-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将CDNS的目标股价上调3美元至390美元，市盈率为41倍（基于我们2027年的每股收益预期），略高于CDNS过去三年的平均市盈率（约39倍）。我们认为，智能体人工智能（Agentic AI）的增长潜力超过了日益激烈的竞争和出口管制带来的担忧。我们将2026年的每股收益预期下调0.29美元至7.95美元，但将2027年的预期上调0.08美元至9.51美元。在收购Hexagon D&E之后，CDNS对其系统设计产品组合感到满意，这使其能够更加专注于产品开发，从而巩固其在智能体工具领域的领先地位。目前，CDNS的超级智能体产品已涵盖广泛的应用场景。我们预计，代理型EDA业务的增长势头将显著提升核心EDA业务板块的整体增长（该板块继第四季度增长8%之后，第一季度增幅令人鼓舞，达到18%），同时也将支撑IP业务板块的持续强劲增长（增长22%），并在未来几个季度进一步提升其贡献。预售额依然保持在高位（占过去12个月销售额的21%，同比增长300个基点），但高达80亿美元的积压订单（同比增长25%）持续刷新纪录，为市场前景提供了支撑，并有助于缓解市场波动带来的担忧。
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