CDNS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $351.35
Capitalización Bursátil (MRQ) $96.76B
P/E (TTM) 69.9
BPA (TTM) $5.03
Ingresos (TTM) $5.84B
ROE (TTM) 23.2%
Rango 52S $263–$417

CDNS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 3
Fecha ex-dividendo División Tipo
17 de noviembre de 1997 2-for-1 Adelante
3 de junio de 1996 3-for-2 Adelante
31 de octubre de 1995 3-for-2 Adelante

Acerca de Cadence Design Systems, Inc. - Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Cadence Design Systems, Inc. (stylized as cādence) is an American multinational technology and computational software company headquartered in San Jose, California. Initially specialized in electronic design automation (EDA) software for the semiconductor industry, the company currently makes software and hardware for designing products such as integrated circuits, systems on chips (SoCs), printed circuit boards, as well as develops large-scale molecular modelling applications and toolkits for pharmaceutical drug developers. The company also licenses intellectual property for the electronics, aerospace, defense and automotive industries.

History

1983–1999

Founded in 1983 in San Jose, California, Cadence Design Systems began as an electronic design automation (EDA) company named Solomon Design Automation (SDA). SDA's cofounders included James Solomon, Richard Newton, Kenneth Keller, and Alberto Sangiovanni-Vincentelli. Cadence was formed by the merger of SDA and ECAD. A public company, ECAD had been co-founded by Ping Chao, Glen Antle, and Paul Huang in 1982. Cadence Design Systems was officially formed through the 1988 merger of SDA and ECAD, with Joseph Costello appointed both CEO and president of the newly combined company. After the merger, Cadence began trading on the New York Stock Exchange and Costello oversaw further mergers and acquisitions.

In 1989, the company acquired Gateway Design Automation for $72 million. In 1990 it acquired Automated Systems Inc., and in doing so added "board design to its existing line of chip design software". In 1991, Cadence acquired its rival Valid Logic Systems for around $200 million, its biggest acquisition yet.

In 1996, Cadence acquired High Level Design Systems, at which point Cadence had 3,300 employees and $742 million in annual revenue. Following the resignation of Cadence's original CEO Joe Costello in 1997, Jack Harding was appointed CEO. Ray Bingham was named CEO in 1999. Cadence purchased Ambit Design Systems for $260 million, which made tools for system-on-a-chip technology, in 1998, and OrCAD Systems in 1999. Cadence acquired Quickturn Design Systems in 1999, preventing a hostile takeover attempt by Mentor Graphics.

2000–2019

Under urging by executives such as Jim Hogan and executive vice president Penny Herscher, between 2001 and 2003, Cadence purchased a number of implementation tools through acquisition, such as Silicon Perspective, Verplex, and Celestry Design. The acquisitions were apparently in part to counter the 2001 purchase of Avanti by Synopsys, as Synopsys had become their primary market rival. In 2004, Mike Fister became Cadence's new CEO and president, with Ray Bingham becoming chairman. The former chairman, Donald L. Lucas, remained on the Cadence board. Between 2004 and 2007, Cadence purchased four companies, including the software developer Verisity, and in 2006, it spent $1 billion in stock buybacks.

In 2007, Cadence announced it would be introducing a new chip-making process that laid wires diagonally as well as horizontally and vertically. In June 2007, Cadence had a market value of around $6.4 billion. That year, Cadence was rumored to be in talks with Kohlberg Kravis Roberts and Blackstone Group regarding a possible sale of the company. Cadence withdrew a $1.6 billion offer to purchase Mentor Graphics in 2008. Also that year, Cadence's board appointed Lip-Bu Tan as acting CEO, after the resignation of Mike Fister; Tan had served on the Cadence board of directors since 2004. In January 2009, the board of directors of Cadence voted unanimously to confirm Lip-Bu Tan as president and CEO. In 2011, it purchased Altos Design Automation. Subsequent notable acquisitions included Cosmic Circuits and Tensilica in 2013, Forte Design Systems in 2014, and the AWR Corporation in 2019.

2020–2025

Cadence had 9,300 employees and annual revenue of $3 billion in 2021. Most of its revenue came from licensing its software and intellectual property. In April 2021, following a Washington Post report on the use of Cadence and Synopsys technology in the People's Liberation Army's military-civil fusion efforts, U.S. legislators Michael McCaul and Tom Cotton requested that the United States Department of Commerce tighten controls on the sales of semiconductor manufacturing software. On December 15, 2021, Anirudh Devgan assumed the role of Cadence president & CEO, after having been named Cadence president in 2017. Lip-Bu Tan retired as CEO and became executive chairman and left this position and the board in May 2023. In 2021, Cadence launched an artificial intelligence platform to streamline processor development.

Although most of Cadence's customers for decades were "traditional semiconductor firms", around 40% of Cadence's revenue by 2022 came from customers who were "systems" oriented, or seeking products tailored for various industries that utilized chips in a central role. Cadence was also increasingly designing customized chips for clients and having them manufactured by third parties such as Taiwan Semiconductor Manufacturing, a practice which had become more popular in the face of worldwide chip shortages and shipping issues, according to Reuters. By late 2022, Cadence had clients such as Tesla and Apple Inc. Cadence acquired OpenEye Scientific Software for $500 million in September 2022, rebranding the company OpenEye Cadence Molecular Sciences and making it into a business unit. OpenEye signed Pfizer as a software client in October 2023.

Cadence purchased several businesses from Rambus in 2023. In February 2024, Cadence "quietly stepped into the supercomputer business", according to TechRadar, when it unveiled the M1, its own supercomputer designed to run computational fluid dynamics (CFD) while utilizing AI. In June 2024, Cadence purchased BETA CAE Systems.

In January 2025, Cadence announced the acquisition of Secure-IC, an embedded security IP platform provider; the acquisition is expected to close by mid-2025, following the usual regulatory approvals and other closing conditions, and be immaterial to 2025 revenue and earnings.

In mid-2025, the Trump administration briefly paused the issuing of licenses for exports of American EDA software to China, including Cadence products. In July 2025, it was announced that Cadence would plead guilty to violating U.S. export controls and pay US$140 million.

On September 4, 2025, Cadence Design Systems announced it would acquire the design and engineering business of Stockholm-based Hexagon AB for €2.7 billion (approximately $3.16 billion) in a stock-and-cash deal. The acquisition includes Hexagon's MSC Software business, a provider of engineering simulation and analysis software and workflows.

Products

Originally known as a creator of electronic design automation (EDA) software, the company currently develops software, hardware and intellectual property (IP) used to design chips, chiplet-style products, and printed circuit boards, while also selling hardware systems that run its chip design software.

It also has tools for "electromagnetics, thermal and computational fluid dynamics in the high-tech electronics, aerospace and defense and automotive sectors", and according to Investor's Business Daily in 2023, it specializes in products for fields such as "artificial intelligence and machine learning, cloud computing, 3D technology, and AI-enabled big data analytics". Among market applications are "hyperscale computing, 5G communications, automotive, mobile, aerospace, consumer, industrial and health care".

