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Stock Ratings / Technology / CDNS / earnings
SNPS (65) DDOG (68) ADBE (76) INTU (77) ⌘ Pro Terminal →

Cadence Design Systems Inc. (CDNS) Next Earnings Date & Expected ±6.9% Move

$327.89 -4.34% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $326.12

Cadence Design Systems Inc. (CDNS) earns a Roarable Rating of B (Buy) with 73/100 RQD Confidence. High-quality cash engine (steady margins, 16% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 73/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.1% avg 90D alpha vs SPY • 69.0% hit rate) →
ROARABLE B • BUY Cap $94.04B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on CDNS Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CDNS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-02, Cadence Design Systems Inc. (NASDAQ: CDNS) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 73/100 at a spot price of $327.89 (-4.34% 1D, market cap $94.04B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, CDNS ranks #51 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CDNS compare to SNPS and DDOG in the Technology sector?
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Within the Technology sector (Computer Software: Prepackaged Software), CDNS carries a Roarable B (73/100 RQD), trailing P/E of 84.8x, gross margin of —, and ROIC of 15.7%. By comparison, SNPS (Synopsys Inc.) holds a C grade (65/100 RQD, P/E 70.5x, ROIC 1.9%, cap $93.94B) and DDOG (Datadog Inc.) posts a C+ grade (68/100 RQD, P/E N/A, ROIC -0.5%, cap $95.46B). Among the 5-stock peer group, ADBE leads on earnings multiple (13.5x) while ADBE leads on capital efficiency (50.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CDNS?
▼

Per CDNS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000813672), Cadence Design Systems Inc. generated $5.30B in revenue (+14.1% YoY), $1.11B in net income, and $1.59B in free cash flow against $10.15B in total assets and $2.48B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 85x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $326.12 (-0.54%)🧬 Disciplined Float (+0.24% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 30% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 73/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.1% avg 90D alpha vs SPY • 69.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B
025507510073
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B
Cash (18)Whales (14)SEC (18)Macro (12)CEO (11)
Each axis scored 0–20
12M PRICE TARGET CONE+6.7% Base Target
$438 Bull$350 Base$269 Bear
📬 FREE CDNS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CDNS)Realized 20D OHLCV Swing Band: ±6.9%
Deterministic 5-Pillar Attribution (73/100 Composite)
🔍 WHY CDNS SCORES 73/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+18/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 30% FCF Margin ($1.59B FCF) & 52% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (25% of score)

Altman Z-Score 13.92 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution11/20 pts (-9 pt drag)

Disciplined Float (+0.24% YoY Shares) & executive Form 4 sales trim 9 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
81
Grade A-$334.20-4.3% Next Q
Q2 (-2Q)
78
Grade A-$319.87+7.3% Next Q
Q3 (-1Q)
76
Grade B+$343.08-4.4% Next Q
Current
73
Grade B$327.89+7.1% Hist 90D α
Trajectory: A- (81) → B (73)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the CDNS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 73/100 (B) score, CDNS faces multiple-compression risk if 84.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 85x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (+0.24% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($321.54) or 200D SMA ($327.78) invalidates the momentum regime and cuts Target Base ($350.02) toward Bear Floor ($268.87).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CDNS• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “CDNS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 73%NO 27%Trade / Inspect Odds →
NEXT EST. WINDOW: Dec 30, 2026 (~57 DAYS)

Historical OHLCV Volatility ±6.9% Swing Band

±$22.62 Expected Swing
$305.27 (-6.9%)Spot $327.89$350.51 (+6.9%)
MODEL EARNINGS SETUP GAUGE

CDNS Quantitative Pre-Earnings Setup: 73/100

Trailing EPS: $4.04 • YoY Revenue Growth: 14.1%

Model Bullish Setup (73/100)Model Risk Weight (27/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-12-31$5.30B$1.11B$1.59B52%
FY 20242024-12-31$4.64B$1.06B$1.12B52%
FY 20232023-12-31$4.09B$1.04B$1.17B52%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating CDNS & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on CDNS
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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Join Founding VIP Waitlist (No Card Required) →$100K Arena
CDNS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -6.19%📐 HORIZONTAL RANGE
2026-11-02O $342.5H $342.8L $327.9C $327.9VOL 2.59M
RES: $372.4SUP: $232.9SMA50: $321.5SMA200: $327.8
$426.7$385.1$343.4$301.8$260.1RES $372.4SUP $232.9$327.92026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CDNS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CDNS Butterfly Map → + Track CDNS →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +14.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CDNS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CDNS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CDNS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CDNS)

