Every article, report, and earnings note where CDNS appears.
A countdown of three EDA software stocks spanning simulation, verification, digital implementation, analog design, signoff, and system-level engineering tools.
Arm Holdings plc is expected to list on the NYSE on 2026-07-30, but the price range has not been disclosed. The company’s business is built on licensing CPU architecture and collecting royalties, with a huge ecosystem behind it. Watch whether investors focus on its 97.5% gross margin profile or the heavy customer concentration and China exposure.
Cadence’s 9.5% drop looks like a valuation scare, not a collapse in the AI design story. Record backlog, raised growth guidance, and a fresh AI product launch say demand is still there even if the multiple remains rich.
Synopsys is getting hit as if it just lost a growth engine, when the latest move looks more like pruning lower-value software to fund higher-margin AI design. The stock is expensive and momentum is ugly, but this selloff looks more backward-looking than thesis-breaking.
Synopsys just posted the kind of quarter that usually supports a premium multiple: a revenue beat, higher full-year guidance, and fresh proof it remains critical to leading-edge AI chip design. An 8.6% drop on that setup looks less like a broken story and more like the market handing long-term investors a rare reset entry.
Snowflake’s huge post-earnings jump looks less like hype and more like the market re-ranking AI software around real enterprise usage. A 34% product revenue jump, a raised full-year outlook, and a $6 billion AWS expansion gave investors something many AI names still lack: proof.
Dell’s AI rerating looks dramatic on the chart, but the core bull case is backed by unusually visible demand rather than hype alone. A record $43 billion AI server backlog and 18.8% revenue growth make this move easier to defend than the skeptics admit.
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