企業プロフィール · Technology

Cadence Design Systems Inc

CDNS · 米国株
業種
EDA Tools
取引所
米国株
国 / 地域
USA
上場日
1987年6月10日
従業員数
15,110
公式サイト
www.cadence.com
現在値
$338.61
リアルタイム · 2026年7月27日
ベイリー成長スコア
51/100
標準
本源的価値 · 3 段階レンジ 現在値 $338.61 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $90–$120 / 妥当 $125–$170 / 楽観的 $190–$230。$338.61 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $353.36(2026年5月21日)

時価総額$899.82億
売上高(TTM)$55.29億
EBITDA$20.14億
純利益率21.18%
ROE20.66%
PER (TTM)76.94
予想PER41.67
PEG3.13
EPS$4.24
52週レンジ$262.75 – $416.69
アナリスト目標株価$395.94
アナリスト評価4.6 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Cadence Design Systems, Inc. develops computational, AI-driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including In novus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog. It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies; controllers and physical interfaces; PCI Express, universal accelerator and compute express links, and multiple memory interfaces; and Ten Silica, a digital signal processor. In addition, the company's design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure-IC, a solution for embedded security IP. Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end-to-end system-level design and verification across chips, packages, PCBs, and electronic systems; Allegro X and Orca X platforms for PCB and advanced packaging; Sigrity X for signal and power integrity; AIR for RF design; Fidelity for computational fluid dynamics; Celsius for thermal and airflow analysis; Clarity 3D solver for electromagnetic and power electronics analysis and simulation; Integrity 3D-IC solution for 3D-IC and multi-chiplet designs; the Optimality Intelligent System Explorer, Reality digital twin, and Millennium enterprise multiphasic platforms; Allegro system design platform; and molecular modeling and simulation solutions and services. The company has a strategic collaboration with NVIDIA. The company was incorporated in 1987 and is headquartered in San Jose, California.

沿革

Cadence Design Systems, Inc. was incorporated in 1987 and went public on June 10, 1987; it is headquartered in San Jose, California. In recent years the company expanded its System Design and Analysis capabilities through acquisitions: it acquired BETA CAE in 2024, and in the first quarter of 2026 completed the acquisition of Hexagon's Design and Engineering (D&E) business for net consideration of about $2.9B (roughly $2.2B in cash plus 3.2 million Cadence shares), recognizing approximately $2.166B of goodwill and $1.248B of identified intangible assets. In 2025 Cadence disclosed a settlement with BIS/DOJ over export violations during 2015-2021, recognizing a $128.5M expense and a $140.6M cash payment.

業界での地位

Cadence is a leading EDA (electronic design automation) vendor that develops computational, AI-driven software, hardware, and silicon IP, with revenue spanning three categories - Core EDA, Semiconductor IP, and System Design and Analysis (about 70%/14%/16% of 2025 revenue). Its 10-K lists competitors including Synopsys, Siemens EDA, and Ansys (now acquired by Synopsys), plus several Chinese domestic EDA suppliers; per TrendForce, 2024 global EDA market share was roughly Synopsys 31%, Cadence 30%, and Siemens 13%, with the three together controlling over 70%. The company has 15,110 employees and a strategic collaboration with NVIDIA. In 2025 it reported GAAP revenue of $5.297B and R&D expense of about $1.769B (roughly one-third of revenue), with no single customer contributing more than 10% of revenue.

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