SecBot

SecBot
Nasdaq· Services-Prepackaged Software· Inc. DE· CIK 0000813672

CDNS

CADENCE DESIGN SYSTEMS INC
$351.35 ▲ +0.18%
Prev close $350.73
Market cap$90.9B
ConsensusStrong Buy
12-mo target$405.47 (+15.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (2) Software & IT
Snapshot
The big-picture read on CDNS right now — valuation, ownership and activity at a glance.
Market Cap
$90.9B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$71.0B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $7.2M sell
Insider Net $
-$7.2M
Social Sentiment
60° Warm
SEC Reports
19
Congressional
5 trades
Price chart 30d +15.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CDNS — 59.0% short (0.8M / 1.3M)
Short: 777,267 | Exempt: 457 | TRF Vol: 1,317,293 | Short Ratio: 59.0% | Off-exchange volume (dark p
Sep 17, 2026 Insider
Cunningham Paul surrendered for taxes 1,181 shares
Sr. Vice President @ $280.76 ($331.6K)
Sep 17, 2026 Insider
Scannell Paul surrendered for taxes 937 shares
Sr. Vice President @ $280.76 ($263.1K)
Sep 17, 2026 Insider
WALL JOHN M surrendered for taxes 1,433 shares
Sr. VP & CFO @ $280.76 ($402.3K)
Aug 27, 2026 SEC
Three Cadence Design Systems insiders (a director and two senior VPs) sold a total of ~$1.67M in open-market shares over
CLUSTER — Impact 2/10
Aug 25, 2026 SEC
Two senior vice presidents at Cadence Design Systems sold a combined $2.13M in open-market stock over a 5-day window, wi
CLUSTER — Impact 2/10
Aug 17, 2026 Event
Cadence Design Systems, Inc. v. Fenda USA Inc. et al
Court ruling (cand) — Docket: 3:23-cv-05916
Aug 10, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Analyst ratings buy % +18.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 91% rate it Buy or better · 32 analysts
Strong Buy 9 28% Buy 20 63% Hold 3 9% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 28, 2026B of A SecuritiesMAINTAINBuy 54%
Jul 28, 2026RosenblattMAINTAINBuy 54%
Jul 28, 2026CitigroupMAINTAINBuy 55%
Jul 28, 2026BairdMAINTAINOutperform 54%
Jul 28, 2026NeedhamREITERATEBuy 50%
Jul 28, 2026Piper SandlerMAINTAINNeutral 54%
Jul 16, 2026BenchmarkINITIATEBuy 54%
Jul 14, 2026RosenblattMAINTAINBuy 54%
Jun 9, 2026StifelMAINTAINBuy 54%
May 26, 2026Wells FargoMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202692030091%
Aug 1, 202692030091%
Jul 1, 202691930090%
Jun 1, 202692030091%
May 1, 202692030091%
Apr 1, 202691940088%
Mar 1, 202691940088%
Feb 1, 202691760081%
Price targets
Where 26 covering analysts think CDNS trades over the next 12 months.
$405.47 +15.4% upside Buy
Current$351.35 Low$300.00 Median$407.94 High$470.00 26 analysts
$300.00$470.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
1 mentions 1 bullish 0 bearish 0 neutral
Recent posts
wallstreetbets Bullish 15d 9h ago
Why I Think Synopsys and Cadence Look Cheap Today (Relative to Where They Were)
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
19 SEC filing reports analyzed · 3 bullish, 1 bearish, 0 mixed, 15 neutral · avg impact 2.8/10.
BULLISHANALYST-UPGRADE3/10
Benchmark initiates CDNS at Buy — PT $450 (+21%)
Jul 16, 2026
NEUTRALCLUSTER2/10
Three Cadence Design Systems insiders (a director and two senior VPs) sold a total of ~$1.67M in ope
Aug 27, 2026
NEUTRALCLUSTER2/10
Two senior vice presidents at Cadence Design Systems sold a combined $2.13M in open-market stock ove
Aug 25, 2026
NEUTRALCOURT-RULING2/10
A federal magistrate judge in the Northern District of California ordered Shenzhen Fenda (SZ Fenda),
Aug 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CDNS — 59.0% short (0.8M / 1.3M)
Short: 777,267 | Exempt: 457 | TRF Vol: 1,317,293 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CDNS — 71.7% short (0.9M / 1.3M)
