Cadence Design Systems, Inc. provides software, hardware, services, and reusable integrated circuit (IC) design blocks worldwide. The company offers functional verification services, including emulation and prototyping hardware. Its functional verification offering consists of JasperGold, a formal verification platform; Xcelium, a parallel logic simulation platform; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification. The company also provides digital IC design and sign off products, including Genus synthesis and Joules RTL power solutions, as well as Modus DFT software solution to reduce systems-on-chip design-for-test time; physical implementation tools, such as place and route, optimization, and multiple patterning preparation; and Innovus implementation system, a physical implementation system. In addition, it offers custom IC design and simulation products to create schematic and physical representations of circuits down to the transistor level for analog, mixed-signal, custom digital, memory, and radio frequency designs; and system design and analysis products to develop printed circuit boards and IC packages, as well as to analyze electromagnetic, electro-thermal, and other multi-physics effects. Further, the company provides intellectual property (IP) products comprising pre-verified and customizable functional blocks to integrate into customer's ICs; and verification IP with memory models to emulate and model the expected behavior and interaction of standard industry system interface protocols. Additionally, it offers services related to methodology, education, and hosted design solutions, as well as technical support and maintenance services. The company serves consumer, hyperscale computing, 5G communications, mobile, automotive, aerospace and defense, industrial, and life science industries. Cadence Design Systems, Inc. was incorporated in 1987 and is headquartered in San Jose, California.

Cadence Design Systems, Inc.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected an approximate $176.1 million dollar outflow -- that's a 0.2% decrease week over week (from 261,350,000 to 260,950,000). Among the largest underlying components of IWF, in trading today Lam Research Corp (Symbol: LRCX) is up about 0.4%, Blackstone Inc (Symbol: BX) is up about 0.1%, and Cadence Design Systems Inc (Symbol: CDNS) is up by about 0.9%. For a complete list of holdings, visit the IWF Holdings page » The chart below shows the one year price performance of IWF, versus its 200 day moving average:
Looking at the chart above, IWF's low point in its 52 week range is $308.67 per share, with $452.81 as the 52 week high point — that compares with a last trade of $440.14. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Stocks Insiders And Hedge Funds Are Buying
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IWF, LRCX, BX, CDNS: Large Outflows Detected at ETF

For Immediate Release
Chicago, IL – August 15, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Intel Corp. INTC, NVIDIA Corp. NVDA, Advanced Micro Devices, Inc. AMD and Cadence Design Systems, Inc. CDNS.
Here are highlights from Thursday’s Analyst Blog:
Should You Buy Intel Stock After President Trump's CEO Praise?
Intel Corp. has laid out bold strategies for its turnaround as it faces stiff competition from the likes of NVIDIA Corp. and Advanced Micro Devices, Inc. in the artificial intelligence (AI) data center market. Amid these developments, President Donald Trump's inconsistent stance on Intel CEO has drawn investors' interest toward the semiconductor giant. Is it time for investors to adopt a bullish outlook on Intel stock? Let's see –
Trump's Admiration for Tan – What It Means for INTC Investors
Last month, Cadence Design Systems, Inc. acknowledged committing a crime by unlawfully exporting semiconductor design tools to a manufacturer in China that has connections to the Chinese military. Cadence agreed to pay $140 million for violating U.S. export controls. On Aug. 8, Republican Senator Tom Cotton noted that when these transfers took place, Intel's current CEO, Lip-Bu Tan, was leading Cadence.
Trump learned of Cotton's letter shortly afterward and urged Tan to step down immediately. However, on Aug. 7, Tan responded to Cotton's letter, calling it misinformation, and reaffirmed his commitment to U.S. security interests. He met with Trump at the White House, where he verified that Intel's investments are in harmony with the President's expressed goals.
In reaction, Trump commended Tan's achievements, referring to his success and ascent as an "amazing story." Trump also endorsed Tan's leadership role at Intel. This is positive news for Intel investors. If Tan had to resign, it could have caused further turmoil at Intel during a critical period. Let's not forget, Tan is a well-known venture capitalist, respected for his expertise in the semiconductor industry.
Is a Turnaround for Intel Probable Soon?
Intel's business has been struggling for quite some time. Despite Tan's initial initiatives to restore stability at Intel, the company reported total revenues of $12.9 billion for the second quarter, almost flat with the year-ago levels.
Its revenues from subsidiaries such as Altera and Mobileye may have increased, but its product revenues fell 1% to $11.8 billion in the second quarter. Revenues from the foundry business rose. However, the segment reported an operating loss of $3.2 billion in the second quarter. It's worse than the $2.8 billion loss that the segment posted a year ago.
Intel's gross margin remained under pressure as it reported $4.5 billion in capital expenditure (capex) to scale its foundry business. It ended the quarter with $50.7 billion in debt. On the other hand, cash and short-term investments accounted for only $21.2 billion.
However, under Tan's strong leadership, Intel is exploring strategies to cut costs and enhance profit margins. Tan is optimizing the management team and reducing the workforce to lower operating expenses. Additionally, Tan is scaling back capital expenditures, having already canceled fabrication facilities in Germany and Poland, and plans to slow down the construction of a new plant in Ohio.
Intel is planning to provide a full-stack AI solution, including graphics processing units (GPUs) and central processing units (CPUs). Intel is embracing its new 18A process at its manufacturing facilities, which will serve a minimum of three generations of its clients. Additionally, the company is securing a major customer for its 14A node.
While all these ambitious initiatives may not lead to a quick turnaround for Intel, as shown by the latest quarterly results, they will eventually have a positive effect on the company's business. In time, the semiconductor giant has the potential to regain its former glory.
Should You Buy INTC Stock Now or Wait a While?
Trump's support for Tan and his efforts to improve operations, provide a competitive AI platform, and divest assets should motivate stakeholders to remain invested in Intel stock. Furthermore, Intel's price-to-book (P/B) ratio is slightly above 0.9, indicating that the stock has a limited risk of decline and potential for gains in the future.
However, new investors should remain passive and watch for meaningful progress. This is because it's too early to predict the potential success of Tan's initiatives, and Intel's financials merely show improvement. For now, Intel has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.
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Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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The Zacks Analyst Blog Highlights Intel, NVIDIA, AMD and Cadence Design Systems

