Cadence Design Systems, Inc. $CDNS Shares Purchased by Syon Capital LLC

Syon Capital LLC lifted its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS) by 71.1% during the third quarter, Holdings Channel reports. The fund owned 8,678 shares of the software maker’s stock after buying an additional 3,606 shares during the quarter. Syon Capital LLC’s holdings in Cadence Design Systems were worth $3,048,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Cadence Design Systems by 80.2% during the 4th quarter. Brighton Jones LLC now owns 1,519 shares of the software maker’s stock worth $456,000 after acquiring an additional 676 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in shares of Cadence Design Systems by 3.8% in the first quarter. Integrated Wealth Concepts LLC now owns 2,203 shares of the software maker’s stock valued at $560,000 after acquiring an additional 80 shares in the last quarter. Harbour Investments Inc. boosted its stake in shares of Cadence Design Systems by 17.8% in the second quarter. Harbour Investments Inc. now owns 358 shares of the software maker’s stock worth $110,000 after acquiring an additional 54 shares during the last quarter. Mutual Advisors LLC increased its position in shares of Cadence Design Systems by 6.5% during the second quarter. Mutual Advisors LLC now owns 1,223 shares of the software maker’s stock worth $406,000 after purchasing an additional 75 shares in the last quarter. Finally, Koshinski Asset Management Inc. acquired a new position in Cadence Design Systems in the 2nd quarter valued at $208,000. 84.85% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Anirudh Devgan sold 20,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $340.00, for a total value of $6,800,000.00. Following the sale, the chief executive officer directly owned 195,844 shares in the company, valued at $66,586,960. This represents a 9.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John M. Wall sold 27,805 shares of Cadence Design Systems stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $318.57, for a total value of $8,857,838.85. Following the sale, the chief financial officer owned 69,957 shares of the company’s stock, valued at approximately $22,286,201.49. This represents a 28.44% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 56,475 shares of company stock worth $18,505,486. 0.37% of the stock is owned by corporate insiders.

Trending Headlines about Cadence Design Systems

Here are the key news stories impacting Cadence Design Systems this week:

• Positive Sentiment: Q4 results: Cadence beat EPS estimates and showed revenue growth (revenue $1.44B, +6.2% Y/Y; EPS $1.99 vs. $1.90 consensus). The quarter also featured stronger gross profit, operating cash flow and higher cash balances—fundamentals that support longer‑term growth expectations. Cadence Design Systems (CDNS) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Aggressive forward guidance: Management set FY2026 EPS guidance of $8.05–8.15 and Q1 FY2026 EPS of $1.890–1.950, both well above sell‑side consensus (FY consensus ~5.45; Q1 consensus ~1.74). That upside to guidance is material and could support higher valuation if sustained. (Company guidance release)
• Neutral Sentiment: Company press release: Full financial results and conference call are available; investors will parse the call for color on AI-driven demand, backlog, and customer cadence to judge sustainability of the elevated guidance. Cadence Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Analyst coverage is mixed: several firms maintain buy/overweight ratings and high price targets (median target cited ~$390), while some firms are cautious; Rosenblatt reaffirmed a neutral rating with a $335 PT. These divergent views leave near‑term reaction driven by guidance verification. Rosenblatt neutral rating
• Negative Sentiment: Insider selling and institutional reductions: recent filings and data show many insider sales (multiple senior execs) and large institutional trims (e.g., UBS, BlackRock reduced holdings materially), which can pressure the stock and signal profit‑taking. Quiver Quant: Q4 results, insider and institutional activity
• Negative Sentiment: Valuation and modest quarter-over-quarter growth: despite the beat, revenue growth was single‑digit (6.2% Y/Y) and the stock trades at a high multiple (PE ~73), which can amplify downside if investors doubt the sustainability of the lofty guidance. Zacks: Key metrics vs. estimates

Cadence Design Systems Stock Down 5.3%

Shares of NASDAQ CDNS opened at $283.46 on Wednesday. The firm has a 50-day moving average price of $309.88 and a 200 day moving average price of $328.89. The stock has a market capitalization of $77.16 billion, a price-to-earnings ratio of 73.06, a price-to-earnings-growth ratio of 3.33 and a beta of 1.01. The company has a quick ratio of 2.84, a current ratio of 3.05 and a debt-to-equity ratio of 0.48. Cadence Design Systems, Inc. has a 52 week low of $221.56 and a 52 week high of $376.45.

Cadence Design Systems (NASDAQ:CDNS) last issued its quarterly earnings data on Tuesday, February 17th. The software maker reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.08. The firm had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.42 billion. Cadence Design Systems had a return on equity of 30.13% and a net margin of 20.35%.Cadence Design Systems’s revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.88 earnings per share. Cadence Design Systems has set its Q1 2026 guidance at 1.890-1.950 EPS and its FY 2026 guidance at 8.050-8.150 EPS. Equities research analysts anticipate that Cadence Design Systems, Inc. will post 5.41 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have weighed in on CDNS shares. Wells Fargo & Company raised their target price on shares of Cadence Design Systems from $405.00 to $410.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 28th. JPMorgan Chase & Co. boosted their price objective on Cadence Design Systems from $390.00 to $405.00 and gave the company an “overweight” rating in a report on Tuesday, October 28th. Wolfe Research restated an “outperform” rating and issued a $385.00 price target on shares of Cadence Design Systems in a research note on Tuesday, October 28th. Robert W. Baird increased their price objective on shares of Cadence Design Systems from $390.00 to $418.00 and gave the company an “outperform” rating in a research report on Tuesday, October 28th. Finally, Rosenblatt Securities reaffirmed a “neutral” rating and issued a $335.00 price target on shares of Cadence Design Systems in a report on Tuesday. Thirteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Cadence Design Systems currently has a consensus rating of “Moderate Buy” and an average price target of $379.59.

Cadence Design Systems Profile

Cadence Design Systems, Inc (NASDAQ: CDNS) is a global provider of electronic design automation (EDA) software, hardware and intellectual property used to design and verify advanced semiconductor chips, systems-on-chip (SoCs), printed circuit boards (PCBs) and packaging. Headquartered in San Jose, California and founded in 1988, Cadence serves semiconductor companies, original equipment manufacturers and system designers across the globe, helping customers accelerate design cycles and manage the complexity of modern integrated systems.

The company’s offerings span software tools for digital, custom/analog and mixed-signal design, verification and signoff, as well as solutions for system-level modeling, thermal and signal integrity analysis, and PCB and package design.