Technology Rank #51 of 714 ⚔️ SNPS vs CDNS Full Matrix →

1. Head-to-Head Technology Peer Comparison (CDNS vs. SNPS, DDOG, ADBE, INTU)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Cadence Design Systems Inc. (CDNS) ranks #51 by composite RQD confidence (73/100, grade B) and #48 by equity capitalization ($94.04B). Within this direct 5-issuer industry benchmark cohort, ADBE leads on earnings valuation at 13.5x trailing P/E, while ADBE leads on capital efficiency and profitability with 50.2% ROIC and 89.3% gross margin. INTU currently holds the highest overall quantitative score in the immediate peer group at 77/100 (B+) compared with CDNS at 73/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
CDNS ACTIVE
Cadence Design Systems Inc.
B 73/100 84.8x — 15.7% -4.34% $94.04B Benchmark Subject
SNPS
Synopsys Inc.
C 65/100 70.5x 77.0% 1.9% -4.61% $93.94B /snps-vs-cdns →
DDOG
Datadog Inc.
C+ 68/100 — 80.0% -0.5% -11.50% $95.46B /ddog-vs-cdns →
ADBE
Adobe Inc.
B+ 76/100 13.5x 89.3% 50.2% +0.85% $96.57B /adbe-vs-cdns →
INTU
Intuit Inc.
B+ 77/100 22.9x — 18.1% +2.99% $88.51B /intu-vs-cdns →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000813672

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Cadence Design Systems Inc. (CDNS) reported GAAP revenue of $5.30B (+14.1% vs. FY2024 revenue of $4.64B , and +29.5% cumulative change since FY2023) , GAAP net income of $1.11B, operating cash flow of $1.73B, and free cash flow of $1.59B (+41.9% YoY). On the balance sheet, CDNS closed FY2025 with $10.15B in total assets against $2.48B in total debt (Altman Z-Score: 13.92, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $5.30B $1.11B $1.73B $1.59B $10.15B $2.48B
FY2024 (FY) 2024-12-31 $4.64B $1.06B $1.26B $1.12B $8.97B $2.10B
FY2023 (FY) 2023-12-31 $4.09B $1.04B $1.35B $1.17B $51.72B $12.10B

3. CDNS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CDNS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Cadence Design Systems Inc. (NASDAQ: CDNS) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 73/100 at a spot price of $327.89 (-4.34% 1D, market cap $94.04B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, CDNS ranks #51 in composite RQD confidence.

How does CDNS compare to SNPS and DDOG in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), CDNS carries a Roarable B (73/100 RQD), trailing P/E of 84.8x, gross margin of —, and ROIC of 15.7%. By comparison, SNPS (Synopsys Inc.) holds a C grade (65/100 RQD, P/E 70.5x, ROIC 1.9%, cap $93.94B) and DDOG (Datadog Inc.) posts a C+ grade (68/100 RQD, P/E N/A, ROIC -0.5%, cap $95.46B). Among the 5-stock peer group, ADBE leads on earnings multiple (13.5x) while ADBE leads on capital efficiency (50.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CDNS?

Per CDNS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000813672), Cadence Design Systems Inc. generated $5.30B in revenue (+14.1% YoY), $1.11B in net income, and $1.59B in free cash flow against $10.15B in total assets and $2.48B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 85x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CDNS trading relative to its 50-day, 200-day, and 52-week technical levels?

CDNS last traded at $327.89 (-4.34% on volume of 2,071,393 shares), positioning the stock +1.97% above its 50-day simple moving average ($321.54) and +0.03% above its 200-day simple moving average ($327.78). Across its 52-week range of $262.75 to $416.69, CDNS sits at the 42.3% percentile with a 14-day RSI of 56.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.9% ($305.27 to $350.51).

CDNS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is CDNS's next earnings date?

Based on SEC filing cadence, Cadence Design Systems Inc. (CDNS)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is CDNS stock expected to move on earnings?

Volatility modeling currently projects a ±6.9% event move for CDNS, spanning a range between $305.27 and $350.51.

Direct Sub-Reports: CDNS RQD Cockpit CDNS 12M Forecast CDNS Earnings & Move CDNS Dividends & DRIP CDNS Insiders & 13F CDNS Whale Options CDNS Profit Sankey CDNS News & Why
ROARABLE RATING BRIEF • RQD 73/100 (B) ✓ STAGE-C NUMBER FIREWALL VERIFIED

CDNS — Cadence Design Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:09:54Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, CDNS carries an RQD Score of 73 and a letter grade of B, labeled "Roarable Buy — Good Risk/Reward." The score is built from five pillars:

  • Fundamental Cash Engine: 18 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 15.7% and an FCF yield of 1.69%. The FCF yield is low in absolute terms, which means the market is pricing the cash stream at a premium; the strength here is returns on capital rather than cheapness.
  • Whale 13F Flow: 14 / 20. The rating describes institutional accumulation and options positioning. No supporting holder detail is provided in the holders section, so the magnitude of this flow cannot be verified here.
  • Insider Conviction: 11 / 20. The rating references SEC Form 4 and Congressional PTR cluster flow. The underlying transactions are not itemized in the source data, so this is the weakest-supported pillar in terms of visible evidence.
  • Macro Regime Fit: 12 / 20. Per the rating, beta is 1.14 with sector sensitivity. For a prospective investor, this implies moderately above-market price movement in broad selloffs or rallies, a risk to weigh against portfolio volatility tolerance.
  • Forensic Balance Sheet: 18 / 20. Per the rating, Altman Z is 13.92, Piotroski F is 9/9, and Debt/Equity is 0.45. These point to a financially sound balance sheet with strong distress-risk and quality-screen readings.

