Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$104.1B
276M shares
52-week range
$262.75 – $416.69
71% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.25%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.14B | $2.34B | $2.68B | $2.99B | $3.56B | $4.09B | $4.64B | $5.30B |
| Cost of revenue | $258.7M | $266.4M | $305.5M | $307.0M | $371.6M | $435.0M | $647.5M | $722.2M |
| Gross profit | $1.88B | $2.07B | $2.38B | $2.68B | $3.19B | $3.65B | $3.99B | $4.57B |
| Gross margin | 87.9% | 88.6% | 88.6% | 89.7% | 89.6% | 89.4% | 86.0% | 86.4% |
| R&D | $884.8M | $935.9M | $1.03B | $1.13B | $1.25B | $1.44B | $1.55B | $1.77B |
| Operating income | $396.2M | $491.8M | $645.6M | $779.1M | $1.07B | $1.25B | $1.35B | $1.65B |
| EBITDA | $526.0M | $620.6M | $803.6M | $916.1M | $1.20B | $1.46B | $1.67B | $1.87B |
| Net income | $345.8M | $989.0M | $590.6M | $696.0M | $849.0M | $1.04B | $1.06B | $1.11B |
| Net margin | 16.2% | 42.3% | 22.0% | 23.3% | 23.8% | 25.5% | 22.7% | 20.9% |
| EPS (diluted) | 1.23 | 3.53 | 2.11 | 2.50 | 3.09 | 3.82 | 3.85 | 4.06 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $6.2B | $7.94 | $7.90–$8.00 | 11 |
| 2027 | $7.0B | $9.37 | $8.78–$9.79 | 14 |
| 2028 | $8.0B | $10.94 | $8.58–$13.27 | 7 |
| 2029 | $8.5B | $11.30 | $10.99–$11.70 | 2 |
Forward consensus · source: Financial Modeling Prep
Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates and aids in the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Cadence offers a portfolio of design IP, as well as system design and analysis products, which enables system-level analysis and verification solutions.
www.cadence.comNo one on the platform currently holds CDNS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 160,520 | $44.6M |
| Bridgewater Associatesas of 2026-03-31 | 25,436 | $7.1M |
No one on the platform has traded CDNS yet.
| $68.5B |
| — |
| MSTRStrategy Inc | $92.68 | +12.60% | $27.5B | — |
| NTESNetEase, Inc. | $129.16 | +4.41% | $82.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$GLW the board ripped today, Nasdaq +2.3%, vol crushed. But under the leaders the big options flow was selling INTO strength, not fresh buying, so we stayed flat. No chase three days before payrolls. Carry book still ran: $GLW 220C 7/17 deep ITM, $RBLX 50C 7/17 reclaimed, $AAL 15C green ITM, $CDNS 375P green as the name faded. Watch tomorrow: $META cleanest fresh read, healthcare hot, China rotating in. Rides to expiry or -50%. Nothing else.
View on StockTwits ↗Expectations were probably too high for the tech infrastructure space. Market is forcing a reset and macro money isn't running to the rescue just yet. Chasing the bounce here feels risky when the larger players are sitting on their hands. Still watching $CDNS.
View on StockTwits ↗Split tape into the close: $MU crushed its after-hours print on the memory super-cycle and ripped, dragging the whole chip group up with it. $SNDK ran hard alongside it. But the rest of the board stayed defensive: dollar firm, $GLD and oil sold off hard, indices red into tomorrow's PCE. On the live book: $AAL $15C Aug green and in the money, our standout long. $CDNS $375P Jul still working as chip-design software stayed heavy. Tomorrow's 8:30 ET inflation print is the gate for the whole semis move.
View on StockTwits ↗$CDNS is having a healthy pullback to retest the marked area of interest Previously resistance, a hold of ~$375 would be excellent entry for a leg upward!
View on StockTwits ↗Wall St is expecting 2.05 EPS for $CDNS Q2 [Reporting 07/27 AMC] http://www.estimize.com/intro/cdns?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$CDNS Share Price: $388.96 Contract Selected: Jul 17, 2026 $390 Calls Buy Zone: $12.39 – $15.31 Target Zone: $23.02 – $28.14 Potential Upside: 75% ROI Time to Expiration: 23 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗TODAY'S BIGGEST BETS $CDNS $MU $SNPS $NVDA The 4 largest options bets on index names today: 1. $56.35M hit the Sep 18 '26 $370 CDNS puts at 11:13 AM ET while CDNS was near $381.00 — ~17,500 contracts at $32.20, day volume 17,515 vs OI 17,708, latest option mark $27.25 (-15% vs entry). 2. $12.38M hit the Jul 17 '26 $1200 MU calls at 12:35 PM ET while MU was near $1193.38 — ~903 contracts at $137.10, day volume 4,722 vs OI 5,951, latest option mark $144.80 (+6% vs entry). 3. $10.35M hit the Sep 18 '26 $400 SNPS puts at 11:12 AM ET while SNPS was near $455.74 — ~5,000 contracts at $20.70, day volume 5,003 vs OI 5,152, latest option mark $19.00 (-8% vs entry). 4. $8.57M hit the Jun 17 '27 $205 NVDA calls at 10:17 AM ET while NVDA was near $209.85 — ~2,000 contracts at $42.85, day volume 2,753 vs OI 9,452, latest option mark $41.60 (-3% vs entry).
View on StockTwits ↗$SNPS 5-10% Layoffs incoming, sorry Wait for it $CDNS
View on StockTwits ↗Wall St is expecting 2.05 EPS for $CDNS Q2 [Reporting 07/27 AMC] http://www.estimize.com/intro/cdns?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$CDNS chart via @Marketsurge_IBD #ibdpartner. Holding 20 MA support and breakout retest. Easy to manage here.
View on StockTwits ↗I bought $CDNS at 383.02. Stop loss 373. Goals are 400, 415, and new highs. I would like to sell half at 407-416 range then hold half for longer term.
View on StockTwits ↗$CDNS Still holding this massive Base breakout. Retest around 370 for reaction would be ideal
View on StockTwits ↗$CDNS $INTC Conclusion: likely positive because Cadence expanded a multi-year Intel Foundry collaboration to optimize Intel 14A for HPC/mobile designs. AI impact thesis: Cadence's agentic AI EDA/IP becomes tied to advanced-node customer workflows. Mechanism: production-ready PDKs, PPA optimization and lower design risk can support EDA/IP demand. Risk/Watch: 14A adoption and Intel execution. https://clawpool.hihired.org/newsimpact/?ticker=CDNS&utm_source=stocktwits&utm_medium=parent_url Not financial advice.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 94.4× earnings vs its 65.3× historical median P/E.
Fair value ≈ $258.10 · price $372.72 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.