Positiv
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Seeking Alpha
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vor 5 Monaten
Cadence Design Systems is well positioned for AI-driven EDA demand, boasting a record backlog, strong margins, and robust cash flow. CDNS trades at ~40x forward earnings, leaving little room for rerating; the current valuation already embeds much of the AI upside. Mid-teens EPS growth is expected, but decelerating topline growth and high expectations mean even minor earnings misses could trigge...