$CDNS (Cadence Design Systems, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 46.4%)

Graded daily on value C, growth C, profitability A-, momentum C+, revisions B. Sector-relative, identical for every user.

Most active credible voices on $CDNS

@schaeffers (Schaeffer's Investment Research) — 33 mentions · 14.7K followers
@aistocksavvy (Hardik Shah) — 19 mentions · 43.3K followers
@dimitrynakhla (Dimitry Nakhla | Babylon Capital®) — 14 mentions · 23.2K followers

Recent headlines featuring $CDNS

2026-10-27: Cadence Q3 revenue rises 22%, full-year growth outlook lifted to 21%
2026-09-24: TSMC Deepens AI Design Ties With Synopsys, Cadence

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$CDNS — what investors on X are saying · SpikePanel

$CDNSCadence Design Systems, Inc. · Software - Application · $91.0B

$331.51

0.0%

Event thread

Key events, in time order

13 items

2026-10-23 → 11-02Earnings
CDNS Raises 2026 Outlook on Strong AI Demand, Margin Pressure Remains
Company raised 2026 revenue and earnings guidance on strong AI demand and record backlog, though rising costs and margin pressure persist
D1 +2.2% · +5d +3.6%
5 waves of this story
- 2026-10-23 Multiple sources confirm earnings date; AI-driven demand and EDA momentum are key watch items
- 2026-10-26 Multiple sources confirm earnings date; AI chip design software demand is the key focus
- 2026-10-27 Revenue and EPS beat; FY guidance raised on AI design demand
- 2026-10-27 Q3 revenue up 22% YoY, record $8.2B backlog, FY26 guidance raised to 21% for third time
- 2026-11-02 Company raised 2026 revenue and earnings guidance on strong AI demand and record backlog, though rising costs and margin pressure persist
2026-10-278-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 +6.5% · +5d -5.6%

11 earlier events

2026-10-26Earnings
Earnings report
Q3 经常性收入同比增长 18%，核心 EDA 增长 20%，IP 增长 24%，SD&A 增长 30%。
D1 +1.8% · +5d +2.3%
2026-10-26ProductBull
CDNS Launches Maestro AI Model Portfolio
Domain-specialized AI models for chip/system design; stock gained
D1 +1.8% · +5d +2.3%
2026-10-05Earnings
Cadence Schedules Q3 2026 Financial Results Webcast for Oct 26
Company officially confirms earnings date, setting clear timeline for investors
D1 +0.6% · +5d -1.4%
2026-09-24CompanyBull
Cadence Expands TSMC Collaboration with A14 Certification and UALink IP
IMEC joins TSMC OIP, potentially strengthening Cadence ecosystem synergy
D1 +4.2% · +5d +8.9%
2 waves of this story
- 2026-09-24 Cadence officially announces deepened TSMC partnership, tools certified for A14 process, UALink IP silicon-proven, boosting its position in advanced-node AI design.
- 2026-09-24 IMEC joins TSMC OIP, potentially strengthening Cadence ecosystem synergy
2026-08-26CapitalBear
SVP Sells 4,732 Shares for $1.5M
Insider trims 3% of direct stake, may signal valuation view
D1 +0.8% · +5d -8.4%
2026-07-25 → 07-28Earnings
Cadence Q2 Earnings Due July 27 After Market Close
Q2 revenue $1.584B up 24% YoY; stock +5% after hours; record $8.1B backlog
D1 +3.8% · +5d -0.7%
4 waves of this story
- 2026-07-25 Multiple sources confirm earnings date; focus on AI demand and EDA growth
- 2026-07-27 Multiple outlets and analysts flag upcoming report; consensus estimates revised higher ahead of print
- 2026-07-28 Q2 revenue $1.584B +24% YoY, adj EPS $2.11 beat, raises FY outlook
- 2026-07-28 Q2 revenue $1.584B up 24% YoY; stock +5% after hours; record $8.1B backlog
2026-07-278-K filing
8-K: Item 2.02, Item 9.01
D1 +3.8% · +5d -0.7%
2026-07-27Earnings
Earnings report
Record backlog of $8.1 billion at end of Q2, with bookings strength driven by broad-based demand across all product groups.
D1 +3.8% · +5d -0.7%
2026-07-24CompanyBear
SVP Paul Cunningham Sells 2,000 Shares for $767K
July 15 sale represents 2% of direct holdings; routine insider transaction
D1 -1.3% · +5d +4.2%
2026-07-17CompanyBull
Cadence Partners with Rapidus on Agentic AI for Advanced SoC Design
Collaboration integrates Cadence's AI super agent with Rapidus' advanced node to accelerate chip design
D1 -9.5% · +5d -1.2%
2026-07-15 → 07-16ProductBull
Cadence launches AI super agent to accelerate PCB and chip packaging design
Collaboration integrates agentic AI into advanced-node SoC design, extending Cadence's recent AI portfolio push.
D1 -1.4% · +5d -9.3%
2 waves of this story
- 2026-07-15 The product extends the company's push to automate engineering processes, a key driver of recent stock attention.
- 2026-07-16 Collaboration integrates agentic AI into advanced-node SoC design, extending Cadence's recent AI portfolio push.

