Sign in

Naso Nain

Vice President and Equity Analyst at Berenberg

Naso Nain is a Vice President and Equity Analyst at Berenberg, specializing in coverage of the European industrials and capital goods sector, with a focus on companies like ABB, Siemens, and Schneider Electric. Known for precise stock analysis and sector forecasting, he has demonstrated above-average success rates and outperformance versus benchmark indices on multiple stock calls, as evidenced by strong performance metrics on analyst ranking platforms. Nain began his finance career at BNP Paribas before transitioning to Berenberg in 2021, where he rapidly advanced to his current leadership position. He holds Series 7 and Series 63 licenses and is recognized for insightful sector reports that have garnered industry recognition.

Naso Nain's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership

Question · Q2 2025

Naso Nain from Berenberg asked about the potential adoption barriers for Agentic AI, questioning if they would be operational or human-related.

Answer

President & CEO Anirudh Devgan argued that adoption barriers in EDA are low compared to other software sectors. He cited two key reasons: (1) chip designers are already accustomed to high levels of automation, and (2) the exponential increase in design complexity makes AI a necessity to keep pace, not a threat to jobs. He concluded that the primary factor for adoption is the tool's ability to deliver tangible productivity and performance benefits.

Ask follow-up questions

Fintool

Fintool can predict CADENCE DESIGN SYSTEMS logo CDNS's earnings beat/miss a week before the call

Let Fintool AI Agent track Naso Nain for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free