Stock Library / CDNS

CDNS Technology Latest YouTube: Q2 2026 Published 2026-07-28

Cadence Design Systems, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest on YouTube Latest on Spotify Latest on Podbean Apple Podcasts Amazon Music iHeartRadio YouTube Music Company Website Back to Library

Latest earnings video

Cadence Stock: It Beat, Raised Guidance & Set a Record Backlog — So Why We Say HOLD (CDNS Q2 2026)

Published 2026-07-28

Open YouTube Open Spotify Open Podbean Apple Podcasts

Library coverage

Episodes tracked

2

Episodes linked

2

Latest video

Q2 2026

2026-07-28

Podcast available

Yes

Current price

$319.02

+4.07 (+1.29%)

Trailing / Forward P/E

63.30x

Forward: 33.46x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

24.2%

Earnings: 125.4%

Margins

28.6% op

Gross: 85.9% · Net: 23.6%

Balance sheet

1.74x current

Debt / Equity: 38.7

52-week range / Beta

$262.75 - $416.69

Beta: 1.14

Analyst target

$403.94

Upside: 26.6%

Cash / shareholder return

1.83% FCF yield

Dividend yield: —

Company context

Industry: Software - Application

Country: United States

Employees: —

Price to book: 12.81x

Return on equity: 23.2%

Cadence Design Systems, Inc. develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including In novus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog. It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies; controllers and physical interfaces; PCI Express, universal accelerator and compute express links, and multiple memory interfaces; and Ten Silica, a digital signal processor. In addition, the company's design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure-IC, a solution for embedded security IP. Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end-to-end system-level design and verification across chips, packages, PCBs, and electronic systems; Allegro X and Orca X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AIR for RF design; Fidelity for computational fluid dynamics; Celsius for thermal and airflow analysis; Clarity 3D solver for electromagnetic and power electronics analysis and simulation; Integrity 3D-IC solution for 3D-IC and multi-chiplet designs; the Optimality Intelligent System Explorer, Reality digital twin, and Millennium enterprise multiphasic platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA. The company was incorporated in 1987 and is headquartered in San Jose, California.

Price chart

Market context for CDNS

Competitive view

CDNS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Cadence Design Systems, Inc. latest YouTube video thumbnail

Cadence Design Systems, Inc.

CDNS

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

CDNS

$87.86B

Cadence Design Systems, Inc.

INTC

$476.12B

Intel Corporation

MSFT

$3.59T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

CDNS

63.3x

Cadence Design Systems, Inc.

INTC

—

Intel Corporation

MSFT

26.9x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

CDNS

33.5x

Cadence Design Systems, Inc.

INTC

44.1x

Intel Corporation

MSFT

20.5x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

CDNS

24.2%

Cadence Design Systems, Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

CDNS

125.4%

Cadence Design Systems, Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

CDNS

28.6%

Cadence Design Systems, Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

CDNS

85.9%

Cadence Design Systems, Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

CDNS

23.6%

Cadence Design Systems, Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

CDNS

23.2%

Cadence Design Systems, Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

CDNS

1.8%

Cadence Design Systems, Inc.

INTC

1.0%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

CDNS

38.66x

Cadence Design Systems, Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

CDNS

1.74x

Cadence Design Systems, Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

CDNS

1.14

Cadence Design Systems, Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

CDNS

—

Cadence Design Systems, Inc.

INTC

—

Intel Corporation

MSFT

0.8%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

CDNS

26.6%

Cadence Design Systems, Inc.

INTC

27.5%

Intel Corporation

MSFT

17.8%

Microsoft Corp.

Related research

Non-quarter videos featuring CDNS

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections

Shorts and Clips 2026-07-28

Cadence Beat, Raised & Set a Record Backlog — So Why HOLD? (CDNS)

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for CDNS

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-07-28

Published youtube podcast complete

Cadence Stock: It Beat, Raised Guidance & Set a Record Backlog — So Why We Say HOLD (CDNS Q2 2026)

Quarterly earnings-analysis entry for Cadence Design Systems, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-04-28

Published youtube podcast complete

CDNS Stock: EPS Beats by 5% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for Cadence Design Systems, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music