Cadence Design Systems (CDNS) delivered a double beat in Q4 but current growth does not justify its premium valuation. CDNS forecasts 11–13% FY26 revenue growth, with 80% likely recurring, yet trades at a 73x TTM PE ratio. System Design and Analysis and Semiconductor IP segments are growing faster, shifting the revenue mix over the next three years.
Cadence Design Systems, Inc. (CDNS) Q4 2025 Earnings Call Transcript
The headline numbers for Cadence (CDNS) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cadence Design Systems (CDNS) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $1.88 per share a year ago.
CDNS gears up for Q4 earnings with AI-driven demand, solid backlog and steady guidance in focus ahead of its Feb. 17 report.
Recently, Zacks.com users have been paying close attention to Cadence (CDNS). This makes it worthwhile to examine what the stock has in store.
Get a deeper insight into the potential performance of Cadence (CDNS) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
CDNS introduces ChipStack AI Super Agent, the first agentic AI workflow for silicon design, targeting 10x productivity gains in chip engineering.
Cadence (CDNS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cadence Design Systems (CDNS) closed the most recent trading day at $291, moving +2.64% from the previous trading session.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Cadence (CDNS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.