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CDNS vs S
Which Stock Would AI Choose? Cadence Design Systems (CDNS) vs. SentinelOne (S) Stock Comparison
Key Takeaways
- Cadence Design Systems (CDNS) holds a dominant market position in electronic design automation (EDA) with a $90 billion market cap, contrasting SentinelOne's (S) $4.7 billion cap in the competitive cybersecurity space.
- Recent market activity shows CDNS delivering strong gains amid AI chip design partnerships, while S achieved a $1 billion annual revenue milestone but faces valuation pressures.
- CDNS trades profitably with a P/E ratio of around 81, compared to S's ongoing losses despite rapid revenue growth of over 20% year-over-year.
- Both stocks benefit from AI tailwinds, but CDNS offers greater stability in semiconductor infrastructure, while S provides higher growth potential in endpoint security.
- Year-to-date, S edges out with 7.2% gains versus CDNS's 4.6%, though CDNS has shown superior monthly momentum recently.
Introduction
This comparison pits Cadence Design Systems (CDNS), a leader in electronic design automation software essential for semiconductor innovation, against SentinelOne (S), an AI-powered cybersecurity platform provider. Both companies harness artificial intelligence amid booming demand in tech infrastructure and digital security. Investors eyeing AI-themed growth stocks or traders assessing relative performance in volatile markets may find value here, as recent partnerships and financial milestones highlight their market positioning and potential trade-offs in stability versus expansion.
CDNS Overview and Recent Performance
Cadence Design Systems (CDNS) develops software, hardware, and IP for designing advanced electronic systems, particularly in AI-driven semiconductors. In recent market activity, the stock has rebounded strongly, trading around $327 after a temporary dip, with notable gains over the past month outperforming broader indices. Key influences include expanded alliances with TSMC for next-generation AI silicon, deepened NVIDIA collaboration on AI robotics, and Google partnerships for chip development. Sentiment remains positive ahead of Q1 2026 earnings on April 27, supported by projected 2026 revenue of $5.9–$6 billion and a robust backlog from AI infrastructure demand. The company's market cap exceeds $90 billion, reflecting its mature, subscription-based model.
S Overview and Recent Performance
SentinelOne (S) offers an AI-native endpoint security platform unifying protection across endpoints, cloud, identity, and data. Recent weeks have seen volatile trading around $14, with year-to-date gains of 7.2% amid sector pressures. The company marked a milestone with fiscal 2026 revenue topping $1 billion, up 22% year-over-year, driven by annualized recurring revenue (ARR) growth to $1.12 billion. Developments include a Google Cloud Partner of the Year award, alliances with Silverfort for AI-era identity security, and European partner recognition. While execution risks linger due to profitability challenges, these catalysts have spurred occasional upticks despite broader software selloffs.
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Head-to-Head Comparison
CDNS and S both thrive on AI but diverge in business models: CDNS's established EDA suite serves stable semiconductor demand via recurring subscriptions, while S's SaaS platform targets fast-scaling cybersecurity with higher customer acquisition costs. Growth drivers contrast CDNS's projected 10–12% revenue expansion against S's 20%+ trajectory. Recent momentum favors CDNS's steadier uptrend, versus S's volatility. Risks include CDNS's elevated valuation amid competition and S's path to profitability. Sector exposure positions CDNS in AI infrastructure and S in defensive cyber needs, with sentiment buoyed by respective partnerships.
Tickeron AI Verdict
Tickeron’s AI tools currently lean toward CDNS with higher probability, owing to its trend consistency, profitability, and catalysts like AI chip alliances amid semiconductor strength seen in trending bots. S offers compelling growth but trails in stability and relative positioning.
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 Disclaimers and Limitations.
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 StrongBuy and S is a Hold.
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 2 FA rating(s) are green whileS’s FA Score has 1 green FA rating(s).
- CDNS’s FA Score: 2 green, 3 red.
- S’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 5 TA indicator(s) are bullish while S’s TA Score has 3 bullish TA indicator(s).
- CDNS’s TA Score: 5 bullish, 4 bearish.
- S’s TA Score: 3 bullish, 6 bearish.
Price Growth
CDNS (@Packaged Software) experienced а +2.33% price change this week, while S (@Computer Communications) price change was -6.90% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.12%. For the same industry, the average monthly price growth was +2.86%, and the average quarterly price growth was +21.28%.
Reported Earning Dates
CDNS is expected to report earnings on Jul 27, 2026.
S is expected to report earnings on Aug 27, 2026.
Industries' Descriptions
@Packaged Software (-2.27% 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 (-1.12% 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 | S | CDNS / S | |
| Capitalization | 106B | 5.09B | 2,082% |
| EBITDA | 1.98B | -245.49M | -807% |
| Gain YTD | 23.156 | -1.000 | -2,316% |
| P/E Ratio | 89.73 | N/A | - |
| Revenue | 5.53B | 1.05B | 527% |
| Total Cash | 1.41B | 657M | 214% |
| Total Debt | 3.08B | 15M | 20,553% |
CDNS | S | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 75 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 52 Fair valued | |
PROFIT vs RISK RATING 1..100 | 17 | 93 | |
SMR RATING 1..100 | 45 | 97 | |
PRICE GROWTH RATING 1..100 | 15 | 61 | |
P/E GROWTH RATING 1..100 | 37 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 42 |
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.
S's Valuation (52) in the Wireless Telecommunications industry is somewhat better than the same rating for CDNS (89) in the Electronic Production Equipment industry. This means that S’s stock grew somewhat faster than CDNS’s over the last 12 months.
CDNS's Profit vs Risk Rating (17) in the Electronic Production Equipment industry is significantly better than the same rating for S (93) in the Wireless Telecommunications industry. This means that CDNS’s stock grew significantly faster than S’s over the last 12 months.
CDNS's SMR Rating (45) in the Electronic Production Equipment industry is somewhat better than the same rating for S (97) in the Wireless Telecommunications industry. This means that CDNS’s stock grew somewhat faster than S’s over the last 12 months.
CDNS's Price Growth Rating (15) in the Electronic Production Equipment industry is somewhat better than the same rating for S (61) in the Wireless Telecommunications industry. This means that CDNS’s stock grew somewhat faster than S’s over the last 12 months.
S's P/E Growth Rating (1) in the Wireless Telecommunications industry is somewhat better than the same rating for CDNS (37) in the Electronic Production Equipment industry. This means that S’s stock grew somewhat faster than CDNS’s over the last 12 months.
| CDNS | S | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 54% | 2 days ago 83% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 86% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 88% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 68% | 2 days ago 76% |
| Advances ODDS (%) | 12 days ago 70% | 23 days ago 76% |
| Declines ODDS (%) | 3 days ago 62% | 3 days ago 79% |
| BollingerBands ODDS (%) | 2 days ago 64% | 4 days ago 71% |
| Aroon ODDS (%) | 2 days ago 60% | 2 days ago 72% |
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S and
Correlation & Price change
A.I.dvisor indicates that over the last year, S has been loosely correlated with HUBS. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if S jumps, then HUBS could also see price increases.