
Investors interested in Computer - Software stocks are likely familiar with Intuit (INTU) and Cadence Design Systems (CDNS). But which of these two stocks presents investors with the better value opportunity right now?
Cadence Design Systems, Inc., headquartered in San Jose, California, is an American multinational computational software company. The company produces software, hardware and silicon structures for designing integrated circuits, systems on chips (SoCs) and printed circuit boards.
| Revenue (TTM) | $5.84B |
| Gross Profit (TTM) | $5.01B |
| EBITDA | $2.16B |
| Operating Margin | 28.60% |
| Return on Equity | 23.20% |
| Return on Assets | 10.60% |
| Revenue/Share (TTM) | $21.46 |
| Book Value | $24.90 |
| Price-to-Book | 13.04 |
| Price-to-Sales (TTM) | 15.26 |
| EV/Revenue | 15.53 |
| EV/EBITDA | 39.82 |
| Quarterly Earnings Growth (YoY) | 125.40% |
| Quarterly Revenue Growth (YoY) | 24.20% |
| Shares Outstanding | $275.82M |
| Float | $274.15M |
| % Insiders | 0.33% |
| % Institutions | 91.90% |
Volatility is currently contracting

Investors interested in Computer - Software stocks are likely familiar with Intuit (INTU) and Cadence Design Systems (CDNS). But which of these two stocks presents investors with the better value opportunity right now?

CDNS has fallen 12.9% in a month despite strong Q2 growth, as a lower valuation and AI demand clash with a still-steep premium.

Cadence pairs rising AI-driven design demand, higher earnings expectations and stronger cash flow with a valuation still well above key benchmarks.

CDNS raises its 2026 outlook as AI demand expands across EDA, hardware and IP, while record backlog and agentic AI engagements bolster growth.

NEW YORK--(BUSINESS WIRE)--Cadence, the clinical AI company automating the treatment of chronic disease, today announced its HypertensionOS software has been selected by the U.S. Food and Drug Administration as the second participant in the Technology-Enabled Meaningful Patient Outcomes (TEMPO) for Digital Health Devices Pilot. HypertensionOS is prescription software as a medical device (“SaMD”) that incorporates AI-assisted functionality to support clinician-supervised medication management fo.

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.

Semiconductor ETFs staged a violent rebound Tuesday as

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Of late, some air has come out of the semiconductor bubble, but that's been to the benefit of the Direxion Daily Semiconductor Bear 3X Shares (SOXS). Entering July 27, the leveraged bearish ETF boasted a one-month gain of nearly 58%.
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