Cadence Design Systems, Inc. $CDNS Shares Purchased by Advisors Asset Management Inc.

Advisors Asset Management Inc. boosted its stake in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS) by 178.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,798 shares of the software maker’s stock after purchasing an additional 1,793 shares during the quarter. Advisors Asset Management Inc.’s holdings in Cadence Design Systems were worth $983,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in CDNS. Strategic Wealth Investment Group LLC purchased a new position in Cadence Design Systems in the 2nd quarter valued at approximately $32,000. Promus Capital LLC acquired a new stake in Cadence Design Systems in the second quarter valued at $33,000. Robbins Farley acquired a new stake in Cadence Design Systems in the third quarter valued at $35,000. Cloud Capital Management LLC purchased a new position in shares of Cadence Design Systems in the third quarter valued at $35,000. Finally, Heartwood Wealth Advisors LLC acquired a new position in shares of Cadence Design Systems during the 3rd quarter worth $39,000. 84.85% of the stock is owned by hedge funds and other institutional investors.

Cadence Design Systems Trading Down 5.3%

Shares of Cadence Design Systems stock opened at $283.46 on Wednesday. Cadence Design Systems, Inc. has a fifty-two week low of $221.56 and a fifty-two week high of $376.45. The business’s fifty day moving average is $309.88 and its two-hundred day moving average is $328.89. The company has a quick ratio of 2.84, a current ratio of 3.05 and a debt-to-equity ratio of 0.48. The firm has a market cap of $77.16 billion, a PE ratio of 73.06, a P/E/G ratio of 3.33 and a beta of 1.01.

Cadence Design Systems (NASDAQ:CDNS) last announced its quarterly earnings data on Tuesday, February 17th. The software maker reported $1.99 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.08. Cadence Design Systems had a return on equity of 30.13% and a net margin of 20.35%.The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.42 billion. During the same quarter in the previous year, the business earned $1.88 earnings per share. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. Cadence Design Systems has set its Q1 2026 guidance at 1.890-1.950 EPS and its FY 2026 guidance at 8.050-8.150 EPS. Analysts anticipate that Cadence Design Systems, Inc. will post 5.41 earnings per share for the current year.

Insider Transactions at Cadence Design Systems

In other Cadence Design Systems news, VP Paul Cunningham sold 1,000 shares of Cadence Design Systems stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $295.09, for a total value of $295,090.00. Following the transaction, the vice president owned 95,137 shares in the company, valued at $28,073,977.33. This trade represents a 1.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Paul Scannell sold 5,490 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $339.43, for a total value of $1,863,470.70. Following the completion of the transaction, the vice president directly owned 20,321 shares in the company, valued at $6,897,557.03. This trade represents a 21.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 56,475 shares of company stock valued at $18,505,486 in the last quarter. Insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on CDNS. Wells Fargo & Company increased their price objective on shares of Cadence Design Systems from $405.00 to $410.00 and gave the company an “overweight” rating in a research note on Tuesday, October 28th. JPMorgan Chase & Co. increased their price target on shares of Cadence Design Systems from $390.00 to $405.00 and gave the company an “overweight” rating in a research report on Tuesday, October 28th. Needham & Company LLC reissued a “buy” rating and set a $390.00 price objective on shares of Cadence Design Systems in a research note on Monday, December 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Cadence Design Systems in a research note on Monday, December 29th. Finally, Rosenblatt Securities reissued a “neutral” rating and set a $335.00 price target on shares of Cadence Design Systems in a research report on Tuesday. Thirteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $379.59.

More Cadence Design Systems News

Here are the key news stories impacting Cadence Design Systems this week:

• Positive Sentiment: Q4 results: Cadence beat EPS estimates and showed revenue growth (revenue $1.44B, +6.2% Y/Y; EPS $1.99 vs. $1.90 consensus). The quarter also featured stronger gross profit, operating cash flow and higher cash balances—fundamentals that support longer‑term growth expectations. Cadence Design Systems (CDNS) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Aggressive forward guidance: Management set FY2026 EPS guidance of $8.05–8.15 and Q1 FY2026 EPS of $1.890–1.950, both well above sell‑side consensus (FY consensus ~5.45; Q1 consensus ~1.74). That upside to guidance is material and could support higher valuation if sustained. (Company guidance release)
• Neutral Sentiment: Company press release: Full financial results and conference call are available; investors will parse the call for color on AI-driven demand, backlog, and customer cadence to judge sustainability of the elevated guidance. Cadence Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Analyst coverage is mixed: several firms maintain buy/overweight ratings and high price targets (median target cited ~$390), while some firms are cautious; Rosenblatt reaffirmed a neutral rating with a $335 PT. These divergent views leave near‑term reaction driven by guidance verification. Rosenblatt neutral rating
• Negative Sentiment: Insider selling and institutional reductions: recent filings and data show many insider sales (multiple senior execs) and large institutional trims (e.g., UBS, BlackRock reduced holdings materially), which can pressure the stock and signal profit‑taking. Quiver Quant: Q4 results, insider and institutional activity
• Negative Sentiment: Valuation and modest quarter-over-quarter growth: despite the beat, revenue growth was single‑digit (6.2% Y/Y) and the stock trades at a high multiple (PE ~73), which can amplify downside if investors doubt the sustainability of the lofty guidance. Zacks: Key metrics vs. estimates

Cadence Design Systems Company Profile

Cadence Design Systems, Inc (NASDAQ: CDNS) is a global provider of electronic design automation (EDA) software, hardware and intellectual property used to design and verify advanced semiconductor chips, systems-on-chip (SoCs), printed circuit boards (PCBs) and packaging. Headquartered in San Jose, California and founded in 1988, Cadence serves semiconductor companies, original equipment manufacturers and system designers across the globe, helping customers accelerate design cycles and manage the complexity of modern integrated systems.

The company’s offerings span software tools for digital, custom/analog and mixed-signal design, verification and signoff, as well as solutions for system-level modeling, thermal and signal integrity analysis, and PCB and package design.