Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Cadence Design Systems, Inc. (CDNS): A Bull Case Theory 

We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.'s share was trading at $309.62 as of December 1st. CDNS’s trailing and forward P/E were 80.37 and 39.37 respectively according to Yahoo Finance.

[caption id="attachment_520755" align="aligncenter" width="750"] Copyright: rawpixel / 123RF Stock Photo[/caption]

Cadence Design Systems delivered a strong Q3 2025, underscoring its pivotal role in the AI infrastructure ecosystem....