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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $5.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $32K to $130K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$5.5M netNet selling
- CongressSTOCK Act, last 180 days
- -$32K to -$130K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 6 cutMore cutting
Key stats
Fundamentals Sep 30- Open
- $322.49
- 52-wk high
- $416.69
- High
- $335.00
- 52-wk low
- $262.75
- Low
- $321.01
- Prev close
- $324.17
- Mkt cap
- $89.27B
- P/E
- 65.0x
- Volume
- 2.97M
- Fwd P/E
- 31.6x
- Beta
- 1.14
- P/S
- 15.3x
- P/B
- 12.2x
- Profit margin
- +23.6%
- Op margin
- +28.6%
- ROE
- +23.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about CDNS filings
Are insiders buying or selling Cadence Design Systems Inc (CDNS) stock?
Net selling: insiders sold $5.5M and bought $0 of CDNS stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $5.5M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Teng, Chin-Chi (Sr. Vice President), who sold $3M. The latest filing was on Sep 17, 2026.
Which members of Congress have traded CDNS recently?
Rep. Kevin Hern (R) sold $15K to $50K on Sep 14, 2026, disclosed 11 days later. Rep. Kevin Hern (R) sold $15K to $50K on Sep 2, 2026, disclosed 23 days later. Rep. Byron Donalds (R) sold $1K to $15K on Jun 5, 2026, disclosed 40 days later. Rep. Byron Donalds (R) sold $1K to $15K on Jun 5, 2026, disclosed 40 days later. In total, 2 members disclosed 4 CDNS trades with trade dates in the last 180 days, filed a median 32 days after trading.
How current is this CDNS smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Sells/Trims (3)
- DS
D.E. Shaw
$199.1M
trimmed
- QR
Qube Research
$84.8M
sold
- P7
Point72
$83.8M
trimmed
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in CDNS right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 24.7% below what analysts expected.
Earnings per share
$1.62 expected
Revenue
No comparable estimate
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
FY2026 guidance
$6.26B to $6.34B
No comparable estimate
Reports Oct 26, 2026, in 25 days
Estimates as of Sep 30, 2026
EPS expected
$2.02 to $2.08
Revenue expected
18 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.34B | $1.44B | $1.47B | $1.58B |
| Cost of what it sold | $182.2M | $188.7M | $61.2M | $239.3M |
| Gross profit | $1.16B | $1.25B | $1.41B | $1.35B |
| What it spent | ||||
| Research and development | $423.0M | $464.6M | $508.4M | $531.3M |
| Sales and admin | $78.0M | $103.2M | $88.2M | $88.5M |
| Other operating costs | $202.8M | $218.4M | $385.0M | $275.0M |
| Total operating expenses | $703.9M | $786.2M | $981.7M | $894.8M |
| What was left | ||||
| Operating profit | $452.8M | $465.2M | $431.3M | $450.3M |
| Interest on debt | $29.0M | $29.4M | $31.6M | $35.1M |
| Profit before tax | $392.8M | $493.0M | $428.1M | $510.2M |
| Tax | $105.7M | $104.8M | $92.4M | $143.2M |
| Net profit | $287.1M | $388.1M | $335.7M | $367.1M |
| EBITDA | $477.6M | $591.3M | $544.1M | $569.8M |
Technicals
Price structure
This stock is in a strong uptrend, and looks overbought after a fast run-up.
Trend
Strong uptrend
85 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
iHuman reports Q2 revenue drop and net loss amid challenging market conditions
BearishSep 298 Green Days In A Row: Emerson Electric Stock Is Up 9.3%
Leans bullishSep 29Rep. Kevin Hern Sells Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)
NeutralSep 29Cadence and TSMC Expand Certified AI and HPC Flows Across Advanced Nodes, Chiplets and 3D-IC
BullishSep 29Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?
BullishSep 28Leverage Shares 2X Long CDNS Da CDNG Stock Forecast & Price Target
NeutralSep 28Cadence Design Systems Currently Up Nine Consecutive Days, on Pace for Longest Winning Streak Since June 2025 -- Data Talk
NeutralSep 28Synopsys Could Be One of the Biggest AI Picks Nobody Talks About
Leans bullishSep 28
Macro
10 macro signals shaping CDNS right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results