StreetInsider.com News Articles

Morgan Stanley Starts PDF Solutions Inc. (PDFS) at Overweight

Tue, 08 Sep 2026 03:20:38 -0400

Morgan Stanley analyst Lee Simpson initiates coverage on PDF Solutions Inc. (NASDAQ: PDFS) with a Overweight rating and a price target of $62.00.

The analyst comments: “Investment thesis: PDFS is evolving from a niche yield-analytics provider into the semiconductor industry’s data and decision platform. Its position across manufacturing data, secure connectivity, analytics and workflow orchestration should support durable high-teens to c.20% growth as advanced packaging, chiplets and AI increase process complexity and data intensity. With approximately 93% recurring revenue, expanding margins and credible AI monetisation optionality, we see PDFS increasingly valued as a vertical software compounder, albeit with semiconductor-cycle exposure.

PDFS addresses

Morgan Stanley Starts PDF Solutions Inc. (PDFS) at Overweight

Tue, 08 Sep 2026 03:20:38 -0400

Morgan Stanley analyst Lee Simpson initiates coverage on PDF Solutions Inc. (NASDAQ: PDFS) with a Overweight rating and a price target of $62.00.

PDFS addresses

DA Davidson Reiterates Buy Rating on PDF Solutions Inc. (PDFS)

Mon, 17 Aug 2026 09:12:34 -0400

DA Davidson analyst Clark Wright reiterated a Buy rating and $74.00 price target on PDF Solutions Inc. (NASDAQ: PDFS).

The analyst commented, "Last week we traveled to San Jose to catch up with management following 2Q results and tour the company's eProbe manufacturing facility. Against a backdrop of growing demand for the tool and conversations with both existing and prospective customers that help build the '27 book of business, we came away with increased confidence in the LT opportunity and view eProbe growth as a primary source of upside to our above consensus expectations. During our conversation with management, we also

Form 4 PDF SOLUTIONS INC For: Aug 12 Filed by: Zhang Shuo

Wed, 12 Aug 2026 21:33:00 -0400

si-local-file:///var/storage/secattach/20260812/26914910.html

Form 4 PDF SOLUTIONS INC For: Aug 12 Filed by: Zhang Shuo

Wed, 12 Aug 2026 21:33:00 -0400

si-local-file:///var/storage/secattach/20260812/26914910.html

Form 144 PDF SOLUTIONS INC Filed by: Zhang Shuo

Wed, 12 Aug 2026 16:10:00 -0400

si-local-file:///var/storage/secattach/20260812/26912915.html

Form 144 PDF SOLUTIONS INC Filed by: Zhang Shuo

Wed, 12 Aug 2026 16:10:00 -0400

si-local-file:///var/storage/secattach/20260812/26912915.html

Bernstein SocGen Group Starts PDF Solutions Inc. (PDFS) at Outperform

Mon, 10 Aug 2026 16:22:29 -0400

Bernstein SocGen Group analyst Stacy Rasgon initiates coverage on PDF Solutions Inc. (NASDAQ: PDFS) with a Outperform rating and a price target of $65.00.

THe analyst comments "The stock at a mid-30s P/FE multiple is a bit expensive though in line with typical EDA/ semicap peers, and we believe a premium valuation is warranted given the company’s unique positioning within the semiconductor industry and exposure to structural drivers (accelerating semiconductor R&D spend, increasing WFE requirements and ever-rising complexity of new devices) that we believe can bring >20% revenue and EPS growth over the next several years. We initiate coverage with an

Bernstein SocGen Group Starts PDF Solutions Inc. (PDFS) at Outperform

Mon, 10 Aug 2026 16:22:29 -0400

Bernstein SocGen Group analyst Stacy Rasgon initiates coverage on PDF Solutions Inc. (NASDAQ: PDFS) with a Outperform rating and a price target of $65.00.

Form S-8 PDF SOLUTIONS INC

Thu, 06 Aug 2026 17:17:00 -0400

si-local-file:///var/storage/secattach/20260806/26885582.html

Form S-8 PDF SOLUTIONS INC

Thu, 06 Aug 2026 17:17:00 -0400

si-local-file:///var/storage/secattach/20260806/26885582.html

Form 10-Q PDF SOLUTIONS INC For: Jun 30

Thu, 06 Aug 2026 16:29:00 -0400

si-local-file:///var/storage/secattach/20260806/26884659.html

Form 10-Q PDF SOLUTIONS INC For: Jun 30

Thu, 06 Aug 2026 16:29:00 -0400

si-local-file:///var/storage/secattach/20260806/26884659.html

Form 8-K PDF SOLUTIONS INC For: Aug 06

Thu, 06 Aug 2026 16:25:00 -0400

si-local-file:///var/storage/secattach/20260806/26884587.html

Form 8-K PDF SOLUTIONS INC For: Aug 06

Thu, 06 Aug 2026 16:25:00 -0400

si-local-file:///var/storage/secattach/20260806/26884587.html

PDF Solutions (PDFS) Tops Q2 EPS by 1c

Thu, 06 Aug 2026 16:06:32 -0400

PDF Solutions (NASDAQ: PDFS) reported Q2 EPS of $0.27, $0.01 better than the analyst estimate of $0.26. Revenue for the quarter came in at $61.52 million versus the consensus estimate of $60.96 million.

For earnings history and earnings-related data on PDF Solutions (PDFS) click here.

PDF Solutions® Reports Second Quarter 2026 Financial Results