PDF Solutions 향후 성장
Future 기준 점검 4/6
PDF Solutions은 연간 수입과 매출이 각각 83.4%와 17.6% 증가할 것으로 예상되고 EPS는 연간 93.6%만큼 증가할 것으로 예상됩니다.
핵심 정보
83.4%
이익 성장률
93.57%
EPS 성장률
| Semiconductor 이익 성장 | 26.0% |
| 매출 성장률 | 17.6% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 28 Apr 2026 |
최근 향후 성장 업데이트
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 23PDFS: 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
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 24Enterprise 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 01We Think PDF Solutions (NASDAQ:PDFS) Has A Fair Chunk Of Debt
Jul 01PDF Solutions, Inc.'s (NASDAQ:PDFS) Price Is Out Of Tune With Revenues
Apr 04
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 21Calculating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)
Feb 15What Does PDF Solutions, Inc.'s (NASDAQ:PDFS) Share Price Indicate?
Dec 05PDF Solutions: Showing Signs Of Life
Nov 15PDF Solutions, Inc. (NASDAQ:PDFS) Shares Could Be 39% Below Their Intrinsic Value Estimate
Nov 08PDF Solutions: Value And Volatility Risk, But Short-Term Growth
Aug 18Subdued Growth No Barrier To PDF Solutions, Inc.'s (NASDAQ:PDFS) Price
Aug 05Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?
Jul 16A Look At The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)
May 12Unpleasant Surprises Could Be In Store For PDF Solutions, Inc.'s (NASDAQ:PDFS) Shares
Apr 17PDF Solutions: Needs To Turn It Around Soon To Keep The Bears At Bay
Apr 14PDF Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next
Feb 18Is Now An Opportune Moment To Examine PDF Solutions, Inc. (NASDAQ:PDFS)?
Jan 21PDF Solutions: The Rebound May Not Be Sustained
Jan 12Returns Are Gaining Momentum At PDF Solutions (NASDAQ:PDFS)
Jan 06Estimating The Fair Value Of PDF Solutions, Inc. (NASDAQ:PDFS)
Dec 22이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 312 | 29 | N/A | 46 | 4 |
| 12/31/2026 | 263 | 24 | N/A | 59 | 4 |
| 12/31/2025 | 219 | -1 | -9 | 24 | N/A |
| 9/30/2025 | 207 | 0 | -21 | 8 | N/A |
| 6/30/2025 | 196 | 1 | -13 | 14 | N/A |
| 3/31/2025 | 186 | 1 | -4 | 20 | N/A |
| 12/31/2024 | 179 | 4 | -8 | 10 | N/A |
| 9/30/2024 | 171 | 4 | -4 | 10 | N/A |
| 6/30/2024 | 166 | -3 | 7 | 20 | N/A |
| 3/31/2024 | 166 | 2 | 3 | 14 | N/A |
| 12/31/2023 | 166 | 3 | 3 | 15 | N/A |
| 9/30/2023 | 165 | 3 | 26 | 37 | N/A |
| 6/30/2023 | 163 | 9 | 9 | 19 | N/A |
| 3/31/2023 | 156 | 1 | 19 | 28 | N/A |
| 12/31/2022 | 149 | -3 | 24 | 32 | N/A |
| 9/30/2022 | 138 | -11 | 0 | 8 | N/A |
| 6/30/2022 | 128 | -15 | 4 | 11 | N/A |
| 3/31/2022 | 120 | -18 | 10 | 16 | N/A |
| 12/31/2021 | 111 | -21 | 0 | 4 | N/A |
| 9/30/2021 | 104 | -48 | 10 | 15 | N/A |
| 6/30/2021 | 97 | -48 | 7 | 11 | N/A |
| 3/31/2021 | 91 | -47 | 3 | 8 | N/A |
| 12/31/2020 | 88 | -40 | 15 | 22 | N/A |
| 9/30/2020 | 88 | -8 | 3 | 12 | N/A |
| 6/30/2020 | 87 | -6 | 20 | 30 | N/A |
| 3/31/2020 | 86 | -3 | 20 | 30 | N/A |
| 12/31/2019 | 86 | -5 | 14 | 25 | N/A |
| 9/30/2019 | 83 | -7 | N/A | 27 | N/A |
| 6/30/2019 | 81 | -9 | N/A | 9 | N/A |
| 3/31/2019 | 82 | -10 | N/A | 10 | N/A |
| 12/31/2018 | 86 | -8 | N/A | 13 | N/A |
| 9/30/2018 | 93 | -7 | N/A | 13 | N/A |
| 6/30/2018 | 99 | -5 | N/A | 19 | N/A |
| 3/31/2018 | 102 | -2 | N/A | 14 | N/A |
| 12/31/2017 | 102 | -1 | N/A | 11 | N/A |
| 9/30/2017 | 104 | 4 | N/A | 6 | N/A |
| 6/30/2017 | 104 | 6 | N/A | 0 | N/A |
| 3/31/2017 | 107 | 8 | N/A | -2 | N/A |
| 12/31/2016 | 107 | 9 | N/A | 2 | N/A |
| 9/30/2016 | 103 | 9 | N/A | 10 | N/A |
| 6/30/2016 | 100 | 8 | N/A | 16 | N/A |
| 3/31/2016 | 96 | 9 | N/A | 19 | N/A |
| 12/31/2015 | 98 | 12 | N/A | 30 | N/A |
| 9/30/2015 | 100 | 15 | N/A | 21 | N/A |
| 6/30/2015 | 98 | 16 | N/A | 26 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: PDFS 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: PDFS (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: PDFS 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: PDFS 의 수익(연간 17.6%)이 US 시장(연간 11.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: PDFS 의 수익(연간 17.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: PDFS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/04 13:11 |
| 종가 | 2026/05/04 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
PDF Solutions, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Burleson | Canaccord Genuity |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Christian Schwab | Craig-Hallum Capital Group LLC |