Cadence Design Out of Step

Tags: cdns, snps
13 Dec 2:28am
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Cadence Design Systems, Inc. (CDNS), headquartered in San Jose, California, is a leading provider of electronic design automation (EDA) software that chipmakers use to design their integrated circuit (IC) components. Its solutions are used for designing semiconductors, networking and telecommunications equipment, computer systems, consumer electronics, and a host of other electronics-based products.


Cadence appears to be in big trouble as the company's CEO resigned unexpectedly amid mounting financial problems and disappointing results. The company reported lower-than-expected Q308 results hurt by restructuring charges and lower product revenues. Moreover, Cadence has again lowered its guidance for the full year of 2008.


We have lost confidence in the company's ability to survive in the market and show healthy fundamentals. Cadence has been losing share to Synopsys, Inc. (SNPS) and is struggling through a downturn in the semiconductor cycle. Cadence also withdrew its bid for Mentor Graphics earlier in the year, further dimming its growth prospects.


We maintain a Sell rating on the shares and maintain our six-month price target of $2.50.


Priyanka Poddar contributed to this report.


Read the full analyst report on CDNS


Read the full analyst report on SNPS



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