Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

05 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-0.1%

7D

1.3%

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1Y

-0.1%

7D

1.3%

You can edit this narrative until Dec 6 4:15 AM. Then, changes will post as Updates.

Author's Valuation

US$34.7513.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 1.46%

PDFS: Backlog Acceleration And New Contracts Will Drive Future Upside

The analyst price target for PDF Solutions has increased modestly to $34.75 from $34.25, as analysts highlight accelerating backlog growth, stronger confidence in 2026 estimates, and the company's improving ability to monetize a cyclical upturn in semiconductor spending. Analyst Commentary Recent Street research reflects a generally constructive view on PDF Solutions, with analysts increasingly focused on the company’s positioning for the next leg of semiconductor spending and its ability to translate demand into higher long term earnings power.

Shared on 21 Nov 25

Fair value Increased 14%

PDFS: Backlog Acceleration Will Drive Stronger Demand And Revenue Visibility

Analysts have raised their price target for PDF Solutions from $30 to $34.25 per share. They highlight increased confidence in the company's revenue visibility and its strong positioning to capitalize on anticipated growth in the semiconductor market.

Shared on 05 Sep 25

Analysts reduced their price target for PDF Solutions due to concerns over a weaker balance sheet and increased capital needs following the $130M secureWise acquisition and eProbe expansion, though the consensus target remains unchanged at $30.00. Analyst Commentary Weaker balance sheet following the $130M acquisition of secureWise.

AnalystConsensusTarget Fair Value

US$34.75

13.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

17.53%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.65%

Calculation

US$54.21m

Earnings '28

x

34.81x

PE Ratio '28

=

US$1.89b

Market Cap '28

US$1.89b

Market Cap '28

/

40.74m

No. shares '28

=

US$46.32

Share Price '28

US$46.32 Share Price '28

Discounted to 2025 @ 10.72% p.a.

=

US$34.12

Fair Value '25