PDF Solutions, Inc.

PDFS

$45.34

+4.33%

2026-09-04 10:33:19 EDT+$1.88

Technology

Software - Application

NASDAQ

Active Trading

PDF Solutions, Inc. offers a comprehensive array of solutions to the semiconductor sector, encompassing proprietary software, physical intellectual property for integrated circuit ...

Price Action of PDFS

$45.34

+4.33%+$1.88

High—

Low—

52W High-36.8%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

PDF Solutions, Inc. (NASDAQ: PDFS) is a global technology company headquartered in Santa Clara, California, founded in 1991. The company specializes in providing comprehensive data solutions for the semiconductor and electronics manufacturing ecosystem, enabling engineers and data scientists to transform manufacturing and test data into actionable insights. PDF Solutions offers ...PDF Solutions, Inc. (NASDAQ: PDFS) is a global technology company headquartered in Santa Clara, California, founded in 1991. The company specializes in providing comprehensive data solutions for the semiconductor and electronics manufacturing ecosystem, enabling engineers and data scientists to transform manufacturing and test data into actionable insights. PDF Solutions offers a broad portfolio including proprietary software, physical intellectual property (IP) for IC designs, electrical measurement hardware, proven methodologies, and professional services. At the core of its software offerings is the Exensio platform, which includes Manufacturing Analytics for yield and reliability issue identification, Process Control for fault detection and classification, Test Operations for efficient data collection, and Assembly Operations for linking assembly and packaging data across the product lifecycle. The company also provides advanced hardware systems such as design-for-inspection (DFI) on-chip instruments, the eProbe non-contact E-beam tool, and the Characterization Vehicle (CV) system with pdFasTest electrical testers. Additionally, PDF Solutions offers Cimetrix software products for industry-standard equipment interfaces, and services including SaaS subscriptions, software support, and characterization services. The company serves a diverse clientele including IDMs, fabless companies, foundries, equipment manufacturers, and OSATs, operating globally with a presence in the US, China, Japan, Taiwan, and other regions. As of December 2025, PDF Solutions had 600 full-time employees and went public in July 2001 on NASDAQ. Financially, the company generated revenue per share of $5.89 and a net profit margin of 4.3% over the trailing twelve months, with a market cap of approximately $2.07 billion. With a focus on innovation, PDF Solutions continues to drive yield improvement and quality enhancement across the semiconductor industry, positioning itself as a key partner in the digital transformation of manufacturing.ExpandCollapse

Founded

1991

Employees

600

CEO

John K. Kibarian

Full Name

PDF Solutions, Inc.

Sector

Technology

Industry

Software - Application

ROE

3.47%

Market Cap

$1.91B

Current Ratio

3.45

WACC

11.86%

ROIC

3.13%

Contact Information

https://www.pdf.com

408 280 7900

2858 De La Cruz Boulevard, Santa Clara, CA 95050

Key Metrics of PDFS

Snapshot

Latest / TTM · 6 periods

Market Cap

$1.91B

ROCE

4.4%

EV / EBITDA

58.22x

+2.7% YoY

FCF Yield

-0.1%

+0.7% YoY

Cash Conversion Cycle

71.4d

Current Ratio

3.45

Quick take

TTM —

Positive CCC

Financial Highlights of PDFS

Profitability trend

Latest / TTM · 6 periods

Gross Margin

71.5%

Net Margin

4.3%

P/E Ratio

172.73x

n/a

Debt / Equity

0.19

n/a

Current Ratio

3.45

Dividend Yield

0.0%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of PDFS

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $0.33 · Revenue $67.47M · 4 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.38 · Revenue $74.61M · 3 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $1.29 · Revenue $263.62M · 3 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $0.37 · Revenue $73.81M · 1 analysts

Recent history

Aug 6, 2026
Q2 FY2026 · Results reported
EPS $0.10 · Revenue $61.53M
View filing
May 7, 2026
Q1 FY2026 · Results reported
EPS $0.12 · Revenue $60.13M
View filing
Feb 24, 2026
FY2025 · Annual results
EPS $-0.02 · Revenue $219.02M
View filing
Nov 6, 2025
Q3 FY2025 · Results reported
EPS $0.03 · Revenue $57.12M
View filing
Aug 7, 2025
Q2 FY2025 · Results reported
EPS $0.03 · Revenue $51.73M
View filing
May 8, 2025
Q1 FY2025 · Results reported
EPS $-0.08 · Revenue $47.78M
View filing

Financial Statements of PDFS

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$219.0M	+22.0%	+2.3%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-640000	-115.8%	-10.9%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+72.3%	+3.6%	-4.0%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+2.7%	+1050.6%	-21.6%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-0.3%	-112.9%	-12.9%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-8.6M	-15.1%	+126.7%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-3.9%	+5.7%	+126.1%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	28.3%	+1243.7%	-25.2%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	2.28x	-33.0%	+47.1%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$418.7M	+32.8%	+20.6%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-0.02 vs 0.85	-101.9%	0.10 vs 0.33	-69.4%
Revenue Surprise	$219.0M vs $218.6M	+0.2%	$61.5M vs $67.5M	-8.8%

Insider Transactions of PDFS

Acquisitions (A)

Since Jul 1, 2026

Disposals (D)

