$CDNS Cadence Design Tape Reports
Per Ticker.id: $CDNS Cadence Design Tape Reports — 5 podcast mentions across 1 podcast (30 days), latest 2026-08-18 23:09 UTC.
Okay. This is Jayshree Yellal. is just one of the best CEOs in America. And if that stock goes down, just go buy it at these prices. Even a lukewarm bullishness seems like an opportunity. I think I'm not going to pass it up. On Mad Money tonight, why is Cadence Design Systems falling out of favor on Wall Street? I'll talk to the CEO, see what he says about his opportunity for the company. And it's juicy. And I love a good turnaround story. We're seeing one start to play out in one of the food stocks. Don't miss my deep dive with Kraft Heinz. And they no longer own Cheez-Whiz, which is too You bet that was a product they shouldn't have gotten rid of. And how about satellite surveillance provider Hawkeye 360? Just reported its first quarter as a public company. I'm learning more with the CEO. So stick with Kramer.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18AT&T Business Wireless. Connecting changes everything. Read. Okay. Right now, except for today, we have an incredible bull market in semiconductors and semiconductor capital equipment. But what about Cadence Design Systems? This is a software company that helps design chips and other electronics that I have liked since probably 1989.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18Here's a stock that's down more than 10% over the past 12 months, victim of AI displacement worries. Don't worry, we're going to explain that. Doesn't seem to matter that Cadence's tools are used by customers like NVIDIA to create the chips at the heart of the data center. This stock keeps getting lumped in with the software cohort and punished for it. Doesn't even matter when the company reported a very strong quarter at the end of July. If anyone actually bothered to listen to management over the past year, they know that AI is in fact a major tailwind for Cadence. They helped design the chip, for heaven's sake. This is serious technology that can't be vibe-coded out of existence. Don't take it from me. Let's go straight to the source. Dr. Andrew Devgan, he's the president and CEO of Cadence Design Systems. Dr. Devgan, welcome back to Mad Money.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18Well, I think it's great that you are here. I know sometimes it's hard to get your arms around it, but if you have all this info, you will. You understand how indispensable this man and his company is. Anurag Devgan, he's the president and CEO of Cadence Design Systems, CDNS, which Lüttenrand— well, or he could— net money's back in.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18Last night, while prepping for our Cadence Design Systems interview that I just did, I was struck by how such an amazing company could have such an underperforming stock, up just over 1% year to date, despite putting up some very strong numbers. Cadence is indispensable in the modern-day semiconductor food chain. You can't design complex chips without their software. So why is it— isn't its stock doing better? As I mentioned earlier, it's because every single analyst is terrified that an AI agent spawned by Anthropic or OpenAI is going to do to Cadence— well, let's just say better than what Cadence does. They can mimic it. They can beat it. Look, I get it. We keep hearing about how the mechanics The machines will make us obsolete while they do all our work, right? Cadence is regarded as vulnerable because in the end it's a software company and the markets collectively decide that no software is safe from AI-fueled competition. Sometimes the selling goes too far. We saw the software stocks bounce back today in a knee-jerk rally because hardware was being crushed. I think that when software king ServiceNow got to $81 in April and the stock was selling at just 20 times this year's earnings estimate. All that seemed just too cheap. It's now at $119. Same with Salesforce, when it traded down $150 in June, now it's at $196. I used to think these declines factored in earnings miss. That would make sense. A richly valued software company can screw up and see its stock eviscerated. But as the year dragged on, it became more and more obvious to me that the sellers weren't betting on a miss. They were thinking that these companies were worthless. Same with came. Yet they kept reporting great numbers and it really matters. That's what was so refreshing about the recent run in Workday, the human capital software play. The stock shot up from 175 to 206 last Thursday on takeover rumors that seem to have a lot of promise. I thought it would put a floor under the group. I certainly think the prices we saw earlier this summer may mark some sort of price earnings bottom for the— on those, really get the multiple for most software stocks.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18