CDNS

CADENCE DESIGN SYSTEMS INC

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0000813672
$394.24 +4.80% $107.8B
Insider Selling Cluster (3 insiders)Congressional Activity (1)
Vol
Market Cap$107.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders9 funds
Inst. Value$15.6B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 12S
Insider Net $-$65.3M
SEC Reports9
Congressional1 trades
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0000813672·Prev Close $376.19

Recent Activity

Jul 27, 2026 earnings_calendar
CDNS Q2 2026 Earnings After Market Close — 2026-07-27
EPS est: $1.92 | Rev est: $1.5B
Jun 3, 2026 SEC
President & CEO Anirudh Devgan and SVP Paul Scannell sold a combined $23.26M in open-market stock on June 1, 2026. Devga
CLUSTER — Impact 3/10
Jun 2, 2026 Insider
DEVGAN ANIRUDH sold 25,005 shares
President and CEO @ $415.00 ($10.4M)
Jun 1, 2026 Insider
DEVGAN ANIRUDH sold 26,821 shares
President and CEO @ $0.00 ($0.00)
Jun 1, 2026 Insider
DEVGAN ANIRUDH sold 51,822 shares
President and CEO @ $395.00 ($20.5M)
May 31, 2026 SEC
Rosenblatt upgrades CDNS to Buy from Neutral — PT $360 (+7.5%)
ANALYST-UPGRADE — Impact 3/10
May 1, 2026 SEC
Rosenblatt upgrades Cadence Design Systems to Buy — PT $360 (+9.2%)
ANALYST-UPGRADE — Impact 3/10
Inst.
NORGES BANK — NEW
4,328,242 shares ($1.4B)

Price Targets

$385.37 -1.4% upside Hold
Current $390.90 Low $275.00 Median $387.50 High $440.00 26 analysts
$275.00 $440.00

