Mizuho Analyst Calls Cadence and Synopsys Dip a Buying Opportunity After Kimi K3 AI Chip Shock
Mizuho sees agentic AI tripling the EDA market and maintains Outperform ratings.
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Mizuho sees agentic AI tripling the EDA market and maintains Outperform ratings.
Palo Alto beat Q4 revenue and EPS and bought Console to add AI agents to Cortex. Shares still fell on slower ARR growth and a rich valuation.
Atlas grew 29% and full-year guidance was raised, but a sequential decline in Q3 revenue guidance and a stretched valuation sent MDB shares lower.
GitLab beat Q2 estimates with $286.3M revenue and $0.24 EPS, raised FY2027 guidance, and cited strong bookings.