SA Desk
Coverage
Ignacio Planas Gonzalez
← Coverage
CDNS
Cadence Design Systems, Inc.
·
1 article
Prices as of
2026-09-25
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Themes
· FY2026-Q2 call
AI accelerated
software
advanced packaging
high-bandwidth memory
Bubble colour
Strong Buy
Buy
Hold
Sell
Strong Sell
· label: return since publication
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2026-06-10
Buy
Cadence Design Systems: The Software Version Of An AI Bottleneck
-14.9%
vs SPX
-21.3%