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Cadence Design SystemsCDNS

Semiconductor equipment & IP · NASDAQ · USA

$348.84
Down 2.0% todayClose

Up 15.0% this year but −7.5% since June 26, behind the AI sector at +7.5%. Cadence Design Systems supplies 5 mapped companies.

Market cap
$98.1B
This year
+15.0%
1 year
+1.8%
P/E
71.2
P/S
16.8
P/B
14.3

Price vs the AI sector

since Jun 26CDNSAI sector, equal weight
Cadence Design Systems (CDNS) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CDNS: −7.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8CDNS −7.5%Sector +7.5% Cadence Design Systems (CDNS) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CDNS: −7.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8CDNS−7.5%Sector+7.5%

Supply chain

5 customers
SUPPLIERS →→ CUSTOMERSNone mappedNvidia (NVDA)NVDANvidia−2.9%AMD (AMD)AMDAMD−3.9%Intel (INTC)INTCIntel−5.3%Qualcomm (QCOM)QCOMQualcomm−0.6%Broadcom (AVGO)AVGOBroadcom−4.3%CDNSCadence Design…

Customers 5

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About Cadence Design Systems

Ranks second in EDA behind Synopsys: design and verification software, licensable IP blocks, plus simulation that reaches past the chip to the whole system.

Theme exposure

EDA & chip IPChip design softwareSystem designVerification

Products

  • EDA design & verification
  • Design IP
  • System & multiphysics simulation

Competitors

Risks

  • China export rules
  • Chip design cycle

Same segment: Semiconductor equipment & IP

The machines and chip IP advanced semiconductor manufacturing cannot do without. Segment 2 of 8 in the AI & digital infrastructure value chain.

Applied MaterialsAMAT−2.1%Lam ResearchLRCX−2.7%KLAKLAC−0.1%SynopsysSNPS−1.0%TeradyneTER−3.2%EntegrisENTG−2.5%

Compare CDNS

Side by side with the largest companies in the same segment.

CDNS vs AMATCDNS vs LRCXCDNS vs KLACCDNS vs SNPSCDNS vs TERCDNS vs ENTG

See where Cadence Design Systems sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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