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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Siti Panigrahi | Mizuho Securities | 7 | 0% |
| Gianmarco Conti | Deutsche Bank | 7 | 0% |
| Joshua Tilton | Wolfe Research | 7 | 14% |
| Jay Vleeschhouwer | Griffin Securities | 6 | 17% |
| Vivek Arya | Bank of America | 6 | 33% |
| Lee Simpson | Morgan Stanley | 6 | 0% |
| Gary Mobley | Loop Capital | 6 | 0% |
| Ruben Roy | Stifel | 6 | 0% |
| Joe Quatrochi | Wells Fargo | 6 | 0% |
| Jason Celino | KeyBanc Capital Markets | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mizuho Securities | 1 | 7 | 0% |
| Deutsche Bank | 1 | 7 | 0% |
| Wolfe Research | 1 | 7 | 14% |
| Loop Capital |
| 1 |
| 6 |
| 0% |
| Bank of America | 1 | 6 | 33% |
| Griffin Securities | 1 | 6 | 17% |
| KeyBanc Capital Markets | 1 | 6 | 17% |
| Morgan Stanley | 1 | 6 | 0% |
Cadence delivered 19% revenue growth with non-GAAP EPS of $1.96 and a record backlog of $8 billion. The agentic AI platform was driving EDA transformation, IP business posted its third year of strong growth, and hardware emulation had its best quarter ever. FY2026 guidance was raised organically by $65 million in revenue plus $160 million from the Hexagon acquisition, with non-GAAP EPS nudged up $0.08 organically.
Demand | Revenue Growth | Cloud & AI | Competitive Dynamics | Geographic Expansion | Trade Tariffs | Innovation & R&D | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 1 | 1 | 3 | 3 | 1 | 1 |
| 2025Q1 | 3 | 3 | 5 | 3 | 2 | 4 | 2 | 2 |
| 2025Q2 | 8 | 7 | 4 | 3 | 4 | 2 | 2 | |
| 2025Q3 | 7 | 4 | 2 | 3 | 4 | 3 | 2 | |
| 2025Q4 | 5 | 5 | 6 | 6 | 1 | 1 | 2 | 2 |
| 2026Q1 | 6 | 6 | 7 | 6 | 1 | 5 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 3 | 8 | 7 | 5 | 6 |
| Revenue Growth | 6 | 3 | 7 | 4 | 5 | 6 |
| Cloud & AI | 1 | 5 | 4 | 2 | 6 | 7 |
| Competitive Dynamics | 1 | 3 | 3 | 3 | 6 | 6 |
| Geographic Expansion | 3 | 2 | 4 | 4 | 1 | 1 |
| Trade Tariffs | 3 | 4 | 2 | 3 | 1 | |
| Innovation & R&D | 1 | 2 | 2 | 2 | 5 | |
| Product Launch | 1 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CDNS Cadence Design Systems | 9 | +18.7% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |