Cadence Design Systems (CDNS) Valuation Check After Recent Share Price Momentum

Simply Wall St.09:12

Advertisement Cadence Design Systems (CDNS) is back in focus after a recent share price move, with the stock closing at US$311.03 and showing mixed returns over the past month and past 3 months. See ...

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/2628505107?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/25941-main-header/1756252762518","is_english":true,"pubTime":"2026-04-19 09:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2628505107","market":"us","top_or_hot":-1,"title":"Cadence Design Systems (CDNS) Valuation Check After Recent Share Price Momentum","media":"Simply Wall St.","content":"<div>\n<p>Advertisement Cadence Design Systems (CDNS) is back in focus after a recent share price move, with the stock closing at US$311.03 and showing mixed returns over the past month and past 3 months. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-recent-sha-1\">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 Recent Share Price Momentum</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 Recent Share Price Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-19 09:12 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-recent-sha-1><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advertisement Cadence Design Systems (CDNS) is back in focus after a recent share price move, with the stock closing at US$311.03 and showing mixed returns over the past month and past 3 months. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-cdns/cadence-design-systems/news/cadence-design-systems-cdns-valuation-check-after-recent-sha-1\">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":"LU1721428347.USD","symbol_name":"BNP PARIBAS CLIMATE IMPACT \"C\" (USD) 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-recent-sha-1","article_id":"2628505107","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-recent-sha-1","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2628505107","pubTimestamp":1776561163,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Cadence Design Systems (CDNS) is back in focus after a recent share price move, with the stock closing at US$311.03 and showing mixed returns over the past month and past 3 months.\nSee our latest analysis for Cadence Design Systems.\nThe recent 17.08% 7 day share price return and 9.56% 30 day share price return suggest short term momentum is building. This is set against a modest 0.20% year to date share price return and a stronger 5 year total shareholder return of 118.91%.\nIf you are...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1721428347.USD":"BNP PARIBAS CLIMATE IMPACT \"C\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4567":"ESG概念","LU2506952337.HKD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (HKDHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU2477742899.HKD":"BNP PARIBAS CLIMATE IMPACT \"C\" (HKD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2506952410.USD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (USDHDG) ACC A","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","CDNS":"铿腾电子","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","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","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","AIPO":"Defiance AI and Power Infrastructure ETF","BK4023":"应用软件","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC"},"translate_title":"Cadence Design Systems(CDNS)近期股价势头后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIPO":0.61,"CDNS":1.5},"content_text":"Advertisement Cadence Design Systems (CDNS) is back in focus after a recent share price move, with the stock closing at US$311.03 and showing mixed returns over the past month and past 3 months. See our latest analysis for Cadence Design Systems. The recent 17.08% 7 day share price return and 9.56% 30 day share price return suggest short term momentum is building. This is set against a modest 0.20% year to date share price return and a stronger 5 year total shareholder return of 118.91%. If you are looking beyond Cadence Design Systems for other AI exposed names, this could be a good moment to scan the market using the Simply Wall St screener for 37 AI infrastructure stocks With the shares now around US$311 and trading at a reported 61% premium to one intrinsic value estimate, but roughly 19% below the average analyst price target, the key question is whether there is still a buying opportunity or if the market is already pricing in future growth. Most Popular Narrative: 9.8% Undervalued Cadence Design Systems' fair value in the most followed narrative sits at $344.64, above the recent $311.03 close, which sets the tone for a bullish long term framework according to TibiT.  My financial model (2024A to 2030E) identifies a critical shift in the company's financial profile. While historical revenue growth clocked in at ~14% CAGR, I am modeling a more conservative 10 to 12% revenue growth going forward. However, the investment case relies on a massive expansion in profitability.  Read the complete narrative. Read the complete narrative. Curious what has to happen for that fair value to make sense? Think sustained double digit revenue growth, much higher margins, and a rich future earnings multiple all working together. Result: Fair Value of $344.64 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as potential valuation compression and exposure to China. Either of these could quickly challenge this optimistic setup. Find out about the key risks to this Cadence Design Systems narrative. Another Way of Looking at Value The popular narrative points to a fair value of $344.64 and labels Cadence Design Systems as 9.8% undervalued. The P/E picture tells a different story, with CDNS at 77.4x earnings versus 29.7x for the US Software industry, 40.5x for peers, and a fair ratio of 37.4x, which suggests valuation risk if sentiment cools. Before leaning too heavily on any single earnings multiple, it is worth considering what the numbers imply if that P/E moves closer to the fair ratio or toward peer levels. This can help you assess how much potential downside or upside that could mean for your own return expectations. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CDNS P/E Ratio as at Apr 2026Next Steps If this has you leaning bullish or cautious, do not wait too long to check the full picture yourself and weigh up the 2 key rewards. Looking for more investment ideas? If Cadence has sharpened your thinking, keep that momentum going by scanning a few focused stock lists that could surface opportunities you have not considered yet.  Target potential value opportunities by checking companies that currently screen as 60 high quality undervalued stocks and see which names deserve a closer look. Prioritize resilience and sleep better at night by reviewing 70 resilient stocks with low risk scores that stand out for steadier risk profiles. Hunt for potential future leaders before the crowd notices by using the screener containing 23 high quality undiscovered gems and see what you might be missing.   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":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2628505107","isCrawlerRequest":true}