Integrated circuit software

The company develops a number of technologies for creating custom integrated circuits. For example, its Virtuoso Platform, later renamed Virtuoso Studio, incorporates tools for designing full-custom integrated circuits. In 2019, Cadence introduced its Spectre X parallel circuit simulator, so that users could distribute time- and frequency-domain simulations across hundreds of CPUs for speed. Cadence also offers AWR, a radio frequency to millimeter wave design environment for designing 5G/wireless products. AWR is used for communications, aerospace and defense, semiconductor, computer, and consumer electronics.

Digital implementation and signoff

Cadence has a number of digital implementation and signoff tools, including Genus, Innovus, Tempus & Voltus, among others. In 2020, Cadence integrated its Innovus place and route engine and optimizer into Genus Synthesis. Stratus is Cadence's high-level synthesis tool, and is used to create RTL implementations from C, C++, or SystemC code. Other formal verification and signoff tools include Conformal Equivalence Checker, Joules RTL Power Solution, Quantus Extraction Solution, and Cadence's Modus DFT Software Solution.

System verification

Cadence has developed a number of formal verification products for chip design. JasperGold is a formal verification tool, initially introduced in 2003 and upgraded with machine learning in 2019. vManager is a verification management tool for tracking the verification process. Cadence announced Perspec System Verifier in 2014 for defining and verifying system-level verification scenarios, with Perspec made compatible with the Accellera Portable Test and Stimulus Standard (PSS) several years later. Introduced in 2017, Cadence's parallel simulator Xcelium is based on a multi-core parallel computing architecture.

Hardware emulation

In 2015, Cadence announced the Palladium Z1 hardware emulation platform, for verifying billion-gate designs. which was based on emulation technology from Cadence's 1998 acquisition of Quickturn. Cadence announced Palladium Z2 in 2021 as a successor to the Z1 platform with improved performance.

The Protium FPGA prototyping platform was introduced in 2014, followed by the Protium S1 in 2017, which was built on Xilinx Virtex UltraScale FPGAs. Protium X1 rack-based prototyping was introduced in 2019, which Cadence claimed supported a 1.2 billion gate SoCs at around 5 MHz. with Palladium S1/X1 and Protium sharing a single compilation flow. In 2021, Protium X2 was announced; Cadence claimed a 1.5X performance and 2X capacity improvement over Protium X1.

SIP blocks

Cadence supplies semiconductor intellectual property (SIP) blocks, covering interface design, USB, MIPI, ethernet, memory, analog, SoC peripherals, and data plane processing units. Cadence also develops chip verification technologies including simulators and formal verification tools. Cadence develops Tensilica DSP processors for audio, vision, wireless modems, and convolutional neural nets. Tensilica DSP processors IP in 2019 included: Tensilica Vision DSPs for imaging, vision, and AI processing; Tensilica HiFi DSPs for audio processing; Tensilica Fusion DSPs for IoT; Tensilica ConnX DSPs for radar, lidar, and communications processing; and Tensilica DNA Processor Family for AI acceleration. In 2021, Cadence launched the Tensilica AI Platform to accelerate AI SoC development and improve performances.

PCB and packaging technologies

The company provides several tools for the design of printed circuit boards (PCB) and of chip packages. Its Allegro Platform covers co-design of integrated circuits, packages, and PCBs on industrial scale. The OrCAD/PSpice product line aims at smaller design teams and individual PCB designers. OrbitIO Interconnect Designer is a die/package planning & route optimization tool. InspectAR uses augmented reality to map out complicated circuit board electronics for real-time labelling of board schematics.

Systems design and analysis

The company has a number of tools for system analysis. Sigrity offers tools for signal, power integrity, and thermal integrity analysis and IC package design. Introduced in April 2019 as part of Cadence's expansion into system analysis, Clarity is a 3D field solver for electromagnetic analysis, that uses distributed adaptive meshing to partition jobs across multiple cores. In September 2019, Cadence announced Celsius, a parallel architecture thermal solver that uses finite element analysis for solid structures and computational fluid dynamics (CFD) for fluids.

Cascade Technologies, Inc includes hi-fidelity CFD solvers for multiphysics analysis of turbulence fluid flow. Acquired by Cadence from Pointwise in 2021, Fidelity Pointwise is for computational fluid dynamics (CFD) mesh generation.

Machine design and digital twins

Cadence in 2021 acquired a number of system analysis products from NUMECA, known for software tools used in the automotive, marine, aerospace, and power generation industries. Among the tools were Fidelity (formerly known as OMNIS), a computational fluid dynamics (CFD), mesh generation, multi-physics simulation, and optimization product. Its Cadence Reality digital twin platform creates manipulatable digital models of designs or factories.

Cadence Design Systems in February 2024 launched its Cadence Millennium Enterprise Multiphysics Platform, or Millennium M1. The hardware/software combination was designed for creating digital twins. It draws from Cadence's older Fidelity CFD suite.

Drug design

Cadence's OpenEye Scientific division has computational molecular modeling and simulation software used by pharmaceutical and biotechnology companies for purposes such as drug discovery and antibody discovery. The Orion is OpenEye's software-as-a-service platform. OpenEye Scientific has its headquarters in Santa Fe, New Mexico.

Artificial intelligence

According to Reuters, in 2023 Cadence has been "providing tools to design chips for AI" and "adding AI into its own software to help in the complex process of designing chips". Cerebrus was released in 2021, and is a machine learning-based chip design software which utilizes reinforcement learning and is meant to automatically optimize the Cadence digital design flow. In 2022, Cadence introduced the AI platform Optimality Intelligent System Explorer, a system design tool with multiphysics system analysis software. Designed to be compatible with Clarity 3D and SigrityX, Microsoft was an early adopter. In September 2023, Cadence released software called ChipGPT, allowing companies to create custom silicon with assistance from AI.

Recognition

In 2016, former Cadence CEO Lip-Bu Tan was awarded the Dr. Morris Chang Exemplary Leadership Award by the Global Semiconductor Alliance. In 2019, Investor's Business Daily ranked Cadence Design Systems #5 on its 50 Best Environmental, Social, and Governance (ESG) Companies list. In 2020, Cadence ranked #45 on People magazine's Companies that Care list. Fortune magazine named Cadence to its 100 Best Companies to Work For list for the sixth consecutive year in 2020. In 2021, Anirudh Devgan was awarded the prestigious IEEE/SEMI Phil Kaufman award and in 2022 was inducted into National Academy of Engineering.

Sponsorship

In May 2022, the Formula 1 motor racing team McLaren announced a multi-year partnership deal with Cadence. Cadence partnered with the San Francisco 49ers in April 2023 on a several year technology project to fix energy efficiencies at Levi's Stadium. The deal also gave Cadence the naming rights to the team's mobile app.

Acquisitions timeline

Controversies

Lawsuits

Avanti Corporation From 1995 until 2002, Cadence was involved in a 6-year-long legal dispute with Avanti Corporation (brand name "Avant!"), in which Cadence claimed Avanti stole Cadence code, and Avanti denied it. According to Business Week "The Avanti case is probably the most dramatic tale of white-collar crime in the history of Silicon Valley". The Avanti executives eventually pleaded no contest and Cadence received several hundred million dollars in restitution. Avanti was then purchased by Synopsys, which paid $265 million more to settle the remaining claims. The case resulted in a number of legal precedents.

