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 Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.
- Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
- Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
- Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.
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.
Dell Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.
- Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
- Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
- Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.
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
- 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
Dell Technologies is scheduled to report its next earnings on February 26, 2026, which will cover the fiscal fourth quarter ending in January 2026. The earnings announcement is expected to occur after market close. Analysts are currently projecting earnings per share in the range of $3.44 to $3.53 for this reporting period. This upcoming report will provide guidance on full-year fiscal 2027 performance and discuss the company's continued momentum in AI infrastructure shipments.
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.
Dell Technologies (DELL) Next Earnings Date
Dell Technologies is scheduled to report its next earnings on February 26, 2026, which will cover the fiscal fourth quarter ending in January 2026. The earnings announcement is expected to occur after market close. Analysts are currently projecting earnings per share in the range of $3.44 to $3.53 for this reporting period. This upcoming report will provide guidance on full-year fiscal 2027 performance and discuss the company's continued momentum in AI infrastructure shipments.
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.
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Explore BasketWhich Baskets Do They Appear In?
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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
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