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Pdf Solutions (PDFS)
NASDAQ:PDFS
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PDF Solutions (PDFS) Price & Analysis

219 Followers

PDFS Stock Chart & Stats

$50.98
-$3.26(-6.39%)
At close: 4:00 PM EDT
$50.98
-$3.26(-6.39%)

Bulls Say, Bears Say

Bulls Say
Platform Revenue GrowthSustained 36% YoY platform growth signals strong product-market fit for Exensio/secureWISE and growing recurring/contractual revenue. Durable platform adoption increases higher-margin, predictable revenue and supports long-term scaling of analytics services across fabs and OSATs.
Backlog ExpansionA $246M backlog up 9% YoY provides multi-quarter revenue visibility and underpins near-term demand. This booking cushion supports capacity planning (e.g., eProbe builds) and reduces reliance on spot volume revenue, improving forward revenue predictability and execution planning.
Conservative Balance SheetVery low leverage and a sizable equity base give financial flexibility to fund R&D, product builds and targeted CapEx without immediate distress. A conservative capital structure supports investment in eProbe capacity and AI product development while limiting refinancing risk.
Bears Say
Negative Free Cash FlowNegative FCF and weak cash conversion (~0.23) indicate operating inflows are not yet covering investment and working capital needs. Over time, persistent negative FCF could force higher external financing or slower reinvestment, pressuring margin sustainability and strategic flexibility.
Customer ConcentrationHigh revenue concentration ties company outcomes to decisions by a few large customers. This amplifies downside risk if volumes shift, limits pricing leverage, and makes long-term growth contingent on successful customer diversification and broader adoption beyond top accounts.
Volume-Based Revenue VolatilityDependence on wafer-volume and gain-share revenue that is volatile and excluded from backlog undermines revenue and margin predictability. Such structural variability can cause quarter-to-quarter swings, complicating resource planning and masking true platform revenue durability.

PDF Solutions News

PDFS FAQ

What was Pdf Solutions’s price range in the past 12 months?
Pdf Solutions lowest stock price was $18.12 and its highest was $71.69 in the past 12 months.
    What is Pdf Solutions’s market cap?
    Pdf Solutions’s market cap is $1.93B.
      When is Pdf Solutions’s upcoming earnings report date?
      Pdf Solutions’s upcoming earnings report date is Nov 05, 2026 which is in 90 days.
        How were Pdf Solutions’s earnings last quarter?
        Pdf Solutions released its earnings results on Aug 06, 2026. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.268 by $0.002.
          Is Pdf Solutions overvalued?
          According to Wall Street analysts Pdf Solutions’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Pdf Solutions pay dividends?
            Pdf Solutions does not currently pay dividends.
            What is Pdf Solutions’s EPS estimate?
            Pdf Solutions’s EPS estimate is 0.31.
              How many shares outstanding does Pdf Solutions have?
              Pdf Solutions has 41,867,720 shares outstanding.
                What happened to Pdf Solutions’s price movement after its last earnings report?
                Pdf Solutions reported an EPS of $0.27 in its last earnings report, beating expectations of $0.268. Following the earnings report the stock price went up 8.239%.
                  Which hedge fund is a major shareholder of Pdf Solutions?
                  Currently, no hedge funds are holding shares in PDFS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Pdf Solutions

                    PDF Solutions, Inc. offers a comprehensive array of solutions to the semiconductor sector, encompassing proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware, proven methodologies, and professional services. The company maintains a global presence, with significant operations in the United States, China, Japan, Taiwan, and other international regions. At the core of their software portfolio is the Exensio platform. This includes Manufacturing Analytics, which centralizes collected data, providing engineers with a consistent view to effectively identify and analyze production yield, performance, and reliability issues. Process Control delivers capabilities for failure detection, classification, and robust monitoring and management of manufacturing tool sets. Test Operations focuses on efficient data collection and analytical functionalities, while Assembly Operations is designed to seamlessly link assembly, packaging, fabrication, and characterization data throughout a product's entire lifespan. Beyond software, PDF Solutions provides advanced hardware and systems such as their design-for-inspection (DFI) Systems, featuring DFI on-chip instruments, and the eProbe, a non-contact E-beam tool. They also offer the Characterization Vehicle (CV) system, which comprises CV test chips, pdFasTest electrical testers, and specialized Exensio characterization software tailored to process measurements gathered from DFI on-chip instruments using the eProbe tool. Further enhancing their product suite are Cimetrix software products, which facilitate the implementation of industry-standard interfaces for equipment manufacturers. Their service offerings extend to software-as-a-service (SaaS) subscriptions, various software-related support, and dedicated characterization services. PDF Solutions engages a broad spectrum of clients—including integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, outsourced semiconductor assembly and test firms, and system houses—through a combination of direct sales, dedicated service teams, and strategic alliances. Established in 1991, the company's headquarters are located in Santa Clara, California.

                    PDF Solutions (PDFS) Earnings & Revenues

                    PDFS Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a clearly positive operational trajectory: strong top-line growth (total revenue +26%, platform +36%), improving profitability (operating margin 25%, net income +56% YoY), expanded backlog (+9%) and promising product momentum (eProbe shipments, secureWISE expansion, AI-enabled Exensio beta). Headwinds are manageable and largely execution/timing and volume-variability related: a 12% decline in volume-based revenue, increased CapEx reducing cash near-term, modest QoQ gross margin dip, and some customer concentration risk. Management provided constructive guidance and liquidity actions (expanded revolver), and reiterated targets for 20% revenue growth and margin progression, suggesting the positives materially outweigh the negatives.View all PDFS earnings summaries

                    PDFS Stock 12 Month Forecast

                    Average Price Target

                    $59.40
                    ▲(16.52% Upside)
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12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":28.53,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":31.23,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n     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