B. Metzler seel. Sohn & Co. AG Takes $9.02 Million Position in Cadence Design Systems, Inc. $CDNS
B. Metzler seel. Sohn & Co. AG initiated a new $9.02 million position in Cadence Design Systems (NASDAQ:CDNS) during the second quarter, purchasing 24,037 shares. Institutional investors now own 84.85% of the company, which recently reported strong quarterly earnings with EPS of $2.11 and revenue up 24.2% year-over-year. Despite a "Moderate Buy" consensus rating and a target price significantly above its current trading price, insiders have sold $35.7 million worth of stock in the past three months.
ETFs Investing in Cadence Design Systems, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Cadence Design Systems, Inc. (CDNS). It provides a detailed table including each ETF's market value, weight of CDNS stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The information aims to help investors identify ETFs with exposure to Cadence Design Systems, Inc.
Can Synopsys' AI-Focused Design IP Strategy Drive Growth?
Synopsys' Design IP business, which focuses on semiconductor intellectual property, is increasingly driven by AI-related demand, with strong performance in high-speed interconnect IP and memory IP. Despite competitive pressures from rivals like Cadence Design Systems and Keysight Technologies, Synopsys holds a strong market position and expects a recovery in its IP segment. The company's shares have underperformed the industry year-to-date, but its valuation is attractive, and analysts predict strong earnings growth for fiscal 2026.
Can Synopsys' AI-Focused Design IP Strategy Drive Growth?
Synopsys' Design IP business is focusing on AI-driven semiconductor complexity, with strong demand for high-speed interconnect IP and significant design wins in PCIe 7.0 and UCIe. Despite expecting muted IP growth for fiscal 2026, the company aims to recover by concentrating on high-value AI opportunities and customized IP solutions. Synopsys maintains a "Buy" rating, with its shares trading at a lower forward price-to-sales ratio compared to its industry, while competitors like Cadence Design Systems and Keysight Technologies also innovate in the electronic design and testing space.
17,084 Shares in Cadence Design Systems, Inc. $CDNS Acquired by E Fund Management Co. Ltd.
E Fund Management Co. Ltd. recently acquired 17,084 shares of Cadence Design Systems (NASDAQ:CDNS) valued at approximately $6.4 million, making it a new institutional investor in the software maker. Cadence Design Systems reported strong quarterly earnings, beating analyst estimates, and provided positive fiscal 2026 EPS guidance. While analysts generally maintain a "Moderate Buy" rating with an average target price of $405.69, company insiders have sold a significant amount of stock in the last 90 days.
Great Lakes Advisors LLC Buys New Stake in Cadence Design Systems, Inc. $CDNS
Great Lakes Advisors LLC has acquired a new stake in Cadence Design Systems, Inc. (NASDAQ:CDNS) during the second quarter, purchasing 11,703 shares valued at approximately $4.39 million. Other institutional investors also adjusted their positions in CDNS, which has seen varied analyst ratings, a "Moderate Buy" consensus, and an average price target of $405.69. The company recently reported strong quarterly earnings, beating estimates, and has insider selling activity.
Edmond DE Rothschild Holding S.A. Acquires New Stake in Cadence Design Systems, Inc. $CDNS
Edmond DE Rothschild Holding S.A. has acquired a new stake in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 24,289 shares valued at approximately $9.12 million. This comes amidst other institutional investors adjusting their positions and company insiders selling shares. Analysts generally maintain a "Moderate Buy" rating for CDNS with an average target price of $405.69.
Algebris UK Ltd. Purchases New Position in Cadence Design Systems, Inc. $CDNS
Algebris UK Ltd. has acquired a new stake in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 3,280 shares valued at approximately $1.23 million. This comes amidst other institutional investors adjusting their positions in the software maker, which now sees 84.85% ownership by hedge funds and institutions. The article also highlights recent insider stock sales, financial performance, and analyst ratings for Cadence Design Systems.
