CDNS
Cadence Design Systems Inc
Mentions (24Hr)
-100.00% Today
Reddit Posts
Insider Trading Weekly Update #040: Buffett Adds 9-Figures to $OXY Stake, $LAZR CEO Buys $21M Over 2 Days | Insider Trading Recap
Hot Stocks: QSR, CLF fall on earnings news; CDNS, BTU rise (NYSE:QSR)
Cadence Design gets mild lift as Deutsche Bank reiterates buy rating (NASDAQ:CDNS)
Lessons learned by an immigrant first time investor
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
Mentions
You're underestimating Lip Bu-Tan. During his tenure CDNS increased in price 40-fold. How much is that due to the exponential tech bull run, and how much is it actually the merits of his tenure? Nobody knows, but he sure didn't hurt.
It’s important to evaluate individual components of the index. Software that is a standard in its own right or is highly complex and not easily replicated should be the only components under consideration. I like SNPS and CDNS but they will continue to trade under a cloud for a while I think.
As a SNPS holder the past few months have been disappointing. Seems like it and CDNS is dropping off because they are both in IGV even though names are the least likely to be disrupted among the software names. For SNPS it doesn’t seem like they will see substantial revenue growth until their current contracts run out.
Interested in buying more SaaS does anyone have any recommendations regarding Vertical Market mission critical software? I am thinking CDNS or SNPS but they are not cheap. I own some TOI and CSU but want to buy more mission critical stuff.
**$ARM — Pelican's Take** ARM licenses the chip architecture that powers 99% of smartphones. Gross margins are 97.5%. The v9/CSS transition is driving higher royalty rates per chip. The bull case is that ARM becomes the toll booth for the AI era. That said, our system rates it a Sell at current prices. Here's why: **Valuation:** At $136, ARM trades at roughly 179x earnings. We comp it against Cadence CDNS) and Synopsys (SNPS) — the two closest business models (semiconductor IP/EDA licensing, 86% and 75% gross margins respectively). Those peers trade at \~70x P/E and \~12.8x EV/Sales. ARM trades at 2.5x the multiples of its closest comps. Our blended fair value comes in around $54 — DCF gets $43, comps get $51, analyst consensus is $170. **Estimates:** ARM is currently generating roughly $1bn in free cash flow and analysts expect this to grow at a massive CAGR to \~$4bn by 2030. In other words, assuming perfect execution, the business would still trade at \~35x 2030 FCF. Pelican tends to dislike companies trading at very high multiples, like ARM, PLTR, SNOW, etc due to it's valuation centric approach. **What concerns me:** \- R&D is 56% of revenue — margins are still years away from maturity \- SoftBank owns 87% — governance risk and potential share overhang if they sell down \- RISC-V is gaining traction in data centers as a lower-cost alternative \- Qualcomm litigation (trial March 2026) could disrupt a major customer relationship \- Zero insider purchases over the last 12 months The bull case works if: CSS adoption accelerates and ARM captures 50%+ of the hyperscaler CPU market by 2030, pushing data center royalties to $4B annually. **Bottom line:** Great business, but at 2.5x the valuation of its closest peers, a lot has to go right for a long time. I'd want a more attractive entry point. Full report with valuation breakdown, management scoring, and moat analysis: [https://pelicanalpha.com/research/ARM](https://pelicanalpha.com/research/ARM) Full disclosure: I'm the founder of Pelican Alpha. This isn't investment advice. No position in ARM.
Look at CDNS and SNPS - those names are feeding chip design. Highly unlikely to be vibe-coded out or cut from enterprise IT budgets.
Look into the EDA play. CDNS and SNPS about to get a whole load of orders
Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!
Mine is about 35%, not because I intended it that way, but because my semis have gone up so much (NVDA AVGO are the 2 biggies). I don't feel the need to diversify out yet... because the companies are still growing with no end in sight. Here's the thing, semis were hot back starting in 2017-18-ish timeframe. That's because the world is moving more digital, electric, "smart" and connected - all of this grows the semi market - it's not just about AI. AI made it go exponential since big tech is trying to accelerate AI advancements with huge upfront capex spend. Just look at your charts for LRCX ASML CDNS AMAT ADI SNPS KLAC and many others - upwards since 2017.
