Cadence Design Systems Inc vs Core Scientific Inc — how do they compare? Cadence Design Systems Inc trades at $377.48 (market cap $104.24B), while Core Scientific Inc trades at $21.67 (market cap $7.02B). The key difference: Cadence Design Systems Inc is far larger — about 14.8× Core Scientific Inc's market cap, and Cadence Design Systems Inc is trading nearer its 52-week high, Core Scientific Inc nearer its low. Which is the better fit depends on your goals.
| CDNS | CORZ | |
|---|---|---|
Market Cap | $104.24B | $7.02B |
Sector | Technology | Technology |
52-Week High | $416.39 | $29.16 |
52-Week Low | $265.66 | $12.65 |
Enterprise Value | $105.91B | $8.07B |
Signals from Pluang's Aura AI — not financial advice
Cadence Design Systems (CDNS) trades at $377.92, down 1.63% on the day, with strong analyst support (84% buy ratings) and a $400.25 consensus price target. The stock shows bullish technical signals with support at $373 and resistance at $385. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 results expected on July 27, 2026. Revenue growth remains robust, climbing from $3.6B in 2022 to $5.3B in 2025, though profit margins have moderated slightly.
CDNS presents a compelling growth story driven by AI and semiconductor design demand, with upside to analyst targets. However, high valuation multiples (P/E 88.09, P/S 18.68) pose risks if growth slows. Key near-term catalyst is Q2 earnings; sustained execution is critical to justify premium valuation amid competitive pressures.
Core Scientific (CORZ) trades at $22.71, down 3.32% today, with a bearish technical signal despite strong analyst support. The company is transitioning from Bitcoin mining to AI colocation, with Q1 2026 colocation revenue surging to $77.5M and gross margins of 57%. However, the company continues to report significant losses with a net income margin of -341.68% and negative cash flow of $525.6M in 2025.
The outlook remains speculative with substantial execution risk despite analyst optimism. While the AI pivot offers growth potential, persistent losses and cash burn present significant challenges. The consensus price target of $34.17 suggests 50% upside potential, but investors must weigh the high-risk transformation against the company's current financial instability.
Trailing returns across standard periods
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 →Core Scientific provides digital infrastructure for Bitcoin mining and high-performance computing (HPC). It operates purpose-built data centers to support digital asset production and AI-related workloads.
Read more on CORZ →