Cadence Design System Inc Stock Price, News & Analysis

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.

Cadence (Nasdaq: CDNS) has announced a definitive agreement to acquire Hexagon AB's Design & Engineering business, including MSC Software, for €2.7 billion. The deal structure comprises 70% cash and 30% Cadence common stock.

The acquisition significantly expands Cadence's System Design & Analysis portfolio, building upon their 2024 Beta CAE acquisition. Hexagon's D&E business, which generated $280 million in revenue in 2024, brings flagship products MSC Nastran and Adams, along with over 1,100 employees globally.

This strategic move strengthens Cadence's position in structural analysis and multiphysics simulation, particularly in automotive, aerospace, robotics, and physical AI applications. The transaction is expected to close in Q1 2026, subject to regulatory approvals.

Cadence Design Systems (Nasdaq: CDNS) announced that its President and CEO, Dr. Anirudh Devgan, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference in San Francisco.

The presentation is scheduled for Tuesday, September 9, 2025, at 1:45 p.m. PDT. Investors can access the live webcast through the company's investor relations website at investor.cadence.com. The presentation will remain available for replay for 180 days following the event.

Cadence (Nasdaq: CDNS) has completed its acquisition of the Arm Artisan foundation IP business. The acquired portfolio includes standard cell libraries, memory compilers, and general-purpose I/Os (GPIOs) optimized for advanced process nodes at leading foundries.

This strategic acquisition enhances Cadence's design IP offerings, complementing its existing portfolio of protocol and interface IP, memory interface IP, and SerDes IP. The integration aims to improve customers' time to market and optimize cost, power, and performance metrics, particularly in SoC designs utilizing leading foundry processes.

The transaction is expected to be immaterial to revenue and earnings in the current year.

Cadence Design Systems (NASDAQ:CDNS) announced its participation in the upcoming Deutsche Bank Technology Conference. Senior Vice President and CFO John Wall, along with VP of Investor Relations Richard Gu, will engage in a fireside chat at the event.

The presentation is scheduled for Wednesday, August 27, 2025, at 12:30 PM PDT. Investors can access the live webcast through the company's investor relations website at investor.cadence.com. The presentation will remain available for replay for 180 days following the event.

Cadence (Nasdaq: CDNS) has unveiled a breakthrough in power analysis technology through collaboration with NVIDIA. The new Cadence Dynamic Power Analysis (DPA) App, integrated with the Palladium Z3 Enterprise Emulation Platform, enables hardware-accelerated dynamic power analysis of billion-gate AI designs.

The technology achieves up to 97% accuracy while analyzing billions of cycles within hours, a task previously considered impossible with conventional tools. This innovation allows semiconductor developers to accurately predict power consumption under realistic conditions, enabling the creation of more energy-efficient AI and ML systems while accelerating time to market.