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Cadence Design Systems Inc.

Cadence Design Systems Inc.

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 β€” rising chip complexity, AI acceleration and growing demand for custom silicon β€” 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.

Why It's Moving

Cadence Design Systems Inc.

Cadence Design Systems Powers Ahead, Outpacing Market Amid AI Chip Design Buzz.

Cadence Design Systems shares surged 2.23% to $313.84 in the latest session, outperforming the broader market as investors eye its pivotal role in semiconductor design. With upcoming Q4 earnings on February 17 drawing focus, the stock reflects steady demand for its tools in complex chip development.
Sentiment:
πŸƒBullish
  • Recent trading showed a strong +2.23% gain to $313.84, signaling investor confidence despite modest weekly moves of 0.3%.
  • Analysts project Q4 EPS of $1.91 and revenue of $1.42B, up 1.06% and 5.02% year-over-year, highlighting growth in AI-driven design software.
  • Institutional shifts continue, with some funds trimming stakes while others boost holdings, underscoring Cadence's key position in the semiconductor ecosystem.

When is the next earnings date for Cadence Design Systems Inc. (CDNS)?

Cadence Design Systems is scheduled to report its next earnings on February 17, 2026, covering the fourth quarter and full fiscal year 2025. The company will conduct a conference call following the announcement to discuss financial results and forward guidance. Analysts are currently projecting earnings per share of approximately $1.90 for this reporting period. This earnings release represents the company's first major report following its strong Q3 2025 performance in October.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Cadence's stock, anticipating it could rise to $384.89.

Excellent

Financial Health

Cadence Design Systems is performing very well with high profits and strong cash flow generation.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

πŸ“ˆ

EDA Growth Drivers

Rising chip complexity, AI and custom silicon boost demand for design and verification tools, though industry cycles can affect revenue timing.

⚑

Technology & IP

Cadence combines software, semiconductor IP and services to offer integrated flows and recurring revenue, but competitive innovation is ongoing.

🌍

Global Customer Base

Major semiconductor and systems companies are core customers, providing scale and visibility, yet exposure to global macro and supply risks remains.

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