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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 $389.04
1D change +0.43%
Market cap $107.30B
Sector Technology

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Metric CDNS
Price $389.04
1D Change +0.43%
Market Cap $107.30B
Enterprise Value $108.84B
Trailing P/E 90.5
Forward P/E 41.4
PEG Ratio 3.68x
Price / Sales 19.4
EV / Revenue 19.7
Revenue Growth 18.7%
Earnings Growth 23.0%
Gross Margin 86.1%
Operating Margin 29.7%
Net Margin 21.2%
ROE 20.7%
Free Cash Flow $1.50B
FCF Margin 27.1%
Debt / Equity 0.47x
Current Ratio 1.47x
Dividend Yield —
Next Earnings Jul 27, 2026
Quarterly Revenue $1.47B
Revenue QoQ +2.4%
Quarterly Net Income $335.7M
Net Income QoQ -13.5%

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.