Analyst Ratings

Strong Buy91% buy · 32 analysts
9Strong Buy
20Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 Stifel MAINTAIN Buy → Buy
May 26, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 29, 2026 Citigroup MAINTAIN Buy → Buy
Apr 28, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 28, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.05 $2.03 — $2.08 25% YoY 19
Next Q $1.94 $1.79 — $2.10 1% YoY 18
Current FY $4.49 $4.38 — $4.67 11% YoY 13
Next FY $9.38 $8.71 — $9.91 18% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$8.5B
FMR LLC$3.1B
NORGES BANK$1.4BNEW
MORGAN STANLEY$1.1B
CHARLES SCHWAB INVESTMENT MANAGEMENT$609.9MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026DEVGAN ANIRUDHSELL$10.4M
Jun 1, 2026DEVGAN ANIRUDHM$0.00
Jun 1, 2026DEVGAN ANIRUDHSELL$20.5M
Jun 1, 2026DEVGAN ANIRUDHM$2.1M
Jun 1, 2026Scannell PaulM$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
9 institutional holders with $15.6B total value (49,940,818 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC27,231,070$8.5B54.5%
2FMR LLC9,883,842$3.1B19.8%
3NORGES BANK4,328,242$1.4B8.7%NEW
4MORGAN STANLEY3,598,438$1.1B7.2%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,951,311$609.9M3.9%NEW
6BANK OF AMERICA CORP /DE/1,552,405$485.3M3.1%
7WELLS FARGO & COMPANY/MN708,823$221.6M1.4%
8TWO SIGMA INVESTMENTS, LP449,324$140.4M0.9%ADD +52.4%
9DODGE & COX237,363$74.2M0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,328,242$1.4B2025-Q4
TWO SIGMA INVESTMENTS, LPADD294,912449,324+52.4%$140.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM423,183294,912-30.3%$103.6M2025-Q3
NORGES BANKEXIT3,863,7610-100.0%$0.002025-Q3
NORGES BANKNEW3,863,761$1.2B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED25,920423,183+1532.7%$130.4M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED4,50025,920+476.0%$6.6M2025-Q1
NORGES BANKEXIT3,894,7240-100.0%$0.002025-Q1
UBS Group AGADD613,512982,008+60.1%$295.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,637,455$443.8M2024-Q3
16 unique insiders with 12 transactions. Net insider value: -$65.3M ($0.00 bought, $65.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026DEVGAN ANIRUDHPresident and CEOSELL25,005$415.00$10.4M
Jun 1, 2026DEVGAN ANIRUDHPresident and CEOM26,821$0.00$0.00
Jun 1, 2026DEVGAN ANIRUDHPresident and CEOSELL51,822$395.00$20.5M
Jun 1, 2026DEVGAN ANIRUDHPresident and CEOM26,821$78.76$2.1M
Jun 1, 2026Scannell PaulSr. Vice PresidentM7,081$0.00$0.00
Jun 1, 2026Scannell PaulSr. Vice PresidentSELL7,081$393.91$2.8M
Jun 1, 2026Scannell PaulSr. Vice PresidentM7,081$285.19$2.0M
May 22, 2026TENG CHIN-CHISr. Vice PresidentM1,000$202.94$202.9K
May 22, 2026TENG CHIN-CHISr. Vice PresidentSELL2,117$361.88$766.1K
May 22, 2026TENG CHIN-CHISr. Vice PresidentM1,000$0.00$0.00
May 22, 2026DEVGAN ANIRUDHPresident and CEOM25,000$78.76$2.0M
May 22, 2026DEVGAN ANIRUDHPresident and CEOSELL51,887$370.00$19.2M
May 22, 2026DEVGAN ANIRUDHPresident and CEOM25,000$0.00$0.00
May 18, 2026Scannell PaulSr. Vice PresidentSELL1,071$345.06$369.6K
May 18, 2026Scannell PaulSr. Vice PresidentSELL1,071$345.06$369.6K
May 15, 2026Taxay MarcSVP & General CounselF1,384$347.24$480.6K
May 15, 2026Scannell PaulSr. Vice PresidentF75$347.24$26.0K
May 15, 2026Scannell PaulSr. Vice PresidentF75$347.24$26.0K
May 7, 2026Liuson JuliaDirectorA714$0.00$0.00
May 7, 2026SOHN YOUNGDirectorA714$0.00$0.00
May 7, 2026PLUMMER JAMES DDirectorG779$0.00$0.00
May 7, 2026PLUMMER JAMES DDirectorA714$0.00$0.00
May 7, 2026Adams MarkDirectorG779$0.00$0.00
May 7, 2026Adams MarkDirectorA714$0.00$0.00
May 7, 2026CHEW LEWISDirectorA714$0.00$0.00
May 7, 2026Brennan Ita MDirectorA714$0.00$0.00
May 7, 2026Krakauer Mary LDirectorA714$0.00$0.00
May 7, 2026GAVRIELOV MOSHEDirectorA714$0.00$0.00
May 7, 2026SANGIOVANNI VINCENTELLI ALBERTODirectorA714$0.00$0.00
May 7, 2026Van den hove LucDirectorA714$0.00$0.00
May 6, 2026Scannell PaulSr. Vice PresidentF619$354.90$219.7K
May 6, 2026SOHN YOUNGDirectorG72$354.90$25.6K
May 5, 2026WALL JOHN MSr. VP & CFOSELL412$346.68$142.8K
May 1, 2026Scannell PaulSr. Vice PresidentSELL10,500$339.00$3.6M
May 1, 2026Cunningham PaulSr. Vice PresidentSELL1,000$337.49$337.5K
Apr 16, 2026WALL JOHN MSr. VP & CFOSELL21,500$309.45$6.7M
Apr 1, 2026Cunningham PaulSr. Vice PresidentSELL1,000$280.19$280.2K
Mar 18, 2026DEVGAN ANIRUDHPresident and CEOF18,138$289.64$5.3M
Mar 18, 2026DEVGAN ANIRUDHPresident and CEOA146,849$0.00$0.00
Mar 18, 2026Cunningham PaulSr. Vice PresidentA39,032$0.00$0.00
Mar 18, 2026Cunningham PaulSr. Vice PresidentF3,546$289.64$1.0M
Mar 18, 2026Taxay MarcSVP & General CounselA973$0.00$0.00
Mar 18, 2026TENG CHIN-CHISr. Vice PresidentA39,032$0.00$0.00
Mar 18, 2026TENG CHIN-CHISr. Vice PresidentF3,546$289.64$1.0M
