Snowflake vs Cadence
Snowflake Inc. and Cadence Design Systems Inc. are examined together on this page to compare business models, financial performance, and market context. The analysis aims to present neutral, accessible information about how each company operates, generates revenue, and positions itself within the industry. Educational content, not financial advice.
Snowflake Inc. and Cadence Design Systems Inc. are examined together on this page to compare business models, financial performance, and market context. The analysis aims to present neutral, accessibl...
Why It's Moving
Snowflake gears up for earnings with analysts betting on another beat amid AI boom.
- Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
- AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
- The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.
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.
Snowflake gears up for earnings with analysts betting on another beat amid AI boom.
- Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
- AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
- The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.
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
Snowflake
SNOW
Pros
- Snowflake has a strong and growing customer base with recent enterprise expansion driven by AI-related product integration.
- The company benefits from an increasing adoption of AI and cloud data platforms, positioning it well for future growth.
- Despite current unprofitability, Snowflake has shown revenue growth and earnings beats, with many analysts rating it as a Buy or Strong Buy.
Considerations
- Snowflake remains unprofitable with a significant net loss and a very high forward PE ratio, indicating valuation concerns.
- The stock has experienced high price volatility and a recent forecast suggests a potential price decline by year-end 2025.
- Slowing revenue growth and execution risk related to long-term profitability and market saturation may impact performance.
Cadence
CDNS
Pros
- Cadence Design Systems holds a leadership position in advanced AI-enabled chip design and next-generation semiconductor software.
- The company exhibits strong financial health with low detected risks, supporting stable operations and growth capacity.
- Cadence benefits from structural growth drivers including AI and IoT advances expected to stimulate demand for its products.
Considerations
- Cadence faces potential headwinds from geopolitical issues such as US-China relations which could impact its market opportunities.
- The company's valuation is relatively high compared to peers, which may limit upside potential in a market correction.
- Open-source trends in electronic design automation could create competitive pressures challenging Cadence’s market position.
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Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.
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.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.
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?
The Figma Effect: Investing in Collaborative Tech
Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
The Figma Effect: Investing in Collaborative Tech
Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.
Published: July 2, 2025
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