Sold March CDNS calls at 85% gain, rotated into DE puts with the profit
Bled out on CDNS all day, some redemption finally
Planning on holding CDNS calls through Tuesday. Different product than Teradyne but should share the same benefits
Thank you CDNS for making up all my coin put losses
TWLO’s API layer is dfinitely gnna ride that AI wave, bro. CDNS and SNPS too, lol.
Rubrik? I know the stock is covered by JP Morgan but maybe it isn’t large enough to make the list. Yeah, CDNS and SNPS not being on the list while TWLO is. That’s odd.
Notable neither CDNS or SNPS are on the list
Honestly SNPS and CDNS are probably the best. They are the most expensive, however they are a SaaS company that does a niche critical role in chip production. While the hyper scalers are investing in chips its a good chip adjacent trade. They will eventually take a hit when the build out slows down but will always be necessary for quality and integrated devices. They also won't be impacted when the memory market bottle neck bursts. As long as volume is up they will benefit.
EDA software (SNPS & CDNS) and cybersecurity stocks have been pounded as hard as everything else. The selloff was indiscriminate, these are areas where AI is going to improve their businesses and not make them publicly available in a meaningful way.
EDA and cybersecurity stocks. SNPS and CDNS are not under threat from AI - it only strengthens their core businesses for a good while. Cybersecurity companies will always exist, necessarily. Cybersecurity and Defense companies will increasingly be seen as the same thing.
I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).
Don’t forget chip design suites like SNPS and CDNS.
SNPS, CDNS. But the AI bubble popping would hurt them bad.
Analysts like SNPS more but it's slightly more risky. They trade at a slight discount to CDNS because of the debt and dilution they took on to finance the Ansys acquisition. It might be a while before they start buying back shares again. My price target is $600 - but that's assuming perfect execution with the Ansys acquisition, which remains to be seen.
Yeah few people seem to be aware of these two stocks. CDNS is more richly valued but has no debt on its books. They also sell some hardware. SNPS is purely software. They expanded into more engineering software with their acquisition of Ansys last year but diluted their share count and increased debt to nearly $14 billion to acquire it. The merger may take a few more years to play out. The whole idea with SNPS is that they want to create a unified chip design/digital twin engineering tool where engineers can test chips inside of say, a vehicle as an all-in-one solution. Mechanical and electrical engineers can work on the same model.
There are two software stocks more associated with chip design that are being dragged down too: CDNS and SNPS. But both are far more richly valued than other SaaS names right now (nearly 30x forward PE). I'm underwater on my SNPS shares ATM. These two stocks have far stronger moats than your typical SaaS software but they are associated with the so-called AI bubble and when that bursts, these stocks will go down with it. Synopsys is a little more diversified but has a ton of debt from the Ansys acquisition. If SNPS falls below $400 I'll pick up some more shares.
Not all software stocks are equal guys. I give SNPS and CDNS a look if you think the mega cycle in chips is here to stay. Their software (key for designing chips) cannot be replicated by AI for the time being due to their inherent complexity and tight integration with IP from fabs like TSM. They are fairly valued but if they drop further, take a look. SNPS is more volatile because they have a ton of debt from the Ansys acquisition but they paying down the debt by at least 5% to 6% every quarter it seems.
I think the risk is margin erosion for Microsoft... lots of software names in the shitter today - even software that's theoretically AI-proof due to their high complexity (e.g., CDNS, SNPS). If their margins erode because people opt to buy Anthropic seats instead to do the sort of work they once did in PowerBI, and Microsoft only gets to run the lower margin cloud compute for Anthropic, that's a cause for a re-rating of the stock. Allegedly Oracle's gross margin on compute is 14%. Think about that.
Slightly larger market cap at 85bn but CDNS. been long, will continue to be long. Merger closing in Q1 shortly and nice 4%+ pop today.
