MARKET WIREYahoo Finance • 5h ago
Cadence Design Systems (CDNS) Stock Trades Rich After A 122% Five Year RunYahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
Why CDNS Stock dropped -4.34% Today — RQD Quant Desk Flash
$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.
ROARABLE B • BUY
Cap $94.04B
⚡ 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:
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
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
Each axis scored 0–20
12M PRICE TARGET CONE+6.7% Base Target
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)Grade A-$334.20-4.3% Next Q
81
Q2 (-2Q)Grade A-$319.87+7.3% Next Q
78
Q3 (-1Q)Grade B+$343.08-4.4% Next Q
76
CurrentGrade B$327.89+7.1% Hist 90D α
73
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
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”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why CDNS Stock dropped -4.34% Today — RQD Quant Desk Flash
Cadence Design Systems Inc. (CDNS) dropped -4.34% to $327.89, trading at 42% of its 52-week range ($262.75 – $416.69). High-quality cash engine (steady margins, 16% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 42% of its 52-week range ($262.75 – $416.69) with RSI-14 at 56.3 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.9% around $327.89 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B (Buy) backed by 52% gross margin and $1.6B annual free cash flow.
Live CDNS Headlines & Catalysts
CATALYSTInvestor's Business Daily • 8h ago
Cadence Design Systems Fashions Beat-And-Raise Q3 ReportInvestor's Business Daily report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo! Finance Canada • 11h ago
Cadence Design Systems, Inc. (CDNS) Stock Price, News, Quote & HistoryYahoo! Finance Canada report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 14h ago
Cadence Design Systems (CDNS) Stock Looks Fully Valued Despite AI HopesYahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo Finance • 17h ago
Cadence Design Systems (CDNS) Stock Sinks As Market Gains: Here's WhyYahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 23h ago
Here's How Much a $1000 Investment in Cadence Design Systems Made 10 Years Ago Would Be Worth TodayYahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
Cadence Design Systems (CDNS) Earnings Expected to Grow: Should You Buy?Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo • 5h ago
Cadence's Raised 2026 Outlook Tests the Strength of Its AI DemandCDNS has raised its 2026 revenue and earnings outlook on strong AI demand and record backlog, but rising costs and margin pressure remain key challenges.
CATALYSTYahoo • 5h ago
Can Cadence's AI Momentum Offset Margin Pressure and Rich Valuation?CDNS' AI-driven growth, record $8.2 billion backlog and strong cash flow bolster its outlook, but premium valuation and margin pressure raise concerns.
MARKET WIREBenzinga • 3d ago
Paramount Global Says Nickelodeon Added Spin Master's Unicorn Academy and Vida the Vet to July Lineup, Marking US Linear Debuts on Nickelodeon and Nick Jr.ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (CDNS Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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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
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
CDNS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
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 0000813672In 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 ENABLEDIs 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 × FREDWhy is CDNS stock moving today?
Why CDNS Stock dropped -4.34% Today — RQD Quant Desk Flash. High-quality cash engine (steady margins, 16% return on capital) with steady institutional support.
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
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
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $5296.8M | $1492.0M | $1108.9M | N/A | $1586.9M | $3001.3M | $2480.2M |
| FY 2024 | $4641.3M | $1350.8M | $1055.5M | N/A | $1118.0M | $2644.0M | $2100.0M |
| FY 2023 | $4090.0M | $1251.2M | $1041.1M | N/A | $1165.1M | N/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
🟡 MARKET WIRE Yahoo Finance • 5h ago
Cadence Design Systems (CDNS) Stock Trades Rich After A 122% Five Year Run Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Investor's Business Daily • 8h ago
Cadence Design Systems Fashions Beat-And-Raise Q3 Report Investor's Business Daily report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo! Finance Canada • 11h ago
Cadence Design Systems, Inc. (CDNS) Stock Price, News, Quote & History Yahoo! Finance Canada report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 14h ago
Cadence Design Systems (CDNS) Stock Looks Fully Valued Despite AI Hopes Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo Finance • 17h ago
Cadence Design Systems (CDNS) Stock Sinks As Market Gains: Here's Why Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 23h ago
Here's How Much a $1000 Investment in Cadence Design Systems Made 10 Years Ago Would Be Worth Today Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
Cadence Design Systems (CDNS) Earnings Expected to Grow: Should You Buy? Yahoo Finance report covering Cadence Design Systems Inc. (CDNS) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo • 5h ago
Cadence's Raised 2026 Outlook Tests the Strength of Its AI Demand CDNS has raised its 2026 revenue and earnings outlook on strong AI demand and record backlog, but rising costs and margin pressure remain key challenges.
🔥 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
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.