Cadence Design Systems CDNS stock has risen 24.6% over the past year, higher than the gains registered by the Computer-Software industry (up 23.1%), the broader Computer and Technology sector (up 24.2%) and the S&P 500 composite (up 17.5%).
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The company has gained 4.6% since July 28, when it reported better-than-expected second-quarter performance. The stock closed last trading session at $349.12, below its 52-week high of $376.45.
Does the pullback indicate a buying opportunity? Let us dive into CDNS’ pros and cons and determine the best course of action for your portfolio.
Cadence Has Multiple Tailwinds
AI is driving a major transformation in semiconductor and system design, and Cadence is deeply integrated into this shift. Secular growth drivers such as 5G, the rise of hyperscale computing and autonomous vehicles are further fueling design activity across the semiconductor and systems landscape.
The rapid adoption of Generative AI, Agentic AI and Physical AI is creating an exponential surge in computing needs and semiconductor innovation, an environment that plays to Cadence’s strengths. To seize this momentum, the company has been working closely with industry leaders like Qualcomm and NVIDIA on next-generation AI designs for both training and inference workloads. The company is also exploring new AI-driven markets, such as life sciences, through its OpenEye drug discovery software. In addition, Cadence is strengthening collaborations with foundry partners, including Taiwan Semiconductor Manufacturing, Intel and Arm Holdings.
Looking ahead, Cadence is poised to benefit from rising R&D spending by customers pursuing AI-driven automation. During the latestearnings call management emphasized that unifying its capabilities across EDA, IP, 3D-IC, PCB and system analysis is positioning the company to capture opportunities from the ongoing AI supercycle. Customer R&D investments, especially in AI, remain strong.
Cadence Design Systems, Inc. Price, Consensus and EPS Surprise
Cadence’s ratable software model, strong backlog and high mix of recurring revenues offer resilience amid macroeconomic volatility.
Demand for the new hardware systems, especially among AI and hyperscale clients, is the primary catalyst behind Core EDA’s business (which constitutes Custom IC, Digital IC and Functional Verification businesses) performance. Core EDA revenues grew 16% year over year in the second quarter. It also unveiled Cerebrus AI Studio, which is an agentic AI multi-block and multi-user SoC design platform. It offers up to 20% PPA improvement, while speeding up chip delivery time by five to 10 times. It was endorsed by Samsung and ST Microelectronics at launch.
The IP business benefited owing to a broadening silicon solutions portfolio and increasing demand for solutions in AI, HPC, foundry ecosystem buildout and chiplet use cases, with revenues from the segment up 25% year over year in the second quarter.
To strengthen IP business, the company announced the acquisition of Secure-IC, which will expand its IP portfolio, including interface, memory, AI and DSP solutions. In April 2025, Cadence signed a definitive agreement with Arm Holdings to acquire its Artisan foundation IP business. The acquisition includes a suite of standard cell libraries, memory compilers and general-purpose I/Os, all finely tuned for advanced process nodes at leading global foundries.
Driven by strong results and a strong pipeline, management upgraded its outlook for 2025. Revenues for 2025 are now estimated to be in the range of $5.21-$5.27 billion compared with $5.15-$5.23 billion guided earlier. Non-GAAP EPS for 2025 is expected to be between $6.85 and $6.95 compared with $6.73-$6.83 guided earlier.
Strong Cash Flow and Repurchases
As of June 30, 2025, Cadence had cash and cash equivalents of $2.823 billion and long-term debt was $2.478 billion. Operating cash flow was $378 million in the reported quarter, with free cash flow of $334 million. The company repurchased its shares worth $175 million in the second quarter. It expects to execute $200 million in repurchases in the third quarter. Management reaffirmed its commitment to return at least 50% of free cash flow via buybacks, enhancing shareholder returns.
Headwinds Remain a Concern for CDNS
Weakness prevailing over global macroeconomic conditions and substantial exposure to the semiconductor vertical are concerning. Any reduction in R&D spending for companies within the semiconductor sector could affect CDNS' top-line performance.
Higher operating costs and stiff competition in the EDA/AI space from the likes of Keysight Technologies and Synopsys SNPS are additional headwinds. The acquisition of ANSYS by Synopsys is likely to intensify competition in the EDA space for all players. SNPS completed the acquisition of ANSS in July 2025, creating a combined leader in silicon design, IP, and simulation and analysis.
The company generates a significant portion of its revenues from the international market. Revenues from international operations as a percentage of overall revenues have historically exceeded 50%. In 2024, the company derived 47% of revenues from the United States, while the balance came from its international operations. Hence, we expect any adverse foreign currency exchange rates to impede revenue growth.
Cadence stock is trading at a premium, with a forward 12-month Price/Earnings ratio of 46.83X compared with the industry’s 35.12X.
Image Source: Zacks Investment Research
Conclusion: Hold CDNS Stock for Now
Cadence, with its strong fundamentals, robust AI-driven demand and a resilient recurring revenue model, remains a compelling opportunity. The company’s prominent position in the EDA space and strategic partnerships with tech giants like NVIDIA and Qualcomm position it well for long-term growth. However, macro uncertainty, intense competition and stretched valuation remain valid concerns.
At present, CDNS carries a Zacks Rank #3 (Hold).
For investors already holding shares, the story remains compelling, but for new entrants, it may be wise to wait for a better entry point.
Stocks to Consider
Better-ranked stocks worth consideration in the same industry space are Intuit Inc. INTU and Microsoft Corporation MSFT, each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for INTU’s fiscal 2025 earnings is pegged at $20.06, unchanged in the past seven days. Intuit’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 12.15%. Its shares have risen 9% in the past year.
The Zacks Consensus Estimate for MSFT’s fiscal 2026 earnings is pegged at $15.32, unchanged in the past seven days. Microsoft’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 7.02%. The company’s long-term earnings growth rate is 14.9%. Its shares have advanced 23.6% in the past year.
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CDNS Stock Gains 25% in a Year: Stay Invested or Book Profits?

