PDF Solutions (PDFS) Resumen de Acciones
PDF Solutions, Inc. ofrece software propietario, propiedad intelectual física para diseños de circuitos integrados, herramientas de hardware de medición eléctrica, metodologías probadas y servicios profesionales en Estados Unidos, Japón, China y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
PDFS Community Fair Values
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Analyst Price Targets
Competidores de PDF Solutions, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$55.93 |
| Máximo en las últimas 52 semanas | US$71.69 |
| Mínimo de 52 semanas | US$18.12 |
| Beta | 1.63 |
| Cambio en 1 mes | -4.78% |
| Variación en 3 meses | 44.04% |
| Cambio de 1 año | 137.90% |
| Variación en 3 años | 21.43% |
| Variación en 5 años | 213.86% |
| Variación desde la OPV | 269.17% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 03
PDFS: Higher Earnings Power And Share Supply Shifts Will Shape Fairly Valued Outlook
The analyst price target for PDF Solutions has increased from $54.88 to $59.38, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples based on recent price target revisions from multiple research firms. Analyst Commentary Recent research updates on PDF Solutions center on higher price targets, with analysts revisiting their assumptions around revenue growth, profitability, and the P/E multiple they are willing to apply to the stock.
Actualización de narrativa • Jun 19
PDFS: Street Repricing Will Highlight Higher Margin Power Ahead
The analyst fair value estimate for PDF Solutions has been revised from $36.00 to $74.00. Analysts attribute the change to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, supported by several recent upward price target moves from the Street.Artículo de análisis • Jun 16
PDF Solutions (PDFS) Stock Could Be 18.6% Overvalued After Its Sharp Run Higher
Recent Performance Snapshot for PDF Solutions Stock PDF Solutions (PDFS) has drawn investor attention after a strong run in its shares, with the stock up 1.5% over the past day, 15.6% over the past week, and 45.6% over the past month. Over the past 3 months, PDF Solutions has returned 96.4%. The 1 year total return stands at 222.4%, and the 5 year total return at 272.4%, setting the backdrop for a closer look at the business. See our latest analysis for PDF Solutions. At a share price of...Actualización de narrativa • Jun 04
PDFS: Forward Margin Gains And Lock Up Constraints Will Shape Fairly Valued Outlook
Analysts nudged their price target for PDF Solutions slightly higher to $54.88 from $54.50, citing updated assumptions around revenue growth, margins and a modestly lower future P/E multiple in recent research updates from several firms. Analyst Commentary Recent research updates have centered on refreshed models for revenue growth, margins and the future P/E multiple, which together feed into higher price targets across several firms.Recent updates
Actualización de narrativa • Jul 03
PDFS: Higher Earnings Power And Share Supply Shifts Will Shape Fairly Valued Outlook
The analyst price target for PDF Solutions has increased from $54.88 to $59.38, reflecting updated assumptions around revenue growth, profit margins, and future P/E multiples based on recent price target revisions from multiple research firms. Analyst Commentary Recent research updates on PDF Solutions center on higher price targets, with analysts revisiting their assumptions around revenue growth, profitability, and the P/E multiple they are willing to apply to the stock.Actualización de narrativa • Jun 19
PDFS: Street Repricing Will Highlight Higher Margin Power Ahead
The analyst fair value estimate for PDF Solutions has been revised from $36.00 to $74.00. Analysts attribute the change to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, supported by several recent upward price target moves from the Street.Artículo de análisis • Jun 16
PDF Solutions (PDFS) Stock Could Be 18.6% Overvalued After Its Sharp Run Higher
Recent Performance Snapshot for PDF Solutions Stock PDF Solutions (PDFS) has drawn investor attention after a strong run in its shares, with the stock up 1.5% over the past day, 15.6% over the past week, and 45.6% over the past month. Over the past 3 months, PDF Solutions has returned 96.4%. The 1 year total return stands at 222.4%, and the 5 year total return at 272.4%, setting the backdrop for a closer look at the business. See our latest analysis for PDF Solutions. At a share price of...Actualización de narrativa • Jun 04
PDFS: Forward Margin Gains And Lock Up Constraints Will Shape Fairly Valued Outlook
Analysts nudged their price target for PDF Solutions slightly higher to $54.88 from $54.50, citing updated assumptions around revenue growth, margins and a modestly lower future P/E multiple in recent research updates from several firms. Analyst Commentary Recent research updates have centered on refreshed models for revenue growth, margins and the future P/E multiple, which together feed into higher price targets across several firms.Actualización de narrativa • May 17
PDFS: Rising Standardization Hopes Will Support Networking Analytics Execution Thesis
Analysts have raised the fair value estimate for PDF Solutions to $54.50 from $36.50, citing recent price target increases across several firms and updated views on the company's evolving business model and its role in semiconductor analytics. Analyst Commentary Recent Street research on PDF Solutions has focused on higher price targets, revised models and the company’s positioning in semiconductor analytics, giving you a clearer picture of how professional analysts are framing the risk and reward trade off.Seeking Alpha • May 16
PDF Solutions: Has Priced In More Growth Than Is Likely To Be Achieved
Summary PDF Solutions almost doubled in value in less than two months, but it lost about a fifth of its value in recent days, in large part due to a share sale. Millions of shares have been put up for sale, which brings up a number of issues, some of which are not positive for PDFS. The latest report shows PDFS is growing strong, but an argument can be made that the rise in the stock price is not warranted based on projected growth. PDFS looks expensive even for the growth it offers, besides other issues, which is why I am neutral on PDFS with a hold rating. Read the full article on Seeking AlphaArtículo de análisis • May 14
PDF Solutions' (NASDAQ:PDFS) Solid Earnings Are Supported By Other Strong Factors
PDF Solutions, Inc. ( NASDAQ:PDFS ) recently posted some strong earnings, and the market responded positively. We have...
