Key Takeaways CDNS expects Q2 revenues between $1.25B-$1.27B, up from $1.06B in the year-ago quarter.AI trends and chip complexity are driving demand across EDA, IP and System Design divisions.Backlog was $6.4B in Q1, with recurring revenues and strategic partnerships supporting growth.Cadence Design Systems, Inc. (CDNS) will release results for the second quarter of 2025 on July 28.The Zacks Consensus Estimate for second-quarter 2025 earnings has been unchanged in the past 60 days at $1.57 per share. The c ...

Core Insights - C3.ai, Inc. is focusing on the Agentic AI segment, which is becoming a significant revenue contributor with an annualized run rate of $60 million in fiscal Q4 2025 [1][8] - The company holds an early patent on agentic AI, differentiating itself in a competitive market by providing production-grade AI agents for autonomous decision-making across over 100 use cases [2][8] - C3.ai is leveraging strategic partnerships, including a new alliance with PwC, to enhance the reach of its Agentic AI solutions in various sectors [3] Company Developments - The Agentic AI business is considered undervalued, with management suggesting it could achieve a valuation multiple exceeding the current market cap if separated [4] - C3.ai has established customer references with major companies such as Shell, Dow, Cargill, and the U.S. Navy, indicating strong traction in enterprise use cases [4] Competitive Landscape - Cadence Design Systems is integrating agentic AI into semiconductor design, reporting that over 50% of customer chip designs now utilize AI-enabled workflows [5] - SoundHound AI is focusing on conversational AI with its Amelia 7.0 platform, which is deployed in various sectors but remains consumer-centric [6] Market Performance - C3.ai shares have increased by 39.7% over the past three months, outperforming the industry growth of 9.5% [7] - The company trades at a forward price-to-sales ratio of 7.43X, significantly lower than the industry average of 18.24X, indicating potential for valuation improvement [10] Earnings Estimates - The Zacks Consensus Estimate for C3.ai's fiscal 2026 and 2027 earnings per share (EPS) suggests year-over-year growth of 9.8% and 56.9%, respectively, with recent upward revisions in EPS estimates [11]