Ticker brief
CDNS CADENCE DESIGN SYS INC
Technology · Software
last close
$316.49
1 day
+2.2%
14 days
-10.3%
mkt cap
$102.9B
signals 14d
26
authors 14d
21
crowd 14d
-0.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 52% rich · 85 pctile own 1y | IV/HV 1.39× |
| Skew — 25Δ RR 30d | -0.025 55 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.12 normal | 5-session Δ -0.07 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-05 (z=4.0) |
| Next earnings | 2026-10-26 (proj) | in 0d |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.30 (−1 bearish … +1 bullish)
Who spoke21
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Tickeron | C | +1.53 | 3 | +0.43 |
| @anni_sen | B | -0.12 | 2 | +0.38 |
| @tenet_research | C | -1.23 | 2 | +0.40 |
| @convequity | A | -0.53 | 2 | -0.23 |
| @invest091 | B | +0.08 | 1 | +0.55 |
| @DDBlakeFischer | A | -0.47 | 1 | -0.55 |
| @QQ_Timmy | B | -0.89 | 1 | +0.15 |
| @financespotnews | C | +0.40 | 1 | +0.35 |
| @paurooteri | B | -0.22 | 1 | +0.30 |
| @SKundojjala | A | +1.80 | 1 | +0.40 |
| @DeepValueBagger | B | +2.68 | 1 | +0.00 |
| @jukan05 | B | +1.34 | 1 | -0.35 |
| @HunterAllen4 | C | -2.09 | 1 | +0.20 |
| @KrisPatel99 | A | -1.64 | 1 | +0.45 |
| @thesetupfactory | B | -2.36 | 1 | +0.35 |
| @_inpractise | B | +0.29 | 1 | -0.20 |
| @FinnStockinger | A | +0.28 | 1 | +0.30 |
| @unusual_whales | C | · | 1 | +0.20 |
| @WealthCode99978 | B | -1.34 | 1 | +0.45 |
| @AIStockSavvy | C | -1.05 | 1 | +0.30 |
| @BourbonCap | B | -1.57 | 1 | +0.70 |
Recent signals26of 26 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @BourbonCap | +0.70 | Cites Jensen Huang's bullish comments and Nvidia's multibillion-dollar SNPS investment. | -0.9% | tweet ↗ |
| 2026-10-16 | @tenet_research | +0.40 | Reports rising institutional ownership, new holders and $91.4B invested. | -0.9% | tweet ↗ |
| 2026-10-16 | @AIStockSavvy | +0.30 | StoneX reiterates Buy on CDNS with a 450 target | -0.9% | tweet ↗ |
| 2026-10-16 | @convequity | -0.20 | 3D-chip complexity may create specialist-tool opportunities rather than an automatic windfall for EDA incumbents. | -0.9% | tweet ↗ |
| 2026-10-14 | @WealthCode99978 | +0.45 | Nvidia launches CUDA-X chip-design and fab tools adopted across EDA and equipment firms. | -3.9% | tweet ↗ |
| 2026-10-14 | @unusual_whales | +0.20 | Nvidia launched CUDA-X tools for chip design and manufacturing, with workflows claimed up to 50x faster. | -3.9% | tweet ↗ |
| 2026-10-14 | @FinnStockinger | +0.30 | Reports Nvidia optical and simulation products plus industry adoption. | -3.9% | tweet ↗ |
| 2026-10-13 | @Tickeron | +0.50 | Buy or selectively buy AMAT, META, VST, CDNS and ORCL. — Author names five preferred buy candidates and states the thesis for each. | -5.3% | tweet ↗ |
| 2026-10-12 | @_inpractise | -0.20 | Highlights an expert account of switching EDA vendors after eight years. | -9.2% | tweet ↗ |
| 2026-10-12 | @thesetupfactory | +0.35 | Screen identifies six semiconductor names showing relative strength. | -9.2% | tweet ↗ |
| 2026-10-12 | @KrisPatel99 | +0.45 | Argues accumulated IP makes chip-design partners difficult for frontier AI labs to replace. | -9.2% | tweet ↗ |
| 2026-10-12 | @convequity | -0.25 | Argues 3D-chip complexity may favor specialist startups and internal tools over incumbent EDA windfalls. | -9.2% | tweet ↗ |
| 2026-10-11 | @HunterAllen4 | +0.20 | Promotional watchlist highlights prior ideas and WDC as the next name under review. | -10.3% | tweet ↗ |
| 2026-10-09 | @jukan05 | -0.35 | Warns domestic AI partnerships threaten Synopsys and Cadence market share in China. | -10.3% | tweet ↗ |
| 2026-10-08 | @tenet_research | +0.40 | Maps a bullish ten-layer AI data-center value chain spanning design through cloud infrastructure. | -9.3% | tweet ↗ |
| 2026-10-08 | @DeepValueBagger | +0.00 | Presents a semiconductor tier list whose rankings and stance require the attached image. | -9.3% | tweet ↗ |
| 2026-10-06 | @SKundojjala | +0.40 | Argues AI and startups face a durable foundry sign-off moat held by EDA incumbents. | -12.0% | tweet ↗ |
| 2026-10-05 | @paurooteri | +0.30 | Rapidus launched a 17-company 2nm design ecosystem including Cadence and Synopsys. | -10.5% | tweet ↗ |
| 2026-10-05 | @financespotnews | +0.35 | Cadence launched an AI agent for chip design and verification. | -10.5% | tweet ↗ |
| 2026-10-05 | @QQ_Timmy | +0.15 | Rapidus launched a 17-company design-support ecosystem that includes Synopsys and Cadence. | -10.5% | tweet ↗ |
| 2026-10-04 | @anni_sen | +0.40 | Recaps prior entries and gains, including AMKR calls up 90% and CDNS reaching $350. | -9.9% | tweet ↗ |
| 2026-10-04 | @Tickeron | +0.30 | Compares two AI beneficiaries, emphasizing MSFT resilience and CDNS's specialized exposure. | -9.9% | tweet ↗ |
| 2026-10-04 | @Tickeron | +0.50 | Attributes CDNS's 15% monthly gain to a TSMC collaboration, launches, and analyst actions. | -9.9% | tweet ↗ |
| 2026-10-03 | @DDBlakeFischer | -0.55 | Calls EDA valuations too high versus growth and questions durability relative to ASML and WFE peers. | -9.9% | tweet ↗ |
| 2026-10-03 | @invest091 | +0.55 | Views CDNS favorably and places it with DSGX atop a watch list while considering overlapping AI exposure. | -9.9% | tweet ↗ |
| 2026-10-03 | @anni_sen | +0.35 | States the semiconductor sector remains inexpensive despite the large AI-driven rally. | -9.9% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.