CADENCE DESIGN SYSTEMS INC CDNS

Currently 2 bullish, 0 bearish — stable.

Analysts are holding steady at 2 bullish to 0 bearish.

2 YouTube analysts cover CADENCE DESIGN SYSTEMS INC (CDNS).

2 analysts have covered CDNS so far…

Analyst opinions

OptionsPlay52d ago

BULL$CDNS

chip-design leader breaks out on AI

CDNS is a bullish AI-infrastructure software bet because the chip-design software leader has confirmed a technical breakout, and its ~21% net margin vs ~10% industry supports upside despite the ~42x forward multiple.

Cadence has confirmed a technical breakout, and its approximately 21% net margin versus a roughly 10% industry average supports a bullish AI-infrastructure software thesis despite the premium 42x forward multiple.

Target $375.006mo

"Nasdaq Record w/ Hormuz Wildcard"

Bankless59d ago

BULL$CDNS

chip design tools win in constrained AI era

CDNS is singled out as a buy in the AI infrastructure basket because it directly benefits from chip/agentic-system design needs that rise when the industry is capacity constrained.

CDNS is singled out within the AI infrastructure basket because capacity-constrained chip and agentic-system design needs drive sustained demand for EDA tools. Rising complexity in AI chip development directly expands its addressable opportunity.

"AI Is Destroying Every Moat Except Bitcoin | Jordi Visser"

No official filings surfaced for CDNS yet.