| CDNS |
Report |
Revenue |
IN-LINE |
pred ~$1.583B vs. cons $1.577B |
MEDIUM |
| CDNS |
Report |
Non-GAAP diluted EPS |
IN-LINE |
pred ~$2.060 vs. cons $2.049 |
MEDIUM |
| CDNS |
Report |
RPO / backlog |
BEAT |
pred ~$8.10B vs. cons $7.894B |
MEDIUM |
| CDNS |
Guide |
Q3 2026 revenue |
UNCHANGED |
guide ~$1.540-$1.570B vs. cons $1.554B |
MEDIUM |
| CDNS |
Guide |
Q3 2026 non-GAAP EPS |
BETTER |
guide ~$1.95-$2.01 vs. cons $1.955 |
MEDIUM |
| CDNS |
Guide |
FY2026 revenue |
UNCHANGED |
guide ~$6.20-$6.30B vs. cons $6.205B |
MEDIUM |
| CDNS |
Guide |
FY2026 non-GAAP EPS |
UNCHANGED |
guide ~$7.95-$8.05 vs. cons $7.952 |
MEDIUM |
| CDNS |
Guide |
Demand / design-start commentary |
UNCHANGED |
reiterate strong/increasing; consensus UNVERIFIED |
LOW |
| CDNS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
LOW |
| CDNS |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY raise and de-risked setup |
LOW |