Insider Selling: Cadence Design Systems (NASDAQ:CDNS) VP Sells $646,640.00 in Stock
Cadence Design Systems (NASDAQ:CDNS) VP Paul Cunningham sold 2,000 shares of the company's stock for $646,640.00 on August 17th, reducing his ownership by 1.58%. This transaction occurred under a pre-arranged Rule 10b5-1 trading plan. Despite the insider selling, analysts maintain a "Moderate Buy" rating for CDNS, with an average price target of $405.69, and the company recently exceeded quarterly EPS estimates and reported strong revenue growth.
Cadence Design Systems (CDNS) SVP sells 2,000 shares in 10b5-1 trade
Paul Cunningham, SVP at Cadence Design Systems (CDNS), executed a Rule 10b5-1 Trading Plan by exercising 1,000 stock options at $138.02 per share and subsequently selling 2,000 common shares at $323.32 per share on August 17, 2026. After these transactions, he retains 7,328 non-qualified stock options and 124,586 common shares. The plan was adopted on March 16, 2026, and the options vested monthly starting March 25, 2021.
Cadence (NASDAQ: CDNS) SVP has 181 shares withheld for taxes
Cadence Design Systems (CDNS) Sr. Vice President Paul Scannell had 181 shares of common stock withheld on August 17, 2026, to cover tax obligations from a Restricted Stock Award vesting. This transaction, reported via a Form 4 filing, was a disposition for tax purposes, and Scannell now directly holds 32,000 shares. The per-share value for the withheld stock was $323.47.
CoStar Just Cut Its Revenue Forecast. Its Profit Guidance Went Up Instead.
CoStar Group (CSGP) recently cut its 2026 revenue guidance following its Q2 earnings call, yet maintained its adjusted EBITDA guidance, which had previously increased. This strategic shift reflects a focus on profitability and expense management, particularly within its residential segment and through adjustments to Homes.com and Apartments.com. Despite an initial stock drop and analyst target reductions, TIKR's model suggests a strong long-term valuation of $57, emphasizing the company's newfound margin discipline over rapid top-line growth.
The Selling Goes Too Far": Jim Cramer Defends ServiceNow, Salesforce, and Other Software Giants Against Extinction Fears
Jim Cramer argues that the market has overreacted to the software selloff, contending that fears of AI-fueled competition displacing established giants like ServiceNow, Salesforce, Cadence Design Systems, and Workday are largely theoretical. He highlights that these companies continue to show strong revenue growth and high renewal rates, trading at significantly reduced valuations despite their robust fundamentals. Cramer believes that while the market has priced in an "extinction bet," these software stocks are becoming too cheap to ignore, suggesting the selling has gone too far.
SoFi Technologies Stock Gains as Piper Sandler Initiates Coverage With Overweight Rating
SoFi Technologies (SOFI) stock rose after Piper Sandler initiated coverage with an "overweight" rating and a $22 price target, indicating a 20% upside. The firm highlighted SoFi's focus on young, creditworthy borrowers and its "product flywheel" strategy. Despite a high beta and recent volatility, Piper Sandler projects significant revenue and adjusted EBITDA growth for SoFi between 2026 and 2028.
Cadence Design Systems CEO Addresses Software Selloff and Highlights AI as Main Growth Driver
Cadence Design Systems CEO Anirudh Devgan addressed the recent selloff in the company's stock, attributing it to a broader software market fear rather than fundamental business issues. He emphasized that AI is not a replacement but an enhancement for Cadence's core chip design tools, driving increasing demand as chip complexity grows. Devgan highlighted strong financial performance with double-digit revenue growth and a record backlog, projecting continued demand for their products, especially with the rise of "physical AI" in autonomous vehicles and robotics.
Oxbow Advisors LLC Invests $3.90 Million in Cadence Design Systems, Inc. $CDNS
Oxbow Advisors LLC has invested $3.90 million in Cadence Design Systems, Inc. by acquiring 10,384 shares during the second quarter. Cadence Design Systems exceeded quarterly earnings expectations, reporting $2.11 EPS on $1.58 billion in revenue, and has a "Moderate Buy" consensus rating from analysts with an average price target of $405.69. Despite positive analyst sentiment, company insiders have sold a significant number of shares recently, totaling approximately $54.3 million.
