PDF Solutions, Inc.

Informe acción NasdaqGS:PDFS

Capitalización de mercado: US$1.8b

PDF Solutions Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de PDF Solutions de 83.4% y 17.6% respectivamente, mientras que el BPA crecerá en un 93.6% al año.

Información clave

83.4%

Tasa de crecimiento de los beneficios

93.57%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor26.0%
Tasa de crecimiento de los ingresos17.6%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización28 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

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.

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.

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.

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.

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.

PDF Solutions: What The Outlook Says And Does Not Say

Feb 23

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.

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.

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.

PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares Climb 30% But Its Business Is Yet to Catch Up

Jan 17
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares Climb 30% But Its Business Is Yet to Catch Up

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.

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.

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.

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.

Optimistic Investors Push PDF Solutions, Inc. (NASDAQ:PDFS) Shares Up 28% But Growth Is Lacking

Sep 24
Optimistic Investors Push PDF Solutions, Inc. (NASDAQ:PDFS) Shares Up 28% But Growth Is Lacking

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.

PDF Solutions, Inc.'s (NASDAQ:PDFS) Shareholders Might Be Looking For Exit

Aug 01
PDF Solutions, Inc.'s (NASDAQ:PDFS) Shareholders Might Be Looking For Exit

We Think PDF Solutions (NASDAQ:PDFS) Has A Fair Chunk Of Debt

Jul 01
We Think PDF Solutions (NASDAQ:PDFS) Has A Fair Chunk Of Debt

PDF Solutions, Inc.'s (NASDAQ:PDFS) Price Is Out Of Tune With Revenues

Apr 04
PDF Solutions, Inc.'s (NASDAQ:PDFS) Price Is Out Of Tune With Revenues
User avatar

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.

PDF Solutions: Embracing M&A As The Solution

Feb 21

Calculating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

Feb 15
Calculating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

What Does PDF Solutions, Inc.'s (NASDAQ:PDFS) Share Price Indicate?

Dec 05
What Does PDF Solutions, Inc.'s (NASDAQ:PDFS) Share Price Indicate?

PDF Solutions: Showing Signs Of Life

Nov 15

PDF Solutions, Inc. (NASDAQ:PDFS) Shares Could Be 39% Below Their Intrinsic Value Estimate

Nov 08
PDF Solutions, Inc. (NASDAQ:PDFS) Shares Could Be 39% Below Their Intrinsic Value Estimate

PDF Solutions: Value And Volatility Risk, But Short-Term Growth

Aug 18

Subdued Growth No Barrier To PDF Solutions, Inc.'s (NASDAQ:PDFS) Price

Aug 05
Subdued Growth No Barrier To PDF Solutions, Inc.'s (NASDAQ:PDFS) Price

Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?

Jul 16
Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?

A Look At The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

May 12
A Look At The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

Unpleasant Surprises Could Be In Store For PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares

Apr 17
Unpleasant Surprises Could Be In Store For PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares

PDF Solutions: Needs To Turn It Around Soon To Keep The Bears At Bay

Apr 14

PDF Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 18
PDF Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?

Jan 21
Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?

PDF Solutions: The Rebound May Not Be Sustained

Jan 12

Returns Are Gaining Momentum At PDF Solutions (NASDAQ:PDFS)

Jan 06
Returns Are Gaining Momentum At PDF Solutions (NASDAQ:PDFS)

Estimating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

Dec 22
Estimating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:PDFS - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202731229N/A464
12/31/202626324N/A594
12/31/2025219-1-924N/A
9/30/20252070-218N/A
6/30/20251961-1314N/A
3/31/20251861-420N/A
12/31/20241794-810N/A
9/30/20241714-410N/A
6/30/2024166-3720N/A
3/31/20241662314N/A
12/31/20231663315N/A
9/30/202316532637N/A
6/30/20231639919N/A
3/31/202315611928N/A
12/31/2022149-32432N/A
9/30/2022138-1108N/A
6/30/2022128-15411N/A
3/31/2022120-181016N/A
12/31/2021111-2104N/A
9/30/2021104-481015N/A
6/30/202197-48711N/A
3/31/202191-4738N/A
12/31/202088-401522N/A
9/30/202088-8312N/A
6/30/202087-62030N/A
3/31/202086-32030N/A
12/31/201986-51425N/A
9/30/201983-7N/A27N/A
6/30/201981-9N/A9N/A
3/31/201982-10N/A10N/A
12/31/201886-8N/A13N/A
9/30/201893-7N/A13N/A
6/30/201899-5N/A19N/A
3/31/2018102-2N/A14N/A
12/31/2017102-1N/A11N/A
9/30/20171044N/A6N/A
6/30/20171046N/A0N/A
3/31/20171078N/A-2N/A
12/31/20161079N/A2N/A
9/30/20161039N/A10N/A
6/30/20161008N/A16N/A
3/31/2016969N/A19N/A
12/31/20159812N/A30N/A
9/30/201510015N/A21N/A
6/30/20159816N/A26N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que PDFS sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que PDFS sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que PDFS sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (17.6% al año) de PDFS crezcan más rápidamente que los del mercado US (11.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 17.6% al año) de PDFS crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de PDFS se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 05:33
Precio de las acciones al final del día2026/05/04 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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 8 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.

AnalistaInstitución
Robert BurlesonCanaccord Genuity
Jonathan TanwantengCJS Securities, Inc.
Christian SchwabCraig-Hallum Capital Group LLC