Cadence Design Sysの空売り状況は、投資家がCadence Design Sysの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Cadence Design Sys (NASDAQ:CDNS) 株価情報, 空売り情報

Cadence Design Sys

Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates and aids in 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 Design Systems

Cadence Design Systems, Inc. - Common Stock

Cadence Design Systems Inc

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APPN

BILL

CDNS

CFLT

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DOCU

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MicroCloud Hologram Inc. - Ordinary Shares

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PATH

PEGA

SNPS

Shares of software companies are trading lower after the Fed kept rates unchanged and noted that inflation remains somewhat elevated.

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Shares of technology companies are trading higher amid a rebound in the broader space, which sold off on Monday amid AI competition concerns from China.

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Shares of software companies are trading lower amid AI competition concerns from China's DeepSeek AI model.

Cadence Design Sys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) has outperformed the market over the past 20 years by 8.84% on an annualized basis producing an average annual return of 17.35%. Currently, Cadence Design Sys has a market capitalization of $89.00 billion. 
Buying $100 In CDNS: If an investor had bought $100 of CDNS stock 20 years ago, it would be worth $2,434.51 today based on a price of $324.52 for CDNS at the time of writing.
<h3>Cadence Design Sys's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737666979_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

Here's How Much You Would Have Made Owning Cadence Design Sys Stock In The Last 20 Years

Cadence Design Systems shares are trading higher after the company announced MediaTek is adopting its AI-enhanced custom/analog design solutions to achieve productivity gains.

Latest Virtuoso Studio release and Spectre Simulator deliver a 30% productivity gain for MediaTek's 2nm design flow compared to prior Virtuoso releases
Highlights:
<ul>
<li>Virtuoso Studio advanced optimization enhances MediaTek's efficiency by 30% by accelerating the design-centering process</li>
<li>Spectre X Simulator on NVIDIA Hopper GPUs achieved up to 6X greater performance while maintaining accuracy</li>
<li>MediaTek's adoption of Virtuoso Studio's layout routing and placement tools provides another 30% design productivity improvement</li>
</ul>
Cadence (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) today announced that MediaTek has adopted the AI-driven Cadence&#xAE; <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.cadence.com%2Fen_US%2Fhome%2Ftools%2Fcustom-ic-analog-rf-design%2Fvirtuoso-studio.html%2F%3Futm_source%3DCCM_WW%26utm_medium%3DGA_External%26utm_campaign%3DCPG%26utm_content%3DWire_PR%26utm_term%3D1%2F22%26utm_id%3DMediaTek&amp;esheet=54186155&amp;newsitemid=20250122483099&amp;lan=en-US&amp;anchor=Virtuoso&amp;index=1&amp;md5=b4f591bdd43b80c28003352e3e3751be">Virtuoso</a>&#xAE; Studio and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.cadence.com%2Fen_US%2Fhome%2Ftools%2Fcustom-ic-analog-rf-design%2Fcircuit-simulation%2Fspectre-x-simulator.html%2F%3Futm_source%3DCCM_WW%26utm_medium%3DGA_External%26utm_campaign%3DCPG%26utm_content%3DWire_PR%26utm_term%3D1%2F22%26utm_id%3DMediaTek&amp;esheet=54186155&amp;newsitemid=20250122483099&amp;lan=en-US&amp;anchor=Spectre%26%23174%3B+X+Simulator&amp;index=2&amp;md5=bd731199f9316d77082d729a4de917a8">Spectre&#xAE; X Simulator</a> on the NVIDIA accelerated computing platform for its 2nm development. As design size and complexity continue to escalate, advanced-node technology development has become increasingly challenging for SoC providers. To meet the aggressive performance and turnaround time (TAT) requirements for its 2nm high-speed analog IP, MediaTek is leveraging Cadence's proven custom/analog design solutions, enhanced by AI, to achieve a 30% productivity gain.