Mar 18, 2026Scannell PaulSr. Vice PresidentA8,962$0.00$0.00
Mar 18, 2026Scannell PaulSr. Vice PresidentF4,492$289.64$1.3M
Mar 18, 2026WALL JOHN MSr. VP & CFOA43,239$0.00$0.00
Mar 18, 2026WALL JOHN MSr. VP & CFOF4,239$289.64$1.2M
Mar 17, 2026DEVGAN ANIRUDHPresident and CEOF7,559$293.75$2.2M
Mar 17, 2026TENG CHIN-CHISr. Vice PresidentF2,362$293.75$693.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 32 analysts: 9 strong buy, 20 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$385.37 mean target -1.4% upside Hold (1.48)
$275.00 Low $440.00 High
MetricValue
Current Price$390.90
Target Low$275.00
Target Mean$385.37
Target Median$387.50
Target High$440.00
# Analysts26
RecommendationHold (1.48)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.05 $2.03 $2.08 24.5% +0.0% 8↑ 0↓ $1.6B 23.5% 19
Next Q
2026-09-30
$1.94 $1.79 $2.10 0.5% +0.0% 2↑ 6↓ $1.6B 15.8% 18
Current FY
2026-12-31
$4.49 $4.38 $4.67 10.7% -0.0% 0↑ 4↓ $6.2B 17.1% 13
Next FY
2027-12-31
$9.38 $8.71 $9.91 18.0% +0.0% 11↑ 2↓ $7.0B 13.1% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.055
7d ago$2.055
30d ago$2.055
60d ago$1.836+0.219
90d ago$1.836+0.219
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 Stifel MAINTAIN Buy Buy
May 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 29, 2026 Citigroup MAINTAIN Buy Buy
Apr 28, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 28, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 28, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 28, 2026 Baird MAINTAIN Outperform Outperform
Apr 28, 2026 Needham REITERATE Buy Buy
Apr 28, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 24, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 20, 2026 Needham MAINTAIN Buy Buy
Feb 26, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 18, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 18, 2026 Rosenblatt UPGRADE Neutral Buy
Feb 18, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 18, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 18, 2026 Needham REITERATE Buy Buy
Feb 17, 2026 Rosenblatt MAINTAIN Neutral Neutral
Dec 22, 2025 Needham REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202692030091%
May 1, 202692030091%
Apr 1, 202691940088%
Mar 1, 202691940088%
Feb 1, 202691760081%
Jan 1, 202691760081%
Dec 1, 202591750181%
Nov 1, 202571660177%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Cadence Design Systems IncMay 13, 2026 (31d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jul 27, 2026
earnings_calendar
CDNS Q2 2026 Earnings After Market Close — 2026-07-27
EPS est: $1.92 | Rev est: $1.5B
Jun 9, 2026
short_volume
Short Volume: CDNS — 64.6% short (0.4M / 0.7M)
Short: 429,442 | Exempt: 474 | TRF Vol: 665,176 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CDNS — 62.9% short (1.1M / 1.8M)
Short: 1,109,716 | Exempt: 26,586 | TRF Vol: 1,763,863 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: CDNS — 2.6M shares, 89,405 trades
Week starting 2026-05-18. Total ATS volume: 2,649,146 shares across 89,405 trades.
May 14, 2026
short_volume
Short Volume: CDNS — 57.7% short (0.3M / 0.6M)
Short: 346,633 | Exempt: 900 | TRF Vol: 601,069 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: CDNS — 200,814 shares ($71.2M) failed to deliver
Settlement: 20260514, Price: $354.55, FTD Value: $71,198,603.7, CADENCE DESIGN SYS INC
May 12, 2026
short_interest
FTD: CDNS — 1,979 shares ($0.7M) failed to deliver
Settlement: 20260512, Price: $364.20, FTD Value: $720,751.8, CADENCE DESIGN SYS INC
May 11, 2026
short_interest
FTD: CDNS — 46,754 shares ($17.0M) failed to deliver
Settlement: 20260511, Price: $362.70, FTD Value: $16,957,675.8, CADENCE DESIGN SYS INC
May 11, 2026
dark_pool
Dark Pool: CDNS — 2.7M shares, 78,725 trades
Week starting 2026-05-11. Total ATS volume: 2,710,735 shares across 78,725 trades.
May 4, 2026
short_volume
Short Volume: CDNS — 55.8% short (0.5M / 1.0M)
Short: 542,494 | Exempt: 656 | TRF Vol: 971,546 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: CDNS — 2,526 shares ($0.9M) failed to deliver
Settlement: 20260504, Price: $340.94, FTD Value: $861,214.44, CADENCE DESIGN SYS INC
May 4, 2026
dark_pool
Dark Pool: CDNS — 3.2M shares, 93,407 trades
Week starting 2026-05-04. Total ATS volume: 3,170,578 shares across 93,407 trades.
Apr 29, 2026
short_interest
FTD: CDNS — 185,498 shares ($60.3M) failed to deliver
Settlement: 20260429, Price: $325.31, FTD Value: $60,344,354.38, CADENCE DESIGN SYS INC
Apr 28, 2026
short_interest
FTD: CDNS — 190,582 shares ($64.1M) failed to deliver
Settlement: 20260428, Price: $336.54, FTD Value: $64,138,466.28, CADENCE DESIGN SYS INC
Apr 27, 2026
earnings_calendar
CDNS Q1 2026 Earnings After Market Close — 2026-04-27
EPS est: $1.95 | Rev est: $1.5B