Group 1 - Cadence Design Systems, Inc. (NASDAQ:CDNS) is recognized for its AI-powered software and hardware used in designing complex electronic systems, including chips and Printed Circuit Boards [2][3] - The company is considered a critical player in the semiconductor industry, providing essential tools for designing chips that power advanced technologies such as smartphones, computers, autonomous vehicles, and AI systems [3][4] - Cadence has shown resilience in the market, with its stock rallying after strong quarterly performance, indicating a potential floor for its valuation amidst competitive threats from AI [1][2] Group 2 - Rothschild & Co Wealth Management highlighted Cadence as a recent investment, emphasizing its role in providing tools necessary for chip design in today's technology landscape [2] - The company is viewed as a durable, high-quality compounder in a structurally growing industry, aligning with investment strategies focused on long-term growth [3] - While Cadence is not as widely recognized as other tech giants, its software is deemed essential for the development of cutting-edge chips, which are foundational for modern AI applications [4]

We recently published 10 Stocks Jim Cramer Talked About.  Cadence Design Systems, Inc. (NASDAQ:CDNS) is one of the stocks Jim Cramer talked about. Cadence Design Systems, Inc. (NASDAQ:CDNS) is a software company that caters to the needs of the semiconductor industry by enabling chip designers to create and test their products. The shares are up by 12% over the past year and are down by 8.6% year-to-date. Bank of America discussed Cadence Design Systems, Inc. (NASDAQ:CDNS) on February 10th. It reiterated a ...

Cadence Design Systems branding over semiconductor chip design interface on monitor screen. Key Points Shares of Cadence Design Systems just got a jolt after the firm's latest earnings. The firm posted beats on sales, adjusted EPS, and guidance with strong revenue visibility going into 2026. Cadence also provided encouraging statements around customers utilizing its AI chip design tools. Interested in Cadence Design Systems, Inc.? Here are five stocks we like better. Electronic design automation (E ...

Core Insights - Cadence Design Systems (CDNS) reported fourth-quarter 2025 results that surpassed management's guidance, highlighting a record backlog that indicates sustained demand for its solutions [1][9] Financial Performance - Revenues reached $1.44 billion, exceeding guidance of $1.405-$1.435 billion, and increased by 6.2% year over year [2] - Non-GAAP earnings per share (EPS) were $1.99, above the guidance of $1.88-$1.94, marking a 5.9% year-over-year increase [2] - The backlog stood at $7.8 billion, with current remaining performance obligations at $3.8 billion, reflecting strong customer demand [2] Market Demand and Trends - The significant increase in backlog was driven by accelerating demand across various end markets, particularly due to AI solutions [3] - AI is transforming semiconductor and system design, with robust design activity in sectors like data centers and automotive [4] - Customers are increasing their R&D budgets for AI-driven automation, contributing to the strong demand for Cadence's solutions [4] Product Innovations - Cadence is experiencing momentum in both "AI for Design" and "Design for AI," with the launch of ChipStack AI Super Agent and the adoption of products like Cerebrus, Verisium, and Allegro X AI [5] - The hardware business also contributed to backlog growth, with over 30 new customers and increased repeat demand from AI and hyperscalers [6] Future Outlook - For 2026, revenues are projected to be between $5.9 billion and $6 billion, with non-GAAP EPS expected to range from $8.05 to $8.15 [7] - In 2025, revenues surged by 14% to $5.297 billion, while non-GAAP EPS increased by 20% to $7.14 [7]

Have you evaluated the performance of Cadence Design Systems' (CDNS) international operations for the quarter ending December 2025? Given the extensive global presence of this maker of hardware and software products for validating chip designs, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shap ...

Market Overview - U.S. markets experienced volatility due to escalating tensions with Iran and concerns over private credit stability [1][2] - The S&P 500 decreased by 0.28%, the Dow Jones Industrial Average fell by 0.54%, and the Nasdaq Composite dropped by 0.31% [3] Oil Market - Oil prices increased by nearly 2% amid fears of supply disruptions due to potential military action in Iran [2] Private Credit Market - Blue Owl Capital sold $1.4 billion in loan assets, which raised concerns about liquidity and stability in the private credit market, leading to a nearly 6% decline in its stock [2] - Other asset managers, including Blackstone and Apollo Global Management, also saw their shares retreat [2] Technology Sector - Software stocks, including Salesforce, Intuit, and Cadence Design Systems, ended the trading day lower [2] International Economic Indicators - Japan's headline inflation rate fell to 1.5% in January, the lowest since March 2022, and below the Bank of Japan's 2% target for the first time in 46 months [4] - Investors are awaiting China's loan prime rate decision, which is expected later in the day [4]

