POverview
PDF Solutions offers an end-to-end analytics platform for the semiconductor industry, combining software tools and engineering services to help fabs boost yields and efficiency. Its software collects data from manufacturing processes, analyzes it, and visualizes results for engineers and data scientists, while its engineering services cover process control, yield management, and failure analysis; revenue comes from software licensing and service fees. The company differentiates itself by its semiconductor-focused, integrated data-collection and analytics platform paired with specialized services delivered globally under a licensing-and-services model. Its goal is to help semiconductor customers raise yields, reduce waste, and improve overall manufacturing performance through data-driven insights.
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About PDF Solutions
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Santa Clara, CA
Founded
1992
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Simplify's take
What believers are saying
- Q3 2026 revenue hit a record $68.3 million, up 20% year over year.
- Management reaffirmed 2026 revenue growth at 20% after Exensio Aurora's September 2026 launch.
- Management expects backlog above $271 million by year-end, supported by multiple large contracts.
What critics are saying
- Backlog fell to $247.2 million in Q3 2026 from $270.7 million Q2.
- Large deal timing slips into 2027, delaying revenue and booking conversion.
- Semiconductor spending cycles and rival analytics vendors can erode PDF Solutions' platform leadership quickly.
What makes PDF Solutions unique
- Exensio Aurora handles petabyte-scale semiconductor data with domain-specific agentic AI workflows.
- PDF Solutions combines analytics software, equipment connectivity, and engineering services across fabs, assembly, and packaging.
- SecureWise and Cimetrix deepen switching costs by embedding software into factory operations and tools.
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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
7%1 year growth
15%2 year growth
14%PDF Solutions, Inc. (PDFS) stock analysis: unpacking a 33.55% potential upside in the technology sector. PDF Solutions, Inc. (NASDAQ: PDFS) is emerging as a notable player in the technology sector, particularly within the software-application industry. With its headquarters in Santa Clara, California, the company has carved out a niche by offering a suite of proprietary software, integrated circuit designs, and comprehensive manufacturing analytics solutions. Catering to a global clientele, PDF Solutions has established a robust presence in the United States, Japan, China, and beyond. As of the latest trading data, PDF Solutions' stock is priced at $45.49, reflecting a modest increase of 0.03%. However, the current price belies the stock's potential, with analysts projecting a target price range of $50.00 to $68.00. This forecast signals a promising potential upside of 33.55%, making PDFS an intriguing consideration for growth-focused investors. The company's financials paint an interesting picture. While traditional valuation metrics like P/E and PEG ratios are unavailable, the forward P/E ratio stands at 27.53, indicating investor optimism about future earnings. PDF Solutions' revenue growth of 18.90% underscores its ability to expand its market share and enhance its service offerings. However, challenges remain, such as the negative free cash flow of approximately $13.26 million, which highlights the need for effective cash management strategies moving forward. Despite these challenges, PDF Solutions enjoys strong analyst support, with 7 buy ratings and just 1 hold rating, and no sell ratings to date. This positive sentiment is further bolstered by a return on equity of 3.27%, suggesting that the company is generating adequate returns on its shareholders' investments. From a technical perspective, PDF Solutions' stock is trading slightly below its 50-day moving average of $46.22, but above its 200-day moving average of $44.51. This positioning, in conjunction with a notably low RSI (14) of 13.29, indicates that the stock may be oversold, potentially presenting a buying opportunity for investors. PDF Solutions' portfolio includes the Exensio and Sapience platforms, which offer sophisticated analytics and data integration capabilities, catering to the complex needs of the semiconductor and electronics manufacturing industries. These products are complemented by Cimetrix software, which enhances equipment communication and data collection processes. The absence of a dividend yield and payout ratio underscores the company's focus on reinvesting profits to fuel growth rather than returning capital to shareholders. For investors seeking capital appreciation rather than income, this strategy aligns well with the company's growth narrative. In summary, PDF Solutions is a compelling growth story within the technology sector, backed by solid revenue growth and strong analyst endorsements. As the company continues to innovate and expand its market reach, investors with an appetite for risk and a focus on potential capital gains may find PDF Solutions an attractive addition to their portfolios. * Written by: Madison Wilson
PDF Solutions unveils Exensio Aurora AI analytics architecture. By ICO Optics / September 10, 2026 This post contains affiliate links, and I will be compensated if you make a purchase after clicking on my links, at no cost to you. PDF Solutions is set to introduce Exensio Aurora, a groundbreaking AI-first analytics architecture designed for modern semiconductor manufacturing. This scalable framework addresses the massive surge in industry data volumes, which have expanded by an astonishing 600% since 2022. The new architecture will be officially unveiled during the upcoming CONNECT event in San Francisco. By safely implementing agentic AI across operations, the platform aims to revolutionize how manufacturers handle petabyte-scale data. Table of Contents The data explosion in modern manufacturing. Advanced packaging, 3D architectures, and heterogeneous integration have driven a major structural transformation in the technology sector. These innovations create massive streams of information that traditional legacy systems simply cannot keep pace with. To explore more breakthroughs shaping the modern technological landscape, check out its latest optics articles for expert insights. Industry complexities are escalating faster than conventional intelligence tools can manage effectively. Overcoming the 95% unexamined data barrier. Traditional analytics software typically leaves more than 95% of collected manufacturing data completely unexamined. This massive blind spot prevents organizations from achieving true operational coherence and efficiency. Standard cloud platforms also lack the specific equipment connectivity and deep industry context required for semiconductor ecosystems. Bridging these critical operational gaps