Cadence (CADE) Tops Q4 Earnings and Revenue Estimates

Core Viewpoint - Cadence (CADE) reported quarterly earnings of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and showing an increase from $0.70 per share a year ago, indicating a positive earnings surprise of +7.26% [1] Financial Performance - The company achieved revenues of $528.41 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.90% and up from $450.7 million year-over-year [2] - Over the last four quarters, Cadence has consistently surpassed consensus EPS estimates and topped revenue estimates twice [2] Stock Performance - Cadence shares have increased approximately 8.5% since the beginning of the year, significantly outperforming the S&P 500, which gained only 0.4% [3] Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.83 for the upcoming quarter and $3.47 for the current fiscal year, alongside revenues of $524.1 million and $2.16 billion respectively [7] - The Zacks Rank for Cadence is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Banks - Southeast industry, to which Cadence belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for performance [8]