Cadence Design Systems Inc vs GE Vernova Inc — how do they compare? Cadence Design Systems Inc trades at $326.42 (market cap $91.41B), while GE Vernova Inc trades at $1,024 (market cap $263.90B). The key difference: GE Vernova Inc is far larger — about 2.9× Cadence Design Systems Inc's market cap, and GE Vernova Inc pays a 0.2% dividend while Cadence Design Systems Inc pays none. Which is the better fit depends on your goals.
| CDNS | GEV | |
|---|---|---|
Market Cap | $91.41B | $263.90B |
Sector | Technology | Technology |
52-Week High | $416.39 | $1.17K |
52-Week Low | $265.66 | $547.96 |
Enterprise Value | $92.62B | $253.57B |
Dividend Yield | — | 0.2% |
Signals from Pluang's Aura AI — not financial advice
Cadence Design Systems (CDNS) trades at $339.24, up 0.24% on the day, with a neutral technical signal and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $2.11 surpassing expectations. Revenue growth is robust, driven by AI demand, with 2025 revenue reaching $5.30 billion and a net income margin of 23.61%. Analyst sentiment is overwhelmingly positive, with 83.87% recommending Buy and a consensus price target of $415.11.
The outlook for CDNS is favorable, supported by strong AI-driven demand, record backlog of $8.1 billion as of Q2 2026 (Zacks Investment Research, 2026-07-30), and upwardly revised guidance. Risks include high valuation multiples, such as a P/E of 67.44, and potential market volatility amid semiconductor sector fluctuations. Institutional confidence remains high, with Amundi increasing its stake by 3.8% in Q1 2026 (Defense World, 2026-07-30).
GE Vernova (GEV) trades at $990.32, down 1.0% with bearish technical signals despite strong fundamentals. The company reported impressive Q1 2026 earnings beat but missed Q2 expectations, while maintaining robust profitability with 23.04% net margin and 91.48% ROE. Recent news highlights GEV's $176 billion backlog and positioning in AI-driven power infrastructure demand, though valuation metrics remain elevated with P/E of 28.41 and EV/EBITDA of 84.47.
Outlook remains positive with 75.86% analyst buy ratings and $1,270 consensus price target, representing 28% upside. Key opportunities include AI data center power demand and nuclear energy expansion, while risks include premium valuation sensitivity and execution challenges in managing rapid growth across energy segments.
Trailing returns across standard periods
Latest headlines on both assets
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 →GE Vernova is a global leader in the electric power industry. It provides sustainable energy solutions across gas, wind, and hydro sectors, focusing on modernizing the world's power grids.
Read more on GEV →