Aptix Corporation Quickturn Design Systems, a company acquired by Cadence, was involved in a series of legal events with Aptix Corporation. Aptix licensed a patent to Mentor Graphics and the two companies jointly sued Quickturn over an alleged patent infringement. Amr Mohsen, CEO of Aptix, forged and tampered with legal evidence and was subsequently charged with conspiracy, perjury, and obstruction of justice. Mohsen was arrested after violating his bail agreement by attempting to flee the country. While in jail, Mohsen plotted to intimidate witnesses and kill the federal judge presiding over his case. Mohsen was further charged with attempting to delay a federal trial by feigning incompetency. Due to the overwhelming misconduct, the judge ruled the lawsuit as unenforceable and Mohsen was sentenced to 17 years in prison. Mentor Graphics subsequently sued Aptix to recoup legal costs. Cadence also sued Mentor Graphics and Aptix to recover legal costs.

Berkeley Design Automation In 2013, Cadence sued Berkeley Design Automation (BDA) for circumvention of a license scheme to link its Analog FastSpice (AFS) simulator to Cadence's Analog Design Environment (Virtuoso ADE). The lawsuit was settled less than one year later with an undisclosed payment of BDA and a multi-year agreement to support interoperability of AFS with ADE through Cadence's official interface. BDA was bought by Mentor Graphics a few months later.

Export control violations and Chinese military university sales

In July 2025, Cadence Design Systems agreed to plead guilty to criminal charges and pay over $140 million in combined penalties for illegally exporting semiconductor design technology to China's National University of Defense Technology (NUDT), a military university controlled by China's Central Military Commission. According to the U.S. Department of Justice and Bureau of Industry and Security, Cadence's Chinese subsidiary knowingly sold electronic design automation (EDA) hardware, software, and semiconductor design technology valued at over $45 million to NUDT between 2015 and 2021, despite the university being placed on the U.S. Entity List in February 2015 due to its use of American technology for supercomputers "believed to support nuclear explosive simulation and military simulation activities".

