67,131 Shares in PDF Solutions, Inc. $PDFS Acquired by GSA Capital Partners LLP
GSA Capital Partners LLP recently acquired 67,131 shares of PDF Solutions (NASDAQ:PDFS), valued at approximately $1.73 million, representing 0.17% of the company. Other institutional investors like Royal Bank of Canada, Amundi, and Jane Street Group LLC also increased their holdings. PDF Solutions surpassed quarterly earnings estimates with an EPS of $0.30 and revenue of $62.4 million, while analysts currently hold a "Hold" consensus rating with a $36.00 target price.
John Kibarian (PDFS) discloses 6.5% beneficial stake in PDF Solutions via trust
John Kibarian has disclosed a 6.5% beneficial stake in PDF Solutions (PDFS) through an amended Schedule 13G/A filing. As of December 31, 2025, Kibarian beneficially owned 2,562,474 shares of common stock. A significant portion of these shares, 2,522,756, are held via The John Kibarian and Gloria Chen Trust, where he serves as a trustee, indicating shared voting and dispositive power.
DA Davidson raises PDF Solutions stock price target on revenue growth outlook
DA Davidson raised its price target on PDF Solutions Inc. partially due to strong fourth-quarter 2025 revenue results that exceeded expectations and a positive 2026 revenue guidance. The firm cited sustained revenue growth driven by volume-based revenue and e-Probe system deployments, expecting profitability for the company in 2026. The new price target is $38, up from $36, based on 24 times 2026 EBITDA.
(PDFS) and the Role of Price-Sensitive Allocations
This article provides a detailed analysis of Pdf Solutions Inc. (NASDAQ: PDFS) focusing on its near-term sentiment, mid-term bias, and long-term strength. It outlines three AI-generated institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and key findings for the stock. The analysis highlights a 43.0:1 risk-reward short setup and current price signals for positioning.
PDF Solutions, Inc. (NASDAQ:PDFS) Q4 2025 Earnings Call Transcript
PDF Solutions, Inc. (NASDAQ:PDFS) reported strong financial results for Q4 2025 and the full year, exceeding earnings expectations and achieving record revenues of $219.0 million, a 22% increase year-over-year. The company highlighted its transformation into an AI-driven collaboration platform provider for the semiconductor industry, driven by 3D manufacturing, supply chain complexity, and the need for AI. PDF Solutions is optimistic about 2026, anticipating continued 20% revenue growth and margin expansion through strategic initiatives like the Sapience Manufacturing Hub, secureWISE integration, and Exensio software enhancements.
Why PDF Solutions (PDFS) Is Up 18.8% After Record 2025 Sales And 2026 Growth Outlook - And What's Next
PDF Solutions (PDFS) saw its stock rise 18.8% following the announcement of record 2025 revenue of US$219.02 million, despite a slight net loss. The company also indicated a 20% revenue growth outlook for 2026, aligning with its long-term target as it transitions to a broader semiconductor execution platform boosted by the SecureWise acquisition. Investors are now focusing on how this shift impacts profitability and whether the company can maintain growth while improving margins.
PDF Solutions Reports 2025 Fourth Quarter and Full Year Financial Results
PDF Solutions, Inc. reported record revenues for both the fourth quarter and full year 2025, with total revenues of $62.4 million and $219.0 million respectively, representing 25% and 22% increases year-over-year. The company's strategic initiatives, including the acquisition of SecureWise LLC, are driving its transformation from an analytics provider to an execution platform for the semiconductor industry. CEO Dr. John Kibarian expressed confidence in achieving a 20% long-term revenue growth target for 2026, supported by strong sales and expanded product offerings.
PDF Solutions (NASDAQ:PDFS) Trading 9% Higher Following Earnings Beat
PDF Solutions (NASDAQ:PDFS) saw its stock rise by 9% after reporting Q4 earnings that beat analyst expectations. The company achieved record quarterly and full-year revenue of $62.4 million, with an EPS of $0.30 against an estimated $0.24. While some analysts maintained "Buy" ratings, concerns remain regarding GAAP net loss, declining cash, and mixed guidance, which could lead to short-term volatility.