$SNPS or $CDNS - instrumental part of the semiconductor manufacturing process (they supply the design software). $ASML for being maybe the world's only true monopoly and essential for modern chip-making. $ISRG best-in-class surgical robots - going out on a limb, but my guess is that their tech will become more important for more industries over time. $AMZN - the Mag 7 that hasn't really appreciated much over the past several years. Should see margin expansion after the lengthy buildout of their logistics network, growing, high-margin ad business, dominant in cloud and don't count out Trainium and also don't count them out ever since they're so relentlessly focused on growth at almost any cost.
|**Ticker**|**Company Name**|**Price**|**AI Score**|**Recommendation**|**Sentiment Score**|**Sentiment Confidence**| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=ADI)|Analog Devices, Inc.|276.84|43.06|Hold|\-0.25|67%| |[AVGO](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=AVGO)|Broadcom Inc.|352.13|38.59|Hold|0.08|60%| |[CDNS](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=CDNS)|Cadence Design Systems, Inc.|318.89|43.39|Hold|\-0.17|73%| |[KLAC](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=KLAC)|KLA Corporation|1279.60|46.75|Buy|0.36|81%| |[LRCX](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=LRCX)|Lam Research Corporation|178.07|42.22|Hold|\-0.05|61%| |[NVDA](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=NVDA)|NVIDIA Corporation|190.53|46.12|Buy|0.34|65%| Like you, I am still positive regarding AI related companies for 2026. Yes, the road is bumpy but if it was not the stock market could not exist, and we would not be here to discuss it! If the market was predictable with 100% it could not exist. As I was curious about the assets you discussed, I ask the AI code I use and this is what it says: It takes in account both 5 years of data and the last articles published in the press regarding those companies.
The semiconductor industry is shifting from a cyclical luxury to a sovereign necessity. Because LRCX and KLAC own the manufacturing bottlenecks, their margins remain insulated from consumer volatility. Which means the $1 trillion target is less a goal and more an inevitability of the current capital cycle. So, holding these assets is a play on the industry's structural tax. The market’s fixation on Nvidia’s PEG ratio often misses the broader historical context of industrial transition. It’s reminiscent of the early electrical grid expansion. It’s not just about the power; it’s about the transmission. Which is why CDNS and ADI are vital. They represent the design and interface layers that competitors cannot easily replicate. Because the current CapEx surge is fueled by defensive necessity, the spending floor is much higher than skeptics realize. Large tech firms aren't just buying chips; they're buying insurance against obsolescence. It's a forced march toward the trillion-dollar threshold. So, the strategic play for 2026 is to ignore the noise of short-term volatility. The capital intensity of AI has created a moat that’s purely mathematical. It's a permanent shift in how value is captured in the global markets. Holding long-term isn't a passive choice; it's a recognition that the physical infrastructure of the future is being consolidated today.
That’s fair. The recurring revenue model makes the valuation palatable to me. And they trade at a discount to CDNS - who they’re a duopoly with basically. I’ve kicked around the valuation a lot so I understand where you’re coming from
Forgot REGN earnings was in the morning I meant to get a call and fumbled a 3k gain, keep ur day jobs ey? Good thing I got CDNS cadence design calls, as if they would ever beat earnings given they have a subscription model of pricing to giant companies and know exactly what they will get each year, doh. Should just get google calls or whatever the standard regard here is doing this week?
I have no idea how I made $200 on my CDNS put. I thought it was cooked for sure.
$CDNS dropping while beating... why... 🙃😥🤷♂️
Today Opened Positions: - Calls: AMT CARR CDNS ECL GLW NXPI UNH - Puts: NEE UPS Subject to adjustment before close.
AMZN BABA SNPS CDNS gonna pump Monday META and FedEx also going to see a bump from this
Everyone has talked about ASML for years. If you want to know a company that's low key powering the AI boom, it's actually Cadence Design Systems (CDNS), Siemens and Synopsys. I'm personally looking at Cadence right now. They have "monopolistic moat" practically, and strongholds with TSMC, Nvidia, and ties to Lip Bu-Tan from Intel. They do a lot of IP and EDA validation - every chip gets validated by an EDA system basically. If it's gonna be in an AI Factory, Datacenter, laptop, car, robot etc it will go through validation.
International Federation of Robotics revealed over $16.5 billion in global industrial robot installations, with more than 4.28 million robots now operating in factories worldwide — a remarkable 10% increase from 2023. This has created transformative opportunities for players across every major sector, including UiPath ([$PATH](https://stocktwits.com/symbol/PATH) ) , Cadence Design Systems ([$CDNS](https://stocktwits.com/symbol/CDNS)) , NVIDIA ([$NVDA](https://stocktwits.com/symbol/NVDA)) and Advanced Micro Devices ([$AMD](https://stocktwits.com/symbol/AMD)) .
