DA Davidson Increases Earnings Estimates for PDF Solutions

PDF Solutions, Inc. (NASDAQ:PDFS) – Stock analysts at DA Davidson upped their FY2026 earnings per share estimates for shares of PDF Solutions in a report issued on Tuesday, March 11th. DA Davidson analyst W. Jellison now expects that the technology company will earn $0.60 per share for the year, up from their previous forecast of $0.59. The consensus estimate for PDF Solutions’ current full-year earnings is $0.32 per share.

PDF Solutions (NASDAQ:PDFS) last released its earnings results on Thursday, February 13th. The technology company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.23 by ($0.15). PDF Solutions had a net margin of 2.26% and a return on equity of 3.94%. The firm had revenue of $50.09 million during the quarter, compared to analyst estimates of $49.40 million.

Several other equities analysts also recently issued reports on the company. Northland Securities reissued an “outperform” rating and issued a $45.00 target price on shares of PDF Solutions in a research report on Tuesday, December 24th. Rosenblatt Securities cut their price target on PDF Solutions from $40.00 to $37.00 and set a “buy” rating on the stock in a research report on Friday, February 14th.

PDF Solutions Price Performance

NASDAQ PDFS opened at $21.63 on Wednesday. The stock’s fifty day moving average price is $25.62 and its 200 day moving average price is $28.52. PDF Solutions has a 1 year low of $20.78 and a 1 year high of $39.70. The company has a market cap of $846.04 million, a price-to-earnings ratio of 216.30 and a beta of 1.59.

Insiders Place Their Bets

In other news, insider Andrzej Strojwas sold 5,030 shares of the stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $30.85, for a total transaction of $155,175.50. Following the sale, the insider now directly owns 94,717 shares of the company’s stock, valued at $2,922,019.45. This represents a 5.04 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO John Kachig Kibarian bought 34,356 shares of the stock in a transaction dated Monday, February 24th. The shares were purchased at an average cost of $22.80 per share, for a total transaction of $783,316.80. Following the completion of the purchase, the chief executive officer now owns 2,507,112 shares in the company, valued at approximately $57,162,153.60. This represents a 1.39 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 11.13% of the stock is owned by insiders.

Institutional Investors Weigh In On PDF Solutions

Several hedge funds have recently modified their holdings of PDFS. Needham Investment Management LLC boosted its stake in shares of PDF Solutions by 32.3% during the 3rd quarter. Needham Investment Management LLC now owns 1,759,550 shares of the technology company’s stock worth $55,743,000 after acquiring an additional 429,550 shares in the last quarter. William Blair Investment Management LLC boosted its stake in shares of PDF Solutions by 17.9% during the 4th quarter. William Blair Investment Management LLC now owns 1,063,583 shares of the technology company’s stock worth $28,802,000 after acquiring an additional 161,306 shares in the last quarter. Janus Henderson Group PLC boosted its stake in shares of PDF Solutions by 16.7% during the 3rd quarter. Janus Henderson Group PLC now owns 658,547 shares of the technology company’s stock worth $20,863,000 after acquiring an additional 94,154 shares in the last quarter. Raymond James Financial Inc. purchased a new position in PDF Solutions in the 4th quarter valued at about $2,482,000. Finally, Thrivent Financial for Lutherans lifted its stake in PDF Solutions by 14.5% in the 4th quarter. Thrivent Financial for Lutherans now owns 418,693 shares of the technology company’s stock valued at $11,338,000 after buying an additional 53,037 shares in the last quarter. 79.51% of the stock is owned by hedge funds and other institutional investors.

PDF Solutions Company Profile

PDF Solutions, Inc provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, China, Japan, and internationally. The company offers Exensio software products, such as Manufacturing Analytics that store collected data in a common environment with a consistent view for enabling product engineers to identify and analyze production yield, performance, reliability, and other issues; Process Control that provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations that offer data collection and analysis capabilities; and Assembly Operations that provide device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data over the product life cycle.