Cadence Design Systems (CDNS) Valuation Check After New AI Memory IP And Chiplet Ecosystem Launch

Simply Wall St.01-15

The latest move from Cadence Design Systems (CDNS) centers on two product announcements that tie the business more tightly to AI hardware, including a new LPDDR5X memory IP solution with Microsoft as ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603628949?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/25941-main-header/1756252762518","is_english":true,"pubTime":"2026-01-15 04:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603628949","market":"sg","top_or_hot":-1,"title":"Cadence Design Systems (CDNS) Valuation Check After New AI Memory IP And Chiplet Ecosystem Launch","media":"Simply Wall St.","content":"<div>\n<p>The latest move from Cadence Design Systems (CDNS) centers on two product announcements that tie the business more tightly to AI hardware, including a new LPDDR5X memory IP solution with Microsoft as ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-new-ai-mem\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cadence Design Systems (CDNS) Valuation Check After New AI Memory IP And Chiplet Ecosystem Launch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCadence Design Systems (CDNS) Valuation Check After New AI Memory IP And Chiplet Ecosystem Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 04:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-new-ai-mem><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest move from Cadence Design Systems (CDNS) centers on two product announcements that tie the business more tightly to AI hardware, including a new LPDDR5X memory IP solution with Microsoft as ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-new-ai-mem\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189680.USD","symbol_name":"富国美国全盘成长基金Cl A Acc","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-new-ai-mem","article_id":"2603628949","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/25941-main-header/1756252762518"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-new-ai-mem","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603628949","pubTimestamp":1768422705,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"The latest move from Cadence Design Systems (CDNS) centers on two product announcements that tie the business more tightly to AI hardware, including a new LPDDR5X memory IP solution with Microsoft as the first customer.\nSee our latest analysis for Cadence Design Systems.\nThose AI focused launches come after a steady year in the market, with a 1 year total shareholder return of 9.81% and a 3 year total shareholder return of 86.77%, while the current share price sits at US$323.06.\nIf Cadence’s...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1481599808.USD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"AUC\" (USDHDG) INC","BK4551":"寇图资本持仓","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0124384867.USD":"贝莱德新能源基金A2","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","AI":"C3.ai, Inc.","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","BK4543":"AI","LU0056508442.USD":"贝莱德世界科技基金A2","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU1481600234.SGD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"ASC\" (SGDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IP":"国际纸业","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4528":"SaaS概念","LU2063271972.USD":"富兰克林创新领域基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4136":"纸材料包装","CDNS":"铿腾电子","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","BK4588":"碎股"},"translate_title":"Cadence Design Systems(CDNS)在推出新的AI内存IP和Chiplet生态系统后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CDNS":1.5,"IP":1.5,"AI":0.9},"content_text":"The latest move from Cadence Design Systems (CDNS) centers on two product announcements that tie the business more tightly to AI hardware, including a new LPDDR5X memory IP solution with Microsoft as the first customer. See our latest analysis for Cadence Design Systems. Those AI focused launches come after a steady year in the market, with a 1 year total shareholder return of 9.81% and a 3 year total shareholder return of 86.77%, while the current share price sits at US$323.06. If Cadence’s AI push has your attention, it can be useful to see what else is emerging in the sector, starting with high growth tech and AI stocks. With AI themed products gaining traction and the share price near US$323, the real question is whether Cadence is still trading below its underlying worth or if the market is already pricing in future growth? AdvertisementMost Popular Narrative: 15.9% Undervalued With Cadence Design Systems last closing at US$323.06 against a narrative fair value of about US$384.20, the current setup hinges on how much future AI driven growth you think is realistic.  The company is seeing strong demand in its IP business, with a 40% year over year growth in Q1 2025 driven by AI, chiplet based architectures, and new foundry opportunities, which is likely to contribute positively to future revenues.  Read the complete narrative. Curious what kind of revenue path and margin profile could support that higher fair value, plus a richer future earnings multiple than the broader software sector? The full narrative lays out the earnings step up, the assumed profitability lift, and the kind of premium P/E required for those cash flows to add up. Result: Fair Value of $384.20 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside view still depends on smooth China operations and continued traction with major partners like NVIDIA and TSMC, both of which could prove less certain. Find out about the key risks to this Cadence Design Systems narrative. Another Angle On Value That 15.9% undervalued narrative sits against a much harsher read from our SWS DCF model, which puts fair value closer to US$237.27. On that view, the current US$323.06 price screens as expensive, which raises a simple question: which set of assumptions do you trust more? Look into how the SWS DCF model arrives at its fair value. CDNS Discounted Cash Flow as at Jan 2026 Build Your Own Cadence Design Systems Narrative If you see the numbers differently, or just prefer to weigh the assumptions yourself, you can shape your own view in a few minutes by starting with Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Cadence Design Systems. Ready For More Investment Ideas? If Cadence has sparked your thinking, do not stop here. Broaden your watchlist now or you risk missing companies that better fit your style and goals.  Target potential mispricings by scanning these 886 undervalued stocks based on cash flows that may offer more attractive entry points based on their cash flow profiles. Ride the AI build out by zeroing in on these 25 AI penny stocks positioned around data, chips, and software supporting this trend. Position early in emerging themes with these 80 cryptocurrency and blockchain stocks that sit at the intersection of digital assets and listed equities.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603628949","isCrawlerRequest":true}