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PDF Solutions, Inc. Stock Price

NasdaqGS:PDFS Community·US$2.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author
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PDFS Share Price Performance

US$47.15
27.82 (143.92%)
​
US$59.38
Fair Value
US$47.15
27.82 (143.92%)
20.6% undervalued intrinsic discount
US$59.38
Fair Value
Price US$47.15
AnalystConsensusTarget US$59.38
AnalystLowTarget US$51.50
AnalystHighTarget US$74.00
Fri, 3 Jul 26
Fair ValueUS$59.38
Share Pricen/a

PDFS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$59.38 20.6% undervalued intrinsic discount

Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution

1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$51.5 8.4% undervalued intrinsic discount

Regulatory Risks Will Test Semiconductor Outlook But AI Will Endure

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$74 36.3% undervalued intrinsic discount

Accelerating AI And Intel Partnerships Will Expand Semiconductor Analytics

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
PDFS logo
PDF Solutions
20.6% undervalued intrinsic discount

Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Jul
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PDFS logo
PDF Solutions
8.4% undervalued intrinsic discount

Regulatory Risks Will Test Semiconductor Outlook But AI Will Endure

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AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Jul
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PDFS logo
PDF Solutions
36.3% undervalued intrinsic discount

Accelerating AI And Intel Partnerships Will Expand Semiconductor Analytics

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AN
AnalystHighTarget
AnalystHighTarget
Updated 19 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
PDFS logo

PDFS: Longer Horizon Profit Aims And Capital Raises Will Test Execution

Fair Value: US$51.5 8.4% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
PDFS logo

PDFS: Higher Earnings Power And Share Supply Shifts Will Shape Fairly Valued Outlook

Fair Value: US$59.38 20.6% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
PDFS logo

PDFS: Street Repricing Will Highlight Higher Margin Power Ahead

Fair Value: US$74 36.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

3 Risks
3 Rewards
View Full Analysis

PDF Solutions, Inc. Key Details

US$241.2m

Revenue

US$68.8m

Cost of Revenue

US$172.4m

Gross Profit

US$162.0m

Other Expenses

US$10.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.24
71.46%
4.27%
17.9%
View Full Analysis

About PDFS

Founded
1991
Employees
600
CEO
John Kibarian
WebsiteView website
www.pdf.com

PDF Solutions, Inc. provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, and internationally. The company offers Exensio software, such as Manufacturing Analytics, which uses a proprietary database schema to store collected data; Process Control, which provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations, which offer data collection and analysis capabilities; and Assembly Operations, which provide device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data across the product life cycle. It also provides Sapience Data Platform, which unifies fragmented data from diverse equipment and protocols across the factory floor; Sapience Manufacturing Hub enterprise, a connectivity platform between enterprise applications; DirectScan systems, such as Proprietary Software and eProbe Non-Contact E-Beam Tool; and Characterization Vehicle (CV) system, which includes CV Test Chips, pdFasTest Electrical Tester, and Exensio characterization software. In addition, the company offers Cimetrix software products that enable equipment manufacturers to provide standard interfaces on their products for equipment communication, control, and data collection; equipment factory connectivity products, such as Cimetrix CIMConnect, Cimetrix CIM300, and Cimetrix CIMPortal Plus; equipment factory connectivity testing and control products; secureWISE systems, including software, servers, and networks; software-as-a-service; software and hardware installation and configuration; system/data integration, and value realization; and technical support and maintenance for hardware and software. PDF Solutions, Inc. was founded in 1991 and is headquartered in Santa Clara, California.

Recent PDFS News & Updates

Seeking Alpha • Aug 12

PDF Solutions: Why The Recent Bounce Could Fizzle Out

Summary The Q2 FY2026 report showed strong gains for the top and the bottom line, and the outlook sees that continuing in the rest of the year. It can be argued that while growth is strong, it is not strong enough to justify the higher valuations being asked after the rally in the stock. The stock has appreciated by about two-thirds YTD and that is after ceding gains this quarter, but a chart suggests the stock could go lower. There is reason to think more growth has been priced in than is likely to be attained, which is why I am neutral on PDFS with a hold rating. Read the full article on Seeking Alpha

Recent updates

No updates

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