CDNS Cadence Design Systems, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:14
Aug 29
Aug 29
The author turns bullish on EDA quantification but only references Synopsys and Cadence.
The author turns bullish on EDA quantification but only references Synopsys and Cadence as context, without stating a position or forward call.
21:00
Aug 26
Aug 26
Synopsys' Q3 EDA revenue growth was 8.5% against a 16% growth in the prior year quarter, indicating strong momentum in a tough compare. — Outperformance against a high base highlights robust demand, potentially a leading indicator for competitor Cadence.
MED
21:24
Aug 23
Aug 23
Watch Cadence on verification complexity rise.
Beneficiary of unified multiphysics design software demand; research map, not author position; watch.
MED
23:51
Aug 18
Aug 18
AI is a tailwind for Cadence.
Cadence is an irreplaceable part of the semiconductor industry, with demand growing as chips become larger and more complex. Applying AI to their own products acts as a turbocharger to improve performance. Furthermore, the rise of physical AI in cars, drones, and robots will drive massive new business opportunities.
HIGH
05:24
Aug 11
Aug 11
CDNS needed for CPO electronic-photonic co-design
Author flags CDNS as important for electronic-photonic co-design as CPO and optical I/O complexity grows, requiring integrated PIC, driver, SerDes, and package design tools.
LOW
02:00
Aug 11
Aug 11
Named Nvidia NVLink Fusion Ecosystem partner.
Notes the company's inclusion as a technology partner in the Nvidia NVLink Fusion Ecosystem, no directional view.
LOW
17:40
Aug 05
Aug 05
Edge AI drives foundries up value stack.
Watch CDNS on medium positive directional impact as edge AI developments drive foundries up the value stack.
MED
23:34
Aug 04
Aug 04
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs.
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs, and custom silicon; all tickers are watchlist context, not positions.
22:40
Jul 29
Jul 29
Cadence gains from Meta's custom-silicon push as EDA tools are needed for in-house chip design.
MED
12:22
Jul 28
Jul 28
Pre-market movers report shows earnings beats and guidance raises for CDNS, WELL, JNJ, UPS, CNC.
Pre-market movers report shows earnings beats and guidance raises for CDNS, WELL, JNJ, UPS, CNC, KO, and SHW, while UHS, RCL, PNR, and GLW face negative catalysts.
10:54
Jul 28
Jul 28
Chip and AI stocks extend selloff on China concerns while Tesla and Nvidia underperform.
Chip and AI stocks extend selloff on China concerns while Tesla and Nvidia underperform, but Applied Digital, Cadence, Carrier Global, and UPS rise on strong earnings or guidance.
10:37
Jul 28
Jul 28
Cadence reported strong Q2 results with revenue up 24% year-over-year and raised full-year.
Cadence reported strong Q2 results with revenue up 24% year-over-year and raised full-year guidance for the second time, driven by record IP revenue growth.
22:52
Jul 27
Jul 27
Watch CDNS as interface-IP and design tool beneficiary from hyperscaler custom silicon push.
MED
22:51
Jul 27
Jul 27
Watch CDNS as key beneficiary of AI-driven design complexity.
Watch CDNS as key beneficiary of AI-driven design complexity; record backlog and add-on strength confirm real consumption growth.
MED
22:34
Jul 27
Jul 27
CDNS CEO Anirudh Devgan highlights strong customer interest in agentic AI and reports.
CDNS CEO Anirudh Devgan highlights strong customer interest in agentic AI and reports the highest raise ever driven by broad-based software and AI growth.
22:03
Jul 27
Jul 27
Cadence reported in-line revenue with an EPS beat.
Cadence reported in-line revenue with an EPS beat, raised full-year 2026 revenue growth outlook to 19%, lifted non-GAAP EPS guide to $8.10, and increased operating cash flow guidance to $2B.
MED
21:59
Jul 27
Jul 27
Chip design software divergence play.
