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CDNS · Cadence Design Systems

Chip-design (EDA) software — one half of the duopoly behind every modern semiconductor

Risiko 4/10 · MODERATE RISK · EDA duopolist priced for perfection · $292.70 ▼ 3.99%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $292.70
  • Market cap $80.6B
  • P/E (ttm) 58.19
  • Div yield none
  • 52-wk range $262.75 – $416.69
  • Index rank #110 / #52

Wichtigste Risiken

  • Valuation compression if AI design demand cools (Shareholders) — HIGH
  • Semiconductor downcycle squeezes customer R&D budgets (Shareholders) — MED
  • US-China export restrictions on EDA tools (Shareholders) — MED
  • Customer concentration among a handful of big chipmakers (Shareholders) — LOW

Fazit

A superb toll-booth business you pay a full price for — the risk is the multiple, not the moat.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.