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, ...

About The Companies

Dell Technologies (DELL)

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Cadence (CDNS)

Cadence Design Systems (CDNS) is a leading provider of electronic‑design automation (EDA) software and semiconductor IP used to design, verify and optimise chips and complex electronic systems. Investors should know Cadence benefits from secular trends — rising chip complexity, AI acceleration and growing demand for custom silicon — which support steady software licence and subscription revenue. The company combines product sales, recurring licences, and professional services, and has a strong position with major semiconductor and systems companies. That said, Cadence’s business is sensitive to semiconductor industry cycles, capital spending patterns and long sales cycles for large design projects. Financial performance can fluctuate with macro conditions, and past performance is no guarantee of future returns. This summary is for educational purposes only and not personalised investment advice; consider your own situation and consult a financial professional before acting.

Comparison Snapshot

Key Financial Metrics

DELL

Metric

CDNS

$86.14B

Market Cap

$87.98B

24.59%

Potential Profit

19.43%

Buy

Analyst Rating

Buy

Why It's Moving

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Cadence Design Systems powers ahead with record backlog and raised 2025 outlook after stellar Q3 results.

Q3 billings hit $1.36 billion with 21.8% average YoY growth over recent quarters, highlighting robust customer demand and enhanced liquidity for expansion.
Earnings crushed estimates at $1.93 per share on $1.34 billion revenue, up 10.1% YoY, with a swift 7.7-month customer acquisition cost payback showcasing product strength.
Needham analyst upheld Buy rating with $390 target, while stock climbed 2.3% to $337 amid positive analyst updates and market alignment.

Sentiment:

🐃Bullish

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Cadence Design Systems powers ahead with record backlog and raised 2025 outlook after stellar Q3 results.

Q3 billings hit $1.36 billion with 21.8% average YoY growth over recent quarters, highlighting robust customer demand and enhanced liquidity for expansion.
Earnings crushed estimates at $1.93 per share on $1.34 billion revenue, up 10.1% YoY, with a swift 7.7-month customer acquisition cost payback showcasing product strength.
Needham analyst upheld Buy rating with $390 target, while stock climbed 2.3% to $337 amid positive analyst updates and market alignment.

Sentiment:

🐃Bullish

Which 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

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Race 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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Which 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 Basket

Race 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

Explore Basket

Investment Analysis