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COMPANY WORKBOOK · CDNS

Cadence Design Systems, Inc.

AI Compute & Semiconductors · Software - Application

$319.92+2.73%
59/100
Overall
MARKET CAP87.78B
FORWARD P/E32.49
PEG RATION/A
REVENUE GROWTH22.0%
OPERATING MARGIN28.9%
52W RANGE$265.66 – $416.39
ChartScoreRelative StrengthFinancialsEarningsThesisFiles
INTERACTIVE PRICE CHART

Trend and moving averages

RELATIVE PERFORMANCE

CDNS versus SPY and SMH

Indexed to 100
LIVE MODEL SCORE

Cross-sectional ranking

Momentum43
Technicals50
Fundamentals67
Thematic Fit78

Scores are percentile-ranked against the current Young Bull universe and stored by date in PostgreSQL.

YOUNG BULL THESIS

AI Compute & Semiconductors

This company is available as a market-data workbook. Young Bull has not added a manual investment thesis for it yet.

MODEL READ

Overall score: 59.0. Last ranked 2026-11-07.

QUARTERLY FUNDAMENTALS

Revenue and earnings power

TRAILING P/E63.60
PRICE / SALES14.31
EV / EBITDA40.10
BOOK VALUEN/A
GROSS MARGIN85.7%
PROFIT MARGIN22.5%
RETURN ON EQUITY22.9%
FREE CASH FLOW1.75B
EARNINGS HISTORY

Beat, miss and estimate trend

2026-09-30EPS 1.59Estimate 1.61-1.2422% surprise
2026-06-30EPS 1.58Estimate 1.62-2.4691% surprise
2026-03-31EPS 1.96Estimate 1.893.7037% surprise
2025-12-31EPS 1.99Estimate 1.914.1885% surprise
2025-09-30EPS 1.93Estimate 1.797.8212% surprise
2025-06-30EPS 1.65Estimate 1.565.7692% surprise
2025-03-31EPS 1.57Estimate 1.54.6667% surprise
2024-12-31EPS 1.88Estimate 1.82233.1663% surprise
COMPANY SNAPSHOT

What it does

Cadence Design Systems, Inc. develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including Innovus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog. It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies; controllers and physical interfaces; PCI Express, universal accelerator and compute express links, and multiple memory interfaces; and Tensilica, a digital signal processor. In addition, the company's design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure-IC, a solution for embedded security IP. Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end-to-end system-level design and verification across chips, packages, PCBs, and electronic systems; Allegro X and Orca X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AIR for RF design; Fidelity for computational fluid dynamics; Celsius for thermal and airflow analysis; Clarity 3D solver for electromagnetic and power electronics analysis and simulation; Integrity 3D-IC solution for 3D-IC and multi-chiplet designs; the Optimality Intelligent System Explorer, Reality digital twin, and Millennium enterprise multiphasic platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA. The company was incorporated in 1987 and is headquartered in San Jose, California.

PRIMARY SOURCES

Files and filings