PDF Solutions (PDFS)
Connects, analyzes, and inspects semiconductor manufacturing data to improve yield and process control.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | D.A. Davidson | Target | Target: $74 | Target: $24 |
| Sep 8, 2026 | Morgan Stanley | Initiate | Rating: —Target: — | Target: $62 |
| Sep 8, 2026 | RBC Capital | Downgrade | Rating: — | |
| Aug 17, 2026 | D.A. Davidson | Target | Target: $48 | Target: $74 |
| Aug 11, 2026 | Bernstein | Initiate | Rating: —Target: — | Target: $65 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $114.9M · Total debt $71.6M · Total assets $519.2M · Shareholders' equity $372.5M
- Revenue
- $61.5M
- Operating income
- $5.1M
- Net income
- $4.3M
No dividends on record.
| Institutions | ≈ 91.17% | 38.50M shares | |
|---|---|---|---|
| 292 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.87% | 2.90M shares | |
| 9 holders · as of Sep 1, 2026 | |||
| Strategic holders | 8.52% | 3.60M shares | |
| 2 holders · as of May 14, 2026 | |||
| Adds to | 106.56% | ||
42.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 106.56%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.14% | 5.55M | as of Jun 30, 2026 |
OppenheimerFunds, Inc.Institution | 7.12% | 3.01M | filed Jan 18, 2019 |
John Kachig KibarianInsiderdirector, officer: PRESIDENT AND CEO | 6.07% | 2.56M | filed Feb 17, 2026 |
T. Rowe Price Associates, Inc.Institution | 5.45% | 2.30M | filed Feb 16, 2021 |
Needham Investment Management LLCInstitution | 4.89% | 2.07M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | Andrzej Strojwas | officer: Chief Technology Officer | −3,394 | $44.41 |
| Aug 12, 2026 | Shuo Zhang | director | −1,501 | $51.47 |
- 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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PDF Solutions | $48.44 | −0.06% | $1.96B | 185.7 | 33.1 | 8.1 | +19.0% |
| Onto Innovation | $283.81 | −0.04% | $13.73B | 103.8 | 27.7 | 12.3 | +35.3% |
| KLA | $187.97 | −0.19% | $240.32B | 50.2 | 34.1 | 17.7 | +15.2% |
| Synopsys | $408.75 | −0.11% | $76.95B | 70.3 | 24.2 | 8.2 | +42.4% |
| Applied Materials | $472.07 | −0.08% | $368.59B | 40.0 | 26.9 | 12.0 | +24.8% |
| Keysight Technologies | $347.32 | +0.04% | $58.45B | 47.1 | 26.1 | 8.9 | +36.5% |
| Median | 50.2 | 26.9 | 12.0 | +35.3% |