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What's in Store for Cadence Design (CDNS) in Q4 Earnings?

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Cadence Design Systems Inc. (CDNS - Free Report) is set to report fourth-quarter 2017 results on Jan 31. Notably, the company has delivered an average positive surprise of 1.49% in the last four quarters.

In the third quarter, earnings were 35 cents per share, which beat the Zacks Consensus Estimate by a penny. The figure increased 17% from the year-ago quarter. Moreover, revenues increased 9% year over year to $485 million, beating the Zacks Consensus Estimate of $482 million.

Guidance & Estimates

For the fourth quarter of 2017, Cadence expects total revenues to be in the range of $490 million to $500 million and non-GAAP earnings in the range of 38 cents to 40 cents per share.

The Zacks Consensus Estimate for earnings is pegged at 39 cents per share, in line with the mid-point of the guidance. Revenues are estimated to be $498 million for the quarter.

Cadence stock has gained 75.4% in the past year, substantially outperforming the 41.1% rally of the industry it belongs to.

Key Growth Catalysts

Cadence executed a number of successful projects during the quarter. The company released the industry’s first ever Verification IP (VIP), making use of the new PCI Express (PCIe) 5.0 architecture. This helps designers to easily produce original designs backed by faster compliance and enhanced IP verification.

Moreover, Cadence Tensilica announced extended support to Dolby Atmos for PCs, making it the only DSP IP core to deliver this facility. This integration will help users enjoy the Dolby experience through their PC or via headphones as well as reduce battery consumption.

During the quarter, Cadence acquired nusemi inc, a company that develops high-speed Serializer/Deserializer (SerDes) communications IP, to compliment the company’s existing SerDes solutions. With the integration of nusemi’s technologies, Cadence will be able to deliver efficient, cost saving and high bandwidth functionality for telecom segments, edge computing and networking services.

Notably, the company partnered with Xilinx and TSMC for the development of Cache Coherent Interconnect for Accelerators (“CCIX”) based on 7nm FinFET technology scheduled for delivery in 2018.

Furthermore, the company plans to display its latest Sigrity signal and power integrity technologies, advanced packaging solutions as well as high-speed DDR-4400 IP integration during DesignCon.

We believe that all these will positively impact the company’s results in soon-to-be reported quarter and boost its customer base going ahead.

What Does Our Model Say

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. Sell-rated stocks (Zacks Rank #4 or 5) are best avoided.

Cadence has a Zacks Rank #3 and an Earnings ESP of 0.00%, which indicates an unlikely positive earnings surprise. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to Consider

Here are a few stocks you may want to consider as our proven model shows that it has the right combination of elements to post an earnings beat this quarter.

Kemet (KEM - Free Report) has an Earnings ESP of +2.94% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

NVIDIA (NVDA - Free Report) has an Earnings ESP of +4.71% and a Zacks Rank #2.

Square (SQ - Free Report) has an Earnings ESP of +1.84% and a Zacks Rank #2.

 

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