PDF Solutions (NASDAQ:PDFS) Stock Rating Lowered by Wall Street Zen

PDF Solutions (NASDAQ:PDFS) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday.

A number of other research analysts have also recently commented on the stock. Rosenblatt Securities reaffirmed a “buy” rating and issued a $63.00 target price on shares of PDF Solutions in a research report on Friday. Wells Fargo & Company started coverage on shares of PDF Solutions in a research report on Tuesday, August 4th. They set an “equal weight” rating and a $50.00 price target for the company. Weiss Ratings raised shares of PDF Solutions from a “sell (d)” rating to a “sell (d+)” rating in a research note on Monday, May 11th. Finally, DA Davidson restated a “buy” rating and issued a $56.00 price objective on shares of PDF Solutions in a report on Monday, May 18th. Two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $56.33.

PDF Solutions Stock Performance

Shares of NASDAQ:PDFS opened at $49.45 on Friday. The company has a quick ratio of 3.45, a current ratio of 3.45 and a debt-to-equity ratio of 0.17. The firm has a fifty day simple moving average of $55.94 and a two-hundred day simple moving average of $44.04. PDF Solutions has a 52 week low of $18.12 and a 52 week high of $71.68. The stock has a market capitalization of $1.97 billion, a P/E ratio of 197.80 and a beta of 1.67.

PDF Solutions (NASDAQ:PDFS) last announced its earnings results on Thursday, August 6th. The technology company reported $0.27 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.27. PDF Solutions had a return on equity of 7.21% and a net margin of 4.27%.The business had revenue of $61.53 million for the quarter, compared to analysts’ expectations of $61.17 million. On average, analysts expect that PDF Solutions will post 0.67 earnings per share for the current fiscal year.

Institutional Investors Weigh In On PDF Solutions

Institutional investors and hedge funds have recently bought and sold shares of the stock. Meeder Asset Management Inc. purchased a new position in shares of PDF Solutions during the second quarter worth about $44,000. BlackRock Inc. purchased a new position in PDF Solutions during the 2nd quarter worth approximately $392,908,000. Deutsche Bank AG purchased a new position in PDF Solutions during the 2nd quarter worth approximately $9,382,000. Rice Hall James & Associates LLC acquired a new position in PDF Solutions during the second quarter worth approximately $11,539,000. Finally, Crown Advisors Management Inc. acquired a new position in PDF Solutions during the second quarter worth approximately $2,832,000. 79.51% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting PDF Solutions

Here are the key news stories impacting PDF Solutions this week:

• Positive Sentiment: Quarterly results exceeded some estimates: PDF Solutions reported second-quarter adjusted earnings of $0.27 per share, up from $0.19 a year earlier, versus the Zacks consensus estimate of $0.26. Revenue was $61.53 million, slightly above the $61.17 million consensus. PDF Solutions Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year revenue outlook was slightly above expectations: PDF Solutions issued fiscal 2026 revenue guidance of approximately $262.8 million, ahead of the roughly $262.3 million analyst consensus. This supports expectations for continued demand for its semiconductor manufacturing data and analytics products. PDF Solutions Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Rosenblatt reaffirmed its Buy rating and set a $63 price target, implying substantial upside from the recent trading level. The endorsement may reinforce bullish sentiment after the earnings release. Rosenblatt Reaffirms Buy Rating
• Neutral Sentiment: Analyst views remain mixed: Wells Fargo assigned PDF Solutions a Hold rating, while coverage discussing the company’s “next test” suggests investors will look for stronger execution and sustained growth beyond the current quarter. PDF Solutions Earns Hold Rating from Wells Fargo
• Negative Sentiment: Profitability and valuation remain risks: PDF Solutions’ net margin was only 3.10%, while its reported price-to-earnings ratio is elevated. The quarterly EPS result met the broader consensus rather than materially surpassing it, limiting the earnings catalyst.

About PDF Solutions

PDF Solutions, Inc, headquartered in Santa Clara, California, is a technology company that provides data-driven solutions for the semiconductor manufacturing industry. Founded in 1991, the company specializes in software and services designed to improve yield, productivity and profitability for semiconductor fabricators. Over its history, PDF Solutions has positioned itself as a partner to foundries, integrated device manufacturers (IDMs), assembly and test operations, offering tailored data analytics and engineering expertise.

The company’s flagship offering, the Exensio platform, aggregates and analyzes data from process equipment, metrology and inspection systems to identify yield-limiting defects and process excursions.