Cadence Design Systems (CDNS) and NVIDIA Corporation (NVDA) have achieved a breakthrough with hardware-accelerated dynamic power analysis for billion-gate artificial intelligence (AI) designs, spanning billions of cycles, all completed in just a few hours with up to 97% accuracy. This advancement was made possible by combining the Cadence Palladium Z3 Enterprise Emulation Platform with the newly introduced Cadence Dynamic Power Analysis (DPA) App.
For semiconductor and system developers targeting AI, machine learning (ML) and GPU-accelerated applications, this represents a major advance, enabling unmatched power profiling capabilities and significantly speeding up time to market. Today’s advanced semiconductors and systems are so intricate that designers have difficulty accurately estimating their power consumption under real-world conditions.
Traditional power analysis tools cannot process more than a few hundred thousand cycles without becoming impractically slow. In collaboration with NVIDIA, Cadence has overcome this challenge using hardware-assisted power acceleration and parallel processing, achieving unprecedented accuracy across billions of cycles in early design stages.
The Palladium Z3 Platform’s DPA App allows accurate power consumption estimates in real-world workloads, helping designers verify functionality, power and performance before tapeout—when optimizations are still feasible. This is especially beneficial for AI, ML and GPU-accelerated applications, as early power modeling enhances energy efficiency and prevents delays caused by over- or under-designed chips. Integrated with Cadence’s analysis and implementation tools, Palladium DPA supports power estimation, reduction and signoff throughout the entire design cycle, aiding in the creation of the most efficient silicon and system designs.
CDNS Poised for Growth on Soaring AI & Hardware Demand
Broad-based demand for its solutions, especially the AI-driven portfolio, amid strong design activity, is a key catalyst. Secular trends like 5G, increasing use of hyperscale computing and autonomous driving are influencing design activity across semiconductor and systems companies. The focus on Generative AI, Agentic AI and Physical AI is leading to an exponential increase in computing demand and semiconductor innovation. This bodes well for Cadence.
To capitalize on this opportunity, it has been collaborating with several tech giants, including Qualcomm and NVIDIA, on their next-generation AI designs for both training and inference. Cadence is targeting new AI markets like Life Sciences through its OpenEye drug discovery software.
The company is also expanding partnerships with foundry partners such as Taiwan Semiconductor Manufacturing, Intel and Arm Holdings. Moving forward, the company is likely to benefit from customers increasing their R&D spending on AI-driven automation. On the lastearnings call Cadence highlighted that its efforts to unify EDA, IP, 3D-IC, PCB and system analysis are helping to capitalize on the opportunities presented by the AI super cycle. Additionally, customer R&D investments, especially in AI, remain strong.
However, intensifying competition, headwinds pertaining to international exposure and a high level of goodwill and intangible assets are major concerns for Cadence.
How CDNS’ Peers are Placed in the Broader Software Space
PTC Inc. (PTC) is a software provider offering a range of cutting-edge digital technologies that collectively revolutionize the engineering, production and maintenance of tangible goods.
PTC is well-positioned to gain from its comprehensive product portfolio. The company’s solutions help industrial enterprises to enhance operational efficiency, accelerate product and service innovation and boost workforce productivity. Growing clout of the company’s major technology platforms, including its 3D modeling (CAD) offering Creo; lifecycle management (PLM) solution Windchill; data orchestration (IIoT) offering ThingWorx; and experience creation (AR) product Vuforia Studio, are expected to drive the top line.
However, it faces stiff competition in the CAD market from Cadence Design Systems, Autodesk, ANSYS and Synopsys, to mention a few. Considering the IIoT vertical, similar solutions from large established companies like Amazon, IBM, Oracle, SAP, Siemens AG and GE are likely to affect the adoption of PTC’s ThingWorx IoT platform. New entrants are likely to pressure prices or result in market share loss.
San Jose, CA-based Adobe Inc. (ADBE) is a leading technology company offering personalized digital experiences through the infusion of AI in its solutions.
Adobe continues to be the market leader in the Digital Media space. The company provides one of the best solutions in most categories of digital media design and publishing, including Internet and video. This indicates strong growth in the Creative Cloud and Document Cloud businesses. As advertising, entertainment and other content-creation markets are becoming increasingly digitalized, Adobe is well-positioned to benefit from this trend and should enjoy above-average long-term growth. Adobe entered the digital marketing space with the acquisition of Omniture. This is an area where corporate spending is on the rise.
However, Adobe is facing stiff competition in the AI and GenAI space from the likes of Microsoft -backed OpenAI, as well as a lack of monetization of its AI solutions.
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CDNS, NVDA Team Up to Advance Billion-Gate AI Design Power Analysis