The violations involved employees at Cadence's Chinese subsidiary using intermediary companies, including Central South CAD Center (CSCC) and later Phytium Technology, to disguise sales to the restricted military university. Internal communications revealed that Cadence China employees were explicitly instructed to refer to NUDT only in Chinese characters and use "CSCC" in English correspondence because "the subject [was] too sensitive." The Department of Justice noted that Cadence received only partial cooperation credit because the company "failed to voluntarily disclose the misconduct" and did not fully facilitate interviews of China-based employees, ultimately resulting in the company being placed on three years of corporate probation.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorTechnology industriaTechnology empleados15 445 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$5.30B
2016-12-31 → 2025-12-31
BPA$4.06
2016-12-31 → 2025-12-31
Flujo de caja libre$1.59B
2016-12-31 → 2025-12-31
Margen neto23.6%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años CDNS promedio 5A Mediana de Pares Veredicto
P/E (TTM) 69.9promedio 5A ≈70.6 ≈70.6 36.0 Sobrevalorado
P/S (TTM) 16.6promedio 5A ≈16.3 ≈16.3 7.7 Sobrevalorado
P/C (MRQ) 14.1promedio 5A ≈17.9 ≈17.9 12.4 Más caro
Precio / FCF (TTM) 57.6promedio 5A ≈55.1 ≈55.1 · ·
Precio / Flujo de Caja (TTM) 52.2promedio 5A ≈50.3 ≈50.3 33.8 Sobrevalorado
Precio / Valor Contable Tangible (MRQ) 19.4promedio 5A ≈43.0 ≈43.0 · ·
PEG Ratio (Ratio PEG) ≈5.0 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 2.8%
Próximo informe Oct 26, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 27, 2026 $2.11 $2.10 0.67%
31 de marzo de 2026 $1.96 $1.94 1.2%
31 de diciembre de 2025 $1.99 $1.95 2.0%
30 de septiembre de 2025 $1.93 $1.82 5.9%
30 de junio de 2025 $1.65 $1.59 4.1%
31 de marzo de 2025 $1.57 $1.52 3.2%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 15
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $5.30B$4.64B$4.09B$3.56B$2.99B$2.68B$2.34B$2.14B$1.94B$1.82B$1.70B$1.58B
SG&A Expense $313M$274M$242M$242M$189M$154M$140M$133M$134M$125M$110M$114M
Operating Expenses $3.80B$3.29B$2.84B$2.49B$2.21B$2.04B$1.84B$1.74B$1.62B$1.57B$1.42B$1.37B
Operating Income $1.49B$1.35B$1.25B$1.07B$779M$646M$492M$396M$324M$245M$285M$207M
Interest Expense $117M$76M$36M$23M$17M$21M$19M$23M$26M$24M$28M$34M
Interest Income $102M$62M$30M$10M$3M$4M$10M$8M$4M$3M$3M$2M
Other Non-op $147M$121M$67M$-5M$6M$8M$6M$3M$17M$16M$10M$8M
Pretax Income $1.52B$1.40B$1.28B$1.05B$768M$633M$479M$376M$315M$237M$268M$181M
Income Tax $413M$340M$241M$196M$72M$42M$-510M$31M$111M$34M$15M$22M
Net Income $1.11B$1.06B$1.04B$849M$696M$591M$989M$346M$204M$203M$252M$159M
EPS (Basic) $4.09$3.89$3.86$3.13$2.54$2.16$3.62$1.26$0.75$0.71$0.88$0.56
EPS (Diluted) $4.06$3.85$3.82$3.09$2.50$2.11$3.53$1.23$0.73$0.70$0.81$0.52
Shares (Basic) 271,333,000271,212,000269,381,000271,198,000273,504,000273,728,000273,239,000273,729,000272,097,000284,502,000288,018,000283,349,000
Shares (Diluted) 273,312,000273,833,000272,748,000275,011,000278,858,000279,641,000280,515,000281,144,000280,221,000291,256,000312,302,000306,775,000
EBITDA $1.72B$1.55B$1.40B$1.21B$921M$791M$615M$515M$439M$364M$404M·
Balance general 24
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $3.00B$2.64B$1.01B$882M$1.09B$928M$705M$533M$688M$465M$617M$932M
Short-term Investments $154M$141M$130M$4M····$4M$3M$94M$90M
Receivables $945M$680M$489M$487M$338M$338M$305M$297M$190M$157M$165M$122M
Inventory $304M$258M$182M$128M$116M$76M$56M$28M$33M$39M$57M$56M
Prepaid Expense $420M$434M$297M$210M$174M$136M$104M$93M$68M$37M$31M$126M
Current Assets $4.67B$4.02B$1.98B$1.71B$1.72B$1.48B$1.17B$951M$980M$702M$964M$1.85B
PP&E (Net) $517M$458M$403M$371M$306M$311M$276M$253M$251M$239M$229M$230M
PP&E (Gross) $1.54B$1.37B$1.24B$1.15B$1.04B$1.01B$911M$951M$910M$852M$810M$783M
Accum. Depreciation $1.02B$917M$837M$777M$733M$694M$635M$698M$658M$613M$581M$553M
Goodwill $2.75B$2.38B$1.54B$1.37B$928M$782M$662M$662M$666M$573M$552M$554M
Intangibles $718M$595M$337M$355M$233M$211M$172M$225M$279M$259M$296M$361M
Other Non-current Assets $338M$274M$248M$186M$182M$171M$107M$104M$75M$312M$300M$209M
Total Assets $10.15B$8.97B$5.67B$5.14B$4.39B$3.95B$3.36B$2.47B$2.42B$2.10B$2.35B$3.21B
Accounts Payable $857M$633M$577M$557M$417M$350M$317M$257M$5M$4M$25M$12M
Current Liabilities $1.64B$1.37B$1.59B$1.35B$971M$797M$672M$709M$642M$586M$536M$1.39B
Capital Leases $136M$109M$115M$139M$107M$114M$85M$0····
Deferred Tax $48M···········
Other Non-current Liabilities $408M$339M$276M$305M$226M$207M$163M$77M$81M$59M$60M$79M
Retained Earnings $7.10B$5.99B$4.94B$3.90B$3.05B$2.35B$1.76B$773M$341M$137M$-74M$-326M
Treasury Stock $6.34B$5.31B$4.60B$3.82B$2.74B$2.06B$1.67B$1.40B$1.18B$1.19B$401M$204M
AOCI $-2M$-190M$-95M$-92M$-33M$-17M$-37M$-25M$-4M$-25M$-12M$12M
Stockholders' Equity $5.47B$4.67B$3.40B$2.75B$2.74B$2.49B$2.10B$1.29B$989M$742M$1.38B$1.33B
Liabilities + Equity $10.15B$8.97B$5.67B$5.14B$4.39B$3.95B$3.36B$2.47B$2.42B$2.10B$2.35B$3.21B
Shares Outstanding 271,799,000273,851,000271,706,000272,675,000276,796,000278,941,000279,855,000280,015,000282,067,000278,099,000309,392,000291,584,000
Flujo de Efectivo 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $228M$197M$145M$132M$142M$146M$123M$119M$116M$120M$118M$116M
Stock-based Comp $455M$391M$326M$270M$210M$197M$182M$168M$130M$109M$92M$84M
Deferred Tax $66M$-129M$-37M$-108M$-43M$-26M$-577M$-12M$80M$-5M$-13M$12M
Amort. of Intangibles $40M$30M$18M$18M$20M$18M$12M$14M$15M$18M$24M$24M
Restructuring $29M$24M$11M$55.0K$-1M$9M$9M$11M$9M$41M$5M$10M
Other Non-cash $-129M$-254M$-126M$98M$96M$-3M$13M$-16M$-59M$18M$-72M·
Operating Cash Flow $1.73B$1.26B$1.35B$1.24B$1.10B$905M$730M$605M$471M$445M$378M$317M
CapEx $142M$143M$102M$123M$65M$95M$75M$62M$58M$54M$45M$40M
Investing Cash Flow $-461M$-837M$-412M$-739M$-293M$-292M$-106M$-174M$-191M$1M$-45M$-198M
Stock Issued $146M$204M$133M$105M$88M$75M$53M$41M$49M$55M$75M$66M
Stock Repurchased $925M$550M$700M$1.05B$612M$380M$306M$250M$100M$960M$333M$100M
Net Stock Activity $-779M$-346M$-567M$-945M$-525M$-305M$-253M$-209M$-51M$-905M$-258M·
Financing Cash Flow $-949M$1.24B$-804M$-657M$-644M$-415M$-444M$-568M$-70M$-593M$-626M$289M
Net Change in Cash $357M$1.64B$126M$-207M$161M$223M$172M$-155M$223M$-151M$-315M$396M
Taxes Paid $247M$510M$254M$233M$146M$106M$42M$68M$59M$37M$29M$26M
Free Cash Flow $1.59B$1.12B$1.25B$1.12B$1.04B$810M$655M$543M$413M$391M$333M·
Levered FCF $1.50B$1.06B$1.22B$1.10B$1.02B$791M$616M$522M$396M$371M$307M·
Rentabilidad 7
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 28.2%29.1%30.6%30.1%26.1%24.1%21.1%18.5%16.7%13.5%16.8%·
Net Margin 20.9%22.7%25.5%23.8%23.3%22.0%42.3%16.2%10.5%11.2%14.8%·
Pretax Margin 28.7%30.1%31.3%29.3%25.7%23.6%20.5%17.6%16.2%13.1%15.7%·
EBITDA Margin 32.5%33.4%34.1%33.9%30.8%29.5%26.3%24.1%22.6%20.1%23.7%·
ROA 11.6%14.4%19.3%17.8%16.7%16.2%34.0%14.1%9.0%9.1%9.1%·
ROE 21.2%22.9%31.9%31.1%25.9%24.2%55.2%27.2%23.6%19.2%18.6%·
ROIC 19.9%21.9%29.8%31.8%25.8%24.2%48.3%28.2%21.2%28.3%19.6%·
Liquidez y Solvencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 2.92.91.21.31.81.91.71.31.51.21.8·
Quick Ratio 2.52.51.01.01.51.61.51.21.41.11.6·
Interest Coverage 12.817.834.646.845.931.126.117.112.610.310.1·
Eficiencia 2
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.60.60.80.70.70.70.80.90.90.80.6·
Receivables Turnover 6.57.98.48.68.88.37.88.811.211.311.8·
Por Acción 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $20.14$17.07$12.53$10.07$9.90$8.94$7.51$4.60$3.51$2.67$4.45·
Revenue / Share $19.38$16.95$15.00$12.95$10.72$9.59$8.33$7.60$6.93$6.24$5.45·
Cash Flow / Share $6.33$4.60$4.95$4.52$3.95$3.24$2.60$2.15$1.68$1.53$1.21·
Cash / Share $11.04$9.65$3.71$3.24$3.93$3.33$2.52$1.90$2.44$1.67$1.99·
EPS (TTM) $4.06$3.85$3.82$3.09$2.50$2.11$3.53$1.23$0.73$0.70$0.81$0.52
Tasas de Crecimiento 9
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 14.1%13.5%14.8%19.2%11.4%·······
Revenue CAGR 3Y 14.1%15.8%15.1%·········
Revenue CAGR 5Y 14.6%···········
EPS YoY 5.5%0.79%23.6%23.6%18.5%·······
EPS CAGR 3Y 9.5%15.5%21.9%·········
EPS CAGR 5Y 14.0%···········
Net Income YoY 5.1%1.4%22.6%22.0%17.8%·······
Net Income CAGR 3Y 9.3%14.9%20.8%·········
Net Income CAGR 5Y 13.4%···········
Valoración (TTM) 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $5.30B$4.64B$4.09B$3.56B$2.99B$2.68B$2.34B$2.14B$1.94B$1.82B$1.70B$1.58B
Net Income TTM $1.11B$1.06B$1.04B$849M$696M$591M$989M$346M$204M$203M$252M$159M
Market Cap $84.96B$82.28B$74.00B$43.80B$51.58B$38.06B$19.67B$12.14B$11.80B$7.01B$6.44B·
P/E 77.078.071.352.074.564.719.935.257.336.025.736.2
P/S 16.017.718.112.317.314.28.45.76.13.93.8·
P/B 15.517.621.716.018.815.39.49.411.99.54.7·
P / Tangible Book 42.348.448.343.132.725.4······
P / Cash Flow 49.165.354.935.346.942.127.020.125.115.817.0·
P / FCF 53.573.659.439.249.847.030.022.328.617.919.3·
Earnings Yield 1.3%1.3%1.4%1.9%1.3%1.6%5.0%2.8%1.8%2.8%3.9%2.8%

