Ticino Wealth Makes New Investment in Cadence Design Systems, Inc. $CDNS

Ticino Wealth acquired a new stake in Cadence Design Systems, Inc. (NASDAQ:CDNS) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 3,371 shares of the software maker’s stock, valued at approximately $1,054,000.

Several other institutional investors and hedge funds have also bought and sold shares of CDNS. Brighton Jones LLC raised its stake in 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 buying an additional 676 shares during the period. Integrated Wealth Concepts LLC grew its stake in 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 during the period. Thompson Davis & CO. Inc. acquired a new stake in Cadence Design Systems in the second quarter valued at approximately $205,000. NewEdge Advisors LLC increased its holdings in shares of Cadence Design Systems by 39.3% during the second quarter. NewEdge Advisors LLC now owns 34,787 shares of the software maker’s stock valued at $10,720,000 after acquiring an additional 9,807 shares in the last quarter. Finally, Glenview Trust co acquired a new position in shares of Cadence Design Systems during the second quarter worth approximately $226,000. 84.85% of the stock is owned by institutional investors.

Analyst Ratings Changes

CDNS has been the topic of a number of recent research reports. Morgan Stanley cut their target price on Cadence Design Systems from $385.00 to $370.00 and set an “overweight” rating on the stock in a report on Wednesday, February 18th. Piper Sandler lowered their price objective on shares of Cadence Design Systems from $355.00 to $319.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Stifel Nicolaus set a $395.00 price objective on shares of Cadence Design Systems in a research note on Wednesday, February 18th. Wells Fargo & Company reduced their price objective on shares of Cadence Design Systems from $410.00 to $375.00 and set an “overweight” rating for the company in a report on Wednesday, February 18th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Cadence Design Systems in a report on Monday, December 29th. Fifteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Cadence Design Systems has an average rating of “Moderate Buy” and a consensus target price of $377.06.

Insider Activity at Cadence Design Systems

In other Cadence Design Systems news, CFO John M. Wall sold 21,500 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $309.45, for a total transaction of $6,653,175.00. Following the completion of the transaction, the chief financial officer directly owned 86,875 shares of the company’s stock, valued at approximately $26,883,468.75. This represents a 19.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Paul Cunningham sold 1,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $297.78, for a total value of $297,780.00. Following the completion of the sale, the vice president directly owned 94,137 shares of the company’s stock, valued at $28,032,115.86. This represents a 1.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 24,685 shares of company stock worth $7,580,903. Insiders own 0.49% of the company’s stock.

Cadence Design Systems Trading Up 1.4%

NASDAQ CDNS opened at $322.96 on Tuesday. The business’s fifty day moving average is $291.36 and its 200-day moving average is $309.78. The company has a debt-to-equity ratio of 0.45, a current ratio of 2.86 and a quick ratio of 2.67. The stock has a market capitalization of $89.17 billion, a price-to-earnings ratio of 78.61, a PEG ratio of 3.74 and a beta of 1.04. Cadence Design Systems, Inc. has a one year low of $251.95 and a one year high of $376.45.

Cadence Design Systems (NASDAQ:CDNS) last posted its quarterly earnings data on Tuesday, February 17th. The software maker reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.08. The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.42 billion. Cadence Design Systems had a net margin of 20.93% and a return on equity of 29.34%. The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the company 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 predict that Cadence Design Systems, Inc. will post 6.5 EPS for the current year.

Key Stories Impacting Cadence Design Systems

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

• Positive Sentiment: Needham raised its price target to $400 and kept a buy stance, giving the stock a clear upside thesis tied to sustained demand for Cadence’s tools. Needham price-target raise
• Positive Sentiment: Analysts and news pieces argue Cadence is benefiting from AI/agentic tools that increase demand for EDA — a “ChatGPT moment” theme that supports longer‑term revenue upside for Cadence’s software and IP. MarketWatch: ChatGPT moment
• Neutral Sentiment: Market coverage notes investors are “buying the dip” despite geopolitical jitters (U.S.‑Iran tensions), which can explain short‑term upward moves but is not a company‑specific fundamental change. Yahoo Finance: buying the dip
• Neutral Sentiment: CFO John Wall sold 21,500 shares (about $6.65M) on April 16 under a pre‑arranged Rule 10b5‑1 plan; filings show his remaining stake fell ~19.8%. Planned insider sales typically attract attention but are less informative about near‑term fundamentals. InsiderTrades: CFO sale
• Negative Sentiment: Analyst coverage remains mixed — some firms have trimmed targets or moved to neutral in past weeks, underscoring valuation sensitivity (Cadence trades at a high P/E). That keeps upside contingent on continued execution and AI‑driven demand. MarketBeat: analyst mix / valuation

Cadence Design Systems Company 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.