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CDNS vs ORCL
Which Stock Would AI Choose? Cadence Design Systems (CDNS) vs. Oracle Corporation (ORCL) Stock Comparison
Key Takeaways
- CDNS trades near $326 with a year-to-date return of approximately 4%, reflecting a pullback from its June 2026 high above $416.
- ORCL has delivered stronger year-to-date gains of about 40% but experienced sharper recent volatility, closing near $115 after declines in late July 2026.
- Cadence Design Systems focuses on electronic design automation software with steady demand tied to semiconductor and AI chip development.
- Oracle Corporation emphasizes cloud infrastructure and database solutions, with significant exposure to AI-driven enterprise contracts and a large revenue backlog.
- Recent market activity shows CDNS offering relative price stability compared with ORCL’s more pronounced swings amid broader technology sector movements.
- Sector positioning differs markedly, with CDNS centered on design tools and ORCL on scalable cloud and data management platforms.
Introduction
Investors and traders often compare CDNS and ORCL to assess relative opportunities within the technology sector. Cadence Design Systems provides specialized software for chip and electronic system design, while Oracle Corporation delivers enterprise software, cloud services, and database technologies. This comparison appeals to those evaluating growth-oriented technology names, particularly individuals seeking to understand how design-automation exposure contrasts with cloud-infrastructure positioning in the prevailing market environment.
CDNS Overview and Recent Performance
Cadence Design Systems develops electronic design automation (EDA) tools used by semiconductor and electronics companies. In recent weeks, the stock has traded in a range near $326 following a decline from its June 2026 peak above $416. Year-to-date performance stands at roughly 4%, lagging the broader market, while the one-year return is approximately 0.5%. Recent market activity has been influenced by ongoing demand for AI-related chip design, supported by a record backlog reported earlier in the year and an upward revision to full-year revenue guidance. Sentiment has remained measured amid sector rotation and broader technology valuations.
ORCL Overview and Recent Performance
Oracle Corporation provides database software, cloud infrastructure, and enterprise applications with growing emphasis on artificial intelligence workloads. The stock closed near $115 on July 24, 2026, after notable intraday volatility and a decline of more than 4% that session. Year-to-date returns approximate 40%, outpacing the S&P 500, although the share price has retreated from higher levels reached earlier in 2026. Recent performance reflects continued interest in cloud and AI infrastructure contracts alongside periodic swings tied to earnings updates and market sentiment toward large-cap technology names.
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Head-to-Head Comparison
Business models differ substantially: CDNS generates revenue primarily through software licenses and subscriptions for chip-design tools, whereas ORCL derives income from cloud subscriptions, database licensing, and professional services. Growth drivers for CDNS center on semiconductor innovation and AI hardware cycles, while ORCL benefits from enterprise cloud adoption and large-scale AI infrastructure deals. Recent momentum favors ORCL on a year-to-date basis, yet CDNS has shown comparatively narrower price swings in the latest period. Risk factors include execution on product roadmaps for both companies, with ORCL carrying additional exposure to capital-intensive cloud buildouts. Sector exposure places CDNS in the semiconductor ecosystem and ORCL in broader enterprise software and cloud services. Market sentiment reflects cautious optimism for design-automation names amid AI demand, contrasted with heightened attention on cloud providers’ ability to scale infrastructure profitably.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability, and positioning within AI-related demand, Tickeron’s AI would currently assign a modestly higher probability of favorable near-term characteristics to CDNS. Its narrower recent price range and established role in semiconductor design workflows provide a steadier profile compared with the more variable movements observed in ORCL. This assessment remains probabilistic and tied to current data patterns rather than a guarantee of future results.
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 ORCL is a Buy.
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 whileORCL’s FA Score has 1 green FA rating(s).
- CDNS’s FA Score: 1 green, 4 red.
- ORCL’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 ORCL’s TA Score has 5 bullish TA indicator(s).
- CDNS’s TA Score: 4 bullish, 6 bearish.
- ORCL’s TA Score: 5 bullish, 4 bearish.
Price Growth
CDNS (@Packaged Software) experienced а -4.33% price change this week, while ORCL (@Computer Communications) price change was +8.89% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +3.86%. For the same industry, the average monthly price growth was +5.73%, and the average quarterly price growth was +11.30%.
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.
ORCL is expected to report earnings on Sep 14, 2026.
Industries' Descriptions
@Packaged Software (+3.86% 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 | ORCL | CDNS / ORCL | |
| Capitalization | 89.2B | 450B | 20% |
| EBITDA | 2.28B | 33.4B | 7% |
| Gain YTD | 3.580 | -19.077 | -19% |
| P/E Ratio | 64.37 | 26.80 | 240% |
| Revenue | 5.84B | 67.4B | 9% |
| Total Cash | 1.44B | 31.9B | 5% |
| Total Debt | 2.65B | 156B | 2% |
CDNS | ORCL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 53 Fair valued | |
PROFIT vs RISK RATING 1..100 | 29 | 79 | |
SMR RATING 1..100 | 42 | 19 | |
PRICE GROWTH RATING 1..100 | 62 | 60 | |
P/E GROWTH RATING 1..100 | 84 | 95 | |
SEASONALITY SCORE 1..100 | 50 | 17 |
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.
ORCL's Valuation (53) in the Packaged Software industry is in the same range as CDNS (85) in the Electronic Production Equipment industry. This means that ORCL’s stock grew similarly to CDNS’s over the last 12 months.
CDNS's Profit vs Risk Rating (29) in the Electronic Production Equipment industry is somewhat better than the same rating for ORCL (79) in the Packaged Software industry. This means that CDNS’s stock grew somewhat faster than ORCL’s over the last 12 months.
ORCL's SMR Rating (19) in the Packaged Software industry is in the same range as CDNS (42) in the Electronic Production Equipment industry. This means that ORCL’s stock grew similarly to CDNS’s over the last 12 months.
ORCL's Price Growth Rating (60) in the Packaged Software industry is in the same range as CDNS (62) in the Electronic Production Equipment industry. This means that ORCL’s stock grew similarly to CDNS’s over the last 12 months.
CDNS's P/E Growth Rating (84) in the Electronic Production Equipment industry is in the same range as ORCL (95) in the Packaged Software industry. This means that CDNS’s stock grew similarly to ORCL’s over the last 12 months.
| CDNS | ORCL | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 78% | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 76% | 1 day ago 67% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 69% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 62% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 68% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 67% |
| Advances ODDS (%) | 8 days ago 69% | 1 day ago 68% |
| Declines ODDS (%) | 3 days ago 64% | 9 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 86% | 1 day ago 66% |
| Aroon ODDS (%) | 1 day ago 73% | 1 day ago 68% |
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ORCL and
Correlation & Price change
A.I.dvisor indicates that over the last year, ORCL has been loosely correlated with CDNS. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if ORCL jumps, then CDNS could also see price increases.
| Ticker / NAME | Correlation To ORCL | 1D Price Change % | ||
|---|---|---|---|---|
| ORCL | 100% | +1.92% | ||
| CDNS - ORCL | 54% Loosely correlated | +0.20% | ||
| ADSK - ORCL | 54% Loosely correlated | +3.39% | ||
| CRWV - ORCL | 52% Loosely correlated | -1.34% | ||
| DSGX - ORCL | 51% Loosely correlated | -0.49% | ||
| PDFS - ORCL | 47% Loosely correlated | -2.74% | ||
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