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312022-01-01
Ingresos $5.30B $4.64B $4.09B $3.56B $2.99B
Margen Operativo % 28.2% 29.1% 30.6% 30.1% 26.1%
Beneficio neto $1.11B $1.06B $1.04B $849M $696M
EPS Diluido $4.06 $3.85 $3.82 $3.09 $2.50

Propietarios institucionales (13F) 1 660 declarantes · $101.7B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 1 660
Valor en tenencia $101.7B
Nuevas posiciones 226
Posiciones cerradas 93
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
226 (+38 vs trimestre anterior) 93 (-66 vs trimestre anterior) 626 (+82 vs trimestre anterior) 538 (-25 vs trimestre anterior) +8.4M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
BlackRock, Inc. $10 006 348 574 26 660 845 9,84% Acciones
VANGUARD GROUP INC $8 511 887 860 27 231 070 8,37% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $6 761 908 117 18 016 381 6,65% Acciones
STATE STREET CORP $4 890 941 670 13 031 391 4,81% Acciones
FMR LLC $3 586 162 444 9 554 947 3,53% Acciones
Invesco Ltd. $3 370 568 036 8 980 518 3,31% Acciones
JPMORGAN CHASE & CO $2 931 781 842 7 865 907 2,88% Acciones
GEODE CAPITAL MANAGEMENT, LLC $2 693 305 833 7 184 139 2,65% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $2 612 930 174 6 961 873 2,57% Acciones
VAN ECK ASSOCIATES CORP $1 835 226 599 4 889 765 1,80% Acciones
Capital International Investors $1 833 889 335 4 886 202 1,80% Acciones
WELLINGTON MANAGEMENT GROUP LLP $1 831 686 957 4 880 334 1,80% Acciones
JENNISON ASSOCIATES LLC $1 690 088 763 4 503 061 1,66% Acciones
GOLDMAN SACHS GROUP INC $1 592 701 346 4 243 582 1,57% Acciones
MORGAN STANLEY $1 345 884 077 3 585 961 1,32% Acciones
ALLIANCEBERNSTEIN L.P. $1 319 162 261 4 747 408 1,30% Acciones
NORGES BANK $1 274 223 035 3 395 031 1,25% Acciones
PeakShares LLC $1 132 340 000 3 017 1,11% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1 107 681 297 2 921 983 1,09% Acciones
NORTHERN TRUST CORP $1 071 057 816 2 853 719 1,05% Acciones
FRANKLIN RESOURCES INC $1 058 680 948 2 820 743 1,04% Acciones
SCHRODER INVESTMENT MANAGEMENT GROUP $932 948 687 2 485 742 0,92% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $927 173 828 3 336 718 0,91% Acciones
AMERICAN CENTURY COMPANIES INC $858 896 998 2 288 432 0,84% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $823 054 240 2 192 940 0,81% Acciones
Swedbank AB $812 595 573 2 165 074 0,80% Acciones
Nuveen, LLC $782 988 878 2 086 191 0,77% Acciones
Amundi $706 755 344 1 883 110 0,69% Acciones
Legal & General Group Plc $702 614 801 1 872 042 0,69% Acciones
NOMURA HOLDINGS INC $688 637 136 1 834 800 0,68% Opción de venta
JANUS HENDERSON GROUP PLC $638 675 874 2 298 483 0,63% Acciones
ALKEON CAPITAL MANAGEMENT LLC $609 097 088 1 622 874 0,60% Acciones
JANE STREET GROUP, LLC $607 943 336 1 619 800 0,60% Opción de venta
Bank of New York Mellon Corp $607 349 868 1 618 219 0,60% Acciones
VANGUARD FIDUCIARY TRUST CO $594 891 583 1 585 025 0,58% Acciones
JANE STREET GROUP, LLC $589 177 336 1 569 800 0,58% Opción de compra
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $545 109 138 1 452 385 0,54% Acciones
DEUTSCHE BANK AG\ $532 338 500 1 418 359 0,52% Acciones
PRINCIPAL FINANCIAL GROUP INC $500 863 493 1 334 480 0,49% Acciones
Pictet Asset Management Holding SA $472 751 571 1 259 596 0,46% Acciones
UBS Group AG $414 649 782 1 104 790 0,41% Acciones
BANK OF AMERICA CORP /DE/ $410 332 835 1 093 288 0,40% Acciones
Sumitomo Mitsui Trust Group, Inc. $391 956 059 1 044 325 0,39% Acciones
BARCLAYS PLC $382 954 009 1 020 340 0,38% Acciones
VOYA INVESTMENT MANAGEMENT LLC $368 615 251 983 147 0,36% Acciones
AXA Investment Managers S.A. $329 463 263 937 947 0,32% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $321 574 176 856 800 0,32% Opción de venta
LAZARD ASSET MANAGEMENT LLC $316 355 352 842 895 0,31% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $292 890 345 780 375 0,29% Acciones
Swiss National Bank $292 276 697 778 740 0,29% Acciones

