PDF Solutions’ (PDFS) “Buy” Rating Reiterated at DA Davidson

DA Davidson restated their buy rating on shares of PDF Solutions (NASDAQ:PDFS) in a research report released on Tuesday morning,Benzinga reports. DA Davidson currently has a $36.00 price objective on the technology company’s stock.

Several other research firms also recently weighed in on PDFS. Weiss Ratings reaffirmed a “sell (d)” rating on shares of PDF Solutions in a report on Monday, December 29th. Rosenblatt Securities reissued a “buy” rating and set a $34.00 target price on shares of PDF Solutions in a report on Monday. Two research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $35.00.

PDF Solutions Stock Performance

PDFS opened at $32.11 on Tuesday. The company has a current ratio of 2.21, a quick ratio of 2.21 and a debt-to-equity ratio of 0.25. The business’s 50 day moving average is $31.16 and its 200-day moving average is $26.55. The stock has a market cap of $1.27 billion, a PE ratio of -3,211.00 and a beta of 1.55. PDF Solutions has a twelve month low of $15.91 and a twelve month high of $36.99.

PDF Solutions (NASDAQ:PDFS) last posted its earnings results on Thursday, February 12th. The technology company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.24 by $0.06. The firm had revenue of $62.40 million for the quarter, compared to analysts’ expectations of $61.95 million. PDF Solutions had a positive return on equity of 4.28% and a negative net margin of 0.03%. On average, analysts predict that PDF Solutions will post 0.32 earnings per share for the current year.

Institutional Investors Weigh In On PDF Solutions

Hedge funds have recently modified their holdings of the stock. William Blair Investment Management LLC increased its stake in PDF Solutions by 0.7% in the 4th quarter. William Blair Investment Management LLC now owns 1,358,481 shares of the technology company’s stock worth $38,757,000 after purchasing an additional 9,040 shares in the last quarter. Wasatch Advisors LP grew its position in PDF Solutions by 3.7% during the 2nd quarter. Wasatch Advisors LP now owns 1,191,373 shares of the technology company’s stock worth $25,472,000 after purchasing an additional 41,977 shares in the last quarter. Ranger Investment Management L.P. raised its stake in PDF Solutions by 1.1% during the 3rd quarter. Ranger Investment Management L.P. now owns 1,057,210 shares of the technology company’s stock valued at $27,297,000 after purchasing an additional 11,665 shares during the period. Snyder Capital Management L P lifted its holdings in shares of PDF Solutions by 19.4% in the fourth quarter. Snyder Capital Management L P now owns 955,435 shares of the technology company’s stock valued at $27,259,000 after purchasing an additional 155,078 shares in the last quarter. Finally, Emerald Advisers LLC boosted its position in shares of PDF Solutions by 3.2% in the second quarter. Emerald Advisers LLC now owns 954,361 shares of the technology company’s stock worth $20,404,000 after buying an additional 29,583 shares during the period. 79.51% of the stock is owned by hedge funds and other institutional investors.

Key PDF Solutions News

Here are the key news stories impacting PDF Solutions this week:

• Positive Sentiment: Record revenue and year‑over‑year growth: PDFS reported Q4 revenue of about $62.4M, roughly +24.6% YoY and the company called it a record quarter — a clear demand signal for its semiconductor data services. GlobeNewswire Release
• Positive Sentiment: Earnings per share beat some estimates: Several market reports show Q4 EPS of $0.30 vs. consensus ~$0.24, which can support the stock if investors focus on the beat. Zacks: EPS & Revenues Beat
• Neutral Sentiment: Management hosted an earnings call and published the transcript; listen for management’s commentary on mix, backlog and customer wins that could clarify sustainability of growth. Earnings Call Transcript
• Neutral Sentiment: Analyst coverage/ratings: Rosenblatt (Buy) and DA Davidson have highlighted the name recently and street median targets (recent median ~$34) provide upside reference points vs. current levels. Rosenblatt Buy Note
• Negative Sentiment: Mixed/conflicting metrics and profitability concerns: some reports note a very small net income or effectively zero diluted EPS and highlight materially higher liabilities and a lower cash balance year‑over‑year, which tempers the revenue story and may explain selling pressure. QuiverQuant: Revenue Growth but EPS Miss
• Negative Sentiment: Guidance clarity lacking in headlines: the company updated FY‑2026 guidance in its release/call but details surfaced unevenly across reports — uncertainty or conservative guidance would likely pressure the stock further. PDF Solutions Press Release / Filings

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.