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Next Bullish Trade
CDNS Cadence Design Systems, Inc. NMS
$406.68 -9.71 (-2.33%)
Blow-off · +2.66σ Hot zone Grade C

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $1.5B $0.3B $0.4B $0.3B 22.8% 29.3%
2025-12-31 $1.4B $0.4B $0.5B $0.5B 27.0% 32.3%
2025-09-30 $1.3B $0.3B $0.5B $0.3B 21.4% 33.8%
2025-06-30 $1.3B $0.2B $0.4B $0.3B 12.5% 29.0%
2025-03-31 $1.2B $0.3B $0.4B $0.5B 22.0% 29.1%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-27 1.96 1.89 +4.0%
2026-02-17 1.99 1.91 +4.1%
2025-10-27 1.93 1.79 +7.8%
2025-07-28 1.65 1.56 +6.0%
2025-04-28 1.57 1.50 +4.8%
2025-02-18 1.88 1.82 +3.2%
2024-10-28 1.64 1.44 +13.7%
2024-07-22 1.28 1.23 +4.3%
2024-04-22 1.17 1.13 +3.5%
2024-02-12 1.38 1.33 +3.7%
2023-10-23 1.26 1.22 +3.6%
2023-07-24 1.22 1.19 +2.4%
2023-04-24 1.29 1.25 +3.0%
2023-02-13 0.96 0.92 +4.5%
2022-10-24 1.06 0.96 +10.3%
2022-07-25 1.08 0.97 +11.8%
2022-04-25 1.17 1.00 +16.9%
2022-02-22 0.82 0.78 +4.6%
2021-10-25 0.80 0.75 +6.7%
2021-07-26 0.86 0.76 +13.6%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Technology

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
CDNS $112B 94.8 43.3 20.3 57.8 17.1 86.1% 18.7% 23.0% 1.34%
AAPL $4,626B 38.1 32.8 10.2 29.0 43.4 47.9% 16.6% 21.8% 2.19%
MSFT $3,208B 25.8 22.3 10.1 18.0 7.7 68.3% 18.3% 23.4% 1.15%
NVDA $5,224B 33.0 17.1 20.6 32.3 33.3 74.1% 85.2% 214.5% 0.89%
GOOGL $4,392B 27.7 25.0 10.4 27.0 9.2 60.4% 21.8% 82.0% 0.64%
META $1,566B 22.4 17.1 7.3 13.9 6.4 81.9% 33.1% 62.4% 1.63%
AVGO $2,289B 93.9 26.1 33.5 62.7 28.7 76.7% 29.5% 31.6% 1.11%
ORCL $670B 41.7 28.9 10.5 30.3 20.0 67.1% 21.7% 24.5% -3.33%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 37.01%

HolderShares% out
Blackrock Inc. 25,452,593 9.23%
Vanguard Capital Management LLC 17,813,174 6.46%
State Street Corporation 12,492,023 4.53%
FMR, LLC 9,153,206 3.32%
Geode Capital Management, LLC 7,875,471 2.86%
Vanguard Portfolio Management LLC 7,031,933 2.55%
JPMORGAN CHASE & CO 6,545,190 2.37%
Jennison Associates LLC 5,761,905 2.09%
Alliancebernstein L.P. 5,008,665 1.82%
Wellington Management Group, LLP 4,901,229 1.78%

Insider activity · 90d

No insider trades for CDNS in last 90d.

Analyst estimates

yfinance
Low
$275.0
Mean
$383.94193
High
$440.0
Analysts
26

Consensus: strong_buy (mean 1.44). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
4 2026-05-27 FORM 4 view ·
4 2026-05-27 FORM 4 view ·
4 2026-05-20 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
8-K 2026-05-12 8-K view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-11 FORM 4 view ·
4 2026-05-08 FORM 4 view ·
4 2026-05-08 FORM 4 view ·
4 2026-05-07 FORM 4 view ·
4 2026-05-05 FORM 4 view ·
4 2026-05-05 FORM 4 view ·
10-Q 2026-05-01 10-Q view ·
8-K 2026-04-27 8-K view ·
4 2026-04-20 FORM 4 view ·
4 2026-04-03 FORM 4 view ·
DEF 14A 2026-03-25 DEF 14A view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-04 FORM 4 view ·
4 2026-03-04 FORM 4 view ·
8-K 2026-02-23 8-K view ·
4 2026-02-19 FORM 4 view ·
10-K 2026-02-19 10-K view ·
8-K 2026-02-17 8-K view ·
4 2026-02-04 FORM 4 view ·
4 2026-01-12 FORM 4 view ·
4 2026-01-06 FORM 4 view ·
4 2026-01-05 FORM 4 view ·
4 2025-12-18 FORM 4 view ·
4 2025-12-12 FORM 4 view ·
4 2025-12-12 FORM 4 view ·
4 2025-12-10 FORM 4 view ·
4 2025-12-09 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-11-19 FORM 4 view ·
8-K 2025-11-17 8-K view ·
4 2025-11-07 FORM 4 view ·
4 2025-11-07 FORM 4 view ·
4 2025-11-07 FORM 4 view ·
4 2025-11-05 FORM 4 view ·

About

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 In novus 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 Ten Silica, 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-…