PDF Solutions® Reports 2025 Fourth Quarter and Full Year Financial Results and Announces Record 2025 Fourth Quarter and Record Full Year Total Revenues
PDF Solutions, Inc. announced record financial results for its fourth quarter and full fiscal year 2025. The company reported record quarterly total revenues of $62.4 million, a 25% increase over the previous year's comparable quarter, and record full-year total revenues of $219.0 million, up 22%. The semiconductor solutions provider also detailed its GAAP and non-GAAP gross and operating margins, along with diluted earnings per share, and provided an outlook for continued growth in 2026, anticipating revenue growth consistent with its 20% long-term target.
PDF Solutions Q4 2025 Earnings Call Transcript
PDF Solutions (NASDAQ:PDFS) hosted its Q4 2025 earnings call, highlighting a transformative year with record revenues, strong growth in recurring and volume-based revenues, and expanded margins, surpassing previous targets. The company completed its largest acquisition of SecureWise, licensed Tiber AI Studio (now Exensio Studio AI), and focused on integrating AI-driven collaboration and orchestration solutions for the semiconductor industry. Management provided a 2026 guidance anticipating revenue growth consistent with their 20% long-term target, emphasizing increased demand in logic and advanced memory sectors and a commitment to strategic investments over immediate debt repayment.
PDF Solutions: Q4 Earnings Snapshot
PDF Solutions Inc. reported a Q4 loss of $48,000, or less than 1 cent per share, with adjusted earnings of 30 cents per share. The semiconductor software and services provider generated $62.4 million in revenue for the quarter. For the full year, the company posted a loss of $640,000 on revenues of $219 million.
Earnings call transcript: PDF Solutions beats Q4 2025 expectations
PDF Solutions Inc. (NASDAQ: PDFS) exceeded Wall Street's expectations for Q4 2025, reporting an EPS of $0.30 against a forecasted $0.23 and revenue of $62.4 million, slightly above the expected $62.35 million. Despite this strong financial performance, the company's stock closed down 1.29% at $32.52. The company projects a 20% revenue growth for 2026, targeting improved gross margins of 77% and operating margins of 27%, alongside plans to nearly double its eProbe machines in the field, signaling continued strategic expansion in the semiconductor industry.
PDF Solutions: Fourth Quarter Earnings Overview
PDF Solutions Inc. reported a net loss of $48,000 for the fourth quarter, with adjusted earnings of 30 cents per share on $62.4 million in revenue. For the full year, the company posted a total loss of $640,000, or 2 cents per share, with annual revenue reaching $219 million. These financial results were disclosed by the Santa Clara, California-based semiconductor software and services provider.
PDF Solutions: Fourth Quarter Earnings Overview
PDF Solutions Inc. reported a net loss of $48,000 for the fourth quarter, equating to a per-share loss of less than one cent. After adjustments, earnings were 30 cents per share, with total revenue reaching $62.4 million. For the full year, the company had a total loss of $640,000 and annual revenue of $219 million.
PDF Solutions Q4 2025 Earnings Call Transcript
PDF Solutions (NASDAQ:PDFS) reported record fourth-quarter and full-year 2025 revenues, exceeding growth and margin targets, driven by the acquisition of SecureWise and accelerated AI-driven platform adoption. The company achieved 25% year-over-year revenue growth in Q4 and 22% for the full year, with significant increases in platform and volume-based revenues. PDF Solutions provided a 2026 outlook consistent with a 20% long-term growth target, emphasizing strategic investments in AI and collaboration tools to further expand its market presence.
PDF SOLUTIONS INC (NASDAQ:PDFS) Beats Q4 2025 EPS Estimates with Record Revenue
PDF Solutions Inc. (NASDAQ: PDFS) reported its Q4 and full-year 2025 financial results, surpassing analyst EPS estimates despite slightly missing on revenue. The company achieved record revenues for both periods, driven by demand for its semiconductor data analytics solutions. While the stock saw a modest positive reaction after hours, its prior week performance suggested some investor optimism was already factored in.
