铿腾电子(CDNS)今日盘中股价大幅上涨8.44%，成为市场关注的焦点。
消息面上，公司于前一交易日盘后发布了2025财年第四季度及全年财报，业绩全面超越市场预期。财报显示，公司第四季度营收达到14.4亿美元，同比增长6.2%，高于分析师预期；调整后每股收益为1.99美元，同样优于市场预期。此外，公司全年营收增长超过14%，显示出强劲的业务增长势头。
业绩超预期的核心驱动力来自于人工智能、高性能计算和汽车电子化领域的旺盛需求。公司的知识产权(IP)业务在2025财年实现了近25%的强劲增长，主要得益于人工智能芯片加速器和大规模数据中心对先进物理IP的需求。同时，公司获得了创纪录的78亿美元合同储备，为未来业绩提供了坚实保障。此外，Rosenblatt Securities将铿腾电子的投资评级从“中性”上调至“买入”，并将目标股价大幅提升至360美元，进一步提振了市场信心。
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