Education
About Us
Working with TipRanks
Follow Us
Cadence Design Systems (CDNS)
:CDNS
Earnings Data
Report Date
Feb 16, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.91Last Year’s EPS
1.88Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong quarter for Cadence, with significant financial achievements and strategic advances in AI, IP, and hardware. While the company faces some geopolitical uncertainties in China and OpEx timing issues, the overall outlook is positive with substantial growth opportunities ahead.Company Guidance
Strong Financial Performance
Cadence exceeded expectations with a third-quarter revenue of $1.339 billion, GAAP operating margin of 31.8%, and non-GAAP EPS of $1.93. Full-year outlook is raised to approximately 14% revenue growth and 18% EPS growth.
Record Backlog and Bookings
Bookings exceeded expectations with a backlog growing to over $7 billion, indicating strong demand and customer trust in Cadence's technology leadership.
Accelerating AI Trends
AI megatrend is driving design activity across various industries, positioning Cadence well with its comprehensive portfolio. Partnerships with major companies like Samsung, TSMC, NVIDIA, and others are strengthened.
IP Business Growth
The IP business is tracking over 20% growth for the second year, driven by demand in AI, HPC, and automotive verticals. Recent acquisition of Arm Artisan Foundation IP further strengthens the portfolio.
Hardware Business Success
Record Q3 for hardware with significant expansions in AI and HPC customers. Partnerships with companies like OpenAI and NVIDIA highlight strong momentum.
Strategic Acquisitions
Cadence signed an agreement to acquire Hexagon's D&E business, which will enhance its multiphysics portfolio and accelerate expansion in SDA.
CDNS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CDNS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 27, 2025 | $351.40 | ― | ― |
Jul 28, 2025 | $333.76 | $366.26 | +9.74% |
Apr 28, 2025 | $285.74 | $302.22 | +5.77% |
Feb 18, 2025 | $300.43 | $274.04 | -8.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cadence Design Systems (CDNS) report earnings?
Cadence Design Systems (CDNS) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).
What is Cadence Design Systems (CDNS) earnings time?
Cadence Design Systems (CDNS) earnings time is at Feb 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CDNS EPS forecast?
CDNS EPS forecast for the fiscal quarter 2025 (Q4) is 1.91.