Earnings Flash (PDFS) PDF Solutions, Inc. Reports Q4 Revenue $62.4M, vs. FactSet Est of $62.0M
PDF Solutions, Inc. (PDFS) reported Q4 revenue of $62.4 million, surpassing FactSet's estimate of $62.0 million. This financial update indicates the company's performance for the quarter, highlighting its revenue figures against analyst expectations.
PDF Solutions in the spotlight as chip analytics earnings loom By Investing.com
PDF Solutions is set to release its fourth-quarter earnings, with analysts expecting $0.23 EPS on $62.35 million revenue. Investors will be observing the company's ability to convert its growing backlog into sustained revenue, manage customer concentration risks, and the adoption progress of its Exensio platform and Design for Inspection solution. The company's stock has risen significantly due to increased demand for yield optimization tools in the semiconductor industry.
PDF Solutions (NASDAQ:PDFS) Receives "Buy" Rating from DA Davidson
DA Davidson has reissued a "Buy" rating for PDF Solutions (NASDAQ:PDFS), setting a price target of $36.00, which suggests a potential upside of 16.35%. Despite mixed analyst opinions, with Rosenblatt also rating it a "Buy" and Weiss Ratings a "Sell," the MarketBeat consensus remains "Hold" with an average price target of $35.00. The company, which specializes in data-driven solutions for semiconductor manufacturing, has a market cap of $1.22 billion and approximately 79.5% institutional ownership.
DA Davidson reiterates Buy rating on PDF Solutions stock ahead of Q4 results
DA Davidson has reiterated its Buy rating and a $36.00 price target for PDF Solutions (NASDAQ:PDFS) ahead of the company's Q4 2025 earnings report, scheduled for February 12. The firm anticipates strong quarterly results with potential revenue upside from key customers and increased e-Probe adoption, setting the price target at 23 times their 2026 EBITDA estimate. This comes amidst other positive analyst sentiment, including Rosenblatt Securities maintaining a Buy rating with a $34.00 target, and DA Davidson recently raising its target from $34.00 to $36.00 following the company's upward revision of long-term financial targets.
DA Davidson reiterates Buy rating on PDF Solutions stock ahead of Q4 results
DA Davidson has reiterated its Buy rating and $36.00 price target for PDF Solutions (NASDAQ:PDFS) ahead of its Q4 2025 earnings report. The firm anticipates strong Q4 results driven by revenue growth from its largest customer and increased e-Probe adoption, expecting 2026 estimates to fall below the company's long-term revenue growth framework. This comes after Rosenblatt Securities also maintained a Buy rating with a $34.00 price target, and DA Davidson previously raised its target to $36.00 following the company's upward revision of long-term financial targets.
PDF Solutions (PDFS) Receives a Buy from Rosenblatt Securities
Rosenblatt Securities analyst Blair Abernethy maintained a Buy rating on PDF Solutions (PDFS) and set a price target of $34.00. The company's latest earnings report showed a quarterly revenue of $57.12 million and a net profit of $1.29 million. Another analyst from TipRanks – Google’s Google Software – Application also issued a Buy rating, while TipRanks – xAI reiterated a Hold rating.
PDF Solutions stock rating reiterated by Rosenblatt ahead of Q4 results
Rosenblatt Securities has reiterated its Buy rating and $34.00 price target for PDF Solutions Inc. (NASDAQ:PDFS) ahead of its Q4 and full-year 2025 results. The firm anticipates in-line results, with strong Analytics revenue growth driven partly by the SecureWISE acquisition. Another firm, DA Davidson, recently raised its price target to $36, reflecting a positive growth outlook after the company's user conference and updated long-term financial targets.
PDF Solutions stock rating reiterated by Rosenblatt ahead of Q4 results By Investing.com
Rosenblatt Securities has reiterated its Buy rating and $34.00 price target for PDF Solutions (NASDAQ:PDFS) in anticipation of the company's Q4 and fiscal year 2025 results. The firm expects strong analytics revenue growth, partly driven by the SecureWISE acquisition, and is monitoring the adoption of its Exensio platform and DFI solution. This comes after DA Davidson also raised its price target for PDF Solutions, signaling a positive growth outlook for the company.