Actualización de narrativa • May 01
PDFS: Networking Standard Ambitions Will Test Execution And Pressure Current Enthusiasm
Analysts have raised their price targets on PDF Solutions by $3 to $10 in recent research, citing updated models that reflect the company's evolving business model, its deeper role in semiconductor analytics, and the ongoing monetization of its industry expertise. Analyst Commentary Recent research on PDF Solutions centers on how the company is updating its business model and deepening its role in semiconductor analytics, with several firms adjusting their models and price targets accordingly.Actualización de narrativa • Apr 16
PDFS: Rising Standardization Hopes Will Test Execution Risk Around Networking Analytics
Analysts have lifted their price target on PDF Solutions to $40 from $38, citing management discussions about the company's evolving business model and its growing role as a standard for networking and scaled analytics in the semiconductor ecosystem. Analyst Commentary Recent research points to a more constructive tone around PDF Solutions, with price targets adjusted higher as analysts respond to management commentary and business model changes.Actualización de narrativa • Apr 02
PDFS: Evolving Networking Role And 20% Aim Will Guide Measured Outlook
Analysts have raised their price target on PDF Solutions to $40, a $2 increase that they attribute to the company’s evolving business model and its growing use as an industry standard for networking and scaled analytics across the semiconductor ecosystem. Analyst Commentary Recent research highlights both optimism and caution around PDF Solutions, with attention on how its business model is evolving and how consistently it can translate that into revenue and earnings over time.Actualización de narrativa • Mar 18
PDFS: Evolving Analytics Role And Q4 Execution Will Shape Measured Future Upside
The updated analyst price target for PDF Solutions edges up by $0.50, with analysts citing the company's evolving business model and its expanding role in semiconductor networking and scaled analytics as key factors behind the change. Analyst Commentary Recent research notes around PDF Solutions focus on how the company is positioning its business model and product set within the semiconductor ecosystem, and how that ties into valuation and execution risk.Actualización de narrativa • Mar 04
PDFS: Evolving Analytics Role And 20% Ambition Will Shape Balanced Outlook
Narrative Update: PDF Solutions (Price Target Revision) Analysts have lifted their price target on PDF Solutions to $40, a $2 move that they link to ongoing discussions around the company’s evolving business model and its growing role as a standard for networking and scaled analytics across the semiconductor ecosystem. Analyst Commentary Recent research updates on PDF Solutions center on its business model evolution and growing role in analytics across the semiconductor ecosystem, but not all commentary is uniformly enthusiastic.Actualización de narrativa • Feb 18
PDFS: Q4 Execution And Chip Expertise Will Support Measured Future Upside
Narrative Update on PDF Solutions The analyst price target for PDF Solutions has been raised from $34.75 to $36.00, as analysts point to Q4 revenue that met or exceeded their expectations and to the continued monetization of the company’s chip industry expertise and broader product portfolio. Analyst Commentary Bullish analysts are raising their targets on PDF Solutions after Q4 revenue aligned with or came in above their expectations and as the company continues to turn its chip industry know how and product portfolio into revenue.Actualización de narrativa • Feb 04
PDFS: Backlog Acceleration Will Support Future Semiconductor Demand Upside
Analysts have lifted their price target on PDF Solutions to $34 from $24, citing faster backlog growth and stronger confidence in future semiconductor related demand as the key drivers behind the updated view. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 price target as better reflecting what they view as stronger backlog momentum and potential for improved revenue visibility.Actualización de narrativa • Jan 21
PDFS: Backlog Conviction And Sector Cycles Will Shape Balanced Long Term Outlook
Analysts have raised their price target on PDF Solutions to US$34 from US$24, citing faster backlog growth and stronger confidence that estimates for 2026 could increase, as the company positions itself to capture more value from growth in the semiconductor sector. Analyst Commentary The recent upgrade to a US$34 price target highlights growing optimism around PDF Solutions' backlog and long term opportunity in the semiconductor market.Artículo de análisis • Jan 17
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares Climb 30% But Its Business Is Yet to Catch Up
PDF Solutions, Inc. ( NASDAQ:PDFS ) shareholders have had their patience rewarded with a 30% share price jump in the...Actualización de narrativa • Jan 07
PDFS: Backlog Conviction And Semiconductor Exposure Will Support Balanced Long Term Outlook
