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CDNS vs CRWD
Which Stock Would AI Choose? Cadence Design Systems (CDNS) vs. CrowdStrike Holdings (CRWD) Stock Comparison
Key Takeaways
- CDNS focuses on electronic design automation software essential for semiconductor development, while CRWD provides cloud-native cybersecurity solutions with expanding AI integrations.
- In recent market activity, CRWD has delivered stronger year-to-date performance around 56%, compared to CDNS near 4%.
- CDNS reported robust backlog growth and raised full-year revenue guidance in its most recent quarter, driven by AI-related design demand.
- CRWD has attracted multiple analyst upgrades and price target increases amid partnerships and sector tailwinds in recent weeks.
- Both stocks operate in high-growth technology sectors but differ in exposure, with CDNS tied to hardware design cycles and CRWD to ongoing threat mitigation needs.
- Relative positioning shows trade-offs in volatility, with CRWD exhibiting more momentum and CDNS displaying steadier fundamentals amid broader market conditions.
Introduction
Investors and traders seeking exposure to technology innovation often evaluate stocks like CDNS and CRWD for their roles in semiconductor advancement and digital security. This comparison examines their business models, recent performance trends, and market positioning to assist those assessing relative opportunities in the current environment. The analysis draws on observable financial metrics and developments to highlight contrasts relevant for portfolio construction or tactical decisions.
CDNS Overview and Recent Performance
Cadence Design Systems provides electronic design automation software and services used by semiconductor and electronics companies to design complex chips. In recent weeks, the stock has traded with measured movements amid anticipation of its second-quarter earnings release. Year-to-date returns stand near 4%, reflecting broader sector dynamics and investor focus on upcoming results. Key influences include sustained demand for AI-accelerated design tools, which supported an earlier raise in full-year revenue outlook to approximately 17% growth alongside a record backlog. Sentiment has remained constructive on long-term fundamentals even as near-term share price action stayed range-bound.
CRWD Overview and Recent Performance
CrowdStrike Holdings delivers cloud-native cybersecurity platforms, including endpoint protection and threat intelligence services. The stock has shown notable strength in recent market activity, with year-to-date returns around 56% and ongoing analyst attention. Multiple price target increases and partnership announcements, such as collaborations enhancing AI-driven security capabilities, have contributed to positive momentum. Recent weeks featured elevated trading interest and upgrades, aligning with sector-wide attention on cybersecurity resilience. Performance has outpaced broader benchmarks in the period, supported by recurring revenue growth and operational execution.
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Head-to-Head Comparison
CDNS and CRWD operate in distinct yet complementary technology areas. CDNS benefits from cyclical semiconductor design spending tied to AI infrastructure buildout, offering exposure through recurring software licenses and services. In contrast, CRWD generates subscription-based revenue from continuous security needs, with growth drivers including expanding threat landscapes and AI-enhanced detection. Recent momentum favors CRWD on relative returns and analyst sentiment, while CDNS maintains emphasis on backlog visibility and guidance stability. Risk factors differ: CDNS faces design cycle variability, whereas CRWD contends with competitive intensity and execution on new features. Sector exposure places both in high-valuation growth segments, with market sentiment reflecting optimism around technology adoption tempered by broader economic considerations.
Tickeron AI Verdict
Based on trend consistency, relative momentum, and recent catalysts, Tickeron’s AI would likely assign a higher probabilistic preference to CRWD in the current setup. Observable factors include stronger near-term performance alignment and multiple supportive analyst adjustments, though CDNS offers counterbalancing stability through backlog metrics. Any positioning remains subject to evolving market data and should be evaluated alongside individual risk parameters.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CDNS is a Hold and CRWD is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CDNS’s FA Score shows that 1 FA rating(s) are green whileCRWD’s FA Score has 1 green FA rating(s).
- CDNS’s FA Score: 1 green, 4 red.
- CRWD’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CDNS’s TA Score shows that 4 TA indicator(s) are bullish while CRWD’s TA Score has 5 bullish TA indicator(s).
- CDNS’s TA Score: 4 bullish, 6 bearish.
- CRWD’s TA Score: 5 bullish, 3 bearish.
Price Growth
CDNS (@Packaged Software) experienced а -4.33% price change this week, while CRWD (@Computer Communications) price change was +8.75% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.58%. For the same industry, the average monthly price growth was +4.69%, and the average quarterly price growth was +10.51%.
The average weekly price growth across all stocks in the @Computer Communications industry was +5.33%. For the same industry, the average monthly price growth was +2.43%, and the average quarterly price growth was +27.80%.
Reported Earning Dates
CDNS is expected to report earnings on Oct 26, 2026.
CRWD is expected to report earnings on Sep 02, 2026.
Industries' Descriptions
@Packaged Software (+0.58% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (+5.33% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CDNS | CRWD | CDNS / CRWD | |
| Capitalization | 89.2B | 230B | 39% |
| EBITDA | 2.28B | 329M | 692% |
| Gain YTD | 3.580 | 92.448 | 4% |
| P/E Ratio | 64.37 | 765.02 | 8% |
| Revenue | 5.84B | 5.09B | 115% |
| Total Cash | 1.44B | 4.55B | 32% |
| Total Debt | 2.65B | 821M | 323% |
CDNS | CRWD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 59 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 29 | 9 | |
SMR RATING 1..100 | 42 | 92 | |
PRICE GROWTH RATING 1..100 | 62 | 35 | |
P/E GROWTH RATING 1..100 | 84 | 64 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CDNS's Valuation (85) in the Electronic Production Equipment industry is in the same range as CRWD (100) in the null industry. This means that CDNS’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (9) in the null industry is in the same range as CDNS (29) in the Electronic Production Equipment industry. This means that CRWD’s stock grew similarly to CDNS’s over the last 12 months.
CDNS's SMR Rating (42) in the Electronic Production Equipment industry is somewhat better than the same rating for CRWD (92) in the null industry. This means that CDNS’s stock grew somewhat faster than CRWD’s over the last 12 months.
CRWD's Price Growth Rating (35) in the null industry is in the same range as CDNS (62) in the Electronic Production Equipment industry. This means that CRWD’s stock grew similarly to CDNS’s over the last 12 months.
CRWD's P/E Growth Rating (64) in the null industry is in the same range as CDNS (84) in the Electronic Production Equipment industry. This means that CRWD’s stock grew similarly to CDNS’s over the last 12 months.
| CDNS | CRWD | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 78% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 76% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 77% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 84% |
| Advances ODDS (%) | 8 days ago 69% | 11 days ago 82% |
| Declines ODDS (%) | 3 days ago 64% | 3 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 86% | N/A |
| Aroon ODDS (%) | 1 day ago 73% | 1 day ago 77% |
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CDNS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CDNS has been closely correlated with SNPS. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDNS jumps, then SNPS could also see price increases.
| Ticker / NAME | Correlation To CDNS | 1D Price Change % | ||
|---|---|---|---|---|
| CDNS | 100% | +0.20% | ||
| SNPS - CDNS | 84% Closely correlated | -0.14% | ||
| S - CDNS | 59% Loosely correlated | +6.91% | ||
| MSFT - CDNS | 58% Loosely correlated | +0.90% | ||
| ORCL - CDNS | 58% Loosely correlated | +1.92% | ||
| CRWD - CDNS | 57% Loosely correlated | +1.69% | ||
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | +1.69% | ||
| PANW - CRWD | 79% Closely correlated | +2.32% | ||
| OKTA - CRWD | 69% Closely correlated | +5.19% | ||
| NOW - CRWD | 68% Closely correlated | +1.85% | ||
| FTNT - CRWD | 66% Closely correlated | +2.86% | ||
| TENB - CRWD | 65% Loosely correlated | +8.19% | ||
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