Cadence Design Systems (CDNS) has been garnering investor attention with numerous asset managers and firms increasing stakes or maintaining their positions. Several reputable brokerages have maintained a 'buy' rating for the company, citing strong returns on capital, attractive financial prospects, and promising shares performance. Some notable shareholders are Nvwm LLC, Rothschild & Co LongRun Equity, and Pacer Advisors Inc. Notwithstanding, certain stakeholders like Seilern Investment Management Ltd, Texas Permanent School Fund Corp, and Corient Private Wealth LLC have reduced their holdings. Despite this, overall confidence in the company remains high, fueled by optimism about their renewed performance in semiconductor design software. Investors are particularly interested in Cadence's valuation following a recent 12% share pullback and its strong Q3 earnings beat. The company's potential within the AI sector and future projections till 2026 show promising growth, encouraging further investments. The firm's strong institutional ownership, exceeding 89%, indicates a dominant market presence. However, critics have voiced concerns around slowing margins, challenging bullish growth narratives despite a high valuation.
Cadence Design Systems CDNS News Analytics from Thu, 26 Jun 2025 07:00:00 GMT to Sat, 27 Dec 2025 11:55:51 GMT -
Rating 8
- Innovation 2
- Information 5
- Rumor 5
