| CDNS |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.605B vs. cons $1.580B |
MEDIUM |
| CDNS |
Report |
Q2 2026 non-GAAP EPS |
BEAT |
pred ~$2.10 vs. cons $2.05 |
MEDIUM |
| CDNS |
Report |
Q2 2026 non-GAAP operating margin |
IN-LINE |
pred ~45.3% vs. cons 45.0% |
MEDIUM |
| CDNS |
Guide |
Revenue guidance |
BETTER |
guide ~$1.58B vs. cons $1.55B (Q3 2026) |
MEDIUM |
| CDNS |
Guide |
Non-GAAP EPS guidance |
BETTER |
guide ~$1.96 vs. cons $1.92 (Q3 2026) |
MEDIUM |
| CDNS |
Guide |
Revenue guidance |
BETTER |
guide ~$6.25B vs. cons $6.20B (FY 2026) |
MEDIUM |
| CDNS |
Guide |
Non-GAAP EPS guidance |
BETTER |
guide ~$8.02 vs. cons $7.94 (FY 2026) |
MEDIUM |
| CDNS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.8% |
— |
MEDIUM |
| CDNS |
Return |
5-day cumulative residual |
+6.2% (FOLLOW-THROUGH) |
The projected FY guide implies ~$3.17B of second-half revenue versus consensus-implied ~$3.15B, while second-half EPS rises to ~$3.96 versus ~$3.93; modest positive out-period revisions should extend rather than reverse the initial gain. |
MEDIUM |