Ticker brief
CDNS CADENCE DESIGN SYS INC
Technology · Software
last close
$340.39
1 day
-2.1%
14 days
+4.8%
mkt cap
$102.9B
signals 14d
21
authors 14d
14
crowd 14d
-3.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 44% mid · 60 pctile own 1y | IV/HV 0.94× (as of 2026-07-31) |
| Skew — 25Δ RR 30d | -0.011 83 pctile own 1y | calls bid vs puts (call skew rich) |
| 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) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-14 → 2026-08-28 · now +0.18 (−1 bearish … +1 bullish)
Who spoke14
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @HunterAllen4 | C | -1.66 | 3 | +0.52 |
| @schaeffers | C | +3.18 | 3 | +0.27 |
| @BlueJay87476298 | B | -0.02 | 3 | +0.53 |
| @R_and_Invest | A | +1.40 | 2 | -0.62 |
| @AhmedShww | C | +0.29 | 1 | +0.65 |
| @ArtofSpecuycky | B | +0.68 | 1 | +0.30 |
| @SergeyCYW | B | +0.32 | 1 | +0.40 |
| @CNBC | C | +1.09 | 1 | +0.45 |
| @AnthonySandford | C | · | 1 | +0.00 |
| @AryaFintech | C | -1.31 | 1 | +0.20 |
| @jwt0625 | B | +0.44 | 1 | -0.15 |
| @anni_sen | B | -4.27 | 1 | -0.30 |
| @longtundiary | A | +0.92 | 1 | +0.20 |
| @bubbleboi | A | -0.16 | 1 | -0.50 |
Recent signals21of 21 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @bubbleboi | -0.50 | Criticizes Synopsys and Cadence as complacent incumbents failing to pursue opportunities. | — | tweet ↗ |
| 2026-08-28 | @BlueJay87476298 | +0.55 | Presents agentic AI as a usage and monetization growth driver for Cadence. | — | tweet ↗ |
| 2026-08-28 | @BlueJay87476298 | +0.50 | Frames custom ASIC design demand as a durable growth engine for Cadence. | — | tweet ↗ |
| 2026-08-27 | @HunterAllen4 | +0.55 | Details SNPS's record Q3, raised guidance, bullish thesis, and Goldman Buy/$600 target. | -2.1% | tweet ↗ |
| 2026-08-27 | @BlueJay87476298 | +0.55 | JPMorgan forum commentary describes a substantial multiyear CDNS-Intel engagement. | -2.1% | tweet ↗ |
| 2026-08-26 | @longtundiary | +0.20 | Argues AI chip coding does not yet threaten commercial EDA tools and may reinforce their role. | +1.7% | tweet ↗ |
| 2026-08-26 | @anni_sen | -0.30 | A nine-month AI-driven chip tapeout raises disruption risk for the Cadence-Synopsys design-tool duopoly. | +1.7% | tweet ↗ |
| 2026-08-25 | @jwt0625 | -0.15 | Author claims retired Apple architecture teams had tools much faster than Cadence and Synopsys machines. | +2.6% | tweet ↗ |
| 2026-08-25 | @R_and_Invest | -0.60 | Explicitly says CDNS and SNPS are unsuitable as long-term holdings. | +2.6% | tweet ↗ |
| 2026-08-25 | @AryaFintech | +0.20 | Lists the Nasdaq 100's winners and losers for August 25 in a mixed session. | +2.6% | tweet ↗ |
| 2026-08-25 | @R_and_Invest | -0.65 | Explicitly states a long-term bear case for Cadence and Synopsys. | +2.6% | tweet ↗ |
| 2026-08-21 | @schaeffers | +0.30 | BNP Paribas hiring data indicates accelerating growth across six software companies | +6.7% | tweet ↗ |
| 2026-08-21 | @AnthonySandford | +0.00 | Lists the largest dark-pool prints and explicitly treats them as watch levels, not directional signals. | +6.7% | tweet ↗ |
| 2026-08-20 | @schaeffers | +0.25 | BNP Paribas data identifies six software firms with rising hiring as a possible revenue-growth signal. | +8.5% | tweet ↗ |
| 2026-08-20 | @schaeffers | +0.25 | BNP Paribas says July hiring accelerated at six software firms and correlates with future revenue growth. | +8.5% | tweet ↗ |
| 2026-08-20 | @HunterAllen4 | +0.20 | Benchmark issues or reiterates a Buy on SNPS with a $570 target; author adds a $1,500 thesis. | +8.5% | tweet ↗ |
| 2026-08-18 | @CNBC | +0.45 | Cadence CEO argues the stock being left behind by the AI boom is a mistake. | +7.5% | tweet ↗ |
| 2026-08-18 | @SergeyCYW | +0.40 | Morgan Stanley highlights an AI-adopter basket whose members all carry Overweight ratings. | +7.5% | tweet ↗ |
| 2026-08-17 | @ArtofSpecuycky | +0.30 | JPMorgan forum takeaway argues interconnect is becoming the next core AI infrastructure bottleneck. | +5.2% | tweet ↗ |
| 2026-08-16 | @AhmedShww | +0.65 | Presents CDNS as a high-margin, indirect way to gain AI exposure. | +4.8% | tweet ↗ |
| 2026-08-14 | @HunterAllen4 | +0.80 | Detailed long-term bullish thesis presents Cadence as moated AI chip-design infrastructure. | +4.8% | 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.