Cadence Design Systems, Inc.

Análisis de la acción Cadence Design Systems, Inc. (CDNS)

$309.650

-15.606 (-5.04%)Al cierre

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Máximo
319.465
Apertura
318.420
Precio medio ponderado por volumen
311.83
Volumen
2.89M
Capitalización
83.80B
Mínimo
306.390
Importe
902.29M
EV/EBITDA, TTM
38.26

Cadence Design Systems, Inc. is an electronic systems designing company. The Company applies its Intelligent System Design strategy to deliver software, hardware and intellectual property (IP) that turn design concepts into reality. Its product categories include Core Electronic Design Automation (EDA), Semiconductor IP, and System Design and Analysis (SD&A). Core EDA includes software, hardware, and services used to design and verify a wide variety of semiconductors. The semiconductor IP portfolio includes silicon subsystems, software, and services that are used in semiconductor design. The SD&A category provides solutions and services that enable the design and verification of complete electronic systems, from PCBs to complex system assemblies. Its semiconductors are used in various industries, including automotive, aerospace, biotech, hyperscale and cloud computing, data centers, telecommunications, medical technology, industrial Internet of things, and artificial intelligence (AI).

Análisis de IA of Cadence Design Systems, Inc. (CDNS)

Mantener

Cadence Design Systems Inc is currently not a strong buy due to its high P/E ratio of 64.83 and a recent RSI of 25.57 indicating oversold conditions. However, the company has shown a significant year-over-year revenue increase of 21% and a net income growth of 62%, which are positive indicators for long-term growth. The main risk is the recent insider selling, where CEO Anirudh Devgan sold shares worth approximately $1.1 million, representing about 2% of his stake, which may raise concerns about insider confidence.

Recomendaciones de analistas (9)

+13.03% de potencial alcista
Mantener
3 Comprar
5 Mantener
1 Vender
Actual: 309.65
Mínimo
275.00
Promedio
350.00
Máximo
390.00

Deutsche Bank

2026-10-07

Precio objetivo

$420

Comprar

FBN Securities

2026-09-11

Precio objetivo

$375

Superar al mercado

Oppenheimer

2026-07-28

Precio objetivo

$300

Perform

Baird

2026-07-28

Precio objetivo

$420

Superar al mercado

Piper Sandler

2026-07-28

Precio objetivo

$349

Neutral

Métricas de valoración

El PER previsto actual de Cadence Design Systems, Inc. (CDNS) es 31.55, frente a su media de 5 años de 42.78.

PER previsto

Muy infravalorado
Media 5A P/E
42.78
P/E actual
31.55
Sobrevalorada
48.15
Infravalorada
37.42

EV/EBITDA previsto

Sobrevalorado
Media 5A EV/EBITDA
33.27
EV/EBITDA actual
38.26
Sobrevalorada
37.89
Infravalorada
28.66

Precio/ventas previsto

Valor razonable
Media 5A P/S
14.34
P/S actual
12.53
Sobrevalorada
16.33
Infravalorada
12.36

Escenarios de precio de Alphio AI para CDNS

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%CDNS

$371.88

Precio del escenario

B

Base

Base · 50%CDNS

$340.27

Precio del escenario

B

Bajista

Bajista · 25%CDNS

$305.67

Precio del escenario

Ballenas con CDNS en cartera

I

Impax Asset Management Group Plc

+ Con en carteraCDNS

+6.29%

Rentabilidad a 3 meses

E

Employees Retirement System of Texas

+ Con en carteraCDNS

+5.44%

Rentabilidad a 3 meses

N

Natixis Investment Managers International

+ Con en carteraCDNS

+5.30%

Rentabilidad a 3 meses

R

Rathbones Asset Management Limited

+ Con en carteraCDNS

+4.73%

Rentabilidad a 3 meses

T

The Olayan Group

+ Con en carteraCDNS

+4.45%

Rentabilidad a 3 meses

H

Henshaw Capital Llc

+ Con en carteraCDNS

+4.28%

Rentabilidad a 3 meses

Cronología de eventos

2026-10-21 (ET)

12:30:00

SpaceX Reports First Profit, Tesla Merger Proposal Gains Attention

08:00:00

Nokia Deploys Cadence AuraStack AI on Millennium M2000 Supercomputer

08:00:00

Cadence Launches Sovereign AI Data Center in Munich

2026-10-15 (ET)

14:30:00

Applied Intuition Valued at $30B, Plans to Raise Over $1B

2026-09-22 (ET)

09:30:00

Cadence Launches New AI Agent to Enhance RTL Generation Efficiency

Noticias

Preguntas frecuentes sobre CDNS, respondidas por Alphio AI

Cadence Design Systems, Inc. is an electronic systems designing company. The Company applies its Intelligent System Design strategy to deliver software, hardware and intellectual property (IP) that turn design concepts into reality. Its product categories include Core Electronic Design Automation (EDA), Semiconductor IP, and System Design and Analysis (SD&A). Core EDA includes software, hardware, and services used to design and verify a wide variety of semiconductors. The semiconductor IP portfolio includes silicon subsystems, software, and services that are used in semiconductor design. The SD&A category provides solutions and services that enable the design and verification of complete electronic systems, from PCBs to complex system assemblies. Its semiconductors are used in various industries, including automotive, aerospace, biotech, hyperscale and cloud computing, data centers, telecommunications, medical technology, industrial Internet of things, and artificial intelligence (AI). It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Cadence Design Systems Inc is currently not a strong buy due to its high P/E ratio of 64.83 and a recent RSI of 25.57 indicating oversold conditions. However, the company has shown a significant year-over-year revenue increase of 21% and a net income growth of 62%, which are positive indicators for long-term growth. The main risk is the recent insider selling, where CEO Anirudh Devgan sold shares worth approximately $1.1 million, representing about 2% of his stake, which may raise concerns about insider confidence.

9 analysts cover CDNS: 3 rate it Buy, 5 Hold and 1 Sell. The average price target is 350.00.

Comunidad

Más ↗
grossanchor27/9/2026

$CDNS Earlier this month, I highlighted a severe fundamental dislocation in the equity. Shares were down ~30% from all-time highs despite compounding revenue, net income, and free cash flow trajectories reaching new record baselines. Since issuing that accumulation alert, CDNS has staged a powerful reversal, rallying over 20% off its lows. As the equity approaches a key cluster of overhead resistance levels, now is an opportune time to review the charts and valuation roadmap. Long $CDNS.

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grossanchor12/9/2026

$CDNS $NOW When a high-quality stock pulls back into major technical support, the market is basically handing you a gift: rich premiums with structurally low probability of assignment. Why? Because strong fundamentals plus strong technicals create a natural floor. Wide-moat companies don't usually slice cleanly through well-defined support — buyers step in, long-term funds rebalance, and algorithms defend those levels. That stability makes out-of-the-money put selling one of the most asymmetric trades in the entire options market. You're getting paid precisely when fear is elevated, volatility is inflated, and the odds of a deeper breakdown are historically low. If the stock holds support (as high-quality names tend to do), your puts decay, your premium becomes profit, and you walk away with income for simply being willing to buy a great business at a discount. One contract on setups like the ones I traded this week — NOW and CDNS — pays for more than a full year of my research service. One disciplined trade at a key level covers twelve months of research, charts, and real-time breakdowns. That's the beauty of selling premium on elite companies at structural demand zones: You're not chasing risk — you're monetizing other people's panic.

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