34,030 Shares in Cadence Design Systems, Inc. $CDNS Purchased by Wealthfront Advisers LLC
Wealthfront Advisers LLC acquired 34,030 shares of Cadence Design Systems (NASDAQ:CDNS) in the second quarter, a stake valued at approximately $12.8 million. Other institutional investors also increased their holdings, with institutional ownership now at 84.85%. Cadence Design Systems reported strong quarterly results, beating EPS estimates and showing significant revenue growth, and analysts maintain a "Moderate Buy" rating for the stock.
Meeder Advisory Services Inc. Makes New Investment in Cadence Design Systems, Inc. $CDNS
Meeder Advisory Services Inc. has made a new investment in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 9,351 shares valued at approximately $3.51 million in the second quarter. Other institutional investors have also adjusted their holdings, with several analysts maintaining "overweight" or "buy" ratings and an average target price of $405.69. The company's stock shows strong financial performance, having beaten recent earnings estimates and exhibiting positive growth in revenue.
12,887 Shares in Cadence Design Systems, Inc. $CDNS Purchased by M.D. Sass LLC
M.D. Sass LLC has purchased 12,887 shares of Cadence Design Systems, Inc. (NASDAQ:CDNS) valued at approximately $4.84 million, making it the fund's 29th largest holding. Other institutional investors have also adjusted their positions in the company, which is a global provider of electronic design automation software. Despite recent insider stock sales totaling over $54 million, analysts have largely maintained "buy" ratings with an average target price of $405.69.
Danske Bank A S Makes New Investment in Cadence Design Systems, Inc. $CDNS
Danske Bank A S has made a new investment in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 151,964 shares valued at approximately $57 million during the second quarter. Other institutional investors also adjusted their holdings in CDNS. The software maker reported strong quarterly earnings and revenue, surpassing analyst estimates, and has received a "Moderate Buy" consensus rating from analysts with an average price target of $405.69.
Diversify Advisory Services LLC Takes $2.74 Million Position in Cadence Design Systems, Inc. $CDNS
Diversify Advisory Services LLC has acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 8,085 shares valued at approximately $2.74 million during the second quarter. Other institutional investors also modified their holdings, with 84.85% of the stock owned by institutional investors and hedge funds. Wall Street analysts have issued a "Moderate Buy" rating for the stock with a consensus target price of $405.69, following recent strong earnings performance and positive revenue growth.
Citizens Financial Group Inc. RI Buys New Shares in Cadence Design Systems, Inc. $CDNS
Citizens Financial Group Inc. RI has acquired a new position in Cadence Design Systems (NASDAQ:CDNS), purchasing 4,479 shares valued at approximately $1.68 million in the second quarter. Other institutional investors have also adjusted their holdings in CDNS, with hedge funds and institutional investors collectively owning 84.85% of the company's stock. Analysts maintain a "Moderate Buy" consensus rating with a target price of $405.69, while the company reported strong Q2 earnings, surpassing analyst estimates.
How Investors Are Reacting To Tower Semiconductor (TSEM) Upgraded Targets And New Photonics Design Alliance
Tower Semiconductor (TSEM) reported strong Q2 results, increased its 2028 revenue and profit targets, and announced a new photonics design alliance with OpenLight and Cadence. These developments suggest increased demand for Tower's specialty manufacturing in AI and optical interconnects, reinforcing its investment narrative. However, the article also cautions investors about the potential risks associated with high CapEx if capacity expansion outpaces long-term demand.
How Investors Are Reacting To Tower Semiconductor (TSEM) Upgraded Targets And New Photonics Design Alliance
Tower Semiconductor (TSEM) recently reported strong Q2 results, increased its revenue and profit targets for 2028, and announced a new photonics design alliance with OpenLight and Cadence. These developments reinforce the company's photonics-led growth narrative but also raise questions about potential overinvestment in CapEx versus long-term demand. The article explores how these updates could influence TSEM's valuation and future performance.
Cadence Design Systems Inc. stock underperforms Tuesday when compared to competitors
Shares of Cadence Design Systems Inc. (CDNS) fell 2.15% on Tuesday, underperforming the broader stock market, which also experienced losses. The S&P 500 Index and Dow Jones Industrial Average both closed down. This marks the second consecutive day of losses for the company's stock.