RADCOM Ltd. (RDCM) reported second-quarter 2025 non-GAAP earnings per share (EPS) of 25 cents, surpassing the Zacks Consensus Estimate by 13.6%. The bottom line compared favorably with the prior-year quarter’s figure of 20 cents.
Total revenues reached $17.7 million, representing a 19.3% year-over-year increase, driven by strong momentum in key accounts and adoption of AI-powered network assurance solutions. Management is boosting global sales and partnerships to drive RADCOM’s next growth phase with advanced solutions powered by accelerated computing and Agentic AI. AI-driven automation keeps RADCOM ahead in a rapidly evolving telecom landscape.
Radcom Ltd. Price, Consensus and EPS Surprise
Other Details
Non-GAAP gross margin came in at 76.2%, up from 75% in the year-ago quarter. As a software company, RDCM does not anticipate U.S. tariffs to have a significant impact on gross margin next quarter, though outcomes may vary based on the revenue mix.
RDCM remains focused on prudent expense management while making targeted strategic investments to drive growth, foster innovation and sustain its competitive edge. This disciplined strategy resulted in record non-GAAP operating income of $3.4 million, representing 19.5% of quarterly revenues compared with $2.3 million, or 15.4% of revenues in the previous-year quarter.
Non-GAAP gross R&D expenses rose 10.7% year over year to $4.5 million, reflecting its commitment to innovation, partnerships and advanced solutions like agent-to-agent and multi-model workflows.
Sales and marketing expenses grew 13.5% year over year to $4.3 million, driven by stronger customer engagement. RDCM expects a gradual increase ahead to support pipeline growth and expand into high-value regions.
Cash Flow and Liquidity
As of June 30, 2025, RDCM had $101.6 million in cash, cash equivalents and short-term bank deposits and no debt.
The company exited the second quarter with a cash flow of $2.6 million.
2025 Guidance Maintained
Fueled by a healthy sales pipeline, strong customer relationships and the market’s continued shift toward intelligent, automated, real-time assurance, RADCOM reaffirmed its full-year revenue growth target of 15%–18%, translating to a midpoint projection of $71.1 million.
RDCM’s Zacks Rank
RDCM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performance of Other Companies
Intrusion Inc. (INTZ) incurred a second-quarter 2025 loss of 10 cents per share compared with a loss of 53 cents a year ago. However, the bottom line was wider than the Zacks Consensus Estimate of a loss of 9 cents.
Quarterly revenues reached $1.9 million, marking a 28% increase year over year and a 6% rise sequentially. The Zacks Consensus Estimate for revenues was pegged at $1.8 million. The sequential growth was driven by both new customers and expanded work with existing clients, especially the Department of Defense, which is utilizing Intrusion Shield and related consulting services.
NETGEAR, Inc. (NTGR) reported second-quarter 2025 non-GAAP earnings per share of 6 cents, beating the Zacks Consensus Estimate of a loss of 16 cents. The company incurred a non-GAAP loss of 74 cents per share in the year-ago quarter. NETGEAR generated net revenues of $170.5 million, beating the consensus estimate by 5.3%. The figure also surpassed the company’s guidance of $155-$170 million. Revenues rose 18.5% on a year-over-year basis and 5.2% sequentially.
Cadence Design Systems (CDNS) reported second-quarter 2025 non-GAAP EPS of $1.65, which beat the Zacks Consensus Estimate by 5.1%. The bottom line increased 28.9% year over year, exceeding management’s guidance of $1.55-$1.61.
Revenues of $1.275 billion beat the Zacks Consensus Estimate by 1.3% and increased 20.3% year over year. The figure beat CDNS’ view of $1.25-$1.27 billion. The top line was driven by broad-based demand for its solutions, especially the AI-driven portfolio, amid robust design activity.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
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RADCOM Q2 Earnings Beat on Robust Top-Line Traction, View Reiterated