PDF Solutions' (PDFS) "Buy" Rating Reiterated at Rosenblatt Securities
Rosenblatt Securities has reaffirmed its "Buy" rating for PDF Solutions (NASDAQ:PDFS), setting a $34.00 price target that indicates a potential 17% upside. While DA Davidson also maintains a "Buy" rating with a higher $36 target, Weiss Ratings has a "Sell" rating, leading to a MarketBeat consensus of "Hold" with an average price target of $35.00. The technology company reported Q4 EPS of $0.25, meeting estimates, and revenue of $57.12 million, slightly exceeding expectations.
PDF Solutions (PDFS) Expected to Announce Quarterly Earnings on Thursday
PDF Solutions (NASDAQ:PDFS) is anticipated to release its Q4 2025 earnings after market close on Thursday, February 12th, 2026. Analysts project earnings of $0.24 per share and revenue of $61.95 million. The stock currently holds a consensus "Hold" rating from analysts with a price target of $34.50.
PDF Solutions (NASDAQ:PDFS) pulls back 20% this week, but still delivers shareholders 5.3% CAGR over 5 years
PDF Solutions (NASDAQ:PDFS) stock has dropped 20% this week, yet it has still provided shareholders with a 5.3% compound annual growth rate over the past five years. Despite this, the 30% gain over half a decade is less than the broader market's 64% return. The company, which is not currently profitable, has shown strong revenue growth of 16% per year over the last five years, and insiders have recently made significant share purchases.
PDF Solutions, Inc. to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on February 12, 2026
PDF Solutions, Inc. (Nasdaq: PDFS) will release its financial results for the fourth quarter and fiscal year 2025 on February 12, 2026, after market close. CEO John Kibarian and CFO Adnan Raza will host a teleconference and webcast at 2:00 p.m. Pacific Time to discuss the results. The company, a provider of data solutions for the semiconductor industry, also disclosed its Q3 2025 revenues and recent institutional investor activity and analyst ratings.
PDF Solutions to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 12, 2026
PDF Solutions, Inc. (Nasdaq: PDFS) announced it would release its fourth quarter and fiscal year 2025 financial results after market close on Thursday, February 12, 2026. The company's CEO, John Kibarian, and CFO, Adnan Raza, will host a live teleconference on the same day to discuss the results. Investors and analysts can pre-register for the call, which will also be webcast on the company's website.
PDF Solutions to Report Fourth Quarter and Fiscal Year 2025 Financial Results on February 12, 2026
PDF Solutions, Inc. (Nasdaq: PDFS) announced it will release its fourth quarter and fiscal year 2025 financial results on February 12, 2026, after the market closes. CEO John Kibarian and CFO Adnan Raza will host a teleconference to discuss the results at 2:00 p.m. Pacific Time on the same day. Investors and analysts can register to participate in the call or access the webcast on the company's website.
Could Intel’s Tiber AI Integration Recast PDF Solutions (PDFS) as a Core Semiconductor Data Platform?
The article discusses how Intel's Tiber AI Studio integration into PDF Solutions' Exensio platform could enhance its role in AI-driven semiconductor manufacturing. PDF Solutions' investment narrative relies on increasing reliance on specialized data and AI analytics in semiconductor manufacturing. The company's reaffirmed 2025 revenue growth guidance ties into the successful scaling of its higher-value software and data contracts, though investor awareness of potential margin pressure from heavy investment and a developing SaaS model is noted.
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares Climb 30% But Its Business Is Yet to Catch Up
PDF Solutions' stock has jumped 30% in the last month, contributing to a 28% annual gain, yet its price-to-sales (P/S) ratio of 6.8x is high compared to the semiconductor industry average. Despite strong past revenue growth, future revenue forecasts are lower than the industry average, suggesting that the current high P/S might not be sustainable if revenue sentiment doesn't improve. Investors are cautioned to be wary given the discrepancy between the elevated share price and the analysts' less optimistic revenue projections.
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares Climb 30% But Its Business Is Yet to Catch Up
PDF Solutions' shares have jumped 30% recently, leading to a high price-to-sales (P/S) ratio of 6.8x, which is significantly above the industry average. Despite recent revenue growth of 21%, analysts forecast future growth to be lower than the industry, raising concerns about the sustainability of its current P/S ratio. Investors are advised to be cautious due to the elevated P/S and potentially weaker future revenue growth.
