PDFSTechnology · Software - ApplicationThe 8 Wall Street analysts covering PDF Solutions, Inc. hold a median 12-month price target of $61 — +53.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 70 of 100 as at 3 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores PDF Solutions, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (81): Analysts have, on balance, been raising their forecasts.
Volatility (28): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PDFS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +53.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | DA Davidson | Maintains | Buy | $74 → $68 |
| 25 Sept 2026 | Needham | Initiates | Buy | $60 |
| 25 Sept 2026 | Needham | Initiates | Buy | — |
| 21 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 21 Sept 2026 | DA Davidson | Maintains | Buy | $74 |
| 8 Sept 2026 | Morgan Stanley | Initiates | Overweight | $62 |
| 8 Sept 2026 | Morgan Stanley | Initiates | Overweight | — |
| 11 Aug 2026 | Bernstein | Initiates | Outperform | $65 |
| 11 Aug 2026 | Bernstein | Initiates | Outperform | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $63 |
| 4 Aug 2026 | Wells Fargo | Initiates | Equal-Weight | $50 |
| 4 Aug 2026 | Wells Fargo | Initiates | Equal-Weight | — |
| 10 July 2026 | Rosenblatt | Maintains | Buy | $52 → $63 |
| 10 July 2026 | Rosenblatt | Maintains | Buy | — |
| 9 July 2026 | DA Davidson | Maintains | Buy | — |
| 19 May 2026 | Rosenblatt | Maintains | Buy | — |
| 18 May 2026 | DA Davidson | Maintains | Buy | — |
| 8 May 2026 | DA Davidson | Maintains | Buy | — |
| 8 May 2026 | Rosenblatt | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PDFS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, PDF Solutions, Inc. returned +42.5% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 4% of US stocks
Cheaper than 17% of US stocks
Cheaper than 20% of US stocks
Cheaper than 5% of US stocks
Higher than 68% of US stocks
Higher than 92% of US stocks
Higher than 82% of US stocks
Higher than 61% of US stocks
Higher than 58% of US stocks
Higher than 50% of US stocks
Higher than 67% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
PDF Solutions, Inc. has a market value of $1.8B and an enterprise value of $1.6B.
Revenue in the twelve months to 30 June 2026: $241.2M. The latest quarter grew 18.9% year on year.
Net income over the same four quarters: $10.3M, a 4.3% net margin.
Diluted earnings per share, trailing twelve months: $0.25.
Free cash flow in the twelve months to 30 June 2026: −$2.0M.
Trailing P/E: 170.5×; forward P/E: 25.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
PDF Solutions, Inc. employs 600 people — $402K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own PDF Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Riverwater’s Small Cap strategy slightly underperformed the Russell 2000 in the third quarter of 2026 as small-cap stocks broadly declined. PDF Solutions was among the strategy’s top detractors.
Why it matters — The update identifies PDF Solutions as a detractor from the strategy’s quarterly performance.
Zacks Investment Research reported that implied volatility in PDF Solutions stock options is surging, citing recent movements in the options market.
Why it matters — PDFS watchers may note the reported change in options-market volatility.
PDF Solutions announced it will release its third-quarter fiscal 2026 financial results after the market close on Thursday, November 5, 2026.
Why it matters — PDFS watchers can note the scheduled date for the company's third-quarter financial results.
Zacks Investment Research compares Onto Innovation with PDF Solutions, citing Onto’s AI-driven packaging demand, record revenue and rising estimates as advantages. It says PDFS bookings and analytics business are gaining momentum.
Why it matters — PDFS watchers can see both the stated competitive edge for Onto and the signs of momentum highlighted for PDFS.
Zacks Investment Research published a piece highlighting PDF Solutions as well positioned to outperform the market, citing above-average growth in its financials. The article outlines three reasons growth investors may favor the company.
Why it matters — The analysis points to PDFS's above-average financial growth, which is relevant for investors tracking the company's expansion prospects.
The 8 Wall Street analysts covering PDF Solutions, Inc. have a median 12-month price target of $61, with estimates ranging from $50 to $68. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering PDF Solutions, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks PDF Solutions, Inc. 70 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, PDF Solutions, Inc. ranks 70 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (81 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +53.3% from the last close, and Ticker Nerd's factor model ranks PDF Solutions, Inc. 70 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering PDF Solutions, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PDFS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $50 to $68 over the next 12 months.
PDF Solutions, Inc. returned +42.5% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
PDF Solutions, Inc. is a semiconductor software and engineering services company that provides data analytics, yield management, and manufacturing optimization solutions for the electronics industry.
The most recent item we track (Seeking Alpha, 28 Oct 2026): "Riverwater Small Cap Strategy Q3 2026 Portfolio Update". Riverwater’s Small Cap strategy slightly underperformed the Russell 2000 in the third quarter of 2026 as small-cap stocks broadly declined. PDF Solutions was among the strategy’s top detractors.
PDF Solutions, Inc. is a semiconductor software and engineering services company that provides data analytics, yield management, and manufacturing optimization solutions for the electronics industry. PDF Solutions, Inc. develops proprietary software, physical intellectual property for integrated circuit design, electrical measurement hardware tools, and professional services that help customers collect, connect, and analyze data across design, fabrication, assembly, and test operations. Its product suite supports integrated device manufacturers, foundries, fabless companies, outsourced semiconductor assembly and test providers, and equipment makers. The company’s offerings are used to improve process control, product quality, reliability, and manufacturability throughout the semiconductor lifecycle. Based in Santa Clara, California, PDF Solutions, Inc. plays a specialized role in the global semiconductor market by linking manufacturing data with engineering workflows to support more efficient chip development and production.
CEO Dr. John K. Kibarian Ph.D. · 600 employees · United States · https://www.pdf.com