Cadence Announces MediaTek's 30% Productivity Boost Using Virtuoso Studio And 6X Performance Gain With Spectre X On NVIDIA GPUs For 2nm Design Flow

Cadence To Acquire Secure-IC, Terms Not Disclosed

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Core Scientific, Inc. - Class A Common Stock

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Shares of companies within the broader tech sector are trading higher amid overall market strength after CPI data was in line with estimates and core CPI rose by less than expected.

Analyst Ratings

Live On CNBC, Rob Sechan Announces Sold Cadence Design Systems

Redburn Atlantic analyst Lachlan Brown initiates coverage on Cadence Design Sys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) with a Buy rating and announces Price Target of $350.

Price Target

Initiation

Redburn Atlantic Initiates Coverage On Cadence Design Sys with Buy Rating, Announces Price Target of $350

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/27/24</td>
<td>$142.00</td>
<td>$29.6K</td>
<td>33.8K</td>
<td>140.6K</td>
</tr>
<tr>
<td>BBAI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$3.50</td>
<td>$97.9K</td>
<td>1.2K</td>
<td>10.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$260.00</td>
<td>$37.5K</td>
<td>82.3K</td>
<td>7.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/03/25</td>
<td>$265.00</td>
<td>$619.7K</td>
<td>28</td>
<td>3.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/03/25</td>
<td>$245.00</td>
<td>$35.9K</td>
<td>3.0K</td>
<td>3.0K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$12.00</td>
<td>$31.6K</td>
<td>7.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/27/24</td>
<td>$8.00</td>
<td>$293.4K</td>
<td>1.7K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CDNS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$335.00</td>
<td>$170.5K</td>
<td>65</td>
<td>923</td>
</tr>
<tr>
<td>BRZE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$45.00</td>
<td>$28.4K</td>
<td>3.3K</td>
<td>629</td>
</tr>
<tr>
<td>COHR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/27/24</td>
<td>$99.00</td>
<td>$39.3K</td>
<td>491</td>
<td>327</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 2 day(s) on December 27, 2024. This event was a transfer of 400 contract(s) at a $142.00 strike. The total cost received by the writing party (or parties) was $29.6K, with a price of $74.0 per contract. There were 33843 open contracts at this strike prior to today, and today 140691 contract(s) were bought and sold. 
• For BBAI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>), we notice a call option sweep that happens to be bearish, expiring in 751 day(s) on January 15, 2027. This event was a transfer of 466 contract(s) at a $3.50 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $97.9K, with a price of $210.0 per contract. There were 1222 open contracts at this strike prior to today, and today 10947 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bearish, expiring in 23 day(s) on January 17, 2025. This event was a transfer of 100 contract(s) at a $260.00 strike. The total cost received by the writing party (or parties) was $37.5K, with a price of $375.0 per contract. There were 82343 open contracts at this strike prior to today, and today 7349 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bearish, expiring in 9 day(s) on January 3, 2025. This event was a transfer of 64 contract(s) at a $265.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $619.7K, with a price of $9685.0 per contract. There were 28 open contracts at this strike prior to today, and today 3985 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option trade with bearish sentiment. It expires in 9 day(s) on January 3, 2025. Parties traded 100 contract(s) at a $245.00 strike. The total cost received by the writing party (or parties) was $35.9K, with a price of $359.0 per contract. There were 3049 open contracts at this strike prior to today, and today 3079 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option sweep that happens to be bullish, expiring in 23 day(s) on January 17, 2025. This event was a transfer of 100 contract(s) at a $12.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $31.6K, with a price of $317.0 per contract. There were 7870 open contracts at this strike prior to today, and today 1276 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on December 27, 2024. Parties traded 889 contract(s) at a $8.00 strike. This particular call needed to be split into 63 different trades to become filled. The total cost received by the writing party (or parties) was $293.4K, with a price of $330.0 per contract. There were 1789 open contracts at this strike prior to today, and today 1071 contract(s) were bought and sold. 
• Regarding CDNS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>), we observe a call option trade with bullish sentiment. It expires in 142 day(s) on May 16, 2025. Parties traded 98 contract(s) at a $335.00 strike. The total cost received by the writing party (or parties) was $170.5K, with a price of $1740.0 per contract. There were 65 open contracts at this strike prior to today, and today 923 contract(s) were bought and sold. 
• Regarding BRZE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BRZE#NASDAQ">BRZE</a>), we observe a call option sweep with neutral sentiment. It expires in 23 day(s) on January 17, 2025. Parties traded 264 contract(s) at a $45.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $28.4K, with a price of $108.0 per contract. There were 3385 open contracts at this strike prior to today, and today 629 contract(s) were bought and sold. 
• Regarding COHR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on December 27, 2024. Parties traded 254 contract(s) at a $99.00 strike. This particular call needed to be split into 44 different trades to become filled. The total cost received by the writing party (or parties) was $39.3K, with a price of $155.0 per contract. There were 491 open contracts at this strike prior to today, and today 327 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AVGO