Since Jul 1, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 31, 2026	Strojwas Andrzej	officer: Chief Technology Officer	Common Stock	D	3,394	$44.41
Aug 12, 2026	Zhang Shuo	director	Common Stock	D	1,501	$51.47
Jul 1, 2026	Strojwas Andrzej	officer: Chief Technology Officer	Common Stock	A	5,360	—
Jul 1, 2026	Strojwas Andrzej	officer: Chief Technology Officer	Common Stock	D	1,356	$66.88
Jul 1, 2026	Zhang Shuo	director	Common Stock	A	2,689	—

Earnings Call Transcript of PDFS

1 transcript segments

Q1 2026

Unknown Speaker

Operator: Good day, everyone, and welcome to the PDF Solutions, Inc. conference call to discuss its financial results for the first quarter conference call ending Tuesday, March 31, 2026. [Operator Instructions] As a reminder, this conference is being recorded. If you have not yet received a copy of the corresponding press release, it has been posted to PDF's website at www.pdf.com. Some of the statements that will be made in the course of this conference call are forward-looking, including statements regarding PDF's future financial results and performance, growth rates and demand for its solutions. PDF's actual results could differ materially. You should refer to the section entitled Risk Factors on Pages 16 through 30 of PDF's annual report on Form 10-K for the fiscal year ended December 31, 2025, and similar disclosures in subsequent SEC filings. The forward-looking statements and risks stated in this conference call are based on information available to PDF today. PDF assumes no obligation to update them. Now I'd like to introduce John Kibarian, PDF's President and Chief Executive Officer; and Adnan Raza, PDF's Chief Financial Officer. Mr. Kibarian, please go ahead. John Kibarian: Thank you for joining us on today's call. If you've not already seen our earnings press release and management report for the first quarter, please go to the Investors section of our website where each has been posted. For today's call, I will provide a summary of the past quarter, our perspective on the environment and outlook for the remainder of the year. The first quarter was a good start to the year as we made solid progress on our objective to position PDF Solutions as the leading commercial data analytics and mission-critical platform for the semiconductor industry. This was visible in the nature of the bookings, business activity and our product development during the quarter. From a bookings perspective, Exensio and Cimetrix products were particularly strong. Exensio's strength was primarily from larger deployments, including an enterprise-wide deployment for Exensio Test at a large IDM. Cimetrix booking strength came in part from our larger customers placing orders for runtime licenses in anticipation of additional machine shipments in future quarters. Total revenues were up 26% compared to Q1 of the prior year. Adnan will provide revenue details in his prepared remarks. We shipped 1 eProbe in the quarter and anticipate that machine to begin contributing to revenue in Q2. Our capital investments in eProbe was meaningful in the quarter as we build additional machines to support our goal of shipping 6 machines this year. Selling activity was very high across all aspects of the semiconductor industry, from hyperscalers to equipment vendors. We did see significant activity in our characterization and DFI business as customers look to develop advanced processes and products. We anticipate that this activity will result in strong bookings in this category as …

Leadership Team of PDFS

9 executives

Name	Title	Compensation	Gender	Year Born	Status
John K. Kibarian	Co-Founder, President, Chief Executive Officer & Director	USD 693,986	—	1964	Active
Kimon W. Michaels	Co-Founder, Executive Vice President of Products & Solutions and Director	USD 643,686	—	1966	Active
Adnan Raza	Executive Vice President of Finance & Chief Financial Officer	USD 637,386	Male	1973	Active
Andrzej Strojwas	Chief Technology Officer	USD 547,192	—	1953	Active
K. Mozumder	Vice President of WW Sales	USD 215,414	—	1963	Active
Said Akar	General Manager	—	—	—	Active
Jeffrey David	Vice President of AI Solutions	—	Male	—	Active
Michael Yu	Vice President of Sales & Operations - Asia	—	Male	—	Active
Peter Cohn	Secretary	—	Male	—	Active

Recent News of PDFS

Zacks Investment Research8/28/2026Neutral

Looking for a Growth Stock? 3 Reasons Why PDF Solutions (PDFS) is a Solid Choice

PDF Solutions (PDFS) possesses solid growth attributes, which could help it handily outperform the market.

Zacks Investment Research8/28/2026Neutral

SNPS vs. PDFS: Which Semiconductor Software Stock Has an Edge?

PDF Solutions outpaces Synopsys with stronger revenue growth, improving margins, major customer wins and a 20% growth target.

Zacks Investment Research8/27/2026Neutral

Wall Street Analysts Predict a 37.26% Upside in PDF Solutions (PDFS): Here's What You Should Know

The consensus price target hints at a 37.3% upside potential for PDF Solutions (PDFS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Defense World8/24/2026Neutral

Deutsche Bank AG Takes $9.38 Million Position in PDF Solutions, Inc. $PDFS

Deutsche Bank AG purchased a new position in shares of PDF Solutions, Inc. (NASDAQ: PDFS) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 132,536 shares of the technology company's stock, valued at approximately $9,382,000. Deutsche Bank AG owned about 0.33% of

Zacks Investment Research8/18/2026Neutral

PDF Solutions (PDFS) Is Up 2.93% in One Week: What You Should Know

Does PDF Solutions (PDFS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Historical Employee Count of PDFS

Current

600

Change

+11.32%

Minimum

407

Maximum

600

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	600	10-K	Feb 24, 2026	View
Dec 31, 2024	539	10-K	Feb 27, 2025	View
Dec 31, 2023	493	10-K	Feb 27, 2024	View
Dec 31, 2022	458	10-K	Mar 1, 2023	View
Dec 31, 2021	407	10-K	Mar 1, 2022	View

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PDF Solutions, Inc.