Cadence Design Systems, Inc. (CDNS) Earnings, Actual EPS, EPS Estimates & Results
Cadence Design Systems (CDNS) announced its Q2 2026 earnings, reporting an actual EPS of $2.11, surpassing the estimated $2.05 by 2.75%. The company also reported revenues of $1.58 billion, a 24.23% increase year-over-year, beating estimates by 0.48%. CDNS provided guidance for Q3 2026 and full-year 2026 revenue and non-GAAP EPS.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in Cadence Design Systems, Inc. $CDNS
Mitsubishi UFJ Asset Management Co. Ltd. has made a new significant investment in Cadence Design Systems, acquiring 780,375 shares valued at approximately $292.89 million in the second quarter. This move makes them a substantial institutional investor, holding about 0.28% of the company's stock. The article also details other institutional investor activity, analyst ratings, insider trading, and Cadence Design Systems' recent financial performance and outlook.
3,546 Shares in Cadence Design Systems, Inc. $CDNS Acquired by Plato Investment Management Ltd
Plato Investment Management Ltd recently acquired 3,546 shares of Cadence Design Systems, Inc. (NASDAQ:CDNS) valued at approximately $1.32 million. Several other institutional investors have also adjusted their holdings in the software maker, with notable increases from Norges Bank, J. Stern & Co. LLP, and Wellington Management Group LLP. Analysts currently rate Cadence Design Systems as a "Moderate Buy," with a consensus target price of $405.69.
Deutsche Bank AG Invests $532.34 Million in Cadence Design Systems, Inc. $CDNS
Deutsche Bank AG has acquired a new stake of $532.34 million in Cadence Design Systems, Inc. during the second quarter, representing about 0.52% of the software maker's stock. Other institutional investors also adjusted their positions, and insider activity shows recent sales by directors. Cadence Design Systems reported strong quarterly earnings, surpassing analyst expectations, and several brokerages have issued "buy" or "overweight" ratings for the stock.
5,297 Shares in Cadence Design Systems, Inc. $CDNS Acquired by Flputnam Investment Management Co.
Flputnam Investment Management Co. recently acquired 5,297 shares of Cadence Design Systems (CDNS) for approximately $1.99 million in the second quarter. Cadence reported strong quarterly results, beating EPS estimates and achieving a 24.2% year-over-year revenue increase, with positive fiscal 2026 guidance. While institutional investors collectively own 84.85% of CDNS, company insiders have sold approximately $54.3 million worth of stock in the last three months, though analysts remain broadly positive with a "Moderate Buy" consensus rating.
11,111 Shares in Cadence Design Systems, Inc. $CDNS Acquired by Persistent Asset Partners Ltd
Persistent Asset Partners Ltd recently acquired 11,111 shares of Cadence Design Systems, Inc. (NASDAQ:CDNS) valued at approximately $4.17 million, making it a significant holding in their portfolio. Wall Street analysts maintain a positive outlook on CDNS, with a "Moderate Buy" rating and an average price target of $405.69. The company has shown strong financial performance, beating quarterly EPS estimates and experiencing a 24.2% year-over-year revenue increase, despite some insider share sales.
Trivium Point Advisory LLC Makes New Investment in Cadence Design Systems, Inc. $CDNS
Trivium Point Advisory LLC has made a new investment in Cadence Design Systems, Inc. (NASDAQ:CDNS), acquiring 10,272 shares valued at approximately $3.86 million in the second quarter. Several other institutional investors also adjusted their stakes in CDNS, with the company maintaining a "Moderate Buy" consensus rating from analysts. Insider transactions show recent stock sales by Director Ita M. Brennan and VP Paul Scannell, while the company reported strong Q2 earnings, surpassing analyst estimates.
