporting quarterly results approximately one month after quarter-end. The company will discuss Q1 FY2027 financial performance and provide updated guidance during the accompanying conference call.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems' next earnings report is scheduled for April 27, 2026, which will cover the company's second quarter of fiscal 2026. The company will hold a conference call with investors following the earnings announcement. This represents the typical quarterly reporting schedule that Cadence has maintained throughout 2025 and early 2026.
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Explore BasketWhich Baskets Do They Appear In?
China's AI Chip Access
This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.
Published: July 15, 2025
Explore BasketRace to Four Trillion
Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.
Published: June 30, 2025
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