Analysts have raised their price target on PDF Solutions to US$34 from US$24, citing stronger backlog trends and increased confidence in the company’s ability to support semiconductor market growth over the coming years. Analyst Commentary Recent research points to higher conviction around PDF Solutions’ backlog and potential to benefit from semiconductor industry trends.Actualización de narrativa • Dec 19
PDFS: Multiyear IDM Contract Will Drive Stronger Long Term Profitability
Analysts have raised their fair value estimate for PDF Solutions to $33 from $24, reflecting increased confidence that accelerating backlog growth, a landmark multiyear IDM contract, and stronger long term profitability will allow the company to better capitalize on future semiconductor market expansion. Analyst Commentary Recent research commentary highlights growing optimism around PDF Solutions, with upgrades and higher price targets reflecting stronger conviction in the company’s ability to benefit from rising semiconductor complexity and spending.Actualización de narrativa • Dec 05
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.Actualización de narrativa • Nov 21
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.Artículo de análisis • Sep 24
Optimistic Investors Push PDF Solutions, Inc. (NASDAQ:PDFS) Shares Up 28% But Growth Is Lacking
The PDF Solutions, Inc. ( NASDAQ:PDFS ) share price has done very well over the last month, posting an excellent gain...Actualización de narrativa • Sep 05
Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution
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.Artículo de análisis • Aug 01
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shareholders Might Be Looking For Exit
There wouldn't be many who think PDF Solutions, Inc.'s ( NASDAQ:PDFS ) price-to-sales (or "P/S") ratio of 4.7x is worth...Artículo de análisis • Jul 01
We Think PDF Solutions (NASDAQ:PDFS) Has A Fair Chunk Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Apr 04
PDF Solutions, Inc.'s (NASDAQ:PDFS) Price Is Out Of Tune With Revenues
PDF Solutions, Inc.'s ( NASDAQ:PDFS ) price-to-sales (or "P/S") ratio of 3.8x may not look like an appealing investment...
Nueva narrativa • Feb 23
Focus On AI Applications And ModelOps Will Attract New Contracts
Increasing customer interest in DFI eProbe systems and growth in Exensio modules indicate potential revenue increase despite expected quarterly lumpiness.Seeking Alpha • Feb 21
PDF Solutions: Embracing M&A As The Solution
Summary PDF Solutions' shares have been trading in a volatile fashion due to disappointing 2024 results and 2025 guidance, but an acquisition announcement triggered a recovery. Despite solid growth and improved bottom-line results, the lack of substantial profits makes it difficult to be optimistic about the company's valuation. The acquisition of secureWISE, a significant deal, is expected to be accretive to 2025 sales growth, but financial details remain vague. The core business trades at a reasonable 4 times sales multiple with 15% growth, but the lack of realistic profits is a concern. Read the full article on Seeking AlphaArtículo de análisis • Feb 15
Calculating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)
Key Insights The projected fair value for PDF Solutions is US$26.14 based on 2 Stage Free Cash Flow to Equity PDF...Artículo de análisis • Dec 05
What Does PDF Solutions, Inc.'s (NASDAQ:PDFS) Share Price Indicate?
PDF Solutions, Inc. ( NASDAQ:PDFS ), is not the largest company out there, but it saw a decent share price growth of...Seeking Alpha • Nov 15
PDF Solutions: Showing Signs Of Life
Summary Growth has been hard to come by in recent years, but the Q3 FY2024 report is calling for growth to hit the pace of the latest financial model targets. PDFS acknowledges pockets of weakness in the semiconductor market, which could disrupt its ability to grow as fast as it aimed for. Earnings could double in the next three years if PDFS hits its targets, but the trick is that hitting those targets is not a sure thing. An argument can be made for or against long PDFS, depending on how likely it is for PDFS to sustain growth in a less-than-fully healthy market. Read the full article on Seeking AlphaArtículo de análisis • Nov 08
PDF Solutions, Inc. (NASDAQ:PDFS) Shares Could Be 39% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for PDF Solutions is US$53.07 based on 2 Stage Free Cash Flow to Equity PDF...Seeking Alpha • Aug 18
PDF Solutions: Value And Volatility Risk, But Short-Term Growth
Summary PDF Solutions offers unique semiconductor analytics services, has a $243.2M backlog, and is poised for 25% market cap growth in the next 12-18 months, despite high valuation and volatility risks. Growth is driven by demand for AI and semiconductor analytics tools. Long-term risks include competition, economic slowdowns, and potential volatility tied to high valuation and market uncertainties. Despite the near-term bullish outlook, negative profitability and cyclical earnings suggest caution. Growth is supported by the backlog and partnerships like Sapience with SAP for FY25 gains. Read the full article on Seeking AlphaArtículo de análisis • Aug 05
Subdued Growth No Barrier To PDF Solutions, Inc.'s (NASDAQ:PDFS) Price
With a price-to-sales (or "P/S") ratio of 6.9x PDF Solutions, Inc. ( NASDAQ:PDFS ) may be sending very bearish signals...Artículo de análisis • Jul 16
Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?