Taken together, the score suggests a high-quality operating and balance-sheet profile, paired with a valuation that the market has already priced richly (see Snapshot). Upside drivers implied by the pillars are continued capital efficiency and balance-sheet strength; the principal valuation tradeoff is the gap between an elevated P/E and a thin FCF yield, which leaves less margin for error if growth or sentiment weakens.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
342.75$94.04B84.871.2584.040%1.14$262.75 - $416.6915.7%

Business

Cadence Design Systems Inc. (CDNS) is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry, per the profile. Per the market data, its operating margin is 28.2% and net margin is 20.9%. Not available in source data for specific products, customer segments, or revenue model detail.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$5296.8M$1492.0M$1108.9MN/A$1586.9M$3001.3M$2480.2M
FY 2024$4641.3M$1350.8M$1055.5MN/A$1118.0M$2644.0M$2100.0M
FY 2023$4090.0M$1251.2M$1041.1MN/A$1165.1MN/A$12103.4M

Per the SEC financials, revenue grew from $4090.0M (FY 2023) to $5296.8M (FY 2025), and net income rose from $1041.1M to $1108.9M over the same span. Per the Roarable RQD rating, ROIC is 15.7%, and the forensic pillar cites an Altman Z-Score of 13.92 and a Piotroski F-Score of 9/9. Per the Roarable RQD rating, Debt/Equity is 0.45. The FY 2023 debt figure ($12103.4M) is far above the FY 2024 and FY 2025 figures and is not explained in the source data; treat it as an open question. Gross margin is reported as 0% in the market data, which is not interpretable without further detail.

Recent Catalysts & News Wire Analysis

  • Beat-and-raise Q3 report (GREEN, CATALYST): An Investor's Business Daily headline describes a beat-and-raise Q3 report. The underlying figures are not provided.
  • Valuation debate (YELLOW, MARKET WIRE): A Yahoo Finance headline describes the stock as trading rich after a 122% five-year run, and another describes it as looking fully valued despite AI hopes. Both are headlines only; the 122% figure is attributed to the headline and not independently verified.
  • Mixed session action (GREEN, CATALYST): A Yahoo Finance headline notes the stock sank as the market gained. Market data shows a change of 0.09%.
  • Risk watch: The recurring "fully valued" framing aligns with the 84.8x TTM P/E in the Snapshot.
  • Proprietary signals: None. Per the Butterfly Supply-Chain Graph, there are no butterfly links and no proprietary signals.

Open Questions

  • What drives the FY 2023 debt figure of $12103.4M relative to FY 2024 ($2100.0M) and FY 2025 ($2480.2M), and is it a reporting or classification difference?
  • Which specific insider Form 4 transactions and 13F holders underlie the "whale" and "insider" pillar scores?
  • What does the reported 0% gross margin represent, given the operating margin of 28.2%?
  • What were the actual Q3 results behind the "beat-and-raise" headline, and what guidance changes accompanied them?
  • What are the upstream and downstream dependencies for CDNS, given the empty supply-chain graph?

CDNS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Cadence Design Systems Inc. (CDNS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CDNS Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CDNS Bull vs. Bear Conversation Board — What's Your Call at $327.89?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CDNS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on CDNS:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $404.45 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is CDNS (B • RQD 73/100) a Buy at $342.75?

Welcome to the CDNS (Cadence Design Systems Inc.) Roar Pit. Current RQD Composite is 73/100 (Roarable Buy — Good Risk/Reward) in Computer Software: Prepackaged Software. Bulls point to capital efficiency (15.7% ROIC), while bears focus on valuation multiple compression (84.8x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

VA ValDiscipline Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $257.06 (-25.0%)
Spot @ $342.75

Pump the brakes on CDNS — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on CDNS, but look at what you are paying: 84.8x trailing P/E with tightening sector spreads. Unless Cadence Design Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $421.58 (+23.0%)
Spot @ $342.75

CDNS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on CDNS, the market is fixating on short-term headline noise in Computer Software: Prepackaged Software and ignoring the balance sheet and cash flow trajectory. At $342.75 (52-wk range $262.75 - $416.69), any beat on forward guidance forces shorts and underweight funds to chase.

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