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PDFS

PDF Solutions, Inc.

PDFS

NASDAQ·Technology·Software - Application·Mkt cap $2.8B

$59.18

-11.51%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$18.12 - $71.69

P/E

327.50

Fwd P/E

47.44

Beta

1.71

Div Yield

0.00%

Avg Vol

751.1K

Shares Out

39.9M

Mkt Cap

$2.8B

Price action

Price chart

Up 195.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary DFI on-chip instruments and eProbe non-contact measurement technology
  • Integrated platform spanning design, manufacturing, test, and assembly operations
  • 30+ years of industry expertise and established relationships across semiconductor ecosystem
  • Proven methodologies and characterization services that reduce time-to-yield

Bear Case

2 risks

  • Above-average volatility (beta 1.7).
  • High premium - requires strong execution

Growth

Moderate growth ahead

Increasing semiconductor complexity driving demand for advanced yield analytics

Value

High premium - requires strong execution

Momentum

Hot

+92.7% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 6, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.31 vs $0.23 consensus (+34.8% surprise). Revenue of $60.1M vs $59.7M expected (+0.7%). Beat on both top and bottom lines.

EPS beat +34.8%
Rev beat +0.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+34.8%

Next: May 6, 2026

Revenue trend · last 8Q

+22%

+16%

+24%

+23%

+25%

+26%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$41.7M

$46.4M

$50.1M

$47.8M

$51.7M

$57.1M

$62.4M

$60.1M

Margins · last 8Q

Gross

Operating

Profit

8.0%

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

$48.00

-18.9% vs $59.18

Low $48.00
Median $48.00
High $48.00

Latest: Rosenblatt · May 19, 2026

1 analyst covering

vs Industry

How PDFS stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.