Intrusion Inc. (INTZ) incurred a second-quarter 2025 loss of 10 cents per share compared with a loss of 53 cents a year ago. However, the bottom line was wider than the Zacks Consensus Estimate of a loss of 9 cents.
Quarterly revenues reached $1.9 million, marking a 28% increase year over year and a 6% rise sequentially. The Zacks Consensus Estimate for revenues was pegged at $1.8 million. The sequential growth was driven by both new customers and expanded work with existing clients, especially the Department of Defense (“DoD”), which is utilizing Intrusion Shield and related consulting services. This marks the fifth consecutive quarter of revenue growth. This steady upward trend highlights management’s effective execution of growth strategies, aided by new customer acquisitions and increased product adoption.
During the quarter, Intrusion secured an additional $3 million from the DoD to bolster operational deployment of its infrastructure monitoring tools and expand research-driven threat analysis. This funding not only deepens the company’s defense-sector engagement but also demonstrates its growing role in safeguarding high-value government systems.
Strength in the Shield Product Suite bodes well. The company credits much of its recent success to advancements in its Intrusion Shield technology, especially in safeguarding critical infrastructure, which is increasingly vulnerable due to ransomware attacks, supply chain risks and other systemic threats. The DoD contract extension provides a steady revenue stream and a platform for future expansion within federal cybersecurity programs.
Intrusion Inc. Price, Consensus and EPS Surprise
Consulting revenues in the second quarter reached $1.4 million, flat sequentially and up by $0.2 million on a year-over-year basis.
Shield revenues for the second quarter totaled $0.5 million, marking an increase of $0.1 million sequentially and $0.2 million year over year. The upside was mainly driven by work completed under the previously announced DoD contract.
In response to the results, INTZ’s shares gained 5.5% in trading and closed the session at $1.91 on Aug. 12. Shares are also up 4.2% in the pre-market trading today. Shares of the company have gained 33.6% in the past year compared with the Zacks Computer-Networking industry's growth of 55.7%.
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Other Details
Gross margin remained flat year over year at 76%. This stability reflects the scalability of Intrusion’s business model, though management notes margins may fluctuate depending on product mix.
Operating expenses came in at $3.5 million, up from $3.1 million in the prior-year quarter. The increase likely reflects strategic investments in R&D, sales and marketing to fuel long-term growth. INTZ is expected to further expand investments in product development and sales and marketing to accelerate customer base growth, which would lead to increased operating expenses.
Operating loss totaled $2.1 million compared with an operating loss of $2 million in the prior-year quarter.
Balance Sheet
As of June 30, 2025, Intrusion had $4.7 million in cash and cash equivalents compared with $10.7 million as of March 31.
INTZ’s Zacks Rank
INTZ currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performance of Other Companies
NETGEAR, Inc. (NTGR) reported second-quarter 2025 non-GAAP earnings per share of 6 cents, beating the Zacks Consensus Estimate of a loss of 16 cents. The company incurred a non-GAAP loss of 74 cents per share in the year-ago quarter. NETGEAR generated net revenues of $170.5 million, beating the consensus estimate by 5.3%. The figure also surpassed the company’s guidance of $155-$170 million. Revenues rose 18.5% on a year-over-year basis and 5.2% sequentially.
Cadence Design Systems (CDNS) reported second-quarter 2025 non-GAAP earnings per share (EPS) of $1.65, which beat the Zacks Consensus Estimate by 5.1%. The bottom line increased 28.9% year over year, exceeding management’s guidance of $1.55-$1.61.
Revenues of $1.275 billion beat the Zacks Consensus Estimate by 1.3% and increased 20.3% year over year. The figure beat CDNS’s view of $1.25-$1.27 billion. The top line was driven by broad-based demand for its solutions, especially the AI-driven portfolio, amid robust design activity.
SAP SE (SAP) reported second-quarter 2025 non-IFRS earnings of €1.50 ($1.70) per share, climbing 37% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $1.63 per share.
Driven by robust cloud growth, disciplined cost control and expanding AI capabilities, SAP reported total revenues of €9.03 billion ($10.24 billion) on a non-IFRS basis, representing a 9% year-over-year increase (up 12% at constant currency). The Zacks Consensus estimate was pegged at $10.37 billion.
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Intrusion Incurs Loss in Q2 Despite 28% Top-Line Growth, Stock Jumps

Key Points
Trump initially wanted Tan to resign as CEO before changing his view after the two met at the White House.
It is too early to tell whether Tan's turnaround plan would lead to a comeback for Intel.
Intel's valuation may imply little downside.
U.S. President Donald Trump, who just last week demanded the resignation of Intel (NASDAQ: INTC) CEO Lip-Bu Tan, reversed course on Monday. In social media posts on Aug. 8, the president initially labeled Tan as "highly conflicted" over alleged ties to the Chinese Communist Party, citing illegal actions by Cadence Design Systems (NASDAQ: CDNS) while Tan was its CEO as the proof. After the two met on Monday, Trump now calls Tan a "success," and supports his leadership of the chip giant.
The conflicting attention on Tan brought additional scrutiny on the semiconductor stock as it struggles to regain its competitiveness in an industry it once dominated. It also means investors would be well advised to make sense of the news and the implications it might have for Intel shareholders before buying the stock.
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Lip-Bu Tan and China
The initial issue arose after Cadence pleaded guilty on July 28 to unlawfully exporting its semiconductor design tools to a Chinese chip manufacturer and a university with ties to the Chinese military. Tan was Cadence's CEO when these transfers occurred.
On Aug. 6, Arkansas's Republican Senator, Tom Cotton, sent a letter to Intel's Chairman of the Board Frank Yeary, asking questions about Tan's China ties. President Trump learned of Cotton's letter soon after, and on Trump Media's Truth Social platform, he called on Tan to resign "immediately." He stated that there was "no other solution to this problem" but did not provide any additional details.
Tan countered Cotton's accusations, releasing a letter to Intel employees on Thursday, Aug. 7, stating that there had been "misinformation" circulating about his past roles at Walden International and Cadence Design Systems. He also affirmed his dedication to U.S. security interests and mentioned Intel's discussions with the Trump administration regarding the issues raised.
Intel's board of directors also released a statement supporting Tan and emphasizing the board's commitment to U.S. security and economic interests, noting that Intel's investments, including domestic manufacturing, align with President Trump's stated agenda.
Tan then visited Trump at the White House to make this case. An Intel spokesperson described the meeting as a "candid and constructive discussion," outlining the commitment Intel has made to bolstering U.S. leadership in manufacturing and technology. Trump responded by hailing Tan's success and rise as an "amazing story," adding that Tan will spend time with members of Trump's administrative cabinet and bring suggestions to him over the next week.
Shareholder implications
Intel's stock price recovered after releasing the news. Nonetheless, the challenges that Tan faces in getting Intel back on track remain considerable.
Intel's board hired Tan back in March 2025 specifically to turn the company around. After decades of industry leadership, it has fallen behind its top competitors in recent years. Efforts by past CEOs to resolve Intel's issues have so far proven unsuccessful.
In 2021, former CEO Pat Gelsinger put forth a plan to regain the technical lead by 2025 and turn its foundries into a third-party chip manufacturing business. The rise of artificial intelligence (AI) accelerators thwarted the company's plans to catch up technically, and its efforts to upgrade foundries were beset with setbacks, prompting Gelsinger to leave the company last year.
When Intel's board appointed Tan, it likely hoped that Tan could replicate his previous success at Cadence. Since taking the job, he has streamlined the management team, and now the client group and the data center and AI group report directly to him. Additionally, he elevated Intel's technical leadership and began the process of reducing the workforce to approximately 75,000 employees by the end of the year (a one-year staff reduction of over 30%).
Tan has made it clear that a comeback will take years. It's still far too early if his initiatives will succeed. So far, its financials suggest little has changed. Revenue for the second quarter of 2025 was $12.9 billion, amounting to flat growth from year-ago levels. There has also been a considerable increase in costs and expenses, and Intel's Q2 net loss widened to $2.9 billion.
Still, the fact that Tan persuaded Trump to reverse course is undoubtedly a victory for the CEO. Additionally, its price-to-book ratio is just over 0.9. Since that means Intel stock is worth less than its assets minus its liabilities, one has to assume its troubles are more than priced into the stock.
Should investors buy the pullback in Intel stock?
Intel was arguably a speculative buy before this recent news and likely remains so. Indeed, the company faced considerable uncertainty before Trump initially turned on Tan. Although Tan has averted a crisis by winning over Trump, Intel still faces an uphill battle in making the venerable tech giant competitive.
However, with its price-to-book ratio under 1, Intel is unlikely to have further downside without conditions worsening further. Thus, the news probably just gives investors more time and reason to initiate a speculative Intel position.
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Will Healy has positions in Intel. The Motley Fool has positions in and recommends Cadence Design Systems and Intel. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