While PDF Solutions, Inc. ( NASDAQ:PDFS ) might not have the largest market cap around , it received a lot of attention...Artículo de análisis • May 12
A Look At The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)
Key Insights PDF Solutions' estimated fair value is US$32.76 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Apr 17
Unpleasant Surprises Could Be In Store For PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares
You may think that with a price-to-sales (or "P/S") ratio of 7.4x PDF Solutions, Inc. ( NASDAQ:PDFS ) is a stock to...Seeking Alpha • Apr 14
PDF Solutions: Needs To Turn It Around Soon To Keep The Bears At Bay
Summary PDF Solutions has seen its stock decline in recent weeks after moving steadily higher since November of last year. The company has done fairly well considering the circumstances, but the same cannot be said of the stock. PDFS stock has underperformed for some time now, and the charts suggest there could be more weakness in the pipeline. Long PDFS is worth considering down the road, but not now, assuming the stock continues to underperform like it has recently. Read the full article on Seeking AlphaRentabilidad de los accionistas
| PDFS | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | -5.5% | -2.6% | -0.4% |
| 1Y | 137.9% | 71.2% | 18.4% |
Rentabilidad vs. Industria: PDFS superó a la industria US Semiconductor, que obtuvo un rendimiento del 71.2% el año pasado.
Rentabilidad vs. Mercado: PDFS superó al mercado US, que obtuvo un rendimiento del 18.4% el año pasado.
Volatilidad de los precios
| PDFS volatility | |
|---|---|
| PDFS Average Weekly Movement | 12.0% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de PDFS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de PDFS(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1991 | 600 | John Kibarian | www.pdf.com |
PDF Solutions, Inc. proporciona software propietario, propiedad intelectual física para diseños de circuitos integrados, herramientas de hardware de medición eléctrica, metodologías probadas y servicios profesionales en Estados Unidos, Japón, China y a escala internacional. La empresa ofrece software Exensio, como Manufacturing Analytics, que utiliza un esquema de base de datos propio para almacenar los datos recopilados; Process Control, que proporciona capacidades de detección y clasificación de fallos para supervisar, alarmar y controlar los conjuntos de herramientas de fabricación; Test Operations, que ofrece capacidades de recopilación y análisis de datos; y Assembly Operations, que proporciona a los fabricantes de dispositivos la capacidad de vincular los datos de montaje y embalaje, incluidos los datos de fabricación y caracterización a lo largo del ciclo de vida del producto. También ofrece Sapience Data Platform, que unifica datos fragmentados procedentes de diversos equipos y protocolos en toda la planta de producción; Sapience Manufacturing Hub enterprise, una plataforma de conectividad entre aplicaciones empresariales; sistemas DirectScan, como el software propietario y la herramienta eProbe Non-Contact E-Beam Tool; y el sistema Characterization Vehicle (CV), que incluye CV Test Chips, pdFasTest Electrical Tester y el software de caracterización Exensio.
Resumen de fundamentos de PDF Solutions, Inc.
| Estadísticas fundamentales de PDFS | |
|---|---|
| Capitalización bursátil | US$2.19b |
| Beneficios(TTM) | US$7.18m |
| Ingresos (TTM) | US$231.38m |
326.0x
Ratio precio-beneficio (PE)10.1x
Ratio precio-ventas (PS)¿Está PDFS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de PDFS | |
|---|---|
| Ingresos | US$231.38m |
| Coste de los ingresos | US$64.61m |
| Beneficio bruto | US$166.77m |
| Otros gastos | US$159.59m |
| Beneficios | US$7.18m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.17 |
| Margen bruto | 72.08% |
| Margen de beneficio neto | 3.10% |
| Ratio deuda/patrimonio | 23.7% |
¿Cómo se ha desempeñado PDFS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 00:54 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
PDF Solutions, Inc. está cubierta por 9 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Robert Burleson | Canaccord Genuity |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Christian Schwab | Craig-Hallum Capital Group LLC |