Cadence Design Systems Inc vs Recursion Pharmaceuticals Inc — how do they compare? Cadence Design Systems Inc trades at $323.13 (market cap $90.20B), while Recursion Pharmaceuticals Inc trades at $3.28 (market cap $1.81B). The key difference: Cadence Design Systems Inc is far larger — about 49.8× Recursion Pharmaceuticals Inc's market cap, and Cadence Design Systems Inc is trading nearer its 52-week high, Recursion Pharmaceuticals Inc nearer its low. Which is the better fit depends on your goals.
| CDNS | RXRX | |
|---|---|---|
Market Cap | $90.20B | $1.81B |
Sector | Technology | Health |
52-Week High | $416.39 | $6.79 |
52-Week Low | $265.66 | $2.84 |
Enterprise Value | $91.41B | $1.33B |
Signals from Pluang's Aura AI — not financial advice
Cadence Design Systems (CDNS) trades at $322.68, down 2.78% on the day, with a bearish technical signal. The stock shows strong fundamentals, including a 24.2% revenue growth in Q2 2026, a net income margin of 23.61%, and consistent earnings beats. Analyst consensus is bullish with a $415.11 price target, supported by AI-driven demand boosting backlog to $8.1 billion.
Outlook remains positive due to robust AI adoption and raised 2026 guidance, but risks include high valuation multiples and market volatility. The stock offers growth potential, though investors should monitor competitive pressures and execution risks in the semiconductor design software sector.
RXRX trades at $3.29, showing no change in the last session. The stock exhibits a bullish technical signal with moving averages supporting an uptrend, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported a Q2 2026 loss of $0.25 per share, missing estimates, with revenues declining year-over-year. Recent news highlights ongoing investor conferences and partnership advancements, such as Genentech optioning a neuroscience target, but profitability remains a challenge with a net income margin of -961.97% for 2026.
The outlook for RXRX is mixed, with analyst consensus leaning hold (60%) due to high cash burn and unproven commercial scalability. Investment opportunity lies in its AI-driven drug discovery platform and partnerships, but risks include sustained losses, competitive pressures, and reliance on milestone payments. The stock's trajectory hinges on pipeline success and cost management improvements.
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 →Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company leveraging artificial intelligence (AI) and machine learning to industrialize drug discovery. The company's unique approach combines one of the world's largest biological and chemical datasets with automated wet-lab and computational systems to map human biology and identify potential therapeutic candidates across a range of diseases, including oncology and rare diseases. Recursion aims to accelerate the traditionally slow and expensive process of drug development.
Read more on RXRX →