President Trump Now Supports Intel CEO Lip-Bu Tan -- What It Means for Investors

For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results across sectors and industries.
Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks.
What if you'd invested in Cadence Design Systems (CDNS) ten years ago? It may not have been easy to hold on to CDNS for all that time, but if you did, how much would your investment be worth today?
Cadence Design Systems' Business In-Depth
With that in mind, let's take a look at Cadence Design Systems' main business drivers.
Based in San Jose, CA, Cadence Design Systems Inc. is a leader in the electronic system design space. The company’s Intelligent System Design strategy aids users to transform design concepts into reality by offering computational software, hardware and IP.
Cadence’s core electronic design automation (EDA) software and services enable engineers to develop different types of ICs. Its design IPs are directly integrated into ICs. Cadence reported revenues of $4.64 billion in 2024.
The major product lines are as follows:
Core EDA business (71% of 2024 revenues) constitutes Custom IC, Digital IC and Functional Verification businesses.
Functional verification products comprise four primary verification engines – JasperGold formal verification platform, Xcelium parallel simulation platform, Palladium Enterprise Emulation Platform, and Protium FPGA-Based Prototyping Platform.
Digital IC Design and Signoff offerings include Genus Synthesis solution, Joules RTL power and Modus software solution. Innovus implementation system is the company’s physical implementation offering. The company’s signoff offerings include the Tempus Timing Signoff Solution, Voltus Power Integrity Solution, Quantus Extraction Solution, and Pegasus Physical Verification System.
Custom IC Design and Simulation includes the Virtuoso custom design platform, Virtuoso Advanced Node and the Virtuoso RF Solution. The Spectre Simulation Platform offers large-scale verification simulation.
Systems Design & Analysis segment (13%) offers Allegro system interconnect design platform, Fidelity CFD Software and OrCAD solution. The Allegro System Design Platform aids users in carrying out PCB authoring and implementation, PCB library design management and collaboration, signal and power integrity analysis, IC package and system-in-package design.
Under the IP segment (16%), Cadence offers Tensilica digital signal processors (DSPs), vertically targeted subsystems for AI, audio/voice, baseband and vision/imaging applications, controllers and physical interfaces (PHYs) for standard protocols and analog IP.
Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Cadence Design Systems a decade ago, you're probably feeling pretty good about your investment today.
According to our calculations, a $1000 investment made in August 2015 would be worth $17,385.31, or a gain of 1,638.53%, as of August 1, 2025, and this return excludes dividends but includes price increases.
The S&P 500 rose 201.32% and the price of gold increased 188.73% over the same time frame in comparison.
Analysts are anticipating more upside for CDNS.
Cadence reported better-than-expected second-quarter performance driven by higher demand for its solutions, especially the AI-driven portfolio, amid robust design activity. Amid rapid AI proliferation, the Cadence.ai portfolio has been gaining strength and the new product launches (like Cerebrus AI Studio and the Millennium M2000 supercomputer) are expected to aid in sustaining the momentum. The latest hardware systems continue to gain traction from AI, HPC and automotive companies. It highlighted that customers' spending remains robust, as they continue to invest in next-generation designs. Driven by strong results and a healthy pipeline for the second half, management upgraded its outlook for 2025. Stiff competition in the EDA space, broader market volatility amid evolving tariff situation and high operating costs remain woes.
Over the past four weeks, shares have rallied 11.55%, and there have been 7 higher earnings estimate revisions in the past two months for fiscal 2025 compared to none lower. The consensus estimate has moved up as well.
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Here's How Much You'd Have If You Invested $1000 in Cadence Design Systems a Decade Ago

