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PDF Solutions, Inc. Stock Price

NasdaqGS:PDFS Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

PDFS Share Price Performance

US$33.78
12.36 (57.70%)
US$36.00
Fair Value
US$33.78
12.36 (57.70%)
6.2% undervalued intrinsic discount
US$36.00
Fair Value
Price US$33.78
AnalystConsensusTarget US$36.00
AnalystLowTarget US$33.00
AnalystHighTarget US$36.00

PDFS Community Narratives

AnalystConsensusTarget·
Fair Value US$36 6.2% undervalued intrinsic discount

Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution

1users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AnalystLowTarget·
Fair Value US$33 2.4% overvalued 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
AnalystHighTarget·
Fair Value US$36 6.2% 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
US$36
6.2% undervalued intrinsic discount
Revenue
18.74% p.a.
Profit Margin
17.46%
Future PE
30.45x
Price in 2029
US$47.89
US$33
2.4% overvalued intrinsic discount
Revenue
20.49% p.a.
Profit Margin
16.9%
Future PE
29.32x
Price in 2029
US$44.07

Trending Discussion

Updated Narratives

PDFS logo

PDFS: Q4 Execution And Chip Expertise Will Support Measured Future Upside

Fair Value: US$36 6.2% undervalued intrinsic discount
11 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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PDFS: Backlog Conviction And Sector Cycles Will Shape Balanced Long Term Outlook

Fair Value: US$33 2.4% overvalued intrinsic discount
3 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
PDFS logo

Accelerating AI And Intel Partnerships Will Expand Semiconductor Analytics

Fair Value: US$36 6.2% undervalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

0 Risks
1 Reward

PDF Solutions, Inc. Key Details

US$219.0m

Revenue

US$60.6m

Cost of Revenue

US$158.4m

Gross Profit

US$159.0m

Other Expenses

-US$640.0k

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.016
72.32%
-0.29%
24.7%
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.

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