Firetrail Investments PTY Ltd. Makes New Investment in Cadence Design Systems, Inc. $CDNS
Firetrail Investments PTY Ltd. has acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS) by purchasing 29,116 shares worth approximately $10.86 million, making it their 12th largest holding. The article details Cadence Design Systems' financial performance, insider transactions, and recent analyst ratings, with the stock currently holding a "Moderate Buy" consensus. Various institutional investors have also adjusted their stakes in the software maker.
8,460 Shares in Cadence Design Systems, Inc. $CDNS Purchased by Global Retirement Partners LLC
Global Retirement Partners LLC has acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 8,460 shares valued at approximately $3.175 million during the second quarter. This move is part of broader institutional investment activity, with other major funds like Vanguard Group Inc. and State Street Corp also modifying their holdings in the software maker. The article also highlights recent analyst ratings, stock performance, and insider trading activity for Cadence Design Systems.
Q2 Earnings Outperformers: Procore Technologies (NYSE:PCOR) And The Rest Of The Design Software Stocks
This article reviews the Q2 earnings performance of design software stocks, highlighting Procore Technologies (NYSE:PCOR) as an outperformer despite providing the weakest guidance. It also discusses Unity (NYSE:U) for its strong performance, PTC (NASDAQ:PTC) for its slower growth, and Adobe (NASDAQ:ADBE) and Cadence Design Systems (NASDAQ:CDNS) for their solid results. The piece emphasizes the continued demand for tools creating interactive 2D, 3D, VR, and AR experiences.
Oppenheimer Asset Management Inc. Purchases New Holdings in Cadence Design Systems, Inc. $CDNS
Oppenheimer Asset Management Inc. has acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 14,454 shares valued at approximately $5.425 million during the second quarter. This move aligns with several other institutional investors who have also adjusted their holdings in the software maker. Wall Street analysts currently rate CDNS with a "Moderate Buy" consensus and an average price target of $405.69.
Maridea Wealth Management LLC Makes New Investment in Cadence Design Systems, Inc. $CDNS
Maridea Wealth Management LLC has made a new investment in Cadence Design Systems (NASDAQ:CDNS), purchasing 8,147 shares valued at approximately $3.06 million in the second quarter. Despite recent insider selling totaling $54.6 million, institutional investors hold 84.85% of the stock. Analysts maintain a "Moderate Buy" rating for CDNS, with an average price target of $405.69, following strong quarterly earnings that surpassed estimates.
Wedge Capital Management L L P NC Lowers Holdings in Cadence Design Systems, Inc. $CDNS
Wedge Capital Management L L P NC significantly reduced its stake in Cadence Design Systems (NASDAQ:CDNS) by 99.7% in the second quarter, selling 193,568 shares and retaining only 576 shares. Despite this, institutional ownership remains high at 84.85%, with several other major investors increasing their positions. Analysts maintain a "Moderate Buy" consensus with an average price target of $405.69, following strong quarterly results where Cadence exceeded EPS expectations and reported 24.2% year-over-year revenue growth.
Bank Hapoalim BM Acquires New Holdings in Cadence Design Systems, Inc. $CDNS
Bank Hapoalim BM recently purchased 4,924 shares of Cadence Design Systems, Inc. (NASDAQ:CDNS) valued at approximately $1.85 million. This institutional investment is part of a broader trend, as several other institutional investors also increased or initiated positions in CDNS during recent quarters. The software maker reported strong Q2 earnings, beating analyst estimates, and has received a "Moderate Buy" consensus rating from analysts with an average target price of $405.69.
100,168 Shares in Cadence Design Systems, Inc. $CDNS Purchased by ABN AMRO Bank N.V.
ABN AMRO Bank N.V. has acquired a new stake of 100,168 shares in Cadence Design Systems, Inc. (NASDAQ:CDNS) during the second quarter, valued at approximately $37.37 million. This purchase is part of broader institutional investment activity in CDNS, with several other large investors also adjusting their holdings. Analysts maintain a "Moderate Buy" rating on Cadence Design Systems, with an average price target of $405.69, while the company recently reported strong quarterly earnings and issued optimistic guidance for FY 2026.
Is Cadence Worth Buying as AI Growth Collides With Premium Valuation?
