Акции Cadence Design Systems Inc. (CDNS) — это хороший бизнес?

Акции Cadence Design Systems Inc. (CDNS) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Product and maintenance: software and IP licenses, hardware sales and leases, and related maintenance92 %
Technology services, including engineering, customized IP, and cloud services9 %

Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.

Конкурирует с

SNPSSynopsys
A
Размер
88,7B $
Маржа
11,4 %
SIEGYSiemens EDA, a division of Siemens AG
KEYSKeysight Technologies
A
Размер
51,8B $
Маржа
19,1 %
SDGRSchrödinger
C
Размер
2,3B $
Маржа
-22,0 %
CEVACEVA
A
Размер
751,4M $
Маржа
-9,3 %
6947Zuken

Что продаёт6

Virtuoso
Software engineers use to design and test analog, radio-frequency, mixed-signal, memory, and photonics chips.
Innovus
Software used to lay out and check digital chips, including their speed, power use, and physical design.
Palladium and Protium
Hardware systems that let engineers test chip designs and the software that will run on them before the chips are manufactured.

Показать ещё 3

Semiconductor IP
Reusable chip designs, including connections between chips and memory, that customers license and include in their own chips.
Allegro and OrCAD
Software for laying out and checking printed circuit boards and the connections between their electronic parts.
Clarity, Celsius, and Fidelity
Software that simulates electromagnetic effects, heat, airflow, and other physical conditions in electronic and mechanical designs.

Кто покупает4

Semiconductor companies that design and manufacture chips; they license design software and chip IP and may buy or lease testing hardware.
Technology and systems companies that design electronic products or their own chips, including companies building data-center equipment.
Automotive manufacturers, suppliers, and semiconductor companies that design vehicle electronics and embedded software.
Pharmaceutical and biotechnology organizations that use molecular modeling and simulation in drug research.

На чём держится и что может это сломать

От чего зависит бизнес

1Demand depends on semiconductor and electronics companies continuing to fund chip and system design work.
2Chip-design tools must keep pace with foundry manufacturing processes and work with foundry-provided process design kits.
3Hardware production depends on a limited number of component suppliers and contract manufacturers; cloud services also rely on third-party data-center providers.
4Trade controls can restrict the company’s ability to license or support products for some customers, including in China.

Что может пойти не так

1Changes to export controls, tariffs, or sanctions can prevent sales or support for particular customers and regions, and can prompt retaliatory measures.
2A downturn in semiconductor or electronics design activity, customer payment delays, or long sales cycles can reduce or shift the timing of revenue.
3Disruption or price increases among the limited suppliers and contract manufacturers used for hardware could delay deliveries and affect costs.

Полная финансовая отчётность →

О компании Cadence Design Systems Inc.

Cadence makes electronic design automation (EDA) software that engineers use to design and test computer chips, printed circuit boards, and larger electronic systems. It also sells hardware that speeds up chip testing, licenses reusable chip designs called intellectual property (IP), and provides engineering and cloud services. Its tools simulate how designs will work before customers manufacture them.

Штаб-квартира: San Jose, California
Год основания: 1988
Сотрудников: approximately 13,800 (December 31, 2025, high)
Торгуется на: Nasdaq
Конец финансового года: December 31

Построено по собственной отчётности Cadence Design Systems Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Keep exploring

The themes Cadence Design Systems is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

На чём зарабатывает

Product and maintenance: software and IP licenses, hardware sales and leases, and related maintenance92 %
Technology services, including engineering, customized IP, and cloud services9 %

Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.

Конкурирует с

SNPSSynopsys
A
Размер
88,7B $
Маржа
11,4 %
SIEGYSiemens EDA, a division of Siemens AG
KEYSKeysight Technologies
A
Размер
51,8B $
Маржа
19,1 %
SDGRSchrödinger
C
Размер
2,3B $
Маржа
-22,0 %
CEVACEVA
A
Размер
751,4M $
Маржа
-9,3 %
6947Zuken

Что продаёт6

Virtuoso
Software engineers use to design and test analog, radio-frequency, mixed-signal, memory, and photonics chips.
Innovus
Software used to lay out and check digital chips, including their speed, power use, and physical design.
Palladium and Protium
Hardware systems that let engineers test chip designs and the software that will run on them before the chips are manufactured.

Показать ещё 3

Semiconductor IP
Reusable chip designs, including connections between chips and memory, that customers license and include in their own chips.
Allegro and OrCAD
Software for laying out and checking printed circuit boards and the connections between their electronic parts.
Clarity, Celsius, and Fidelity
Software that simulates electromagnetic effects, heat, airflow, and other physical conditions in electronic and mechanical designs.

Кто покупает4

Semiconductor companies that design and manufacture chips; they license design software and chip IP and may buy or lease testing hardware.
Technology and systems companies that design electronic products or their own chips, including companies building data-center equipment.
Automotive manufacturers, suppliers, and semiconductor companies that design vehicle electronics and embedded software.
Pharmaceutical and biotechnology organizations that use molecular modeling and simulation in drug research.

На чём держится и что может это сломать

От чего зависит бизнес

1Demand depends on semiconductor and electronics companies continuing to fund chip and system design work.
2Chip-design tools must keep pace with foundry manufacturing processes and work with foundry-provided process design kits.
3Hardware production depends on a limited number of component suppliers and contract manufacturers; cloud services also rely on third-party data-center providers.
4Trade controls can restrict the company’s ability to license or support products for some customers, including in China.

Что может пойти не так

1Changes to export controls, tariffs, or sanctions can prevent sales or support for particular customers and regions, and can prompt retaliatory measures.
2A downturn in semiconductor or electronics design activity, customer payment delays, or long sales cycles can reduce or shift the timing of revenue.
3Disruption or price increases among the limited suppliers and contract manufacturers used for hardware could delay deliveries and affect costs.

Полная финансовая отчётность →

О компании Cadence Design Systems Inc.

Штаб-квартира: San Jose, California
Год основания: 1988
Сотрудников: approximately 13,800 (December 31, 2025, high)
Торгуется на: Nasdaq
Конец финансового года: December 31

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Cadence Design Systems Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Cadence Design Systems Inc.

Cadence Design Systems Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

AI chips & accelerators

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Cadence Design Systems Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Cadence Design Systems Inc.

Cadence Design Systems Inc.

Доходность за прошлые периоды

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

AI chips & accelerators

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени