Rebound amid correction: Social media users highlighted Cadence Design Systems' sharp rebound following a roughly 20% adjustment in its stock price, aligning with broader declines in the software sector. Many pointed to the company's robust moat in electronic design automation software, essential for advanced semiconductor production like high-bandwidth memory chips. This dip was widely viewed as a compelling entry point for long-term investors.
SaaS selloff disconnect: Discussions noted CDNS trading in tandem with SaaS names, suggesting the pressure stems more from market positioning than genuine AI-related concerns. Enthusiasts emphasized ongoing AI technology developments and tight ties to foundries, reinforcing resilience. The narrative framed recent volatility as noise rather than a fundamental shift.
Nasdaq gainer spotlight: Recent trading sessions positioned CDNS among top Nasdaq-100 gainers, fueling optimistic chatter on potential upside. Observers linked this to semiconductor recovery signals and the firm's critical role in chip design workflows. Sentiment leaned toward sustained strength in the face of sector rotations.
Note: This discussion summary was generated from an AI condensation of post data.
Cadence Design Systems Insider Trading Activity
Cadence Design Systems insiders have traded $CDNS stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $CDNS stock by insiders over the last 6 months:
- JOHN M WALL (Sr. VP & CFO) has made 0 purchases and 4 sales selling 27,805 shares for an estimated $8,857,772.
- ANIRUDH DEVGAN (President and CEO) has made 0 purchases and 7 sales selling 25,550 shares for an estimated $8,619,279.
- CHIN-CHI TENG (Sr. Vice President) has made 0 purchases and 3 sales selling 18,096 shares for an estimated $5,914,007.
- PAUL SCANNELL (Sr. Vice President) has made 0 purchases and 2 sales selling 5,490 shares for an estimated $1,863,494.
- PAUL CUNNINGHAM (Sr. Vice President) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $1,841,660.
- ITA M BRENNAN has made 0 purchases and 15 sales selling 360 shares for an estimated $113,851.
- MOSHE GAVRIELOV has made 0 purchases and 2 sales selling 25 shares for an estimated $7,898.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cadence Design Systems Revenue
Cadence Design Systems had revenues of $1.4B in Q4 2025. This is an increase of 6.2% from the same period in the prior year.
You can track CDNS financials on Quiver Quantitative's CDNS stock page.
Cadence Design Systems Hedge Fund Activity
We have seen 693 institutional investors add shares of Cadence Design Systems stock to their portfolio, and 640 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 11,429,245 shares (-75.5%) from their portfolio in Q4 2025, for an estimated $3,572,553,402
- J. STERN & CO. LLP added 2,924,470 shares (+10159.3%) to their portfolio in Q4 2025, for an estimated $914,130,832
- BLACKROCK, INC. removed 2,686,173 shares (-9.3%) from their portfolio in Q4 2025, for an estimated $839,643,956
- WELLINGTON MANAGEMENT GROUP LLP added 1,751,290 shares (+218.4%) to their portfolio in Q4 2025, for an estimated $547,418,228
- JENNISON ASSOCIATES LLC removed 1,016,098 shares (-11.6%) from their portfolio in Q4 2025, for an estimated $317,611,912
- FRANKLIN RESOURCES INC removed 860,775 shares (-21.8%) from their portfolio in Q4 2025, for an estimated $269,061,049
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 760,556 shares (+240.8%) to their portfolio in Q4 2025, for an estimated $237,734,594
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cadence Design Systems Government Contracts
We have seen $1,995,234 of award payments to $CDNS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FY25 FIDELITY POINTWISE RENEWAL: $179,256
- CADENCE SOFTWARE SUPPORT AND MAINTENANCE: $175,333
- LARC FY25 POINTWISE CENTER CONSOLIDATED RENEWAL: $139,560
- ANSA RENEWAL: $118,745
- THE GOVERNMENT REQUIRES TWO (2) 12-MONTH LICENSES OF CADENCE MICROWAVE OFFICE WITH TWO (2) PACK MWO OPTION:...: $86,781
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cadence Design Systems Analyst Ratings
Wall Street analysts have issued reports on $CDNS in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 02/18/2026
- Needham issued a "Buy" rating on 02/18/2026
- Citigroup issued a "Buy" rating on 11/24/2025
- Baird issued a "Outperform" rating on 10/28/2025
- JP Morgan issued a "Overweight" rating on 10/28/2025
- Oppenheimer issued a "Underperform" rating on 10/28/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
To track analyst ratings and price targets for Cadence Design Systems, check out Quiver Quantitative's $CDNS forecast page.
Cadence Design Systems Price Targets
Multiple analysts have issued price targets for $CDNS recently. We have seen 9 analysts offer price targets for $CDNS in the last 6 months, with a median target of $375.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $360.0 on 02/26/2026
- Clarke Jeffries from Piper Sandler set a target price of $319.0 on 02/18/2026
- Lee Simpson from Morgan Stanley set a target price of $370.0 on 02/18/2026
- Charles Shi from Needham set a target price of $390.0 on 02/18/2026
- Joe Quatrochi from Wells Fargo set a target price of $375.0 on 02/18/2026
- Kelsey Chia from Citigroup set a target price of $385.0 on 11/24/2025
- Joe Vruwink from Baird set a target price of $418.0 on 10/28/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