Short: 936,042 | Exempt: 677 | TRF Vol: 1,306,173 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CDNS — 70.9% short (0.8M / 1.1M)
Short: 784,773 | Exempt: 790 | TRF Vol: 1,106,760 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CDNS — 61.0% short (0.5M / 0.9M)
Short: 539,070 | Exempt: 187 | TRF Vol: 884,250 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CDNS — 67.5% short (0.7M / 1.0M)
Short: 706,185 | Exempt: 940 | TRF Vol: 1,046,519 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.05$2.02–$2.086.0%+0.0%16↑ 1↓$1.6B18
Next Q$2.02$1.97–$2.161.7%+0.2%10↑ 6↓$1.6B18
Current FY$4.81$4.68–$4.9218.4%+0.0%10↑ 0↓$6.3B13
Next FY$9.57$8.78–$10.0517.4%+0.2%19↑ 0↓$7.2B25
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.046—
7d ago$2.045+0.000
30d ago$2.045+0.001
60d ago$2.045+0.001
90d ago$1.931+0.115
Institutional ownership
Which big funds own CDNS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $71.0B total value (187,550,790 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.26,660,845$10.0B14.1%—
VANGUARD CAPITAL MANAGEMENT LLC18,016,381$6.8B9.5%—
STATE STREET CORP13,031,391$4.9B6.9%—
FMR LLC9,554,947$3.6B5.0%—
Invesco Ltd.8,980,518$3.4B4.7%—
JPMORGAN CHASE & CO7,865,907$2.9B4.1%—
GEODE CAPITAL MANAGEMENT, LLC7,184,139$2.7B3.8%—
VANGUARD PORTFOLIO MANAGEMENT LLC6,961,873$2.6B3.7%—
VAN ECK ASSOCIATES CORP4,889,765$1.8B2.6%—
Capital International Investors4,886,202$1.8B2.6%—
Recent position changes
FundActionPrevCurrentChangeValue
NORGES BANKNEW—3,395,031—$1.3B
PeakShares LLCNEW—3,017—$1.1B
AMERICAN CENTURY COMPANIES INCADD1,228,8752,288,432+86.2%$858.9M
Nuveen, LLCADD1,152,5962,086,191+81.0%$783.0M
PRINCIPAL FINANCIAL GROUP INCTRIM1,888,8741,334,480-29.4%$500.9M
VOYA INVESTMENT MANAGEMENT LLCDOUBLED321,018983,147+206.3%$368.6M
BROWN ADVISORY INCTRIM1,197,183754,241-37.0%$283.1M
APG Asset Management N.V.TRIM1,422,149788,610-44.5%$258.9M
CITIGROUP INCADD478,953649,117+35.5%$243.6M
CITADEL ADVISORS LLCADD400,795550,559+37.4%$206.6M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$7.2M — $0.00 bought, $7.2M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 17, 2026Cunningham PaulSr. Vice PresidentTAX W/H1,181$280.76$331.6K
Sep 17, 2026Scannell PaulSr. Vice PresidentTAX W/H937$280.76$263.1K
Sep 17, 2026WALL JOHN MSr. VP & CFOTAX W/H1,433$280.76$402.3K
Sep 17, 2026TENG CHIN-CHISr. Vice PresidentTAX W/H1,181$280.76$331.6K
Sep 17, 2026DEVGAN ANIRUDHPresident and CEOTAX W/H3,779$280.76$1.1M
Sep 15, 2026WALL JOHN MSr. VP & CFOTAX W/H983$273.96$269.3K
Sep 15, 2026Cunningham PaulSr. Vice PresidentEXERCISE1,000$138.02$138.0K
Sep 15, 2026Cunningham PaulSr. Vice PresidentSELL2,000$277.12$554.2K
Sep 15, 2026DEVGAN ANIRUDHPresident and CEOTAX W/H2,539$273.96$695.6K
Sep 15, 2026TENG CHIN-CHISr. Vice PresidentTAX W/H793$273.96$217.3K
Congressional trades
CDNS trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 3 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 10, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Cadence Design Systems IncSep 7, 2026(29d)
Jul 7, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Cadence Design Systems IncAug 12, 2026(37d)
Jun 5, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Cadence Design Systems IncJul 16, 2026(42d)
Jun 5, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Cadence Design Systems IncJul 16, 2026(42d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Cadence Design Systems IncMay 13, 2026(31d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CDNS.
Shares short
4,347,608
Settlement Sep 15, 2026
Change vs prior
-25.2%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All CDNS filing & press-release reports (19)