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Overview
PDF Solutions provides an end-to-end analytics platform for the semiconductor industry, combining software tools and engineering services to help fabs improve manufacturing yields and operating efficiency. The software collects data from manufacturing processes, analyzes it, and visualizes results for engineers and data scientists, while engineering services cover process control, yield management, and failure analysis. It differentiates itself by offering a semiconductor-specific, integrated platform with data collection, analytics, and specialist services delivered through a software licensing and services model. The goal is to help semiconductor customers raise yields, reduce waste, and improve overall manufacturing efficiency by turning data into actionable insights.
About PDF Solutions
Industries
Data & Analytics
Industrial & Manufacturing
Enterprise Software
AI & Machine Learning
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Santa Clara, California
Founded
1992
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Simplify's Take
What believers are saying
- Q2 2026 revenue rose 19% to $61.5 million, with 22% first-half growth.
- Backlog hit $270.7 million in June 2026, extending revenue visibility for years.
- Management reaffirmed 20% 2026 growth after new DirectScan and secureWISE wins.
What critics are saying
- Advantest sold 3.3 million shares in May 2026, signaling reduced commitment.
- SMIC keeps fighting the Hong Kong award, delaying cash recovery since 2020.
- Perpetual license mix cut Q2 2026 gross margin to 69%, pressuring earnings quality.
What makes PDF Solutions unique
- PDF Solutions owns semiconductor-specific data, analytics, and connectivity across fab operations.
- SecureWISE and DirectScan deepen network reach into most 300mm fabs worldwide.
- Recurring revenue was 80% of Q2 2026 sales, supporting software-like durability.
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Funding
Total Funding
$75M
Above
Industry Average
Funded Over
1 Rounds
Benefits
Health Insurance
401(k) Retirement Plan
Flexible Work Hours
Professional Development Budget
Stock Price
Growth & Insights and Company News
6 month growth
↑ 14%1 year growth
↑ 14%2 year growth
↑ 13%PDF Solutions reported second-quarter revenue of $61.5 million, up 19% year-over-year, with first-half revenue growing 22%. Platform revenue reached $49.1 million, whilst volume-based revenue surged 45% compared to the same quarter last year. The company's backlog hit a record $271 million, up 10% quarter-over-quarter and 16% year-over-year. Operating margin improved to 22%, approximately 300 basis points higher than Q2 2025, despite gross margin contracting to 73% due to perpetual software licence mix. Earnings per share rose 42% to $0.27. PDF Solutions secured eight-figure contracts for SecureWise and DirectScan systems, along with multiple seven-figure Excensio deals. The firm placed three new e-Probe e-beam inspection machines, including two with new customers. PDF Solutions reaffirmed its 20% full-year revenue growth guidance for 2026.
5 oversold growth stocks to invest in now. Published on May 21, 2026 at 2:55 pm by noor ul ain rehman in news. Page 1 of 5 5. PDF Solutions, Inc. (NASDAQ:PDFS) $44.58-0.45%. Number of Hedge Fund Holders: 15 PDF Solutions, Inc. (NASDAQ:PDFS) is one of the best oversold growth stocks to invest in now. Northland lifted the price target on PDF Solutions, Inc. (NASDAQ:PDFS) to $50 from $33 on May 8, reiterating an Outperform rating on the shares following "a strong quarter" and maintaining a full-year revenue guidance of up 20%. The rating update came after PDF Solutions, Inc. (NASDAQ:PDFS) announced financial results for fiscal Q1 2026 on May 7, reporting quarterly total revenues of $60.1 million, up 26% over last year's comparable quarter. It further reported GAAP gross margin of 72% and non-GAAP gross margin of 76%, with GAAP operating margin of 10% and non-GAAP operating margin of 25%. Management also stated that GAAP net income for the quarter was $4.8 million, or $0.12 per diluted share, compared to net loss of $48 thousand, or $(0.00) per diluted share, for fiscal Q4 of 2025, and net loss of $3.0 million, or $(0.08) per diluted share, for fiscal Q1 2025. PDF Solutions, Inc. (NASDAQ:PDFS) provides an end-to-end analytics platform empowering engineers and data scientists across the semiconductor ecosystem and data analytics for yield enhancement and process-design optimization. Its products, platforms, and services include proprietary software, electrical measurement hardware tools, physical intellectual property for integrated circuit designs, proven methodologies, and professional services. Page 1 of 5 Related Insider Monkey Articles
PDF Solutions has launched an underwritten public offering of approximately 3.81 million shares of common stock. The offering includes 3.31 million shares from selling shareholder Advantest America and 500,000 shares from the company itself. The underwriters have been granted a 30-day option on the offering.
The United States market has climbed 3.2% in the past week and 31% over the year, with earnings expected to grow 16% annually. Growth companies with high insider ownership are attracting attention as they signal strong confidence from company insiders. AlTi Global, a wealth and asset management firm with a market capitalisation of $566.53 million, is seeing significant insider interest. Former CEO Michael Tiedemann holds a 9.8% stake and is exploring a buyout. Revenue rose to $254.96 million in 2025 from $198.39 million in 2024, with earnings forecast to grow over 130% annually, substantially outpacing the broader market's expected 11.4% growth. PDF Solutions, offering software and intellectual property for integrated circuit designs, has a market cap of $1.92 billion, generating $219.02 million in revenue.
PDF Solutions has amended its credit agreement to increase its revolving credit facility to $75 million whilst maintaining other material terms unchanged. The amendment, executed on 23 April 2026, introduced leverage-based tiers for annual commitment fees. Under the new structure, the commitment fee is 0.50% when total debt to EBITDA reaches or exceeds 2.50 to 1.00, decreases to 0.35% for ratios between 0.50 and 2.50 to 1.00, and drops to 0.20% when the ratio falls below 0.50 to 1.00. This tiered approach aligns financing costs with the company's debt-to-EBITDA ratio, potentially lowering borrowing costs as leverage decreases. The adjustment provides added financial flexibility for the semiconductor analytics provider's operations and investment plans.
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About PDF Solutions
Industries
Data & Analytics
Industrial & Manufacturing
Enterprise Software
AI & Machine Learning
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Santa Clara, California
Founded
1992
PDF Solutions is Hiring for 27 Jobs on Simplify!
Find jobs on Simplify and start your career today