Cadence Design System Inc Stock Price, News & Analysis

Cadence (Nasdaq: CDNS) appointed Dr. Luc Van den hove to its board of directors, effective January 1, 2026. Dr. Van den hove currently serves as president and chief executive officer of imec and will remain in that role through March 31, 2026, then transition to chair of imec’s board on April 1, 2026. The company highlighted his technical expertise, ecosystem relationships and industry perspective as supporting Cadence’s AI-driven semiconductor and system design strategy. Dr. Van den hove has been with imec since 1984, became CEO in 2009, holds a PhD in electrical engineering from KU Leuven, and also serves as a director of Proximus.

Cadence (Nasdaq: CDNS) announced that John Wall, senior vice president and chief financial officer, will participate in a fireside chat at the Wells Fargo TMT Summit on Tuesday, November 18, 2025.

The session will be available live by webcast at 8:45 a.m. PST on November 18, 2025 and will be archived on the Cadence investor website for replay for 180 days. The webcast can be accessed at investor.cadence.com.

Cadence (Nasdaq: CDNS) announced it has completed the acquisition of Secure-IC, a provider of embedded security IP, solutions and evaluation tools. The deal combines Cadence’s IP and subsystem expertise with Secure-IC’s embedded cybersecurity capabilities to target demand across automotive, data center, aerospace and defense, mobile, IoT and consumer electronics.

Cadence said the acquisition reinforces its push to deliver comprehensive system solutions and accelerate customers’ time to market while meeting rising security and regulatory requirements. The company expects the transaction to be immaterial to revenue and earnings this year.

Cadence (Nasdaq: CDNS) reported third quarter 2025 results with revenue of $1.339 billion versus $1.215 billion in Q3 2024 and record backlog of $7.0 billion. Quarter-end remaining performance obligations expected to be recognized in the next 12 months were $3.5 billion. GAAP operating margin was 31.8% and non-GAAP operating margin was 47.6%; GAAP diluted EPS was $1.05 and non-GAAP diluted EPS was $1.93. The company raised its full-year 2025 revenue outlook to approximately 14% growth, and provided fiscal 2025 guidance ranges including $5.262B–$5.292B revenue and non-GAAP diluted EPS of $7.02–$7.08. Strategic moves include completing the acquisition of Arm Artisan foundation IP and signing a definitive agreement to acquire Hexagon’s D&E business. An audio webcast was scheduled for October 27, 2025 at 2:00 p.m. PT.

Cadence Giving Foundation announced a multi-year commitment to expand the AI Hub at San José State University (SJSU), with support from parent company Cadence Design Systems (Nasdaq: CDNS).

The agreement includes a significant donation of AI design software and digital twin technology, collaboration with NVIDIA, Adobe, the City of San Jose and the Knight Foundation, and will create specialized laboratories across nine SJSU colleges. The San José AI Hub is anticipated to open in summer 2026 and aims to provide hands-on AI training and cross-disciplinary experiences to prepare students for careers in AI.

Cadence (Nasdaq: CDNS) will webcast its third quarter 2025 financial results on Monday, October 27, 2025 at 2:00 pm PT. Presenters include Dr. Anirudh Devgan, president and CEO, and John Wall, SVP and CFO. A recording will be available for replay at cadence.com/cadence/investor_relations until the company’s webcast for its fourth quarter and fiscal year 2025 results.

Cadence (NASDAQ:CDNS) has launched ROCS X, an AI-enabled virtual screening solution for drug discovery through its OpenEye business unit. The breakthrough technology enables scientists to conduct 3D searches across trillions of drug-like molecules, delivering a performance increase of at least 1000x over current approaches.

In collaboration with Treeline Biosciences, ROCS X has already demonstrated success by helping identify over 150 novel compounds for potential drug candidates. The technology builds on Cadence's Orion Molecular Design Platform and combines OpenEye OMEGA conformer generation with ROCS virtual screening software. Validation testing showed 97% accuracy compared to traditional FastROCS enumerated search methods.

Early access to ROCS X is currently available, with general availability expected in Q1 2026.

Cadence (Nasdaq: CDNS) announced significant advancements in chip design automation and IP through its collaboration with TSMC. The partnership focuses on developing advanced design infrastructure for AI and HPC applications.

Key developments include AI design flows for TSMC's N3, N2, and A16™ technologies, comprehensive support for TSMC 3DFabric® configurations, and new silicon-proven IP for TSMC N3P process. Notable innovations include the first HBM4 IP at N3P, LPDDR6/5X at 14.4G, and PCIe® 7.0 IP achieving 128GT/s.

The collaboration enables AI-driven chip design solutions through Cadence's JedAI Solution, Cerebrus® Intelligent Chip Explorer, and Innovus+ AI Assistant, helping customers optimize power, performance, and area (PPA) in TSMC N2.

Cadence (NASDAQ:CDNS) has expanded its Reality Digital Twin Platform library by adding a digital twin model of NVIDIA DGX SuperPOD with DGX GB200 systems. This enhancement enables data center designers and operators to efficiently deploy AI accelerators in AI factory buildouts.

The Reality Digital Twin Platform stands as the first and only solution allowing users to model AI factories and data centers with high accuracy before physical implementation. The platform's library now includes over 14,000 items from more than 750 vendors, considering crucial constraints such as cost, space, energy, cooling, and environmental impact.

The collaboration between Cadence and NVIDIA builds upon their earlier partnership, which included support for the NVIDIA Omniverse blueprint for AI factory design and operations. Cadence will showcase this technology at the AI Infra Summit in Santa Clara from September 9-11, 2025.