Cadence Design Systems, Inc.

Cadence Design Systems, Inc.(CDNS)股票分析

$325.860

+6.485 (+1.99%)收盘时

Loading chart…
最高
329.840
开盘
324.800
成交量加权均价
325.76
成交量
1.85M
市值
83.80B
最低
321.575
成交额
604.20M
企业价值/息税折旧摊销前利润(TTM)
38.00

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).

AI 分析 of Cadence Design Systems, Inc. (CDNS)

持有

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.

分析师评级(9)

上行空间 +7.41%
持有
3 买入
5 持有
1 卖出
当前: 325.86
最低
275.00
平均
350.00
最高
390.00

Deutsche Bank

2026-10-07

目标价

$420

买入

FBN Securities

2026-09-11

目标价

$375

跑赢大盘

Oppenheimer

2026-07-28

目标价

$300

Perform

Baird

2026-07-28

目标价

$420

跑赢大盘

Piper Sandler

2026-07-28

目标价

$349

中性

估值指标

Cadence Design Systems, Inc.(CDNS)当前预期市盈率为 31.55,5 年平均预期市盈率为 42.84。

预期市盈率

严重低估
5 年均值 P/E
42.84
当前P/E
31.55
高估
48.18
低估
37.50

预期 EV/EBITDA

高估
5 年均值 EV/EBITDA
33.26
当前EV/EBITDA
38.00
高估
37.87
低估
28.65

预期市销率

合理
5 年均值 P/S
14.35
当前P/S
12.45
高估
16.33
低估
12.36

Alphio AI 对 CDNS 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%CDNS

$371.88

情景价格

基

基准

基准 · 50%CDNS

$340.27

情景价格

悲

悲观

悲观 · 25%CDNS

$305.67

情景价格

持有 CDNS 的大户

R

Rathbones Asset Management Limited

+ 持有CDNS

+6.17%

3个月收益率

N

NZS Capital, LLC

+ 持有CDNS

+5.70%

3个月收益率

L

Local Pensions Partnership Investments Ltd

+ 持有CDNS

+5.23%

3个月收益率

H

Henshaw Capital Llc

+ 持有CDNS

+5.15%

3个月收益率

T

The Olayan Group

+ 持有CDNS

+4.89%

3个月收益率

E

Employees Retirement System of Texas

+ 持有CDNS

+4.85%

3个月收益率

事件时间线

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

2026-09-15 (ET)

09:30:00

Cadence and ADI Collaborate on Next-Gen Automotive Audio Processors

2026-09-01 (ET)

09:30:00

Cadence PCIe 6.0 Solution Achieves First-Pass Compliance

2026-07-28 (ET)

16:30:00

Dow Jones Surges Over 600 Points as Markets Eye Fed Policy Meeting

资讯

CDNS 常见问题 —— 由 Alphio AI 解答

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.

grossanchor2026/9/27

$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.

展开
grossanchor2026/9/12

$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.

展开
注册或登录后参与讨论

本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

开始交易