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

13 items

2026-10-23 → 11-02Earnings
CDNS Raises 2026 Outlook on Strong AI Demand, Margin Pressure Remains
Company raised 2026 revenue and earnings guidance on strong AI demand and record backlog, though rising costs and margin pressure persist
D1 +2.2% · +5d +3.6%
5 waves of this story
- 2026-10-23 Multiple sources confirm earnings date; AI-driven demand and EDA momentum are key watch items
- 2026-10-26 Multiple sources confirm earnings date; AI chip design software demand is the key focus
- 2026-10-27 Revenue and EPS beat; FY guidance raised on AI design demand
- 2026-10-27 Q3 revenue up 22% YoY, record $8.2B backlog, FY26 guidance raised to 21% for third time
- 2026-11-02 Company raised 2026 revenue and earnings guidance on strong AI demand and record backlog, though rising costs and margin pressure persist
2026-10-278-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 +6.5% · +5d -5.6%
2026-10-26Earnings
Earnings report
Q3 经常性收入同比增长 18%，核心 EDA 增长 20%，IP 增长 24%，SD&A 增长 30%。
D1 +1.8% · +5d +2.3%
2026-10-26ProductBull
CDNS Launches Maestro AI Model Portfolio
Domain-specialized AI models for chip/system design; stock gained
D1 +1.8% · +5d +2.3%
2026-10-05Earnings
Cadence Schedules Q3 2026 Financial Results Webcast for Oct 26
Company officially confirms earnings date, setting clear timeline for investors
D1 +0.6% · +5d -1.4%

8 earlier events

2026-09-24CompanyBull
Cadence Expands TSMC Collaboration with A14 Certification and UALink IP
IMEC joins TSMC OIP, potentially strengthening Cadence ecosystem synergy
D1 +4.2% · +5d +8.9%
2 waves of this story
- 2026-09-24 Cadence officially announces deepened TSMC partnership, tools certified for A14 process, UALink IP silicon-proven, boosting its position in advanced-node AI design.
- 2026-09-24 IMEC joins TSMC OIP, potentially strengthening Cadence ecosystem synergy
2026-08-26CapitalBear
SVP Sells 4,732 Shares for $1.5M
Insider trims 3% of direct stake, may signal valuation view
D1 +0.8% · +5d -8.4%
2026-07-25 → 07-28Earnings
Cadence Q2 Earnings Due July 27 After Market Close
Q2 revenue $1.584B up 24% YoY; stock +5% after hours; record $8.1B backlog
D1 +3.8% · +5d -0.7%
4 waves of this story
- 2026-07-25 Multiple sources confirm earnings date; focus on AI demand and EDA growth
- 2026-07-27 Multiple outlets and analysts flag upcoming report; consensus estimates revised higher ahead of print
- 2026-07-28 Q2 revenue $1.584B +24% YoY, adj EPS $2.11 beat, raises FY outlook
- 2026-07-28 Q2 revenue $1.584B up 24% YoY; stock +5% after hours; record $8.1B backlog
2026-07-278-K filing
8-K: Item 2.02, Item 9.01
D1 +3.8% · +5d -0.7%
2026-07-27Earnings
Earnings report
Record backlog of $8.1 billion at end of Q2, with bookings strength driven by broad-based demand across all product groups.
D1 +3.8% · +5d -0.7%
2026-07-24CompanyBear
SVP Paul Cunningham Sells 2,000 Shares for $767K
July 15 sale represents 2% of direct holdings; routine insider transaction
D1 -1.3% · +5d +4.2%
2026-07-17CompanyBull
Cadence Partners with Rapidus on Agentic AI for Advanced SoC Design
Collaboration integrates Cadence's AI super agent with Rapidus' advanced node to accelerate chip design
D1 -9.5% · +5d -1.2%
2026-07-15 → 07-16ProductBull
Cadence launches AI super agent to accelerate PCB and chip packaging design
Collaboration integrates agentic AI into advanced-node SoC design, extending Cadence's recent AI portfolio push.
D1 -1.4% · +5d -9.3%
2 waves of this story
- 2026-07-15 The product extends the company's push to automate engineering processes, a key driver of recent stock attention.
- 2026-07-16 Collaboration integrates agentic AI into advanced-node SoC design, extending Cadence's recent AI portfolio push.

$CDNS (Cadence Design Systems, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 46.4%)

Most active credible voices on $CDNS

Recent headlines featuring $CDNS

$CDNS (Cadence Design Systems, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 46.4%)

Most active credible voices on $CDNS

Recent headlines featuring $CDNS

CDNS Raises 2026 Outlook on Strong AI Demand, Margin Pressure Remains

8-K: Item 2.02, Item 8.01, Item 9.01

Earnings report

CDNS Launches Maestro AI Model Portfolio

Cadence Schedules Q3 2026 Financial Results Webcast for Oct 26

Cadence Expands TSMC Collaboration with A14 Certification and UALink IP

SVP Sells 4,732 Shares for $1.5M

Cadence Q2 Earnings Due July 27 After Market Close

8-K: Item 2.02, Item 9.01

Earnings report

SVP Paul Cunningham Sells 2,000 Shares for $767K

Cadence Partners with Rapidus on Agentic AI for Advanced SoC Design

Cadence launches AI super agent to accelerate PCB and chip packaging design

Bull vs bear

Discussion

CDNS Raises 2026 Outlook on Strong AI Demand, Margin Pressure Remains

8-K: Item 2.02, Item 8.01, Item 9.01

Earnings report

CDNS Launches Maestro AI Model Portfolio

Cadence Schedules Q3 2026 Financial Results Webcast for Oct 26

Cadence Expands TSMC Collaboration with A14 Certification and UALink IP

SVP Sells 4,732 Shares for $1.5M

Cadence Q2 Earnings Due July 27 After Market Close

8-K: Item 2.02, Item 9.01

Earnings report

SVP Paul Cunningham Sells 2,000 Shares for $767K

Cadence Partners with Rapidus on Agentic AI for Advanced SoC Design

Cadence launches AI super agent to accelerate PCB and chip packaging design