Cadence Design Systems (CDNS) is experiencing strong growth due to increasing AI-related demand, with rising earnings expectations and robust cash generation. Despite its solid growth prospects and continued expansion in revenues and earnings, the stock trades at a significant premium valuation compared to its industry and the broader market. While its growth and momentum characteristics are favorable, its value score suggests that investors might need patience rather than an aggressive entry given the high valuation and competitive risks.
Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand
Cadence Design Systems (CDNS) has raised its 2026 financial outlook, driven by strong second-quarter results and expanding AI-oriented demand across its portfolio. The company reported significant growth in all product groups, with backlog reaching a record $8.1 billion, and sees agentic AI as a durable tailwind for electronic design automation. While the improved outlook strengthens the operating narrative, the article notes that valuation and execution risks persist, and Cadence currently holds a Zacks Rank #3 (Hold).
CDNS Falls 12.9% in the Past Month. Is the Sell-Off an Opportunity?
Cadence Design Systems (CDNS) shares have dropped 12.9% in the past month despite strong Q2 revenue and earnings growth, leading to a compressed valuation. While the stock's valuation is now at the lower end of its five-year range, it still trades at a premium compared to industry benchmarks. The company's AI initiatives and hardware demand offer potential catalysts for a rebound, but competitive risks and balance sheet concerns remain.
Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand
Cadence Design Systems (CDNS) raised its 2026 financial outlook, with second-quarter results exceeding expectations, driven by expanding AI-oriented demand across its product portfolio. The company reported double-digit growth in all product groups and a record backlog, with AI agents proving to be a durable source of electronic design automation usage. Despite a strong growth narrative, the stock carries a Zacks Rank #3 (Hold) due to valuation and execution risks, suggesting a balanced stance rather than aggressive buying.
Is Cadence Worth Buying as AI Growth Collides With Premium Valuation?
Cadence Design Systems (CDNS) is experiencing strong growth due to AI-related demand and improved earnings expectations, but its valuation remains premium compared to benchmarks. While its AI portfolio and cash flow strengthen the investment case, competition and currency sensitivity pose risks. The article concludes that despite growth and momentum, the premium valuation suggests a patient approach rather than an aggressive entry.
Q2 Earnings Outperformers: Procore Technologies (NYSE:PCOR) And The Rest Of The Design Software Stocks
This article reviews the Q2 earnings performance of several design software stocks, highlighting Procore Technologies, Unity, PTC, Adobe, and Cadence Design Systems. It notes that design software stocks generally performed well, with revenues beating estimates and share prices rising. While Procore Technologies delivered strong results, Unity had the best Q2 with significant outperformance, and PTC showed the slowest growth.
Cadence Design Systems, Inc. (CDNS) Stock Forecasts
Argus has lowered its target price for Cadence Design Systems, Inc. (CDNS) to $367.00. The report, published on August 12, 2026, identifies Cadence Design Systems as a provider of electronic design automation software, intellectual property, and system design and analysis products. The current price of CDNS is $323.13.
Cadence Design Systems Inc. stock underperforms Wednesday when compared to competitors
Cadence Design Systems Inc. (CDNS) stock fell 1.34% on Wednesday, closing at $323.13. This underperformance occurred on a mixed trading day where the S&P 500 rose and the Dow Jones Industrial Average slightly declined. This marks the third consecutive day of losses for the stock.
Cadence Design Systems Inc. stock outperforms competitors despite losses on the day
Cadence Design Systems Inc. (CDNS) saw its stock decline by 1.32% to $327.53 on Tuesday, marking its second consecutive day of losses. This occurred despite a generally negative market, with the S&P 500 Index and Dow Jones Industrial Average also experiencing drops. The article implies that Cadence's performance, while negative, was still relatively better than the broader market.
Should You Hold or Fold SNPS Stock After a 20% Decline in 3 Months?
Synopsys (SNPS) shares have declined by nearly 20% in the last three months, yet the stock maintains a premium valuation. Despite this, the company is experiencing robust growth driven by the AI infrastructure boom, strategic acquisitions like Ansys, and a strong competitive edge in the Electronic Design Automation (EDA) space, leading analysts to recommend accumulating the stock.