Mostrar todos los 1 660 propietarios institucionales →

Activistas y propietarios del %+ 5 1 tenencia

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
CADENCE DESIGN SYSTEMS, INC., SCIOTO RIVER LTD. ×2 presentaciones 24 de enero de 2005 · Presentación inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 48 insiders · 21 directivos · 19 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Anirudh Devgan President and CEO 17 de septiembre de 2026 F 247 201 0 10 $-58 664 236
Michael J Fister President, CEO 8 de febrero de 2008 F 886 145 0 0 $0
John M Wall Sr. VP & CFO 17 de septiembre de 2026 F 79 459 0 10 $-17 254 491
Geoffrey G Ribar Sr. VP, CFO 28 de agosto de 2017 M 169 413 0 0 $0
William Porter EVP, Chief Financial Officer 8 de febrero de 2008 F 439 150 0 0 $0
Scannell Paul Sr. Vice President 17 de septiembre de 2026 F 30 783 0 7 $-9 046 313
Paul Cunningham Sr. Vice President 17 de septiembre de 2026 F 120 612 0 11 $-4 928 750
Chin-Chi Teng Sr. Vice President 17 de septiembre de 2026 F 136 075 0 36 $-12 323 778
Marc Taxay SVP & General Counsel 15 de mayo de 2026 F 22 599 0 0 $0
Karna Nisewaner SVP & General Counsel 17 de marzo de 2025 F 23 941 0 0 $0
Thomas P Beckley Sr. Vice President 16 de septiembre de 2024 F 142 721 0 0 $0
Aneel Zaman Sr. Vice President 15 de marzo de 2024 A 24 499 0 0 $0
Alinka Flaminia Sr. VP, Chief Legal Officer 19 de septiembre de 2022 F 22 720 0 0 $0
James J Cowie Sr. VP, General Counsel 23 de abril de 2020 M 78 724 0 0 $0
Chi-Ping Hsu Sr. Vice President 9 de agosto de 2016 F 241 869 0 0 $0
Pieter Vorenkamp Sr. Vice President 15 de mayo de 2016 A 260 000 0 0 $0
Charlie X. Huang Executive Vice President 16 de octubre de 2015 M 202 238 0 0 $0
Martin Lund Sr. Vice President 4 de agosto de 2015 F 105 084 0 0 $0
R L Smith Mckeithen Sr. VP, General Counsel & Sec. 11 de febrero de 2008 S 114 352 0 0 $0
Kevin Bushby Exec VP - WW Field Operations 8 de febrero de 2008 F 285 627 0 0 $0
Raymond H Bingham Executive Chairman 8 de junio de 2005 S 389 235 0 0 $0
Ita M Brennan Consejero 10 de septiembre de 2026 S 7 824 0 32 $-234 986
Vincentelli Alberto Sangiovanni Consejero 25 de agosto de 2026 S 40 794 0 5 $-401 092
Young Sohn Consejero 30 de julio de 2026 G 15 243 0 0 $0
James D Plummer Consejero 11 de junio de 2026 S 23 264 0 1 $-576 205
Luc Van Den Hove Consejero 7 de mayo de 2026 A 979 0 0 $0
Julia Liuson Consejero 7 de mayo de 2026 A 6 441 0 0 $0
Mary L Krakauer Consejero 7 de mayo de 2026 A 4 993 0 0 $0
Mark Adams Consejero 7 de mayo de 2026 A 714 0 0 $0
Lewis Chew Consejero 7 de mayo de 2026 A 9 131 0 0 $0
Moshe Gavrielov Consejero 7 de mayo de 2026 A 1 819 1 2 $5 977
John B Shoven Consejero 4 de mayo de 2023 G 197 254 0 0 $0
Susan L Bostrom Consejero 25 de febrero de 2021 A 3 789 0 0 $0
SIBONI ROGER S Consejero 29 de abril de 2020 M 44 891 0 0 $0
Mary Agnes Wilderotter Consejero 14 de febrero de 2020 A 13 235 0 0 $0
George Scalise Consejero 21 de febrero de 2017 A 44 100 0 0 $0
Sean Maloney Consejero 1 de abril de 2004 A · 0 0 $0
Lip Bu Tan · 16 de mayo de 2023 M 602 589 0 0 $0
Surendra Babu Mandava · 15 de marzo de 2021 F 205 149 0 0 $0
Nimish Harsukh Modi · 8 de agosto de 2013 F 70 151 0 0 $0
John A Swainson · 2 de abril de 2012 A 15 000 0 0 $0
Donald L Lucas · 2 de abril de 2012 A 55 000 0 0 $0
John J Bruggeman · 15 de marzo de 2011 F 88 898 0 0 $0
Thomas A. Cooley · 8 de febrero de 2011 A 131 394 0 0 $0
Kevin S. Palatnik · 9 de agosto de 2010 F 273 827 0 0 $0
James S Miller JR · 7 de octubre de 2008 F 309 968 0 0 $0
Lavi Lev · 1 de julio de 2004 A 250 000 0 0 $0
Penny Herscher · 3 de noviembre de 2003 S 195 054 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 171 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
GRW · TCW ETF Trust 2,92% 5 558 NS 31 de julio de 2026 N-PORT
ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 2,73% 17 557 NS 31 de julio de 2026 N-PORT
IGV · iShares Trust 2,70% 1 262 466 SH 11 de septiembre de 2026 Diario
FGSI · First Trust Exchange-Traded Fund IV 2,00% 122 NS 31 de julio de 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 1,86% 13 492 NS 31 de julio de 2026 N-PORT
RILA · Spinnaker ETF Series 1,69% 2 095 NS 31 de julio de 2026 N-PORT
SAWG · ETF Series Solutions 1,65% 140 NS 31 de julio de 2026 N-PORT
AIFD · TCW ETF Trust 1,59% 5 856 NS 31 de julio de 2026 N-PORT
RSPT · Invesco Exchange-Traded Fund Trust 1,58% 279 006 SH 2 de octubre de 2026 Diario
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 1,54% 5 095 NS 31 de julio de 2026 N-PORT
QNXT · iShares Trust 1,50% 1 442 SH 11 de septiembre de 2026 Diario
NULG · Nushares ETF Trust 1,49% 116 597 NS 31 de julio de 2026 N-PORT
QQQG · Pacer Funds Trust 1,40% 840 NS 31 de julio de 2026 N-PORT
TEC · Harbor ETF Trust 1,30% 243 NS 31 de julio de 2026 N-PORT
IGPT · Invesco Exchange-Traded Fund Trust 1,21% 50 362 SH 2 de octubre de 2026 Diario
WINN · Harbor ETF Trust 1,19% 39 540 NS 31 de julio de 2026 N-PORT
ROBO · EXCHANGE TRADED CONCEPTS TRUST 1,19% 69 441 NS 31 de julio de 2026 N-PORT
COWG · Pacer Funds Trust 0,99% 64 043 NS 31 de julio de 2026 N-PORT
FFLG · FIDELITY COVINGTON TRUST 0,97% 16 782 NS 31 de julio de 2026 N-PORT
QQQE · Direxion Shares ETF Trust 0,92% 36 254 NS 31 de julio de 2026 N-PORT
SPHB · Invesco Exchange-Traded Fund Trust … 0,92% 25 248 SH 2 de octubre de 2026 Diario
JHAI · Janus Detroit Street Trust 0,89% 610 NS 31 de julio de 2026 N-PORT
KNCT · Invesco Exchange-Traded Fund Trust 0,81% 3 862 SH 2 de octubre de 2026 Diario
ALTL · Pacer Funds Trust 0,80% 2 166 NS 31 de julio de 2026 N-PORT
JOET · Virtus ETF Trust II 0,78% 5 570 NS 31 de julio de 2026 N-PORT
PEXL · Pacer Funds Trust 0,77% 1 143 NS 31 de julio de 2026 N-PORT