Stocks to watch are NVIDIA ([$NVDA](https://stocktwits.com/symbol/NVDA)), UiPath ([$PATH](https://stocktwits.com/symbol/PATH) ) , Cadence Design Systems ([$CDNS](https://stocktwits.com/symbol/CDNS)), and Advanced Micro Devices ([$AMD](https://stocktwits.com/symbol/AMD))
I didn't have much exposure to these, picked them up: QCOM 25% ARM 20% CDNS 15% SNPS 15% MU 15% AMD 5% INTC 5%
Great idea. I see it started going down. I asked chatgpt and more or less followed the advice. I'm up a good bit. I gave it different parameters, leaving out some businesses and sectors I don't want to invest in . Asked for long term, ethical (if there is such a thing. .) Leaving out a few specific business I won't name. Low risk.... It recommended on 7/25/25. MSFT. (up 1.64) QGRO (up 4.83%) DSI. (Up 3.86%) TSM..(up 7.9%) ADBE. (Up .85%) NVDA.(up 1.76%) CDNS. (Up 13.2%) FSLR (up 9.16%) My Picks: RDDT (up 37.11%) KMB (down 4.19%)
Happy to. Part of SNPS (and CDNS) business is developing foundry specific IP so customers can design for that foundry. SNPS had worked on the 18A process node IP for Intel. When Intel failed to attract any external customers SNPS had to disclose that they were going to get zero money for all that work.
13% bounce back today and another 1.5% AH increase. It’s a juggernaut and great long term play. Duopoly with CDNS.
Simply put, ADBE (and to a lesser extent CRM) are at greater risk of disruption than the CDNS and SNPS duopoly of proven, mission-critical chip design software. Companies have years of design, IP, and workflows configured with CDNS and SNPS (and many companies actually use software from both). New designs can build off or use components from previous designs. Plus all of the engineers are already familiar with the software and its quirks. Given the fast pace of innovation in semiconductors, you're not going to risk switching to unproven alternatives or attempt to vibe code your own solution. There would be a large time and cost element to that migration, which would be highly disruptive and potentially lead to falling behind competitors. Also, I believe CDNS and SNPS work directly with companies like TSMC and Intel (I think Intel's struggles are part of SNPS drop today). The collaboration between both chip manufacturers and designers ensures their software offers everything needed to create the next generation of chips. So there are a lot of moving pieces that would make it quite difficult and risky to change software.
MRVL is not really in the same bus (i think CDNS is the closest peer) but it's lumped in as a semi mfr, didn't drop as hard Aug 28, and it's bounce finally took some hope this week. CDNS chart since earnings if you mirror image across X axis and superimpose on MRVL, probably look similar
Bit of a rough call and odd messaging. CDNS saying china biz is fine again post US govt intervention, SNPS saying its not coming back...
So we basically have the Mag-7 here and then two meme stocks. Palantir and Robinhood have virtually no moat sorry, until PLTR has a proven track record of being impossible to replicate or offers some feature that nobody else can then they will have a weak moat. What about companies like V or MA? How about credit ratings like SPGI, maybe even FICO. Then you have companies like TDG which buy up all competition in aerospace parts. The duopoly of EDA software with CDNS and SNPS. Nobody seems to look for quality anymore it’s just what’s popular. Some of the choices here are fine, but there are much better moats out there.
Sometimes when u lose money on stocks that go straight up you know it’s time to take a break LMAO mainly lost on CLS and CDNS panic selling fml
I think I’ve figured out that when there’s huge buy walls on options like with ALGN today, the sellers know which way it’s going. Same thing happened with CDNS. Bids were like 20%-30% of the asking price.
Same here haha. I think I owned it in late 2022. Can't recall why I left (I think I just needed to free up some cash). Looking back, there are a good number of examples of stocks where I would've been rewarded by just holding! But can't have em' all. SNPS and CDNS are other examples of that. Held them for a while but needed to diversify. Glad to see such cool companies making new ATHs now.
With any luck it will cover my CDNS puts getting zero'd out.
