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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Stock Is Challenging Its 50-Day Movin...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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Finnhub - CDNS
Why Is Cadence Design Systems (CDNS) Stock So...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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Finnhub - CDNS
Cadence Design Systems Seen as AI Beneficiary...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Rosenblatt upgrades Cadence on AI-driven dema...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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Finnhub - CDNS
Cadence Q4 Earnings & Revenues Surpass Estima...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
CDNS Q4 Deep Dive: AI-Driven Portfolio and Re...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Forecasts Annual Growt...
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Feb 18
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$305.01
$305.01
+0.0%
|
WATCH
|
CNBC (reporting on Cadence CEO Anirudh Devgan)
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Cadence Design's CEO stated that demand for AI will continue for a while, a comment made following the company's latest earnings report. As a leading provider of software critical for designing AI chips, sustained AI demand is a direct and powerful tailwind for Cadence's business. The CEO's confidence reinforces the company's position as a key long-term beneficiary of the AI secular trend. The CEO's statement supports the long-term bullish case for CDNS. However, this article lacks the specific financial data from the earnings report or guidance needed to make an immediate investment decision. The stock should be placed on a watchlist to analyze the full earnings details and assess if the current valuation reflects a favorable entry point. The positive sentiment from the CEO could already be fully priced into the stock. The actual earnings figures or, more importantly, the forward guidance, may have been underwhelming, a detail not included in this brief article. A broader slowdown in semiconductor spending or increased competition could also negatively impact the thesis. |
Finnhub - CDNS
Demand for AI is going to continue for a whil...
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Feb 18
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$305.01
$305.01
+0.0%
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LONG
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Wells Fargo (via Benzinga)
|
Wells Fargo reiterated its bullish "Overweight" rating on CDNS while lowering its price target to $375. The maintained "Overweight" rating signals continued conviction in the company's long-term prospects. The new price target, while reduced, still represents a substantial 25% upside from the current price of $299.99. The market's potential negative reaction to the target cut could create a more attractive entry point for investors who share the analyst's fundamentally positive view. The core bullish thesis from the analyst remains in place. The significant upside implied by the new price target suggests a favorable risk/reward profile for a long position, capitalizing on any potential short-term weakness caused by the headline. The primary risk is the unknown reason for the price target reduction. The cut could be due to a fundamental issue not mentioned in the article, such as slowing growth or increased competition. The market could interpret the cut more negatively than the maintained rating, leading to further price declines. |
Finnhub - CDNS
Wells Fargo Maintains Overweight on Cadence D...
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Feb 18
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$305.01
$305.01
+0.0%
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LONG
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Benzinga
|
Cadence delivered a Q4 earnings and revenue beat, reported a record $7.8 billion backlog, and issued Q1 adjusted EPS guidance ($1.89-$1.95) that was substantially higher than the consensus estimate of $1.80. This demonstrates strong operational momentum and confirms the company's pivotal role in the high-growth AI chip design market. The significant Q1 guidance beat suggests near-term strength is underappreciated by the market, and the upgrade from Rosenblatt to a Buy with a $360 price target provides a fresh bullish catalyst. The combination of fundamental outperformance, strong forward guidance, and a powerful narrative tied to AI justifies a long position. The stock is showing immediate positive momentum, which could continue as more investors digest the strong report. The stock has already surged over 5% on the news, creating a less attractive entry point. Mixed analyst actions, specifically the price target cuts from Morgan Stanley and Piper Sandler, indicate potential valuation concerns that could cap near-term upside. A broader market downturn would also pose a significant risk. |
Finnhub - CDNS
Cadence Stock Surges After Q4 Beat, Strong Ou...
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Feb 18
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$305.01
$305.01
+0.0%
|
WATCH
|
Benzinga
|
Cadence reported a solid Q4 beat and a strong Q1 guide. However, its full-year guidance was largely in-line with consensus, and analyst reactions were mixed, with two price target cuts (Morgan Stanley, Piper Sandler) alongside an upgrade (Rosenblatt) and a reiteration (Needham). The conflicting signals from Wall Street analysts, despite the positive results, suggest uncertainty about the stock's valuation. The price target cut from Piper Sandler to $319 implies limited upside from the current trading price of ~$299. The initial 5%+ pop may represent the bulk of the immediate reaction. The fundamental story is positive, but the mixed signals on valuation warrant caution. It is prudent to place the stock on a watchlist to see if it can hold its post-earnings gains or if it offers a more attractive entry point on a potential pullback or consolidation. By waiting, an investor risks missing out on further upside if the bullish momentum accelerates and the market focuses solely on the strong Q1 guidance and the Rosenblatt upgrade. The stock may not pull back to a more favorable entry level. |
Finnhub - CDNS
Cadence Stock Surges After Q4 Beat, Strong Ou...