Market Analysis by covering: Cadence Design Systems Inc, Amazon.com Inc, Arista Networks, Vertiv Holdings Co. Read 's Market Analysis on Investing.com ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Financial Performance - Product and maintenance revenue for fiscal 2025 was $4,822 million, accounting for 91% of total revenue, compared to $4,214 million (91%) in 2024 and $3,834 million (94%) in 2023[53] - Services revenue increased to $475 million (9% of total revenue) in 2025 from $428 million (9%) in 2024 and $256 million (6%) in 2023[53] - Total revenue for fiscal 2025 reached $5,297 million, up from $4,642 million in 2024 and $4,090 million in 2023[53] - In fiscal 2025, total revenue reached $5,297 million, a 14.1% increase from $4,642 million in fiscal 2024[53] - Revenue from services increased to $475 million in fiscal 2025, representing 9% of total revenue, compared to 6% in fiscal 2023[53] Performance Obligations - Contracted but unsatisfied performance obligations amounted to $7.8 billion as of December 31, 2025, with 53% expected to be recognized as revenue over the next 12 months[55][56] - As of December 31, 2025, contracted but unsatisfied performance obligations were $7.8 billion, including $0.6 billion of non-cancelable commitments[55] - The company expects to recognize 53% of the contracted but unsatisfied performance obligations as revenue over the next 12 months, and 43% over the next 13 to 36 months[56] Research and Development - The company plans to continue significant investments in R&D to innovate and enhance current products, addressing increasing complexity in semiconductor design[58] - The company emphasizes significant investments in Research and Development (R&D) to support advancements in AI-driven computational software and hardware, essential for managing design complexity[21] - The company continues to make significant investments in R&D to innovate and enhance current products, aligning with the complexity of semiconductor and systems design[58] Product and Service Offerings - The Cadence Cloud portfolio is expanding with additional cloud-based and SaaS products, enhancing service offerings for customers[50] - Cadence's product categories include Core EDA, Semiconductor IP, and System Design and Analysis (SD&A), which are tightly integrated to support the electronic product design process[24] - The company integrates advanced AI technologies into its design platforms, enabling the creation of highly accurate digital twins for improved design efficiency and reliability[23] - Cadence's solutions are critical for optimizing performance, power, and area (PPA) of semiconductors, while also accelerating time-to-market for customers[21] - The company offers a comprehensive suite of functional verification tools, including the Jasper Formal Verification Platform and Xcelium™ Parallel Logic Simulation Platform, enhancing design quality and productivity[28] Competition and Market Environment - The company faces competition from both established firms and emerging players, with key competitors including Synopsys, Siemens EDA, and various international companies[72] - The company is subject to various governmental regulations, including trade controls and data privacy laws, which may impact its operations and financial condition[61] - The regulatory framework governing AI technologies is rapidly evolving, impacting the company's ability to develop and commercialize these technologies[69] - Regulatory changes, particularly concerning AI technologies and trade restrictions, may impact the company's ability to operate and innovate[68][63] Employee Engagement and Corporate Responsibility - The company emphasizes employee engagement and talent development as central to its success, regularly conducting surveys to measure engagement[74] - Cadence offers competitive compensation and benefits programs, linking employee compensation to business and individual performance[77] - The company aims to reduce its environmental footprint through corporate responsibility initiatives, appealing to top talent seeking to build careers with responsible organizations[81] - The Cadence Giving Foundation, established in 2021, focuses on community outreach and social impact through volunteer activities and charitable contributions[80] Leadership - Anirudh Devgan has been the CEO of Cadence since December 2021, with prior roles including Executive Vice President of Research and Development[85] - John M. Wall has served as CFO since October 2017, previously holding positions such as Corporate Vice President and Corporate Controller[86] - Paul Cunningham has been the Senior Vice President and General Manager of the System Verification Group since March 2021, previously co-founding Azuro, Inc. which Cadence acquired[87] - Paul Scannell has been with Cadence since 2005, currently serving as Senior Vice President of the Customer Success Team since May 2024[88] - Marc Taxay has been the Senior Vice President, General Counsel, and Corporate Secretary since May 2025, overseeing global legal operations[89] - Chin-Chi Teng has served as Senior Vice President and General Manager of the Digital and Signoff Group since September 2018, with a strong background in research and development[90] Acquisitions and Strategic Initiatives - The company expanded its AI-driven design and verification capabilities with the acquisition of advanced agentic AI technology, reducing verification cycles from weeks to days[30] - The acquisition of VLAB Works enhanced automotive electronic software and hardware development capabilities, addressing challenges in software-defined vehicles and systems[31] - The design IP portfolio was strengthened by acquiring the Arm Artisan foundation IP business, optimizing for advanced process nodes and enhancing time to market[33] - The acquisition of Secure-IC improved embedded security capabilities, addressing critical challenges in markets such as automotive and data centers[34] - The Millennium™ Multiphysics Enterprise Platform, co-developed with NVIDIA, aims to accelerate complex simulations in various fields, including semiconductor design[39]

Cadence Design Systems (CDNS) stock pushed meaningfully higher on Feb. 18, after the electronic design automation (EDA) software giant silenced artificial intelligence (AI) disruption fears with a strong Q4 release. As investors cheered its better-than-expected 2026 earnings guidance, the company’s share price exploded up to challenge its 50-day moving average (MA) at the $311 level. A decisive break above this price may accelerate bullish momentum in the near term. Despite post-earnings surge, Cadence s ...