PDF Solutions (PDFS)

• Market cap: $718M
• 1 day: -0.86%
• 5 days: 2.34%
• 1 month: -3.98%
• 3 months: -31.12%
• 6 months: -37.99%
• Year to date: -32.86%
• 1 year: -39.00%
• 5 years: 14.90%
• 10 years: 1.55%
• Sector: Technology
• Industry: Software - Application

About: PDF Solutions Inc offers products and services designed to empower engineers and data scientists across the semiconductor ecosystem to improve the yield, quality, and profitability of their products. The solutions combine proprietary software, physical intellectual property (or IP) for integrated circuit (or IC) designs, electrical measurement hardware tools, various methodologies, and professional services. The company's products and services are sold to integrated device manufacturers (or IDMs), fabless semiconductor companies, foundries, outsourced semiconductor assembly and test (or OSATs), and system houses.

Employees: 539

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 175 [Q3] → 176 (+1) [Q4]

0.31% less ownership

Funds ownership: 73.24% [Q3] → 72.93% (-0.31%) [Q4]

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $899M [Q3] → $766M (-$133M) [Q4]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

87% less call options, than puts

Call options by funds: $60K | Put options by funds: $479K

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $24 31% upside
• Avg. target: $31 66% upside
• High target: $37 102% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

DA Davidson Thomas Diffely 18% 1-year accuracy 2 / 11 met price target	31% upside $24	Buy Maintained	14 Apr 2025
Rosenblatt Blair Abernethy 25% 1-year accuracy 17 / 67 met price target	102% upside $37	Buy Maintained	14 Feb 2025