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Feb 18
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$305.01
$305.01
+0.0%
|
LONG
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Benzinga (reporting on Morgan Stanley)
|
Morgan Stanley cut its price target on Cadence Design Systems to $370 from $385 but explicitly maintained its "Overweight" rating. The stock's last close was $283.46. The headline news of a price target "cut" can cause a negative short-term sentiment-driven dip in the stock price. However, the core message from the analyst is bullish, as the "Overweight" rating is reaffirmed and the new target still projects a ~30.5% upside. This creates a potential dislocation between the short-term price action and the analyst's fundamental long-term view. This is a potential "buy the dip" scenario. The trade is to initiate a long position on CDNS, capitalizing on any weakness resulting from the headline, while aligning with the underlying bullish conviction expressed by the Morgan Stanley analyst. The market could over-emphasize the price target reduction and ignore the maintained rating, leading to a more sustained sell-off. The unspecified reasons for the target cut could be tied to fundamental sector headwinds that prove more severe than anticipated. |
Finnhub - CDNS
Carmax To Rally Around 14%? Here Are 10 Top A...
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Feb 18
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$305.01
$305.01
+0.0%
|
LONG
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Benzinga
|
Rosenblatt analyst Blair Abernethy upgraded Cadence Design Systems (CDNS) from Neutral to Buy and raised the price target from $335 to $360. The stock closed the previous day at $283.46. An upgrade from a respected firm with a significant price target increase signals strong conviction in the company's future performance. This acts as a positive catalyst, likely attracting new institutional and retail investment, driving the stock price higher towards the new target. The new $360 price target implies a potential upside of over 26% from the previous day's close and still represents a significant gain from the pre-market price of $299.15. The upgrade suggests fundamental strength, making a long position attractive. The trade could be invalidated by a broader market downturn, negative company-specific news, or a failure to meet growth expectations that the analyst's thesis is likely based on. |
Finnhub - CDNS
This Palantir Analyst Turns Bullish; Here Are...
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Feb 18
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$305.01
$305.01
+0.0%
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LONG
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Benzinga
|
Cadence Design Systems reported Q4 results that beat expectations and provided Q1 adjusted EPS guidance that was above consensus estimates. A "beat and raise" is a classic bullish signal for a company. It demonstrates both strong past performance and management's confidence in the immediate future. This often leads to analyst upgrades, positive estimate revisions, and attracts momentum-focused investors, creating upward pressure on the stock price. The combination of a quarterly beat and strong forward guidance indicates fundamental strength and positive business momentum. This justifies a long position, anticipating continued upward movement as the market fully digests the positive news throughout the trading day and week. The article is a headline summary and lacks specific financial details. The initial price surge of over 6% may have already captured the upside. The gains could reverse if details from the full earnings report or conference call reveal any weaknesses (e.g., weak full-year guidance, margin compression) not mentioned in the summary. A broad market downturn could also negate this company-specific catalyst. |
Finnhub - CDNS
Cadence Design Systems shares are trading hig...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cramer's Mad Dash: Cadence Design
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence: A Strong Company, But Overpriced
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
These Analysts Revise Their Forecasts On Cade...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Rosenblatt Upgrades Cadence Design Systems to...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Piper Sandler Maintains Neutral on Cadence De...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
12 Information Technology Stocks Moving In We...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
What 5 Analyst Ratings Have To Say About Cade...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Morgan Stanley Maintains Overweight on Cadenc...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Needham Reiterates Buy on Cadence Design Syst...
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Feb 18
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$305.01
$305.01
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Inc (CDNS) Q4 2025 Ear...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence (CDNS) Q4 2025 Earnings Call Transcri...
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Feb 17
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Beats Expectations. Th...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems Inc (NASDAQ:CDNS) Repo...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - CDNS
Cadence (CDNS) Q4 Earnings: Taking a Look at ...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems’s (NASDAQ:CDNS) Q4 CY2...
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Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
|
Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Tops Views With Q4 Res...
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|
Feb 17
|
|
$283.46
$305.01
+7.6%
|
WATCH
|
Romaine Bostick
Anchor, Bloomberg
|
Cadence Design Systems reported a beat on EPS and Revenue, with guidance aligning with or slightly beating street estimates. As a "pick and shovel" play for the semiconductor industry (design software), Cadence's results suggest continued demand for chip design, likely driven by the AI hardware boom, despite broader market chop. WATCH. A stable performer in a volatile tech environment; look for entry on dips. Slowdown in semiconductor R&D spending. |
Bloomberg Markets
US Stocks Climb as Gold and Silver Slip | Clo...
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Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence: Q4 Earnings Snapshot
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems’s (NASDAQ:CDNS) Q4 CY2...
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Feb 17
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems, Inc. (CDNS) Q4 2025 E...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Reports Fourth Quarter and Fiscal Yea...
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|
Feb 17
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Stock Moves Higher On ...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
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— |
Finnhub - CDNS
Stocks making the biggest moves after hours: ...
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Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
12 Information Technology Stocks Moving In Tu...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems Sees Q1 Adj EPS $1.89-...
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Feb 17
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$283.46
$305.01
+7.6%
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N/A
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Finnhub News
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— |
Finnhub - CDNS
Cadence Design Systems Sees Q1 GAAP EPS $1.16...
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Feb 17
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Earnings Breakdown: Cadence Design Systems Q4
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Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems Sees FY2026 GAAP EPS $...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Systems Sees FY2026 Adj EPS $8...
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|
Feb 17
|
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$283.46
$305.01
+7.6%
|
N/A
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Finnhub News
|
— |
Finnhub - CDNS
Cadence Design Sys Q4 Adj. EPS $1.99 Beats $1...
|