ESLG · Strategy Shares 0,74% 509 NS 31 de julio de 2026 N-PORT
SEMI · Columbia ETF Trust I 0,73% 808 NS 31 de julio de 2026 N-PORT
NULC · Nushares ETF Trust 0,69% 1 440 NS 31 de julio de 2026 N-PORT
FEUS · FlexShares Trust 0,68% 2 240 NS 31 de julio de 2026 N-PORT
HAPI · Harbor ETF Trust 0,64% 9 210 NS 31 de julio de 2026 N-PORT
FOWF · Pacer Funds Trust 0,64% 296 NS 31 de julio de 2026 N-PORT
QIDX · Spinnaker ETF Series 0,63% 723 NS 31 de julio de 2026 N-PORT
ESUM · Strategy Shares 0,60% 3 233 NS 31 de julio de 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0,60% 162 000 2 de octubre de 2026 Diario
EGUS · iShares Trust 0,60% 581 SH 11 de septiembre de 2026 Diario
FXL · First Trust Exchange-Traded AlphaDE… 0,60% 45 316 NS 31 de julio de 2026 N-PORT
ESMV · iShares Trust 0,59% 160 SH 11 de septiembre de 2026 Diario
TRFM · ETF Series Solutions 0,59% 4 268 NS 31 de julio de 2026 N-PORT
LCOW · Pacer Funds Trust 0,57% 432 NS 31 de julio de 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0,54% 1 197 NS 31 de julio de 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0,52% 20 003 NS 31 de julio de 2026 N-PORT
GARP · iShares Trust 0,51% 54 609 SH 11 de septiembre de 2026 Diario
MGK · VANGUARD WORLD FUND 0,50% 448 336 SH 19 de agosto de 2026 Diario
QUAL · iShares Trust 0,48% 785 149 SH 11 de septiembre de 2026 Diario
VGT · VANGUARD WORLD FUND 0,45% 2 024 208 SH 19 de agosto de 2026 Diario
TECL · Direxion Shares ETF Trust 0,45% 67 381 NS 31 de julio de 2026 N-PORT
XOEF · iShares Trust 0,44% 347 SH 11 de septiembre de 2026 Diario
QYLD · Global X Funds 0,44% 104 208 NS 31 de julio de 2026 N-PORT
ACVF · ETF Opportunities Trust 0,43% 1 947 NS 31 de julio de 2026 N-PORT
QYLG · Global X Funds 0,43% 2 000 NS 31 de julio de 2026 N-PORT
PTNQ · Pacer Funds Trust 0,43% 15 091 NS 31 de julio de 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,42% 247 994 NS 31 de julio de 2026 N-PORT
QTR · Global X Funds 0,42% 95 NS 31 de julio de 2026 N-PORT
QRMI · Global X Funds 0,42% 178 NS 31 de julio de 2026 N-PORT
LRND · New York Life Investments ETF Trust 0,42% 4 952 NS 31 de julio de 2026 N-PORT
QCLR · Global X Funds 0,42% 41 NS 31 de julio de 2026 N-PORT
QQWZ · Pacer Funds Trust 0,42% 628 NS 31 de julio de 2026 N-PORT
ROUS · Lattice Strategies Trust 0,41% 8 583 NS 31 de julio de 2026 N-PORT
HQGO · Lattice Strategies Trust 0,41% 588 NS 31 de julio de 2026 N-PORT
QQQM · Invesco Exchange-Traded Fund Trust … 0,40% 1 266 916 SH 2 de octubre de 2026 Diario
QQQ · Invesco QQQ Trust, Series 1 0,40% 5 768 000 SH 2 de octubre de 2026 Diario
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,40% 96 350 NS 31 de julio de 2026 N-PORT
QSIX · Pacer Funds Trust 0,39% 213 NS 31 de julio de 2026 N-PORT
IYW · iShares Trust 0,39% 342 099 SH 11 de septiembre de 2026 Diario
IGM · iShares Trust 0,35% 130 285 SH 11 de septiembre de 2026 Diario
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,35% 25 696 NS 31 de julio de 2026 N-PORT
SUSA · iShares Trust 0,35% 48 693 SH 11 de septiembre de 2026 Diario
USXF · iShares Trust 0,32% 16 387 SH 11 de septiembre de 2026 Diario
VEGN · ETF Series Solutions 0,31% 1 629 NS 31 de julio de 2026 N-PORT
VONG · VANGUARD SCOTTSDALE FUNDS 0,31% 437 091 SH 19 de agosto de 2026 Diario
TYLG · Global X Funds 0,31% 129 NS 31 de julio de 2026 N-PORT
VUG · VANGUARD INDEX FUNDS 0,30% 3 036 159 SH 19 de agosto de 2026 Diario
IQSU · New York Life Investments ETF Trust 0,29% 2 774 NS 31 de julio de 2026 N-PORT
IXN · iShares Trust 0,29% 94 200 SH 11 de septiembre de 2026 Diario
IWY · iShares Trust 0,28% 151 521 SH 11 de septiembre de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,27% 3 393 SH 19 de agosto de 2026 Diario
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 35 319 NS 31 de julio de 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,26% 4 348 NS 31 de julio de 2026 N-PORT
SPTE · SP Funds Trust 0,26% 1 588 NS 31 de julio de 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,25% 685 795 SH 2 de octubre de 2026 Diario
ILCG · iShares Trust 0,25% 26 826 SH 11 de septiembre de 2026 Diario
FEX · First Trust Exchange-Traded AlphaDE… 0,24% 11 263 NS 31 de julio de 2026 N-PORT
HDUS · Lattice Strategies Trust 0,24% 1 437 NS 31 de julio de 2026 N-PORT
IWF · iShares Trust 0,24% 1 036 389 SH 11 de septiembre de 2026 Diario
MPLY · Strategy Shares 0,24% 110 NS 31 de julio de 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 665 NS 31 de julio de 2026 N-PORT
SUSL · iShares Trust 0,23% 9 734 SH 11 de septiembre de 2026 Diario
ESGU · iShares Trust 0,23% 143 411 SH 11 de septiembre de 2026 Diario
BSCT · Invesco Exchange-Traded Self-Indexe… 0,23% 6 887 000 2 de octubre de 2026 Diario
DSI · iShares Trust 0,22% 42 156 SH 11 de septiembre de 2026 Diario
AQLT · iShares Trust 0,22% 2 481 SH 11 de septiembre de 2026 Diario
GLBL · Pacer Funds Trust 0,21% 7 NS 31 de julio de 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0,21% 10 191 SH 2 de octubre de 2026 Diario
MGC · VANGUARD WORLD FUND 0,20% 55 088 SH 19 de agosto de 2026 Diario
EUSA · iShares, Inc. 0,18% 12 389 SH 11 de septiembre de 2026 Diario
ESGG · FlexShares Trust 0,18% 589 NS 31 de julio de 2026 N-PORT
VOOG · VANGUARD ADMIRAL FUNDS 0,18% 129 066 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,18% 62 346 SH 19 de agosto de 2026 Diario
USMV · iShares Trust 0,16% 134 640 SH 11 de septiembre de 2026 Diario
VOO · VANGUARD INDEX FUNDS 0,16% 7 164 888 SH 19 de agosto de 2026 Diario
VV · VANGUARD INDEX FUNDS 0,16% 322 135 SH 19 de agosto de 2026 Diario
ACIO · ETF Series Solutions 0,15% 10 675 NS 31 de julio de 2026 N-PORT
SIZE · iShares Trust 0,15% 2 297 SH 11 de septiembre de 2026 Diario
CATH · Global X Funds 0,15% 5 871 NS 31 de julio de 2026 N-PORT