COHR

MSTR

10 Information Technology Stocks With Whale Alerts In Today's Session

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
Major averages jumped on Friday but still logged weekly losses, with the Dow down 2.3%, the S&amp;P 500 falling 2%, and the Nasdaq losing 1.8%. 
The Federal Reserve&#8217;s widely anticipated 25-basis-point rate cut on Wednesday was overshadowed by its revised 2025 inflation forecasts and Jerome Powell&#8216;s cautious stance, dampening hopes for deeper cuts next year. Powell emphasized a "new phase" of monetary policy after a 100-basis-point reduction in 2024, signaling <a href="https://www.benzinga.com/news/large-cap/24/12/42629219/fed-cuts-interest-rates-but-powell-spoils-santa-claus-rally-dollar-surges-to-over-2-year-high-bitcoin-sinks-below-100000-this-week-in-the-market">only gradual easing in 2025</a>.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), which had reached a record $108,388 before the Fed meeting, fell below $100,000 as markets absorbed the news.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/tech/24/12/42525257/analyst-hikes-teslas-price-target-to-515-musk-expresses-hope-for-stock-to-touch-69042">Elon Musk Hopes TSLA Stock Will Reach $690 As Analysts Raise Price Target Despite Technical Indicators Flashing Warning Signals</a>,&#8221; by <a href="https://www.benzinga.com/author/anan-ashraf">Anan Ashraf</a>, reports Elon Musk's optimism about Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) reaching $690, as analysts upgraded the stock with $515 price targets, citing potential benefits from Musk's alignment with Donald Trump's pro-autonomous vehicle policies.
&#8220;<a href="https://www.benzinga.com/24/12/42602503/dave-portnoy-says-he-owns-15-million-bitcoin-13-million-xrp-bet-it-and-set-it-not-trading">Dave Portnoy Says He Owns $1.5 Million Bitcoin, $1.3 Million XRP: &#8216;Bet It And Set It, Not Trading&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a> , reveals that Dave Portnoy, founder of Barstool Sports, holds $1.5 million in Bitcoin and $1.3 million in XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>), emphasizing a long-term investment strategy rather than active trading, following insights from a recent conversation with Michael Saylor.
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42516826/nvidia-and-5-other-stocks-are-analysts-top-semiconductor-picks-for-2025-sees-2-ai-trends">Nvidia And 5 Other Stocks Are Analyst&#8217;s Top Semiconductor Picks For 2025, Sees 2 AI Trends</a>,&#8221; by <a href="https://www.benzinga.com/author/hayden-buckfire">Hayden Buckfire</a>, highlights a Bank of America analyst naming NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) as top AI-driven semiconductor picks for 2025, alongside Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), and Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>).
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/tech/24/12/42547442/microsof-scoops-up-485000-nvidia-ai-chips-twice-as-many-as-its-closest-rival-meta-report">Microsoft Scoops Up 485,000 Nvidia AI Chips, Twice As Many As Its Closest Rival Meta: Report</a>
<a href="https://www.benzinga.com/trading-ideas/24/12/42599673/amazon-has-20000-rivian-electric-delivery-vans-in-fleet-heres-what-could-be-next-for-both-companies">Amazon Has 20,000 Rivian Electric Delivery Vans In Fleet: Here&#8217;s What Could Be Next For Both Companies</a>
