StockNASDAQ · US · USDTechnology · Software - Application
$PDFS
PDF SOLUTIONS INC
PDF Solutions provides data solutions to companies in the semiconductor and electronics ecosystems, including foundries, integrated device manufacturers, fabless semiconductor companies, equipment manufacturers, electronics manufacturing suppliers, outsourced semiconductor assembly and test providers, and original device manufacturers. Headquartered in Santa Clara, California, it operates worldwide, with additional offices in the United States, Canada, China, France, Germany, Italy, Japan, South Korea, and Taiwan. Its products span six brands: Exensio for data analytics and AI; Sapience for information and process integration; DirectScan for 3D e-beam inspection; CV for parametric characterization and yield improvement; Cimetrix for equipment integration; and secureWISE for secure remote connectivity. PDF Solutions earns platform fees from software licenses, SaaS, engineering and support services, and systems, while volume-based fees come from Cimetrix runtime licenses, secureWISE data, and variable or royalty fees associated with CV systems. It also provides installation, integration, maintenance, and technical support services.
U.S. stocks ended the week lower, with the S&P 500 down 2.7%, Nasdaq down 3.4%, and Dow down 0.9%. Tech stocks fell due to AI spending concerns and election results. Apple reported revenue of $114.5B, missing China expectations. AMD saw data center revenue nearly double. Palantir raised guidance. CVS plans a split, and Disney considers job cuts. Snap settled a social media addiction lawsuit. The week ahead focuses on the U.S. CPI report.
DA Davidson kept PDF Solutions' rating at Buy but reduced its price target from $68 to $60, an 11.8% cut. This implies a 73.8% upside from the Nov 5 close of $34.52, according to the firm.
Wells Fargo kept PDF Solutions at Equal-Weight but cut its price target to $39 from $50, a 22% drop. This suggests a 13% upside from the Nov 5 close of $34.52, according to the bank.
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PDFS sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 13 news stories mentioning PDFS (PDF SOLUTIONS INC). Coverage has skewed bullish: 8 bullish, 2 neutral, and 3 bearish.
Recent PDFS coverage spans earnings and financial news.
What's driving PDFS
Positive earnings call may boost investor sentiment.
AlphAI scores every news story that mentions PDFS with an AI model for sentiment and relevance, and aggregates insider trades from PDF SOLUTIONS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
U.S. stocks ended the week lower, with the S&P 500 down 2.7%, Nasdaq down 3.4%, and Dow down 0.9%. Tech stocks fell due to AI spending concerns and election results. Apple reported revenue of $114.5B, missing China expectations. AMD saw data center revenue nearly double. Palantir raised guidance. CVS plans a split, and Disney considers job cuts. Snap settled a social media addiction lawsuit. The week ahead focuses on the U.S. CPI report.
DA Davidson kept PDF Solutions' rating at Buy but reduced its price target from $68 to $60, an 11.8% cut. This implies a 73.8% upside from the Nov 5 close of $34.52, according to the firm.
Wells Fargo kept PDF Solutions at Equal-Weight but cut its price target to $39 from $50, a 22% drop. This suggests a 13% upside from the Nov 5 close of $34.52, according to the bank.
PDF Solutions (PDFS) reported Q3 2026 revenue of $68.3M, up 11% QoQ and 20% YoY, with record backlog of $247M. The company secured an eight-figure eProbe deal and multiple seven-figure contracts. Gross margin expanded to 77% and EPS reached $0.40. PDF Solutions reaffirmed its 20% annual growth target for 2026, driven by strong platform revenue and AI initiatives.
PDF Solutions reported record Q3 revenue of $68.3M, up 20% YoY, with GAAP net income at $6.8M. Platform revenue grew 22% YoY, while Volume-based revenue declined 19% sequentially. Operating cash flow was $13.8M, but capital spending exceeded it at $15.1M. Backlog decreased to $247.2M, and the company reaffirmed its 20% annual revenue growth target.
PDF Solutions Inc reported Q3FY26 revenue of $68.3M, up 20% YoY, with operating margin expanding to 28%. Non-GAAP EPS rose 60% to $0.40. Growth was driven by platform revenue and equipment business expansion. The company reaffirmed its 20% revenue growth target for FY26 and expects large contract closures in Q4 or Q1FY27.
PDF Solutions Inc. reported Q3 net income of $6.8M, or 16 cents per share. Adjusted earnings were 40 cents per share, exceeding analysts' average estimate of 34 cents. Revenue was $68.3M. The company provides software and services for semiconductor makers.
PDF Solutions reported 3Q 2026 revenue of $68.33M, up 19.6% YoY, and net income of $6.84M, up 428.7% YoY. Growth was driven by Platform and Volume-based revenue, with higher interest income and lower tax expenses contributing to earnings. Gross margin expanded to 73% from 72%.
PDF SOLUTIONS INC (PDFS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 2858 De La Cruz Boulevard, Santa Clara, CA 95050 USA +1.408.280.7900 www.pdf.com News Release Company Contacts: Adnan Raza Sonia Segovia Chief Financial Officer Investor Relations Tel: (408) 280-7900 Tel: (408) 938-6491 Email: adnan.raza@pdf.com Email: sonia.segovia@
DA Davidson reiterated a Buy rating and $74 price target for PDF Solutions (PDFS), citing its strong position in the semiconductor industry and 23% revenue growth. The stock has fallen 22% this week, underperforming broader indices. Multiple analysts have recently initiated coverage with positive ratings and price targets ranging from $60 to $74. The company's Q2 2026 earnings slightly beat expectations, with adjusted EPS of $0.27 and revenue of $61.52M.