Cadence Design Systems is rising as the hardware-software divergence persists. Chip design software becomes more critical when the hardware sector struggles. Its earnings and after-hours strength confirm that investment in chip design efficiency is still a priority.
MED
21:00
Jul 27
Jul 27
Management raised full-year guidance significantly (19% revenue growth) citing broad-based strength, record backlog, and accelerating AI/agentic AI demand — a clearly bullish signal.
HIGH
20:11
Jul 27
Jul 27
Buy CDNS ahead of earnings call on record backlog, raised revenue outlook.
Buy CDNS ahead of earnings call on record backlog, raised revenue outlook, and raised EPS guidance, indicating strong near-term momentum.
MED
20:07
Jul 27
Jul 27
Watch CDNS as a research/earnings note; no author-owned position indicated.
Watch CDNS as a research/earnings note; no author-owned position indicated. Default to watch per speaker note.
MED
20:06
Jul 27
Jul 27
Cadence reported a double beat on earnings, but the tweet is a factual report without.
Cadence reported a double beat on earnings, but the tweet is a factual report without an explicit forward-looking position.
LOW
20:04
Jul 27
Jul 27
Cadence reported strong Q2 earnings with revenue growth to 1.584 billion dollars and raised its.
Cadence reported strong Q2 earnings with revenue growth to 1.584 billion dollars and raised its full-year 2026 outlook citing broad-based strength and AI-driven demand.
10:50
Jul 27
Jul 27
CDNS reported Q2 revenue up 24% YoY to $1.58B, raised full‑year guidance (19% growth midpoint), and highlighted agentic AI design demand; backlog robust at $8.1B. The well‑upvoted earnings summary underscores that CDNS is a direct beneficiary of AI‑driven design proliferation, yet the community didn’t discuss it as aggressively – possible underappreciation. Long CDNS as a high‑quality AI play with accelerating revenues and strong operating leverage, supported by the thread’s endorsement.
LOW
22:34
Jul 26
Jul 26
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week, including mega caps like Apple, Amazon, and Microsoft.
12:35
Jul 16
Jul 16
Cadence gains from concurrent node development and the need for more verification, simulation.
Cadence gains from concurrent node development and the need for more verification, simulation, and physical design tools.
MED
10:54
Jun 25
Jun 25
Author co-mentions CDNS and SNPS as EDA layer beneficiaries of continued sub-1nm semiconductor.
Author co-mentions CDNS and SNPS as EDA layer beneficiaries of continued sub-1nm semiconductor scaling, framing them as structurally more critical alongside equipment names.
MED
17:23
Jun 24
Jun 24
Short EDA software leaders as Google's TPU team increasingly automates chip design workflows.
Short EDA software leaders as Google's TPU team increasingly automates chip design workflows, representing a structural displacement threat to Cadence and Synopsys's core EDA software revenue.
MED
09:57
Jun 19
Jun 19
Watch the supply chain beneficiary basket (equipment, test, EDA, memory.
Watch the supply chain beneficiary basket (equipment, test, EDA, memory, OSATs) as the most diversified monetization path for hybrid bonding, CoWoS, and HBM scaling.
MED
08:54
Jun 18
Jun 18
Bernstein report cited as first-order bullish for CDNS on agentic AI driving chip design.
Bernstein report cited as first-order bullish for CDNS on agentic AI driving chip design complexity; author notes but does not personally position in CDNS.
LOW
21:04
Jun 15
Jun 15
Cadence is hold, buy on dips
Cadence Design, formerly run by Lou Tan, is a sensational company. It is a hold now, and if it comes down, it becomes a buy. Cramer loves the management and the business.
MED
About CDNS Analyst Coverage
Buzzberg tracks CDNS (Cadence Design Systems, Inc.) across 33 sources. 15 bullish vs 3 bearish calls from 37 analysts. Sentiment: predominantly bullish (13%). 90 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: jukan05, Shelagh Glaser, TheValueist.