<a href="https://www.benzinga.com/trading-ideas/technicals/24/12/42535298/joby-clears-faa-tail-test-stock-flies-higher">Joby Clears FAA Tail Test, Stock Flies Higher</a>
The Bears
&#8220;<a href="https://www.benzinga.com/markets/equities/24/12/42522048/jim-cramer-warns-nvidias-vicious-and-fast-reversal-is-coming-amid-174-surge-this-year-and-china-antitrust-probe">Jim Cramer Warns Nvidia&#8217;s &#8216;Vicious&#8217; And &#8216;Fast&#8217; Reversal Is Coming Amid 174% Surge This Year And China Antitrust Probe</a>,&#8221; by <a href="https://www.benzinga.com/author/kaustubh-bagalkote">Kaustubh Bagalkote</a>, features Jim Cramer's caution about NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) facing a sharp correction after its 174% YTD gain, amid heightened regulatory scrutiny from China over its Mellanox Technologies acquisition.
&#8220;<a href="https://www.benzinga.com/trading-ideas/movers/24/12/42568740/dogecoin-bull-says-he-had-to-sell-as-meme-king-plunges-to-5-week-low-but-derivative-traders-remain-bullish">Dogecoin Bull Says He &#8216;Had To Sell&#8217; As Meme King Plunges To 5-Week Low But Derivative Traders Remain Bullish</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, reports on Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>) dropping amid Federal Reserve concerns, with early adopter Glauber Contessoto selling some holdings.
&#8220;<a href="https://www.benzinga.com/24/12/42517567/cvs-cigna-unitedhealth-shares-slide-as-trump-targets-drug-middleman">CVS, Cigna, UnitedHealth Shares Slide As Trump Targets Drug &#8216;Middleman&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/adam-eckert">Adam Eckert</a>, reports that shares of CVS Health Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>), Cigna Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>), and UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) dropped after Trump vowed to eliminate Pharmacy Benefit Managers, citing their role in inflating drug prices and contributing to industry inefficiencies.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/global/24/12/42559347/trump-administration-could-ban-amazons-top-selling-routers-linked-to-chinese-cyberattacks-report">Trump Administration Could Ban Amazon&#8217;s Top-Selling Routers Linked To Chinese Cyberattacks: Report</a>
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42529095/bitcoin-crash-could-trigger-stock-market-decline-in-2025-warns-expert-im-very-worried-that-people-overextended-themselves">Bitcoin Crash Could Trigger Stock Market Decline In 2025, Warns Expert: &#8216;I&#8217;m Very Worried That People Overextended Themselves&#8217;</a>
<a href="https://www.benzinga.com/trading-ideas/24/12/42536470/costco-warns-that-tariffs-raise-prices-trump-team-says-trade-policies-will-make-life-affordable">Costco Warns That Tariffs Raise Prices, Trump Team Says Trade Policies Will &#8216;Make Life Affordable&#8217;</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.

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Commodities

$BTC

$DOGE

$XRP

LRCX

MRVL

TSLA

Benzinga Bulls And Bears: Tesla, Broadcom, UnitedHealth, Bitcoin And Dogecoin Bull 'Had To Sell' After Price Plunge

ADBE

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AGYS

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MAWSON INFRSTRUCTURE GRP by Mawson Infrastructure Group Inc.