3 Stocks to Buy From the Thriving Computer-Services Industry
The computer-services industry is thriving due to digital transformation, increased demand for cloud solutions, and the need for cybersecurity and regulatory compliance. Zacks Investment Research highlights three companies – PDF Solutions (PDFS), WidePoint (WYY), and Forian (FORA) – as strong buy candidates. These companies are benefiting from industry trends like remote work, increasing cyberattacks, and complex regulatory requirements, despite facing broader macroeconomic challenges.
Pdf Solutions stock hits 52-week high at 32.37 USD By Investing.com
PDF Solutions Inc. (PDFS) stock recently hit a new 52-week high of $32.37, reflecting strong investor confidence and a 38.44% return over the last six months. The company's revenue grew by 21.23% in the past year, and it exceeded Q3 2025 earnings expectations. DA Davidson has also raised its price target for PDF Solutions to $36.00, maintaining a Buy rating.
Pdf Solutions stock hits 52-week high at 32.37 USD
Pdf Solutions Inc. (PDFS) stock reached a 52-week high of $32.37, driven by strong investor confidence and positive momentum, including a 38.44% return over the past six months and a 21.23% revenue growth in the last twelve months. The company recently exceeded Q3 2025 earnings expectations, and DA Davidson raised its price target to $36.00 with a "Buy" rating, reflecting an optimistic long-term outlook.
Pdf Solutions stock hits 52-week high at 32.37 USD
PDF Solutions Inc. (PDFS) stock has reached a new 52-week high of $32.37, reflecting strong investor confidence with a 38.44% return over six months and a 19.04% increase over the past year. The company reported a 21.23% revenue growth in the last twelve months and exceeded Q3 2025 earnings expectations, leading DA Davidson to raise its price target to $36.00. Investors can access further insights, including 13 additional ProTips and comprehensive analysis, on InvestingPro.
Semiconductor Manufacturing In The AI Era
The semiconductor industry is at a critical juncture, driven by AI demand but challenged by manufacturing complexity. PDF Solutions advocates for rethinking collaboration, data utilization, and AI-driven automation to achieve a trillion-dollar industry by 2030, addressing 3D manufacturing, supply chain fragmentation, and operational efficiency through integrated solutions.
Analyst Support For Exensio And Sapience Might Change The Case For Investing In PDF Solutions (PDFS)
Analysts have reiterated strong support for PDF Solutions' integrated circuit design and semiconductor manufacturing analytics, particularly its Exensio and Sapience platforms. This strengthened analyst confidence may influence the company's investment narrative, although heavy investment and transition to recurring revenues present profitability pressures. The company projects significant revenue and earnings growth by 2028, leading to a fair value 10% above its current price.
Analyst Support For Exensio And Sapience Might Change The Case For Investing In PDF Solutions (PDFS)
Analysts have reiterated strong support for PDF Solutions' integrated circuit design and semiconductor manufacturing analytics platforms, Exensio and Sapience, highlighting their critical role in data-driven production. While positive sentiment reinforces backlog growth and new contracts, investors need to weigh this against the company's significant investment in these platforms and the potential for profitability pressure. PDF Solutions' latest quarterly results showed revenue growth but softened net income, indicating a tension between increasing top-line demand and higher operating expenses.
Assessing PDF Solutions (PDFS) Valuation After Fresh Analyst Interest In Semiconductor Analytics
PDF Solutions (PDFS) is attracting analyst interest due to its role in semiconductor manufacturing analytics and optimization. While analysts see an upside to a $34.75 price target, and the company benefits from recurring revenue and strategic partnerships, it currently trades at a net loss. The article explores whether the stock is undervalued or if future growth is already factored into its current price, highlighting both growth potential and risks like R&D costs and customer concentration.