GLOF · iShares Trust 0,15% 1 075 SH 11 de septiembre de 2026 Diario
ADME · ETF Series Solutions 0,15% 1 305 NS 31 de julio de 2026 N-PORT
VONE · VANGUARD SCOTTSDALE FUNDS 0,15% 45 689 SH 19 de agosto de 2026 Diario
WRND · New York Life Investments ETF Trust 0,15% 46 NS 31 de julio de 2026 N-PORT
XYLD · Global X Funds 0,15% 14 218 NS 31 de julio de 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,15% 1 638 SH 2 de octubre de 2026 Diario
USCL · iShares Trust 0,15% 14 552 SH 11 de septiembre de 2026 Diario
PBUS · Invesco Exchange-Traded Fund Trust … 0,15% 47 793 SH 2 de octubre de 2026 Diario
TOPC · iShares Trust 0,15% 168 SH 11 de septiembre de 2026 Diario
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 37 988 NS 31 de julio de 2026 N-PORT
CHRI · Global X Funds 0,14% 34 NS 31 de julio de 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,14% 23 282 NS 31 de julio de 2026 N-PORT
VOTE · TCW ETF Trust 0,14% 4 657 NS 31 de julio de 2026 N-PORT
XRMI · Global X Funds 0,14% 211 NS 31 de julio de 2026 N-PORT
PTLC · Pacer Funds Trust 0,14% 13 770 NS 31 de julio de 2026 N-PORT
XCLR · Global X Funds 0,14% 15 NS 31 de julio de 2026 N-PORT
XYLG · Global X Funds 0,14% 268 NS 31 de julio de 2026 N-PORT
XTR · Global X Funds 0,14% 20 NS 31 de julio de 2026 N-PORT
VOXP · Advisors Series Trust 0,14% 24 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,14% 8 757 907 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,14% 23 220 SH 19 de agosto de 2026 Diario
TOV · EA Series Trust 0,14% 1 100 NS 31 de julio de 2026 N-PORT
IVW · iShares Trust 0,14% 370 636 SH 11 de septiembre de 2026 Diario
IWL · iShares Trust 0,14% 10 685 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,14% 83 204 NS 31 de julio de 2026 N-PORT
XVV · iShares Trust 0,13% 3 166 SH 11 de septiembre de 2026 Diario
SPUU · Direxion Shares ETF Trust 0,13% 1 040 NS 31 de julio de 2026 N-PORT
IUSG · iShares Trust 0,13% 153 010 SH 11 de septiembre de 2026 Diario
QDPL · Pacer Funds Trust 0,13% 6 637 NS 31 de julio de 2026 N-PORT
ESG · FlexShares Trust 0,13% 510 NS 31 de julio de 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,13% 23 494 SH 19 de agosto de 2026 Diario
OMFL · Invesco Exchange-Traded Self-Indexe… 0,13% 17 203 SH 2 de octubre de 2026 Diario
PHDG · Invesco Actively Managed Exchange-T… 0,12% 218 SH 2 de octubre de 2026 Diario
IVV · iShares Trust 0,12% 3 476 709 SH 11 de septiembre de 2026 Diario
ILCB · iShares Trust 0,12% 5 335 SH 11 de septiembre de 2026 Diario
HCMT · Direxion Shares ETF Trust 0,12% 1 925 NS 31 de julio de 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,11% 5 256 000 2 de octubre de 2026 Diario
IWB · iShares Trust 0,11% 190 994 SH 11 de septiembre de 2026 Diario
IYY · iShares Trust 0,11% 11 806 SH 11 de septiembre de 2026 Diario
SPXL · Direxion Shares ETF Trust 0,11% 21 562 NS 31 de julio de 2026 N-PORT
IWV · iShares Trust 0,11% 75 765 SH 11 de septiembre de 2026 Diario
ITOT · iShares Trust 0,11% 358 588 SH 11 de septiembre de 2026 Diario
ACWV · iShares, Inc. 0,10% 11 948 SH 11 de septiembre de 2026 Diario
IVE · iShares Trust 0,10% 169 332 SH 11 de septiembre de 2026 Diario
TILT · FlexShares Trust 0,10% 6 156 NS 31 de julio de 2026 N-PORT
TOK · iShares Trust 0,09% 772 SH 11 de septiembre de 2026 Diario
IUSV · iShares Trust 0,09% 89 044 SH 11 de septiembre de 2026 Diario
DFSU · Dimensional ETF Trust 0,09% 6 153 NS 31 de julio de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,09% 230 054 SH 19 de agosto de 2026 Diario
PFIG · Invesco Exchange-Traded Fund Trust … 0,09% 120 000 1 de octubre de 2026 Diario
URTH · iShares, Inc. 0,09% 24 688 SH 11 de septiembre de 2026 Diario
DFAU · Dimensional ETF Trust 0,09% 31 345 NS 31 de julio de 2026 N-PORT
PWS · Pacer Funds Trust 0,08% 57 NS 31 de julio de 2026 N-PORT
XT · iShares Trust 0,08% 10 624 SH 11 de septiembre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,08% 1 774 SH 2 de octubre de 2026 Diario
ACWI · iShares Trust 0,08% 87 426 SH 11 de septiembre de 2026 Diario
PEVC · Pacer Funds Trust 0,07% 5 NS 31 de julio de 2026 N-PORT
CRBN · iShares Trust 0,07% 2 887 SH 11 de septiembre de 2026 Diario
LRGF · iShares Trust 0,06% 7 699 SH 11 de septiembre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,06% 16 555 SH 2 de octubre de 2026 Diario
DCOR · Dimensional ETF Trust 0,06% 5 571 NS 31 de julio de 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,05% 1 454 SH 2 de octubre de 2026 Diario
RWL · Invesco Exchange-Traded Fund Trust … 0,04% 10 211 SH 2 de octubre de 2026 Diario
QLV · FlexShares Trust 0,03% 168 NS 31 de julio de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,03% 41 445 NS 31 de julio de 2026 N-PORT
LGDX · Tidal Trust III 0,02% 74 NS 31 de julio de 2026 N-PORT

CDNS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 32 analistas COMPRA
Objetivo mediano $407.94 +16,1%
9 28,1% Compra fuerte
20 62,5% Compra
3 9,4% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

26 analistas · 2026-09-29

Objetivo medio $405.47 +15,4%

Ahora Precio Actual $351.35
Mín$300.00 Media$405.47 Máx$470.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
CDNS $84.96B 77.0 14.1% 20.9% 21.2% ·
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%
CRM $197.22B 27.2 9.6% 18.0% 12.4% 77.7%
DDOG $47.94B 438.7 27.7% 3.1% 3.1% 80.0%
SNPS $84.41B 56.4 15.1% 18.9% 7.1% 77.0%
ADBE $132.21B 19.2 10.5% 30.0% 61.8% 89.3%
APP $227.96B 69.1 70.0% 60.8% 201.9% ·
INTU $84.83B 19.2 13.9% 21.3% 24.0% ·
MSTR · -10.0 3.0% -806.3% -8.4% 68.7%
ADSK $53.90B 48.6 17.5% 15.6% 39.0% 91.0%
WDAY $45.51B 67.8 13.1% 7.3% 8.2% ·

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

25

Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Jul 29, 2026