PDF Solutions
Connects, analyzes, and inspects semiconductor manufacturing data to improve yield and process control.
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Profile
Sells semiconductor manufacturing analytics, factory-connectivity software, secure remote access, test chips, and e-beam inspection systems. Revenue comes mainly from platform licenses, subscriptions, engineering work, and system sales and leases, with a smaller usage-linked stream; a concentrated customer base spans foundries, chipmakers, test providers, and equipment suppliers.
Provides data infrastructure for semiconductor design, manufacturing, and test. Exensio unifies factory and test data for analytics; Sapience connects equipment and enterprise systems; Cimetrix supplies standards-based equipment interfaces. DirectScan pairs e-beam inspection with electrical characterization, while Characterization Vehicle test chips generate process data for yield learning. secureWISE gives equipment suppliers and fabs managed private-network access.
Earns mainly platform fees from licenses, SaaS, support, engineering work, CV projects, and DirectScan systems. Smaller volume-based fees track Cimetrix runtime licenses, secureWISE data, and CV royalties. Serves chip designers, foundries, integrated device makers, packaging and test providers, and equipment manufacturers worldwide. A few customers account for more than half of revenue; volume-based fees depend on equipment shipments, network usage, and customers' chip sales.
Company facts
Categories
Key statistics
Year to date +51.9% · Average volume (30d) 573.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | D.A. Davidson | Target | $48 | $74 | |
| Aug 11, 2026 | Bernstein | Initiate | Outperform | $65 | |
| Aug 4, 2026 | Wells Fargo | Initiate | Positive | $50 | |
| Apr 29, 2026 | DA Davidson | Reiterate | Buy | $38 | $48 |
| Feb 17, 2026 | DA Davidson | Reiterate | Buy | $36 | $38 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.27 | $0.27 | +0.7% | $61.2M | $61.5M | +0.6% | +7.73% |
| May 7, 2026Q1 FY26 | $0.23 | $0.31 | +34.8% | $59.7M | $60.1M | +0.7% | +8.24% |
| Feb 12, 2026Q4 FY25 | $0.24 | $0.30 | +25.0% | $62.0M | $62.4M | +0.7% | +4.92% |
| Nov 6, 2025Q3 FY25 | $0.25 | $0.25 | 0.0% | $62.0M | $57.1M | −7.8% | −3.78% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $47.8M | $51.7M | $57.1M | $62.4M | $60.1M | $61.5M | |
| Gross profit | $34.8M | $36.8M | $41.3M | $45.5M | $43.2M | $42.4M | |
| Operating income | −$3.6M | $1.1M | $4.8M | $3.5M | $6.3M | $5.1M | |
| Net income | −$3.0M | $1.1M | $1.3M | −$48.0K | $4.8M | $4.3M | |
| Diluted EPS | −$0.08 | $0.03 | $0.03 | −$0.00 | $0.12 | $0.10 | |
| Gross margin | 72.9% | 71.2% | 72.3% | 72.9% | 71.8% | 68.9% | |
| Operating margin | -7.4% | 2.2% | 8.5% | 5.5% | 10.5% | 8.2% |
Fiscal years (4-quarter sums)FY21 $111.1M · FY22 $148.5M · FY23 $165.8M · FY24 $179.5M · FY25 $219.0M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $114.9M · Total debt $71.6M · Total assets $519.2M · Shareholders' equity $372.5M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 41.87M · Float 32.53M · 77.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.55M | 13.26% | 13F | Aug 7, 2026 |
| Kibarian John Kachig | 2.56M | 6.50% | 13G | Feb 17, 2026 |
| John Kachig Kibarian | 2.51M | 6.50% | 13G | Feb 12, 2025 |
| Needham Investment Management LLC | 2.07M | 4.93% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.66M | 3.98% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Shuo Zhang | director | −1,501 | $51.47 |
Peers
- Onto Innovation
Closest US-listed peer pairing metrology hardware with fab analytics software.
- KLA
Dominant process-control vendor; head-to-head in fab yield software and e-beam.
- Synopsys
EDA giant with dedicated yield-analytics suite competing on fab data and SLM.
- Applied Materials
Overlaps in process-control analytics, optical inspection, and eBeam review.
- Keysight Technologies
Parametric wafer test and device-characterization equipment for semi fabs.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PDF Solutions | $44.81 | −0.18% | $1.88B | 178.2 | 30.8 | 7.8 | +19.0% |
| Onto Innovation | $272.00 | +0.48% | $13.47B | 101.8 | 26.4 | 12.0 | +35.3% |
| KLA | $176.16 | +0.38% | $229.30B | 47.9 | 31.8 | 16.9 | +15.2% |
| Synopsys | $442.91 | +0.07% | $84.75B | 185.3 | 26.9 | 9.0 | +42.4% |
| Applied Materials | $462.35 | +0.16% | $366.55B | 39.8 | 26.2 | 11.9 | +24.8% |
| Keysight Technologies | $319.97 | +0.09% | $54.68B | 44.1 | 24.0 | 8.3 | +36.5% |
| Median | 47.9 | 26.4 | 11.9 | +35.3% |