demands specialized intelligence frameworks built from the ground up. Leveraging deep semiconductor semantics. PDF Solutions developed Exensio Aurora to leverage deep semiconductor semantics for both online and offline workflows. Artificial intelligence serves as the foundational core, driving everything from model training to automated data ingestion. For readers interested in hardware advancements and precision engineering gear, its curated product reviews offer detailed evaluations. Intelligent workflow guardrails ensure that automated actions remain safe and predictable across complex supply chains. Transforming metrics into actionable decisions. The ultimate goal of this scalable architecture is to convert raw manufacturing data into actionable decisions at scale. Shifting the competitive advantage from mere data collection to active operational coherence is vital for future success. As the industry continues to evolve, smart automation will remain at the forefront of engineering excellence. Empowering teams with contextualized insights will redefine standards across global manufacturing networks. Additional Reading:
PDF Solutions, Inc. $PDFS shares bought by Penn Capital Management Company LLC. August 30, 2026 Key points. * Penn Capital Management increased its PDF Solutions stake by 916.9% in the second quarter, acquiring 183,160 additional shares for a total of 203,136 shares valued at approximately $14.4 million. Hedge funds and institutional investors collectively own 79.51% of the company. * PDF Solutions reported quarterly earnings of $0.27 per share, matching analyst expectations, while revenue of $61.53 million slightly exceeded estimates. The company has a market capitalization of about $1.79 billion and a notably high price-to-earnings ratio of 179.24. * Analyst sentiment remains cautiously positive, with three Buy ratings and two Hold ratings producing a "Moderate Buy" consensus and an average price target of $63, versus a recent share price of $44.81. * MarketBeat previews the top five stocks to own by September 1st. Penn Capital Management Company LLC raised its stake in PDF Solutions, Inc. (NASDAQ:PDFS - Free Report) by 916.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 203,136 shares of the technology company's stock after acquiring an additional 183,160 shares during the quarter. Penn Capital Management Company LLC owned approximately 0.51% of PDF Solutions worth $14,394,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also made changes to their positions in PDFS. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of PDF Solutions by 8.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 65,049 shares of the technology company's stock worth $4,605,000 after purchasing an additional 5,210 shares during the last quarter. Pure Financial Advisors LLC acquired a new position in PDF Solutions in the second quarter valued at $209,000. Punch & Associates Investment Management Inc. acquired a new position in PDF Solutions in the second quarter valued at $366,000. Pillsbury Lake Capital LLC purchased a new position in PDF Solutions during the second quarter worth about $8,342,885. Finally, Atreides Management LP purchased a new position in PDF Solutions during the second quarter worth about $46,618,000. 79.51% of the stock is currently owned by hedge funds and other institutional investors. PDF Solutions stock performance. Shares of PDF Solutions stock opened at $44.81 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 3.45 and a current ratio of 3.45. PDF Solutions, Inc. has a 1 year low of $18.93 and a 1 year high of $71.68. The firm's 50-day simple moving average is $52.37 and its 200-day simple moving average is $45.54. The firm has a market cap of $1.79 billion, a PE ratio of 179.24 and a beta of 1.67. PDF Solutions (NASDAQ:PDFS - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The technology company reported $0.27 EPS for the quarter, hitting analysts' consensus estimates of $0.27. The business had revenue of $61.53 million during the quarter, compared to the consensus estimate of $61.17 million. PDF Solutions had a return on equity of 7.21% and a net margin of 4.27%. Equities analysts forecast that PDF Solutions, Inc. will post 0.77 earnings per share for the current fiscal year. Insider buying and selling at PDF Solutions. In related news, Director Shuo Zhang sold 1,501 shares of the company's stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $51.47, for a total transaction of $77,256.47. Following the sale, the director directly owned 23,380 shares of the company's stock, valued at approximately $1,203,368.60. This represents a 6.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 11.08% of the company's stock. Wall Street analyst weigh in. PDFS has been the subject of a number of research reports. Wells Fargo & Company initiated coverage on PDF Solutions in a research report on Tuesday, August 4th. They set an "equal weight" rating and a $50.00 price target for the company. DA Davidson set a $74.00 price objective on PDF Solutions in a report on Monday, August 17th. Wall Street Zen lowered PDF Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Weiss Ratings upgraded PDF Solutions from a "sell (d+)" rating to a "hold (c)" rating in a report on Friday, August 21st. Finally, Rosenblatt Securities reissued a "buy" rating and set a $63.00 target price on shares of PDF Solutions in a research report on Friday, August 7th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $63.00. Discover more Company Earnings Stock Market Analysis Cryptocurrency News PDF Solutions company profile. PDF Solutions, Inc, headquartered in Santa Clara, California, is a technology company that provides data-driven solutions for the semiconductor manufacturing industry. Founded in 1991, the company specializes in software and services designed to improve yield, productivity and profitability for semiconductor fabricators. Over its history, PDF Solutions has positioned itself as a partner to foundries, integrated device manufacturers (IDMs), assembly and test operations, offering tailored data analytics and engineering expertise. The company's flagship offering, the Exensio platform, aggregates and analyzes data from process equipment, metrology and inspection systems to identify yield-limiting defects and process excursions. Want to see what other hedge funds are holding PDFS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PDF Solutions, Inc. (NASDAQ:PDFS - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider PDF Solutions, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and PDF Solutions wasn't on the list. While PDF Solutions currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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
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About PDF Solutions
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Santa Clara, CA
Founded
1992
PDF Solutions is Hiring for 20 Jobs on Simplify!
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs