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CDNS vs CRWD
Which Stock Would AI Choose? Cadence Design Systems (CDNS) vs. CrowdStrike Holdings (CRWD) Stock Comparison
Key Takeaways
- Both CDNS and CRWD are premium software franchises riding artificial intelligence (AI) tailwinds, but they operate in very different markets: chip-design tools versus cybersecurity.
- CDNS just delivered a beat-and-raise quarter with record backlog and upgraded full-year guidance, signaling steady, broad-based demand.
- CRWD has posted stronger share-price momentum but trades at a far more stretched valuation and has shown sharper recent volatility.
- Relative performance and market positioning differ sharply: CRWD leads on momentum, while CDNS leads on earnings visibility and valuation discipline.
- Tickeron AI Verdict: CDNS is the preferred ticker, favored for trend consistency, catalysts, and relatively more balanced positioning.
- For deeper context, explore CDNS Major News and CDNS Today's Price Move, as well as CRWD Major News and CRWD Today's Price Move.
- Discover the curated Trending AI Robots to see which automated strategies are currently best suited to market conditions.
Introduction
Investors weighing technology growth names often face a choice between structurally different businesses that both claim an AI edge. Cadence Design Systems (CDNS) provides the electronic design automation (EDA) software that semiconductor and systems companies use to design chips and full electronic systems, while CrowdStrike Holdings (CRWD) delivers cloud-native cybersecurity through its Falcon platform. Comparing the two offers a useful lens on two distinct AI-driven demand cycles — one tied to chip complexity, the other to expanding digital attack surfaces. This stock comparison is most relevant to growth-oriented traders and investors evaluating relative performance, momentum, valuation, and market positioning between a software-infrastructure leader and a security platform leader.
CDNS Overview and Recent Performance
Cadence Design Systems (CDNS) is a leading provider of EDA (electronic design automation) software, semiconductor intellectual property (IP), and system design and analysis tools used to automate and verify chip design. Its products are essential to the semiconductor industry, supporting markets from data-center computing and mobile to automotive and aerospace. In recent weeks, the company reported quarterly revenue up roughly 22% year over year, with growth broad-based across core EDA, IP, and system design and analysis. Management raised its full-year revenue outlook and earnings-per-share (EPS) guidance, supported by a record backlog of about $8.2 billion. The company has also highlighted growing adoption of its AI "super agents" and newly launched domain-specific AI models, reinforcing an AI-driven growth narrative. The stock has trended within a wide multi-quarter range, with its valuation and elevated expectations acting as key sentiment drivers.
CRWD Overview and Recent Performance
CrowdStrike Holdings (CRWD) is a cybersecurity leader whose Falcon platform protects endpoints, cloud workloads, identities, and data through a software-as-a-service (SaaS) subscription model. Demand has been fueled by the expanding AI-related attack surface and strong adoption of its Falcon Flex consumption model, which has accelerated net new annual recurring revenue (ARR). Recent market activity has seen the stock deliver outsized year-to-date gains, yet it has also experienced sharp pullbacks during broader software selloffs, reflecting its premium valuation. The company reported record net new ARR and raised its full-year ARR growth outlook in recent quarters, while announcing new AI-focused security features aimed at securing AI agents. Analysts have issued upgrades and price-target increases, but the stock's elevated forward earnings multiple remains a central point of debate among investors assessing its market positioning.
Trending AI Robots
Tickeron operates a broad ecosystem of automated trading strategies, with hundreds of AI Trading Bots collectively trading thousands of different tickers across diverse styles, timeframes, and risk profiles. Because not every bot performs equally well in every market environment, Tickeron curates a focused Trending AI Robots section that highlights the strategies currently best suited to prevailing conditions. These bots vary in trading style, strategy, timeframe, performance statistics, and the sets of tickers they trade, allowing traders to compare approaches that range from short-term tactical to longer-term trend-following. Exploring this curated list can help investors see how data-driven systems are navigating names like CDNS and CRWD in real time. Visit the Trending AI Robots page to review current selections.
Head-to-Head Comparison
The two companies differ fundamentally in business model and growth drivers. CDNS benefits from rising chip-design complexity and AI-related semiconductor investment, generating recurring revenue with strong backlog visibility and high operating margins. CRWD benefits from cybersecurity consolidation and AI-driven demand for endpoint and cloud protection, with rapid ARR growth but thinner near-term GAAP (generally accepted accounting principles) profitability. On momentum, CRWD has outperformed over the past year, yet its forward price-to-earnings (P/E) and price-to-sales multiples are far higher than CDNS's, leaving it more sensitive to any guidance shortfall. Risk profiles also differ: CDNS faces exposure to export-control regulation and customer design-spending cycles, while CRWD faces competitive and valuation-compression risk in a crowded security market. On balance, CDNS offers steadier earnings visibility, whereas CRWD offers stronger momentum at a meaningfully higher price.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would currently lean toward CDNS. The preference reflects a combination of trend consistency, a fresh beat-and-raise with record backlog and raised full-year guidance, and a comparatively more balanced valuation. While CRWD demonstrates superior recent momentum and a compelling AI-security narrative, its extended multiple and pronounced short-term volatility introduce greater sensitivity to disappointments. In probabilistic terms, CDNS currently presents a more favorable mix of catalysts, stability, and relative positioning. This assessment reflects current conditions and may shift as new data emerges.
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 Hold.
CDNS in upward trend: price rose above 50-day moving average on November 06, 2026
CDNS moved above its 50-day moving average on November 06, 2026 date and that indicates a change from a downward trend to an upward trend. In 32 of 45 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a +8.06% 3-day Advance, the price is estimated to grow further. Considering data from situations where CDNS advanced for three days, in 220 of 327 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.
Bearish Trend Analysis
The 10-day RSI Indicator for CDNS moved out of overbought territory on October 08, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In 22 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 58%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 66 cases where CDNS's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 70%.
The Momentum Indicator moved below the 0 level on November 10, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CDNS as a result. In 68 of 97 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 70%.
The Moving Average Convergence Divergence Histogram (MACD) for CDNS turned negative on November 02, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 52 similar instances when the indicator turned negative. In 33 of the 52 cases the stock turned lower in the days that followed. This puts the odds of success at 63%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CDNS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
The Aroon Indicator for CDNS entered a downward trend on November 03, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 36 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 43 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. CDNS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 91 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (12.847) is normal, around the industry mean (-1.906). P/E Ratio (63.225) is within average values for comparable stocks, (9.554). Projected Growth (PEG Ratio) (2.496) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.069) among similar stocks. P/S Ratio (13.141) is also within normal values, averaging (70.383).
CRWD in downward trend: 10-day moving average crossed below 50-day moving average on November 09, 2026
The 10-day moving average for CRWD crossed bearishly below the 50-day moving average on November 09, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 10 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CRWD as a result. In 59 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 66%.
The Moving Average Convergence Divergence Histogram (MACD) for CRWD turned negative on November 02, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 36 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 75%.
CRWD moved below its 50-day moving average on November 04, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CRWD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
The Aroon Indicator for CRWD entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where CRWD's RSI Indicator exited the oversold zone, 24 of 28 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 86%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 3 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +4.06% 3-day Advance, the price is estimated to grow further. Considering data from situations where CRWD advanced for three days, in 287 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
CRWD may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 3 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 12 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. CRWD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 89 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 100 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (43.533) is normal, around the industry mean (16.360). CRWD's P/E Ratio (5784.000) is considerably higher than the industry average of (53.310). Projected Growth (PEG Ratio) (8.296) is also within normal values, averaging (3.696). Dividend Yield (0.000) settles around the average of (0.434) among similar stocks. P/S Ratio (45.662) is also within normal values, averaging (104.492).
CDNS | CRWD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 55 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 36 | 12 | |
SMR RATING 1..100 | 43 | 89 | |
PRICE GROWTH RATING 1..100 | 57 | 41 | |
P/E GROWTH RATING 1..100 | 77 | 3 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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 (91) 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 (12) in the null industry is in the same range as CDNS (36) 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 (43) in the Electronic Production Equipment industry is somewhat better than the same rating for CRWD (89) 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 (41) in the null industry is in the same range as CDNS (57) 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 (3) in the null industry is significantly better than the same rating for CDNS (77) in the Electronic Production Equipment industry. This means that CRWD’s stock grew significantly faster than CDNS’s over the last 12 months.
| CDNS | CRWD | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | 2 days ago 86% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 87% |
| Momentum ODDS (%) | 2 days ago 70% | 2 days ago 66% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 75% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 77% |
| Advances ODDS (%) | 3 days ago 67% | 16 days ago 82% |
| Declines ODDS (%) | 27 days ago 66% | 6 days ago 72% |
| BollingerBands ODDS (%) | N/A | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 70% |
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 overvalued. 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 0 FA rating(s) are green while CRWD’s FA Score has 2 green FA rating(s).
- CDNS’s FA Score: 0 green, 5 red.
- CRWD’s FA Score: 2 green, 3 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 2 TA indicator(s) are bullish while CRWD’s TA Score has 4 bullish TA indicator(s).
- CDNS’s TA Score: 2 bullish, 6 bearish.
- CRWD’s TA Score: 4 bullish, 6 bearish.
Price Growth
CDNS (@Packaged Software) experienced а +2.44% price change this week, while CRWD (@Computer Communications) price change was -7.73% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.44%. For the same industry, the average monthly price growth was -3.86%, and the average quarterly price growth was +4.03%.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.15%. For the same industry, the average monthly price growth was -11.72%, and the average quarterly price growth was -5.23%.
Reported Earning Dates
CDNS is expected to report earnings on Feb 23, 2027.
CRWD is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Packaged Software (-2.44% 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 (-2.15% 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.
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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% | -1.45% | ||
| SNPS - CDNS | 84% Closely correlated | -1.50% | ||
| S - CDNS | 59% Loosely correlated | -0.38% | ||
| MSFT - CDNS | 58% Loosely correlated | -2.20% | ||
| ORCL - CDNS | 58% Loosely correlated | -1.51% | ||
| CRWD - CDNS | 57% Loosely correlated | -1.23% | ||
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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 86% 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% | -1.23% | ||
| PANW - CRWD | 86% Closely correlated | -1.37% | ||
| OKTA - CRWD | 79% Closely correlated | +0.44% | ||
| RBRK - CRWD | 74% Closely correlated | -1.69% | ||
| TENB - CRWD | 71% Closely correlated | -3.92% | ||
| S - CRWD | 71% Closely correlated | -0.38% | ||
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