Cadence Design Systems CDNS reported second-quarter 2025 non-GAAP earnings per share (EPS) of $1.65, which beat the Zacks Consensus Estimate by 5.1%. The bottom line increased 28.9% year over year, exceeding management’s guided range of $1.55-$1.61.
Revenues of $1.275 billion beat the Zacks Consensus Estimate by 1.3% and increased 20.3% year over year. The figure beat the management’s guided range of $1.25-$1.27 billion. The top line was driven by broad-based demand for its solutions, especially the AI-driven portfolio, amid robust design activity. CDNS added that its efforts to unify EDA, IP, 3D-IC, PCB and system analysis are aiding in capitalizing on the opportunity presented by the AI super cycle. Also, customer R&D investments, especially in AI, remain robust.
CDNS also settled with the Department of Justice and BIS, related to previously disclosed investigations into certain China sales (worth $45 million) from 2015 to 2021. The company will have to shell out approximately $141 million as a settlement in the third quarter. With the enactment of the One Big Beautiful Bill Act, management expects the company’s U.S. federal tax payments for the remainder of fiscal 2025 to decrease by approximately $140 million.
CDNS ended the quarter with a backlog of $6.4 billion and current-remaining performance obligations of $3.1 billion.
Driven by strong results and a strong pipeline, management upgraded its outlook for 2025. Revenues for 2025 are now estimated to be in the range of $5.21-$5.27 billion compared with $5.15-$5.23 billion guided earlier. The Zacks Consensus Estimate is currently pegged at $5.20 billion, which indicates growth of 12% from the year-ago levels. Non-GAAP EPS for 2025 is expected to be between $6.85 and $6.95 compared with $6.73-$6.83 guided earlier. The Zacks Consensus Estimate is pegged at $6.77 per share, which implies a rise of 13.4% from the prior-year actuals.
Image Source: Zacks Investment Research
CDNS stock jumped 6.6% in the after-market trading yesterday, while pre-market shares are up 8.5%. It has gained 31.9% compared with the Computer - Software industry’s growth of 24.1% in the past year.
CDNS’ Segmental Performance
Product & Maintenance revenues (91.8% of total revenues) of $1.17 billion rose 21.7% year over year. Services revenues (8.2%) of $105 million increased 5% year over year. Our estimate for revenues from Product & Maintenance and Service segments was $1.144 billion and $113.5 million, respectively. Geographically, the Americas, China, Other Asia, Europe, the Middle East and Africa, and Japan contributed 49%, 9%, 19%, 16% and 7%, respectively, to total revenues in the reported quarter.
Product-wise, Core EDA, Intellectual Property (IP) and Systems Design & Analysis accounted for 71%, 13% and 16% of total revenues, respectively.
The System Design & Analysis business benefited from the adoption of 3DIC technologies and the AI-driven Advanced Substrate Router. Higher demand for BETA CAE solutions in the automotive space and increased demand for its Allegro X PCB design wins with Aerospace and Defense, hyperscale and EV customers were additional tailwinds.
CDNS’ Core EDA business, which includes Custom IC, Digital IC and Functional Verification, experienced 16% year-over-year revenue growth in the second quarter. The main driver was the continued demand for new hardware systems, especially among AI, automotive and HPC clients, along with the rapid adoption of digital full-flow solutions and the Spectre X circuit simulator. The verification software suite also continued to expand, adding 27 new logos during the quarter.
Cadence Design Systems, Inc. Price, Consensus and EPS Surprise
CDNS also unveiled Cerebrus AI Studio, which is an agentic AI multi-block and multi-user SoC design platform. It offers up to 20% PPA improvement, while speeding up chip delivery time by 5-10 times. It was endorsed by Samsung and ST Microelectronics at launch.
The IP business benefited owing to a broadening silicon solutions portfolio and increasing demand for solutions in AI, HPC, foundry ecosystem buildout and chiplet use cases, with revenues from the segment up 25% year over year in the second quarter.
CDNS’ Margin Performance
Total non-GAAP costs and expenses increased 14.8% year over year to $729 million.
Non-GAAP gross margin contracted 130 basis points (bps) to 87.2%. Non-GAAP operating margin expanded 270 bps on a year-over-year basis to 42.8%.
CDNS’ Balance Sheet & Cash Flow
As of June 30, 2025, CDNS had cash and cash equivalents of $2.823 billion compared with $2.778 billion as of March 31.
Long-term debt was $2.478 billion as of June 30, 2025, compared with $2.477 million as of March 31. CDNS issued $2.5 billion of senior notes at a weighted average interest rate of 4.44% in September 2024.
Cadence generated an operating cash flow of $378 million in the reported quarter compared with the prior quarter’s $487 million. Free cash flow was $334 million compared with $464 million in the previous quarter.
The company repurchased its shares worth $175 million in the second quarter. It expects to execute $200 million in repurchases in the third quarter.
CDNS Provides Q3 & FY25 Outlook
Non-GAAP operating margin for 2025 is forecasted to be in the range of 43.5% to 44.5% (previous view: 43.25% to 44.25%) compared with 42.5% reported in 2024. Also, operating cash flow is expected to be between $1.65 billion and $1.75 billion (earlier view: $1.6 billion and $1.7 billion). CDNS expects to utilize at least 50% of its free cash flow to repurchase shares in 2025.
For the third quarter of 2025, revenues are estimated to be in the $1.305-$1.335 billion band. The company reported sales of $1.215 billion in the year-ago quarter. The Zacks Consensus Estimate is currently pegged at $1.33 billion.
Non-GAAP EPS for the third quarter is anticipated to be between $1.75 and $1.81. CDNS reported an EPS of $1.64 in the year-ago quarter. The Zacks Consensus Estimate is currently pegged at $1.75 per share.
Non-GAAP operating margin is estimated to be between 45% and 46% in the third quarter.
CDNS’ Zacks Rank
Cadence currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Recent Performance of Other Companies in the Same Space
BlackBerry Limited BB reported first-quarter fiscal 2026 non-GAAP EPS of 2 cents. The figure surpassed the company’s estimate of a loss of 1 cent per share to breakeven. In the year-ago quarter, it reported a non-GAAP loss of 2 cents per share. The Zacks Consensus Estimate was pegged at breakeven. Quarterly total revenues of $121.7 million exceeded its guidance ($107-$115 million) but fell 1.4% year over year.
Over the past year, shares of BB have gained 59.6%.
Simulations Plus, Inc. SLP reported third-quarter fiscal 2025 adjusted earnings of 45 cents per share, which expanded 66.7% year over year. The figure also beat the Zacks Consensus Estimate of 26 cents per share. Quarterly revenues jumped 10% year over year to $20.4 million, driven by continued momentum across its software and services business segments, along with a $2.4 million boost from the Pro-ficiency acquisition.
Over the past year, shares of SLP have declined 66.1%.
SAP SE SAP reported second-quarter 2025 non-IFRS earnings of €1.50 ($1.70) per share, climbing 37% from the year-ago quarter’s levels. The Zacks Consensus Estimate was pegged at $1.63 per share. Driven by robust cloud growth, disciplined cost control and expanding AI capabilities, SAP reported total revenues of €9.03 billion ($10.24 billion) on a non-IFRS basis, representing a 9% year-over-year increase (up 12% at constant currency). The Zacks Consensus estimate was pegged at $10.37 billion.
Shares of SAP have surged 36.6% in the past year.
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Cadence Q2 Earnings & Revenues Surpass Estimates, Rise Y/Y, Stock Up

