Cadence Design Systems Inc vs Samsara Inc — how do they compare? Cadence Design Systems Inc trades at $380.63 (market cap $104.24B), while Samsara Inc trades at $36.94 (market cap $21.50B). The key difference: Cadence Design Systems Inc is far larger — about 4.8× Samsara Inc's market cap, and Cadence Design Systems Inc is trading nearer its 52-week high, Samsara Inc nearer its low. Which is the better fit depends on your goals.
| CDNS | IOT | |
|---|---|---|
Market Cap | $104.24B | $21.50B |
Sector | Technology | Technology |
52-Week High | $416.39 | $45.22 |
52-Week Low | $265.66 | $24.25 |
Enterprise Value | $105.91B | $20.77B |
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.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →