Positiv
●
Seeking Alpha
●
vor 2 Monaten
Cadence Design Systems remains a Buy, with robust demand, accelerating revenue growth, and record backlog driven by AI and agentic design tailwinds. Cadence reported Q1 revenue up 19% YoY, signaling strengthening business activity and outperformance versus expectations. Short-term headwinds include gross margin softness, declining cash flows, and near-term profitability drag from the Hexagon de...