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UPLD

Shares of stocks in the broader software sector are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) had a rocky year. While semiconductors at large posted historic gains through 2024&#8217;s first half, they <a href="https://www.benzinga.com/news/24/09/40754938/semiconductor-etfs-take-a-beating-dragged-lower-by-nvidia-amd-and-broadcom-stocks">erased much of their gains</a> in the late summer and fall. One industry analyst is optimistic about the industry&#8217;s prospects in 2025.
The Semiconductor Analyst: Bank of America analyst Vivek Arya named six of his top semiconductor picks for 2025:
<ul>
<li>NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a price target of $190.</li>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) with a price target of $250.</li>
<li>Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a price target of $140.</li>
<li>Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a price target of $92.</li>
<li>ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) with a price target of $90.</li>
<li>Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) with a price target of $365.</li>
</ul>
The <a href="https://www.benzinga.com/top-stories/24/12/42511580/microchip-technology-faces-multiple-headwinds-heading-into-2025-turns-analyst-bearish">analyst also downgraded</a> Microchip Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>).
The AI Boom: Arya cited Nvidia, Broadcom and Marvell as the leaders in AI. He says Lam Research&#8217;s capital expenditures will recover in 2025 along with the reduction of China headwinds. The analyst also thinks ON Semiconductor will recover from cyclical trends while Cadence Design will benefit from its resiliency.
The analyst sees the semiconductor industry&#8217;s upcycle lasting into 2025. He noted that past bullish cycles have lasted, on average, roughly 10 quarters, while current bullishness has only lasted five quarters.
Arya sees two major trends affecting the industry in 2025.
&#8220;In the first half, we expect the AI investments driven by AI training and scaling of models to continue, doubling down on the Nvidia Blackwell deployment ramps driven by cloud customers,&#8221; the analyst said. &#8220;At the same time, we expect trends for non-AI end markets to remain weak throughout 1H.&#8221;
Arya expects the CHIPS Act, enacted under President Joe Biden, to remain in place following the inauguration of President-elect Donald Trump. He expects all remaining funding to be dispensed in 2025.
The analyst sees the automotive and industrial industries as fueling semiconductor demand in the year&#8217;s second half.
&#8220;In the second half, we expect a pickup in auto/industrial semis as customer/channel inventories normalize (replenishment + easy comps), as well as a pickup in global auto production,&#8221; Arya said.
The analyst projected electric vehicle sales to reaccelerate 29% year-over-year.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/24/12/42513306/elon-musks-tesla-nearly-5-times-more-expensive-than-industry-average-stock-surges-over-60-since-election">Elon Musk&#8217;s Tesla Nearly 5 Times More Expensive Than Industry Average: Stock Surges Over 60% Since Election</a></li>
</ul>
Photo: Shutterstock

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iShares PHLX SOX Semiconductor Sector Index Fund

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Nvidia And 5 Other Stocks Are Analyst's Top Semiconductor Picks For 2025, Sees 2 AI Trends

Mizuho analyst Siti Panigrahi maintains Cadence Design Sys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) with a Outperform and raises the price target from $325 to $350.

Mizuho Maintains Outperform on Cadence Design Sys, Raises Price Target to $350

Cadence Design Sys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) has outperformed the market over the past 15 years by 18.19% on an annualized basis producing an average annual return of 30.24%. Currently, Cadence Design Sys has a market capitalization of $84.64 billion. 
Buying $1000 In CDNS: If an investor had bought $1000 of CDNS stock 15 years ago, it would be worth $53,806.09 today based on a price of $308.60 for CDNS at the time of writing.
<h3>Cadence Design Sys's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734021030_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Cadence Design Sys Stock In The Last 15 Years

Collaboration spans interface and memory IP utilizing 2nm gate-all-around BSPDN technology and AI-driven reference flows to facilitate the development of advanced, energy-efficient chips

Reported Earlier, Cadence And Rapidus Collaborate On 2nm Gate-All-Around Technology, Advancing AI And HPC Semiconductor Innovation