PDF Solutions, Inc. (NASDAQ: PDFS) Investor Outlook: A Strong Buy with 8.42% Potential Upside
PDF Solutions, Inc. (NASDAQ: PDFS), an application software specialist in the technology sector, is highlighted as a strong buy. The company has a current share price of $32.05, near its 52-week high, and analysts project an average target price of $34.75, implying an 8.42% upside. This outlook is supported by robust revenue growth, unanimous "buy" ratings from analysts, and positive technical indicators.
PDF Solutions stock hits 52-week high at $32.33
PDF Solutions Inc. (PDFS) stock recently hit a new 52-week high of $32.33, marking a 103% increase from its 52-week low. Despite being deemed overvalued by Fair Value estimates and not profitable in the last twelve months, analysts project profitability this year with an EPS of $0.87. The company recently reported strong Q3 2025 earnings, surpassing analyst expectations, and received an increased price target of $36 from DA Davidson.
Some Shareholders Feeling Restless Over PDF Solutions, Inc.'s (NASDAQ:PDFS) P/S Ratio
Some investors are questioning PDF Solutions, Inc.'s P/S ratio of 5.9x, which is similar to the Semiconductor industry median, despite the company's relatively weaker revenue growth. Although PDF Solutions has shown good historical revenue growth, future analyst forecasts indicate significantly slower growth compared to the overall industry. This disparity suggests that the current P/S ratio might be overvalued given the company's growth outlook.
PDF Solutions stock hits 52-week high at $32.33 By Investing.com
PDF Solutions Inc. stock achieved a new 52-week high of $32.33, marking a 103% increase from its 52-week low. Despite appearing overvalued by Fair Value estimates, analysts predict profitability this year with a projected EPS of $0.87. The company's recent strong third-quarter 2025 earnings and revised long-term financial targets have led to increased analyst price targets and positive investor sentiment.
Precision Trading with Pdf Solutions Inc. (PDFS) Risk Zones
This article details precision trading strategies for Pdf Solutions Inc. (PDFS), highlighting divergent sentiment readings and a mid-channel oscillation pattern. It presents three AI-generated trading strategies with specific entry, target, and stop-loss zones for different risk profiles. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
The Truth About PDF Solutions Inc: Why Wall Street Suddenly Cares
PDF Solutions Inc (PDFS) is emerging as a critical, yet understated, player in the semiconductor industry, particularly benefiting from the AI chip manufacturing boom. The company provides software and data platforms that enhance chip design and production efficiency, a vital role given the high demand for AI-specific chips. While not a mainstream sensation, its "infrastructure SaaS for chips" model and potential for high percentage gains make it an interesting, albeit higher-risk, watchlist candidate for long-term tech investors seeking AI-adjacent exposure.
The Truth About PDF Solutions Inc: Why Wall Street Suddenly Cares
PDF Solutions Inc (PDFS) is gaining attention on Wall Street as a quiet but crucial player in the semiconductor industry, particularly in enabling AI chip manufacturing efficiency. The company offers software and data platforms that help chipmakers improve yield and reduce defects, functioning as an "infrastructure SaaS for chips." While not a meme stock, its position in the critical chip supply chain makes it attractive to long-term tech investors seeking AI-adjacent exposure beyond mega-caps.
Levi & Korsinsky Reminds PDF Solutions, Inc. Investors of the Ongoing Investigation into Potential Violations of Securities Laws - PDFS
Levi & Korsinsky, LLP has launched an investigation into PDF Solutions, Inc. (NASDAQ:PDFS) for potential violations of federal securities laws. This follows a February 13, 2025 press release where, despite solid Q4 and full-year 2024 results, the company reported increased operating expenses and elevated accounts receivable, alongside challenges in aligning customer data for AI applications. The news led to a drop in PDF's stock price on February 14, 2025.
Rice Hall James & Associates LLC Has $4.14 Million Stake in PDF Solutions, Inc. $PDFS
Rice Hall James & Associates LLC significantly increased its stake in PDF Solutions, Inc. (NASDAQ:PDFS) by 74.8% in the third quarter, bringing its total holdings to 160,263 shares valued at approximately $4.14 million. Several other institutional investors also adjusted their positions in the technology company. PDF Solutions has an average "Hold" rating from analysts with an average target price of $34.50, and recently reported Q3 EPS of $0.25, meeting estimates.