Monday, July 28, 2025
Markets lost a bit of steam mid-session this Monday, but a late surge into the close brought the S&P 500 and the Nasdaq indexes to new record closing highs. The Dow dipped slightly: -64 points, -0.14%, while the S&P 500 grew a mere 1 point, +0.02%, and the Nasdaq came up +70 points, +0.33%. The small-cap Russell 2000 also finished the day slightly in the red: -4 points, -0.19%.
From April 9th lows — the day President Trump put a pause on his draconian tariff policy with nearly all U.S. trading partners — we see sizable gains across the board: the Dow +16%, the Russell 2000 +21%, the S&P 500 +23% and the tech-heavy Nasdaq, carrying the lion’s share of the AI trade which has led markets all year, is up close to +30% over these 16 some-odd weeks.
Earnings Reports After Today’s Close
Electronic design automation software company Cadence Design Systems CDNS is up big after an impressive showing in its Q2 report released after the closing bell. Earnings of $1.65 per share improved over the $1.57 in the Zacks consensus, which itself depicted growth of more than +22% year over year. Revenues of $1.28 billion neatly overtook estimates of $1.26 billion — also up big year over year. Guidance for full-year 2025 is the icing on the cake. Shares are up +7.5% in late trading at this hour.
Household durable goods manufacturer Whirlpool WHR, on the other hand, missed expectations on its bottom line by two solid dimes to $1.34 per share, while meeting the $3.77 billion in the Zacks consensus exactly on the top line. North America orders outperformed expectations, but still came in -4.6% year over year. Full-year guidance for earnings is well off what analysts had previous thought, and have come down on the top line too. Shares have fallen -12.5% in the after market.
What to Expect from the Stock Market on Tuesday
Tomorrow will be a big day for both earnings releases and economic reports. A new U.S. Trade Balance joins Retail/Wholesale Inventories for June, Case-Shiller Home Prices for May, Consumer Confidence for July and a new JOLTS (Job Openings and Labor Turnover Survey) report, also for June.
Of these, the JOLTS report marks the first metric hitting the tape for “Jobs Week,” albeit a month in arrears from jobs data coming out later in the week. Expectations are for 7.5 million job openings last month, down from the 7.74 million reported a month ago — the highest month of the year, bouncing off March near-term lows of 7.2 million. Accommodation and Food Services, particularly in the South, had by far the most amount of job openings in last month’s report.
Q2 earnings also revs up Tuesday morning, when we hear from Boeing BA, Procter & Gamble PG, Merck MRK, UnitedHealth UNH, PayPal PYPL and UPS UPS, all in the morning. After tomorrow’s close, we’ll get results from Starbucks SBUX and Visa V.
Finally, the first day of the two-day Federal Open Market Committee (FOMC) meetings commence. On Wednesday, the Fed will decide on new interest rate policy, but there is a more than +95% chance that no move is made on the 4.25-4.50% Fed funds rate we’ve seen since December of last year. Expect to hear from President Trump on this matter, however.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	75.37 28.98
Price/Sales	16.67 2.58
P/B	14.54 2.76
P/FCF	58.99 24.31

Indicator	TTM Median
ROE	23.68 15.33
ROA	12.59 6.66
ROI	16.21 9.73
Net Worth	81.26 0.98
Quick Ratio	2.90 1.53
Current Ratio	3.07 1.84

Indicator	TTM Median
Net Profit Margin	22.20 9.71
Operating Margin	30.02 11.07
Gross Margin	85.84 50.00
Return on tangible equity	71.43 27.59

Indicator	TTM Median
EPS	1.19 0.24
EPS Forecast	1.17 0.19
Revenue	1.24B 73.00M
Gross Profit	1.08B —
EBITDA	414.00M —

Cadence Design Systems, Inc.

Fundamental CDNS

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