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) has appointed semiconductor industry veterans Eric Meurice and Steve Sanghi to its board of directors, the company announced Thursday, as it navigates through significant leadership transitions and market challenges.
What Happened: The appointments come days after CEO Pat Gelsinger&#8216;s <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42275410/intel-ceo-pat-gelsinger-forced-out-by-board-analysts-cheer-potential-strategy-shift-this-move-opens-the-door">reportedly forced departure</a>, due to the board&#8217;s frustration with his turnaround efforts. 
Under Gelsinger&#8217;s leadership, Intel&#8217;s stock declined over 56% year-to-date as the company struggled to compete with rivals like NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Meurice, who led ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) from 2004 to 2013, oversaw a five-fold increase in the company&#8217;s market value and established the Customer Co-Investment Program, which included Intel&#8217;s investment in next-generation lithography technologies. 
Sanghi served as CEO of Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) for 30 years, during which the company achieved 121 consecutive profitable quarters and grew from a $10 million to $44 billion market value.
&#8220;Eric and Steve bring valuable perspectives as successful CEOs with proven track records,&#8221; said Frank Yeary, Intel&#8217;s interim executive chair, in the company&#8217;s press release.
See Also: <a href="https://www.benzinga.com/24/12/42356192/tim-cook-breaks-silence-on-defying-steve-jobs-design-philosophy-with-the-iphone-16s-camera-button-vision-pro-sales-airpods-disrupting-hearing-aids-and-whether-hell-lead-apple-into-the-next-era">Tim Cook Explains Why Apple Defied Steve Jobs&#8217; Design Philosophy With the iPhone 16&#8217;s Camera Button, Touches On Retirement Plans: &#8216;I&#8217;ll Do It Until…&#8217;</a>
Why It Matters: Currently, Intel is searching for a permanent CEO to replace Gelsinger. Recent reports suggest that former board member Lip-Bu Tan, known for his successful tenure at Cadence Design Systems Inc., is <a href="https://www.benzinga.com/24/12/42299694/intels-new-ceo-change-unlikely-to-help-gain-traction-versus-taiwan-semi-nvidia-analysts-say">among the candidates being considered</a>.
The appointments come as Intel works to regain its competitive edge in the semiconductor industry, particularly in AI-centric computing, while managing its manufacturing transformation and foundry business development.
Price Action: Intel&#8217;s stock closed at $20.80 on Thursday, down 5.28% for the day. In after-hours trading, the stock gained 0.15%. Year-to-date, Intel&#8217;s stock has dropped by 56.49%.
According to <a href="https://www.benzinga.com/quote/INTC/analyst-ratings">data from Benzinga Pro</a>, Intel has a consensus price target of $30.23, with a high of $66 and a low of $20. The most recent ratings from BofA, Northland Capital Markets, and Mizuho suggest an average target of $24, implying a 15.22% upside.
<figure class="wp-block-image size-large"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/05233837/Screenshot-2024-12-06-at-10.07.38%E2%80%AFAM-1024x382.png" alt="" class="wp-image-679929" /></figure>
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/24/12/42356725/alex-karp-supports-doge-as-trump-taps-palantirs-shyam-shankar-for-border-security-role-cannot-have-a-better-person-than-musk">Alex Karp Supports DOGE, As Trump Taps Palantir&#8217;s Shyam Shankar For Border Security Role: &#8216;Cannot Have A Better Person Than Musk&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Intel Shakes Up Board With ASML And Microchip Technology Veterans Amid CEO Transition

ADEA

NVNI

ORCL

RIOT

WDAY

WULF

Shares of stocks in the broader software sector are trading higher. Some names may be moving following better-than-expected earnings from Salesforce and Okta.

Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) has reportedly narrowed its search for a new <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42275410/intel-ceo-pat-gelsinger-forced-out-by-board-analysts-cheer-potential-strategy-shift-this-move-opens-the-door" rel="noreferrer noopener">CEO</a>. The list of potential candidates has now been whittled down to a few prominent figures, including former board member Lip-Bu Tan, Reuters cites familiar sources.
The struggling American chipmaker&nbsp;expelled CEO Pat Gelsinger on Monday after he <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42275410/intel-ceo-pat-gelsinger-forced-out-by-board-analysts-cheer-potential-strategy-shift-this-move-opens-the-door" rel="noreferrer noopener">failed to impress</a> the board with his turnaround efforts since taking charge less than four years ago.
Intel could not gain market share compared to Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). The stock is down over 52% year-to-date.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/guidance/24/12/42291157/microchip-slashes-q3-revenue-guidance-issues-restructuring-plan" rel="noreferrer noopener">Microchip Slashes Q3 Revenue Guidance, Issues Restructuring Plan</a>
Recently, Intel contacted Tan, who was once seen as a contender for the CEO role. Intel&#8217;s board is also considering other candidates. The chipmaker also created a search committee to find a successor.
Tan was an Intel director from September 2022 to August 2024, and his departure <a target="_blank" href="https://www.benzinga.com/markets/equities/24/08/40593141/intel-board-member-lip-bu-tan-reportedly-left-after-disputes-with-ceo-and-other-directors-over-c" rel="noreferrer noopener">marked his clash</a> with Gelsinger on Intel&#8217;s turnaround plan.
Tan is known for the turnaround plan as CEO of Cadence Design Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>).
Wall Street analysts re-rated Intel following the CEO&#8217;s expulsion.
Truist Securities analyst William Stein reiterated a Hold rating on Intel with a price target of $26.
While Intel&#8217;s underperformance during Gelsinger&#8217;s tenure as CEO was worse than that of the previous four CEOs, the chipmaker did not outperform the SOX under any of them, and only under Brian Krzanich&#8217;s leadership did the stock beat the S&amp;P 500.
Stein credited Gelsinger with making some significant changes at the company, which failed to move the needle for the company.
Stein held that Intel&#8217;s decades-long manufacturing superiority led to it missing out on massive technological shifts, including a shift to mobile devices and AI-centric computing.
According to the analyst, Intel&#8217;s loss of manufacturing superiority to Taiwan Semiconductor in ~2017 exposed Intel&#8217;s less-than-perfect semiconductor design choices.
Therefore, Stein suggested selling the whole company or a part of it. His other suggestions included splitting the manufacturing business from the products business, significant downsizing, and aggressive asset monetization.
Benchmark analyst Cody Acree maintained a Hold rating on Intel.
Intel has named two senior leaders, David Zinsner and Michelle Johnston Holthaus, interim co-CEOs while the board searches for a new CEO, the analyst noted.
The company tapped CFO Zinsner and Holthaus, who had been general manager of Intel&#8217;s Client Computing Group, as CEO of Intel Products. Chair Frank Yeary will become interim executive chair during the transition period. Intel noted that its Foundry leadership structure remains unchanged.
Acree has been skeptical of Intel&#8217;s ability to successfully manage so many simultaneous objectives, including re-establishing its technology leadership in processor design and manufacturing and developing a new GPU solution to compete with Nvidia.
The analyst noted that the largest of these issues continues to be Intel&#8217;s trailing manufacturing capability versus Taiwan Semiconductor and Intel&#8217;s need to include the AI accelerator opportunity.
Acree flagged the current focus on the potential separation of Intel&#8217;s Products and Foundry business, which would deprive shareholders of the significant progress the company has made in both halves of the business.
Still, the separation of the foundry business may be the only option that calms the Street, although it would likely entail Intel foregoing the $7.8 billion of CHIPS Act funding, as the analyst stated.
Therefore, Acree does not expect a management change to pose a material fundamental catalyst anytime soon, given the size and complexities of Intel&#8217;s intertwined issues.
Price Action: INTC stock is down 5.62% at $22.59 at last check Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/12/42289269/taiwan-semiconductor-supplier-asml-remains-unscathed-from-bidens-latest-semiconductor-embargo-on-china" target="_blank" rel="noreferrer noopener">Taiwan Semi Supplier ASML Reiterates Outlook As Biden&#8217;s Latest Semiconductor Embargo On China Kicks In</a></li>
</ul>
Photo via Shutterstock

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Intel's New CEO Change Unlikely To Help Gain Traction Versus Taiwan Semi And Nvidia: Analysts

Semi industry sales forecast to grow 12-14% in 2025: Wells Fargo

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