Cadence Design Systems and Take-Two Interactive have been highlighted as top growth plays in the AI and gaming sectors. Cadence is positioned as a primary beneficiary of the AI infrastructure cycle through its essential semiconductor design software, with a price target set at $460 and projected EPS growth to $10.07 by 2028. Meanwhile, Take-Two is viewed as an undervalued platform opportunity with significant economic potential expected from the upcoming GTA VI.
Cadence Design Systems projected to reach $10.07 EPS by 2028 as agentic AI integration drives growth in semiconductor design tools.
Read the full storyThe company emerges as a core growth holding due to its essential role in chip design workflows and a high-margin, recurring revenue business model linked to AI.
Investment reports spotlight Cadence's role in AI chip design and label Take-Two as an undervalued platform play ahead of the GTA VI release.