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CDNS Silicon, IP & Semicap

Cadence Design Systems

EDA software for AI chip design

Detail page

AI chip complexity increases demand for EDA, verification, IP, and simulation tools.

Price $319.92
1D change +2.73%
Market cap $87.78B
Sector Technology

Shared metric table

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Metric CDNS
Price $319.92
1D Change +2.73%
Market Cap $87.78B
Enterprise Value $89.05B
Trailing P/E 63.6
Forward P/E 32.5
PEG Ratio 2.33x
Price / Sales 14.3
EV / Revenue 14.5
Revenue Growth 22.0%
Earnings Growth 0.0%
Gross Margin 85.7%
Operating Margin 28.9%
Net Margin 22.5%
ROE 22.9%
Free Cash Flow $1.75B
FCF Margin 28.5%
Debt / Equity 0.41x
Current Ratio 1.36x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $1.63B
Revenue QoQ +3.1%
Quarterly Net Income $289.7M
Net Income QoQ -21.1%

CDNS thesis lens

EDA software for AI chip design

Why it could benefit

  • AI chip complexity increases demand for EDA, verification, IP, and simulation tools.
  • Custom accelerator programs at hyperscalers expand the design customer base.
  • Cadence can also use AI inside its own design automation workflows.

Moat / edge

  • Mission-critical EDA tools with high switching costs.
  • Deep customer relationships across semiconductor and systems companies.
  • Recurring software model with strong margins.

What to watch

  • AI-driven design activity and backlog.
  • Hardware verification and IP growth.
  • Competition with Synopsys and Siemens EDA.

Key risks

  • Semiconductor design cycles can slow in downturns.
  • Valuation is sensitive to growth expectations.