PDF Solutions (PDFS)

• Market cap: $935M
• 1 day: -1.40%
• 5 days: 0.50%
• 1 month: 11.74%
• 3 months: 30.19%
• 6 months: -10.32%
• Year to date: -12.59%
• 1 year: -29.07%
• 5 years: -1.57%
• 10 years: 83.49%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

152% more call options, than puts

Call options by funds: $126K | Put options by funds: $50K

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]

2.7% less ownership

Funds ownership: 72.96% [Q4 2024] → 70.26% (-2.7%) [Q1 2025]

5% less funds holding

Funds holding: 177 [Q4 2024] → 168 (-9) [Q1 2025]

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

31% less capital invested

Capital invested by funds: $766M [Q4 2024] → $525M (-$241M) [Q1 2025]

Research analyst outlook

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

• Low target: $31 30% upside
• Avg. target: $31 30% upside
• High target: $31 30% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Rosenblatt Blair Abernethy

30% upside $31

Buy Maintained

5 May 2025