PDF Solutions, Inc.
PDFS
NASDAQ·Technology·Software - Application·Mkt cap $1.9B
$45.65
▲ +5.04%
P/E
181.51
Mkt Cap
$1.9B
52-Wk Range
$19.17–$71.69
52-Week Range
$19.17 - $71.69
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 128.8% over the trailing year
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 1.6).
- Significant premium - growth priced in
Growth
Stable outlook
Increasing semiconductor complexity driving demand for advanced yield analytics
Value
Significant premium - growth priced in
Momentum
Weak
-11.3% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying PDFS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.27 vs $0.27 consensus (+0.8% surprise). Revenue of $61.5M vs $61.2M expected (+0.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+0.8%
Revenue trend · last 8Q
—
+22%
+16%
+24%
+23%
+25%
+26%
+19%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$46.4M
$50.1M
$47.8M
$51.7M
$57.1M
$62.4M
$60.1M
$61.5M
Margins · last 8Q
Gross
69.0%
Operating
8.2%
Profit
6.9%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Bernstein · Aug 11, 2026
vs Industry
How PDFS stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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