CDNS Cadence Design Systems, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
12:35
Jul 16
Jul 16
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 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, 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, 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 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
16:30
Jun 14
Jun 14
Watch CDNS as a parallel beneficiary of package co-design complexity, but no ownership indicated.
MED
16:30
Jun 14
Jun 14
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
16:06
Jun 12
Jun 12
Speaker presents Cadence's bullish AI/EDA spending thesis alongside a bear case of value migration to models. No directional commitment.
LOW
22:02
Jun 08
Jun 08
Cadence announced a multi-year collaboration with Intel Foundry to optimize the 14A process node; author frames EDA readiness as a potential enablement layer if 14A gains traction.
MED
08:37
Jun 07
Jun 07
Author discloses ongoing long positions across seven names in a concentrated conviction portfolio, explicitly reaffirming all holdings unchanged after a major market downturn — no catalyst cited beyond sustained conviction.
MED
22:13
Jun 02
Jun 02
CDNS breakout, relative outperformer in software.
Cadence Design Systems (CDNS) is a relative outperformers in software, breaking out on a weekly chart with a very bullish candlestick. It is an orderly breakout and looks phenomenal. Buy a stock already going up.
MED
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom silicon.
MED
14:30
Jun 02
Jun 02
EDA tools and IP vendors benefit from rising AI silicon complexity and multi-die designs; structural tailwind but subscription-based revenue limits near-term catalyst.
MED
18:29
Jun 01
Jun 01
Buy Cadence as a structural upstream beneficiary of semiconductor complexity growth; ChipStack AI Super Agent reaching Level-5 autonomy with NVIDIA integration compresses verification cycles from weeks to under a day, with potential consumption-based pricing as a further revenue catalyst.
MED
13:51
Jun 01
Jun 01
Jensen Huang argues that AI agents will create the largest opportunity ever for enterprise software partners, countering disruption fears and framing a bullish read-through for these tickers.
LOW
11:56
Jun 01
Jun 01
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs, causing chip competitors to fall and partners to gain, along with other corporate news including Berkshire Hathaway's acquisition of TMHC and FedEx completing its spin-off.
11:52
Jun 01
Jun 01
Watchlist: EDA tool vendors benefit from agentic AI verification cycles; Cadence highlighted most directly, Synopsys and Siemens positive at sector level.
MED
10:53
Jun 01
Jun 01
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem; the author provides a research map without personal position.
MED
20:12
May 26
May 26
The author highlights a memory supercycle with compressed forward P/E multiples and suggests smaller supply chain companies could continue rising as demand flows upstream, implying a bullish outlook on memory and related semiconductor equipment names.
07:46
May 26
May 26
The tweet simply lists four tickers without any directional opinion, price action, or market context from the author.
LOW
17:47
May 22
May 22
The author argues Intel will capture ASIC design market share from Synopsys, Cadence, and Broadcom, but the sarcastic tone and lack of explicit price forecast make the Intel call a long view while the others are watch.
HIGH
17:42
May 22
May 22
Short CDNS as hyperscalers shift to in-house IP design, rendering Cadence's controller/NoC/SERDES products obsolete and eroding its competitive moat.
MED
17:40
May 22
May 22
The author dismisses bullish arguments for SNPS and CDNS as flawed, implying overvaluation in semiconductor software and equipment stocks.
HIGH
17:38
May 22
May 22
Short Cadence for the same structural headwinds as Synopsys: EDA duopoly broken by in-house teams, China revenue lost, and inflated multiples.
HIGH
16:54
May 22
May 22
The author expresses a preference for quietly rising stocks and explicitly identifies $CDNS as one of those names, signaling a bullish forward-looking view on Cadence Design Systems.
HIGH
16:54
May 22
May 22
Speaker identifies CDNS as a pre-consensus compounder worth attention; no specific catalyst, earnings data, or entry rationale provided.
LOW
04:07
May 22
May 22
Long Cadence as a structural EDA play on semiconductor design complexity, replacing Synopsys on relative value/catalyst grounds.
HIGH
20:53
May 21
May 21
Article details Cadence's accelerating digital full-flow wins (36 in 2024 vs. 10 per year in 2014), Cerebrus AI proliferation (1,000+ tapeouts in 8 quarters with 100% top-10 digital customer penetrati
Article details Cadence's accelerating digital full-flow wins (36 in 2024 vs. 10 per year in 2014), Cerebrus AI proliferation (1,000+ tapeouts in 8 quarters with 100% top-10 digital customer penetration), and margin expansion to 42.5% (highest in the industry). The piece also notes Cadence is gaining share in all major product segments and that its multi-foundry strategy (TSMC, Samsung, Intel, Rapidus) is a structural tailwind.
Risk: Competitive response from Synopsys (e.g., tighter bundling with Ansys) or a downturn in semiconductor design spending could pressure growth; Cadence's digital gains may face diminishing returns as Synopsys defends advanced-node share.
10:24
May 21
May 21
Long EDA, simulation, and creative software stocks as agentic AI drives compute-intensive workflows, with NVIDIA as platform beneficiary.
HIGH
About CDNS Analyst Coverage
Buzzberg tracks CDNS (Cadence Design Systems, Inc.) across 22 sources. 9 bullish vs 3 bearish calls from 23 analysts. Sentiment: predominantly bullish (11%). 55 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, aktiehedonist, bubbleboi.