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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 $339.24
1D change +0.24%
Market cap $93.57B
Sector Technology

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Metric CDNS
Price $339.24
1D Change +0.24%
Market Cap $93.57B
Enterprise Value $94.54B
Trailing P/E 67.6
Forward P/E 35.6
PEG Ratio 3.06x
Price / Sales 16.0
EV / Revenue 16.2
Revenue Growth 24.2%
Earnings Growth 125.4%
Gross Margin 85.9%
Operating Margin 28.6%
Net Margin 23.6%
ROE 23.2%
Free Cash Flow $1.61B
FCF Margin 27.6%
Debt / Equity 0.39x
Current Ratio 1.74x
Dividend Yield 0.00%
Next Earnings Oct 26, 2026
Quarterly Revenue $1.58B
Revenue QoQ +7.5%
Quarterly Net Income $367.1M
Net Income QoQ +9.4%

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.