Amplitude Inc vs Cadence Design Systems Inc — how do they compare? Amplitude Inc trades at $9.58 (market cap $1.22B), while Cadence Design Systems Inc trades at $386.43 (market cap $105.96B). The key difference: Cadence Design Systems Inc is far larger — about 86.9× Amplitude Inc's market cap, and Cadence Design Systems Inc is trading nearer its 52-week high, Amplitude Inc nearer its low. Which is the better fit depends on your goals.
| AMPL | CDNS | |
|---|---|---|
Market Cap | $1.22B | $105.96B |
Sector | Technology | Technology |
52-Week High | $13.04 | $416.39 |
52-Week Low | $5.61 | $265.66 |
Enterprise Value | $1.05B | $107.64B |
Signals from Pluang's Aura AI — not financial advice
AMPL trades at $9.18, down 2.13% over the past day, with a bullish technical signal from moving averages but bearish oscillators. Revenue growth is strong, reaching $343.21M in 2025, yet the company remains unprofitable with a net income margin of -25.11%. Analyst consensus is bullish with a $9.25 price target, though recent news includes multiple law firm fraud investigations and a Bank of America downgrade citing profitability concerns.
The outlook hinges on AMPL's ability to translate robust revenue growth into profitability amid competitive pressures. Investment opportunity lies in potential margin expansion and market share gains, but risks include ongoing legal scrutiny, execution challenges, and persistent negative cash flows. The stock's near-term direction will likely be driven by upcoming earnings results and clarity on the fraud allegations.
Cadence Design Systems (CDNS) trades at $384.17, down 0.46% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates robust fundamentals with consistent revenue growth from $3.6B in 2022 to $5.3B in 2025, and has beaten earnings estimates for three consecutive quarters. Analyst sentiment remains overwhelmingly positive with 83.87% buy ratings and a $395.88 consensus price target, representing 3% upside potential.
The outlook for CDNS remains favorable given its strategic position in semiconductor design software and AI-driven demand, though elevated valuation ratios (P/E 89.55, P/S 18.99) warrant caution. Key risks include semiconductor cycle volatility and competitive pressures, but strong cash flow generation and institutional support provide stability for long-term investors.
Trailing returns across standard periods
Latest headlines on both assets
Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.
Read more on AMPL →Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Cadence offers a portfolio of design IP, as well as system design and analysis products, which enable system-level analysis and verification solutions. Cadence's comprehensive portfolio is benefiting from a mutual convergence of semiconductor companies moving up-stack toward systems-like companies, and systems companies moving down-stack toward in-house chip design. The resulting expansion in EDA customers, alongside secular digitalization of various end markets, benefits EDA vendors like Cadence.
Read more on CDNS →