Down 20k on SPOT up 23k CDNS meh
Can't believe CDNS going to open at $370 tomorrow lmao
https://preview.redd.it/kyevfkwgdoff1.jpeg?width=1170&format=pjpg&auto=webp&s=de8487234877ae360dc6e9dddcf61285073c8f87 Me watching CDNS fly after not my 355 call fail to fill
> CDNS was good i actually didn't realize they were a publicly traded company. a (semiconductor) place i used to work at used their design tools.
Fuck whoever had a buy wall up on the CDNS 355 calls. Fuck. You.
CLS, RMBS, CDNS, and AMKR all look pretty solid
$CDNS | Cadence Design Systems Q2 2025 Earnings: • Rev: $1.275B (est. $1.25B) • Net Income: $160.05M • Adj Net Income: $449.88M (est. $411M) • EPS: $0.59 • Adj EPS: $1.65 (est. $1.55)
Whoever was holding those CDNS 355 calls hostage for nearly double to price, your mom’s a hoe
Holy fuck CDNS. NVDA going to 5 trillion this week.
Whoever was selling CDNS 355 calls for 7.30, your mom’s a hoe
CDNS 300P zero or hero
Im playing earnings one day at a time, for today into tomorrow I got CDNS and GLW calls. I also got ELV calls for UNH because if CNC can rebound for absolutely no reason last Friday then elv can too from unh
I will probably say TSMC mainly because it is monopoly and will have pricing power. CDNS/SNPs do not have as much pricing power. They have long term visibility like critical suppliers, but if they merge into one, they become monopoly. ASML/AMAT also like that, but sitting low on value chain so unlikely get that valuation
Sold out of SNPS, CDNS, AMAT, LRCX and KLAC completely and invested the proceeds in VT. Still hold TSM and ASML. Hold 5-7% cash across all accounts, waiting for a dip/will add to VT end of this month as a rule.
This happened a day after I sold out of CDNS and SNPS with a lot of heartache. Funny
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
Trimmed Semi Cap LRCX, AMAT, KLAC, CDNS, SNPS due to concentration risk , seeing as TSM , ASML are big in my portfolio. Looking to trim some positions further. Raised 5% cash across Taxable, Roth and HSA for future opportunities.
Great day for EDA names (CDNS/SNPS)
Well it's a bad company until it isn't. Poorly run, yes, Intel was, but Lip-Bu Tan is the CEO Intel needed 10 years ago. He 20x'd+ CDNS during his tenure.
CDNS pumping on premarket. This and SNPS got hammered on rumors of export controls to china that never materialized. Good time to buy these EDA tools.
Oh I stand by my original statement completely. You can pick a small/mid cap and win then more power to you since it has a higher probability of being mispriced than large caps which is my main focus but has stability. Hypothetical Investment of $10K per Ticker from 2025-03-06 to 2025-06-06 |Ticker|Cumulative|$10k Invested| |:-|:-|:-| |APLD|98.00%|$19,800| |AVGO|38.03%|$13,803| |CDNS|22.12%|$12,212| |MU|21.77%|$12,177| |NOW|18.81%|$11,881|
I am hoping they find some agreement on chip software. My Cadence stock (CDNS) got hit hard by that.
\> And yet, SMH can't recover some of its previous highs. SMH is up 32% since April 7th. Its only about 12% below its all time high, despite the Tariff Guy's actions, including kneecapping CDNS and SNPS the other day.
Sold 11K CDNS naked puts. I like tendies for breaky
My tinfoil hat theory, since Jensen has been following the Trump admin around all over the place is he's convinced them to ban the sales of EDA tools like CDNS and SNPS (used at the lowest level to design the tech) instead of the Nvidia cards (the final product), hence the report today that sent the EDA makers down 10%+.
SNPS/CDNS have pretty big china revenue exposure, ceo said no "letter" but aware of speculation Trump doesnt want them selling into china
I got fuggin mango’d bro, i have both CDNS and SNPS 
Only puts 10-15% of their revenue at risk. Bad short term, but they'll make it through. Buy the dip. [Geographic breakdown of revenue](https://www.revelata.com/free?ticker=CDNS&formType=10-K) in the table here for Cadence.
Congratz to whoever bought CDNS SNPS puts
CDNS SNPS is fckd
CDNS just blew somebody out theres entire port up 