-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。目標株価を3ドル引き上げ、390ドルとします。これは、2027年のEPS予想の41倍に相当し、CDNSの過去3年間の平均（約39倍）をわずかに上回ります。これは、エージェント型AIの成長可能性が、競争激化や輸出規制への懸念を上回るためです。2026年のEPS予想は0.29ドル引き下げ、7.95ドルとしますが、2027年のEPS予想は0.08ドル引き上げ、9.51ドルとします。Hexagon D&Eの買収後、CDNSはシステム設計ポートフォリオに満足しており、エージェント型ツール分野における優位性を確立するために、製品開発に注力できるようになったようです。同社のSuper Agent製品は現在、幅広いユースケースをカバーしています。エージェント型EDAの需要拡大により、コアEDAセグメントの成長が構造的に改善されると予想されます（コアEDAセグメントは、第4四半期の+8%に続き、第1四半期には+18%という好調な実績を記録しました）。また、IPセグメントの継続的な好調（+22%）も支え、今後数四半期にわたって貢献度が向上すると見込んでいます。前払い販売は依然として高水準（過去12ヶ月間の売上高の21%、前年同期比+300bps）を維持していますが、80億ドルの受注残高（前年同期比+25%）が新記録を更新し続けているため、見通しは良好であり、変動性に関する懸念を和らげています。
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