PDFS
PDF SOLUTIONS INC
$64.14
+0.45%
$2.6B
No data for this timeframe.
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$590.2M
Inst. Activity10 buys / 0 sells
SEC Reports4
Press Releases2
Recent Activity
May 14, 2026
SEC
PDF Solutions is pricing a 4,568,308-share common stock offering at $44.00 per share, a 13.6% discount to the prior clos
424B5 — Impact 6/10
May 13, 2026
SEC
PDF Solutions filed a 424B5 prospectus supplement for a mixed primary/secondary offering of 3,806,924 shares of common s
424B5 — Impact 6/10
Apr 24, 2026
SEC
PDF Solutions has amended its credit agreement to increase its revolving credit facility by $30 million to $75 million,
8-K — Impact 5/10
Inst.
BARROW HANLEY MEWHINNEY & — NEW
1,140,547 shares ($37.3M)
Inst.
LOOMIS SAYLES & CO — ADD
827,109 shares ($27.1M)
Jun 9, 2026
short_volume
Short Volume: PDFS — 63.2% short (0.4M / 0.6M)
Short: 390,754 | Exempt: 250 | TRF Vol: 618,325 | Short Ratio: 63.2% | Off-exchange volume (dark poo
May 15, 2026
Press
PDF Solutions closed an underwritten public offering of 5,253,554 shares at $44.00 per share, with the company selling 1
Impact 5/10
May 14, 2026
Press
PDF Solutions priced a public offering of 4,568,308 shares at $44.00/share, upsized from 3,806,924 shares. The company w
Impact 6/10
Price Targets
$54.88
-14.4% upside
Sell
Current $64.14
Low $51.50
Median $54.00
High $60.00
4 analysts
$51.50
$60.00
Analyst Ratings
2Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| May 18, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| May 8, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 20, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.26 ▲ +4.0% | $0.24 — $0.28 | 37% YoY | 4 |
| Next Q | $0.31 ▲ +6.0% | $0.29 — $0.32 | -52% YoY | 4 |
| Current FY | $1.24 ▲ +10.5% | $1.20 — $1.26 | 31% YoY | 4 |
| Next FY | $1.55 ▲ +12.9% | $1.45 — $1.61 | 26% YoY | 4 |
Latest Reports
BEARISH
Press
5/10
PDF Solutions closed an underwritten public offering of 5,253,554 shares at $44.00 per share, with the company selling 1
May 15, 2026
BEARISH
424B5
6/10
PDF Solutions is pricing a 4,568,308-share common stock offering at $44.00 per share, a 13.6% discount to the prior clos
May 14, 2026
BEARISH
424B5
6/10
PDF Solutions filed a 424B5 prospectus supplement for a mixed primary/secondary offering of 3,806,924 shares of common s
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $159.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $45.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.4M | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, | $41.1M | — |
| STATE STREET CORP | $39.0M | — |
50 institutional holders with $590.2M total value (18,047,775 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 10 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,866,177 | $159.2M | 27.0% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,400,722 | $45.8M | 7.8% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,388,122 | $45.4M | 7.7% | — |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,255,559 | $41.1M | 7.0% | — |
| 5 | STATE STREET CORP | 1,192,408 | $39.0M | 6.6% | — |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,140,547 | $37.3M | 6.3% | NEW |
| 7 | JANUS HENDERSON GROUP PLC | 1,035,666 | $33.9M | 5.7% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 845,693 | $27.7M | 4.7% | — |
| 9 | LOOMIS SAYLES & CO L P | 827,109 | $27.1M | 4.6% | ADD +77.8% |
| 10 | WASATCH ADVISORS LP | 507,737 | $16.6M | 2.8% | TRIM -54.0% |
| 11 | Russell Investments Group, Ltd. | 441,716 | $14.4M | 2.4% | — |
| 12 | MORGAN STANLEY | 341,780 | $11.2M | 1.9% | TRIM -37.1% |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 328,905 | $10.8M | 1.8% | ADD +36.4% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 308,174 | $10.1M | 1.7% | — |
| 15 | FMR LLC | 302,209 | $9.9M | 1.7% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 221,080 | $7.2M | 1.2% | — |
| 17 | GOLDMAN SACHS GROUP INC | 151,048 | $4.9M | 0.8% | — |
| 18 | Invesco Ltd. | 144,340 | $4.7M | 0.8% | ADD +26.6% |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 114,525 | $3.7M | 0.6% | — |
| 20 | Nuveen, LLC | 111,994 | $3.7M | 0.6% | ADD +37.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | NEW | — | 1,140,547 | — | $37.3M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | ADD | 465,182 | 827,109 | +77.8% | $27.1M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 42,209 | 90,393 | +114.2% | $3.0M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 9,799 | 14,197 | +44.9% | $464.4K | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 1,259 | 12,427 | +887.1% | $406.5K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 190 | 9,651 | +4979.5% | $315.7K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 383 | 7,347 | +1818.3% | $240.3K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 627 | 839 | +33.8% | $27.4K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 65 | 318 | +389.2% | $10.4K | 2026-Q1 |
