CDNS

Cadence Design Systems, Inc.

TechnologySoftware - ApplicationNASDAQ

$374.93

+$17.23 (4.59%)today

Conviction

0/ 10

Fair Value$371.68

Upside-0.87%

Signal0

Market Cap$76.5B

52W Range$228.20–$376.45

Next EarningsApr 27

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$96.83

Current Price$271.77

Upside / Down-64.4%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

35.9%/yr

±3.2% · revenue growth to justify current price

FCF-Based Reverse DCF

31.1%/yr

±3.5% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Quick Take

Cadence Design Systems, Inc.

Trailing P/E68.1x

Forward P/E29.4x

P/S14.4x

EPS (TTM)$4.07

Analyst Target$371.68

Analyst Upside-0.9%

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Bull Case

No analysis yet

Bear Case

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Research Feed

sec_10kMar 1

Conviction: unchanged

Cadence 2025: Solid Core EDA, Strong IP Growth, AI Investment Ramp

CDNS executes steady 14% organic revenue growth in core EDA with strategic IP and systems expansion through M&A. Settlement obligations (.6M) and China export uncertainty are near-term headwinds, but ...