| Allworth Financial LP | ADD | 9 | 14 | +55.6% | $458.00 | 2026-Q1 |
| LOOMIS SAYLES & CO L P | ADD | 363,183 | 465,182 | +28.1% | $13.3M | 2025-Q4 |
| Invesco Ltd. | ADD | 107,523 | 136,138 | +26.6% | $3.9M | 2025-Q4 |
| Nuveen, LLC | ADD | 80,384 | 110,629 | +37.6% | $3.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,758 | 64,986 | +504.1% | $1.9M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 107,882 | 48,553 | -55.0% | $1.4M | 2025-Q4 |
| Verition Fund Management LLC | DOUBLED | 13,908 | 37,536 | +169.9% | $1.1M | 2025-Q4 |
| M&T BANK CORP | NEAR_EXIT | 15,657 | 1,259 | -92.0% | $987.5K | 2025-Q4 |
| D. E. Shaw & Co., Inc. | TRIM | 33,468 | 10,152 | -69.7% | $289.6K | 2025-Q4 |
| State of Tennessee, Department of Treasury | TRIM | 14,203 | 6,752 | -52.5% | $215.1K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 2,041 | 1,362 | -33.3% | $38.9K | 2025-Q4 |
| Rockefeller Capital Management L.P. | NEAR_EXIT | 417 | 65 | -84.4% | $1.9K | 2025-Q4 |
| Allworth Financial LP | DOUBLED | 3 | 9 | +200.0% | $257.00 | 2025-Q4 |
| WASATCH ADVISORS LP | TRIM | 1,191,373 | 547,818 | -54.0% | $14.1M | 2025-Q3 |
| LOOMIS SAYLES & CO L P | DOUBLED | 41,546 | 363,183 | +774.2% | $9.4M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 567,701 | 357,269 | -37.1% | $9.2M | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BEARISH
424B5
6/10
PDF Solutions is pricing a 4,568,308-share common stock offering at $44.00 per share, a 13.6% discou
May 14, 2026
BEARISH
424B5
6/10
PDF Solutions filed a 424B5 prospectus supplement for a mixed primary/secondary offering of 3,806,92
May 13, 2026
NEUTRAL
8-K
5/10
PDF Solutions has amended its credit agreement to increase its revolving credit facility by $30 mill
Apr 24, 2026
NEUTRAL
PRESS-RELEASE
3/10
PDF Solutions announced it will release Q1 FY2026 financial results on May 7, 2026, with a conferenc
Apr 20, 2026
Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 2 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$54.88 mean target
-14.4% upside
Sell (1.00)
$51.50 Low
$60.00 High
| Metric | Value |
|---|---|
| Current Price | $64.14 |
| Target Low | $51.50 |
| Target Mean | $54.88 |
| Target Median | $54.00 |
| Target High | $60.00 |
| # Analysts | 4 |
| Recommendation | Sell (1.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.26 | $0.24 | $0.28 | 36.8% | +4.0% | 3↑ 1↓ | $0.1B | 18.9% | 4 |
| Next Q 2026-09-30 |
$0.31 | $0.29 | $0.32 | -51.6% | +6.0% | 4↑ 0↓ | $0.1B | 18.3% | 4 |
| Current FY 2026-12-31 |
$1.24 | $1.20 | $1.26 | 31.4% | +10.5% | 4↑ 0↓ | $0.3B | 20.1% | 4 |
| Next FY 2027-12-31 |
$1.55 | $1.45 | $1.61 | 25.5% | +12.9% | 4↑ 0↓ | $0.3B | 20.0% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.260 | |
| 7d ago | $0.270 | -0.010 |
| 30d ago | $0.250 | +0.010 |
| 60d ago | $0.250 | +0.010 |
| 90d ago | $0.250 | +0.010 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| May 18, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 8, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 20, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 9, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: PDFS — 63.2% short (0.4M / 0.6M)
Short: 390,754 | Exempt: 250 | TRF Vol: 618,325 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
other
PDF Solutions® Announces PDF Solutions CONNECT 2026 Conference
PDF Solutions CONNECT is the Premier Event for Semiconductor Manufacturing Analytics and AI <pre>PDF Solutions CONNECT is the Premier Event for Semico
May 15, 2026
activist
PDF Solutions® Announces Full Exercise of Greenshoe Option and Closing of Upsized Public Offering of Common Stock
<p>SANTA CLARA, Calif., May 15, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS) (the “Company”), a leading provider of comprehensive dat
May 14, 2026
activist
PDF Solutions® Announces Pricing of an Upsized Public Offering of Common Stock
<p align="left">SANTA CLARA, Calif., May 13, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS) (the “Company”), a leading provider of comp
May 7, 2026
earnings
PDF Solutions® Reports First Quarter 2026 Financial Results
<p align="justify">SANTA CLARA, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive dat
May 7, 2026
earnings_calendar
PDFS Q1 2026 Earnings Scheduled — 2026-05-07
Apr 20, 2026
earnings
PDF Solutions to Report First Quarter Fiscal 2026 Financial Results on May 7, 2026
<p>SANTA CLARA, Calif., April 20, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions fo