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PDFS

NEUTRAL
$41.82 Live
PDF Solutions, Inc. · NASDAQ
Target $36.5 (-12.7%)
$16.62 52W Range $42.55

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 17, 2026
Market cap
$1.67B
P/E
N/A
ROE
-0.2%
Profit margin
-0.3%
Debt/Equity
0.27
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
PDFS presents a dichotomy between strong top-line growth and poor fundamental health, evidenced by a weak Piotroski F-Score of 2/9. While the company demonstrates impressive revenue growth (24.6% YoY) and a consistent track record of earnings beats, it is currently trading at a significant premium with a Price/Sales ratio of 7.62 and a Price/Book of 6.10. The stock is currently trading above the analyst target price of $36.50, suggesting limited immediate upside. Despite strong liquidity (Current Ratio 2.28), the negative profit margin and low F-Score indicate underlying operational inefficiencies.

Key Strengths

Strong revenue growth of 24.6% YoY
High gross margins (72.32%) indicating strong product value
Consistent history of beating earnings estimates (3/4 last 4 quarters)
Low leverage with a Debt/Equity ratio of 0.27
Strong short-term liquidity with a Current Ratio of 2.28

Key Risks

Very weak Piotroski F-Score (2/9) indicating deteriorating financial health
Trading at a premium above the analyst target price of $36.50
Negative net profit margin (-0.29%) and ROE (-0.25%)
Bearish technical trend (10/100) despite strong 1-year price performance
High valuation multiples (P/S 7.62, P/B 6.10) relative to profitability
AI Fair Value Estimate
Based on comprehensive analysis
$36.5
-12.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
37
Weak
Value
30
Future
75
Past
60
Health
20
Dividend
0
AI Verdict
Speculative Growth
Key drivers: Revenue growth, Earnings surprises, Poor F-Score, Overvaluation
Confidence
80%
Value
30/100

Ref P/E, PEG, Graham Number

Positives
  • Forward P/E of 30.53 is reasonable for high-growth tech
Watchpoints
  • P/S of 7.62 is high
  • P/B of 6.10 is elevated
  • Price is above analyst target
Future
75/100

Ref Growth rates

Positives
  • Consistent revenue growth >24%
  • Strong history of EPS surprises
Watchpoints
  • Recent Q/Q EPS growth decline (-53.1%)
Past
60/100

Ref Historical trends

Positives
  • 1Y price return of +140.1%
  • Long-term 5Y growth of +144.8%
Watchpoints
  • Recent technical trend is bearish
Health
20/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Low Debt/Equity
  • Strong Current Ratio
Watchpoints
  • Piotroski F-Score of 2/9 is critically low
  • Negative ROE
Dividend
0/100

Ref Yield, Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend paid

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$41.82
Analyst Target
$36.5
Upside/Downside
-12.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PDFS and closest competitors.

Updated 2026-04-16
PDF
PDF Solutions, Inc.
Primary
5Y
+144.8%
3Y
+2.5%
1Y
+140.1%
6M
+50.3%
1M
+26.2%
1W
+10.3%
INT
Intapp, Inc.
Peer
5Y
-27.2%
3Y
-54.0%
1Y
-62.1%
6M
-46.0%
1M
-19.6%
1W
-17.8%
GCT
GigaCloud Technology Inc.
Peer
5Y
+196.4%
3Y
+712.9%
1Y
+257.4%
6M
+63.4%
1M
+8.9%
1W
+3.8%
HIM
Himax Technologies, Inc.
Peer
5Y
-1.0%
3Y
+40.8%
1Y
+55.9%
6M
+13.3%
1M
+0.7%
1W
+16.1%
AEH
Aehr Test Systems, Inc.
Peer
5Y
+2011.7%
3Y
+89.5%
1Y
+622.4%
6M
+64.8%
1M
+46.5%
1W
+73.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
30.53
PEG Ratio
N/A
P/B Ratio
6.1
P/S Ratio
7.62
EV/Revenue
7.76
EV/EBITDA
94.3
Market Cap
$1.67B

Profitability

Profit margins and return metrics

Profit Margin -0.29%
Operating Margin 5.38%
Gross Margin 72.32%
ROE -0.25%
ROA 1.76%

Growth

Revenue and earnings growth rates

Revenue Growth +24.6%
Earnings Growth N/A
Q/Q Revenue Growth +24.59%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.27
Low debt
Current Ratio
2.28
Strong
Quick Ratio
2.15
Excellent
Cash/Share
$1.06

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
72.9%
Op. Margin
5.5%
Net Margin
-0.1%
Total Assets
$0.4B
Liabilities
$0.1B
Equity
$0.3B
Debt/Equity
0.54x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
44%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-02-12
$0.3
+26.3% surprise
2025-11-06
$0.64
+187.6% surprise
2025-08-07
$0.19
+1.3% surprise

Technology Sector Comparison

Comparing PDFS against 383 companies in the Technology sector (32 bullish, 137 neutral, 214 bearish)
Return on Equity (ROE)
-0.25%
This Stock
vs
-35.13%
Sector Avg
-99.3% (Below Avg)
Profit Margin
-0.29%
This Stock
vs
-11.73%
Sector Avg
-97.5% (Weaker)
Debt to Equity
0.27
This Stock
vs
0.67
Sector Avg
-60.1% (Less Debt)
Revenue Growth
24.6%
This Stock
vs
6431.4%
Sector Avg
-99.6% (Slower)
Current Ratio
2.28
This Stock
vs
3.83
Sector Avg
-40.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MICHAELS KIMON W
Officer and Director
Gift
2025-12-09
5,070 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
FORM 10-K
2026-02-24

PDFS filed its annual Form 10-K on February 24, 2026. The provided excerpts do not contain specific financial highlights or detailed risk factors for analysis.

8-K
FORM 8-K
2026-02-12

PDF Solutions, Inc. likely filed this 8-K to announce its fourth quarter and full-year financial results.

8-K
FORM 8-K
2025-11-13

PDF Solutions, Inc. filed an 8-K on November 13, 2025, likely to announce its third-quarter financial results.

10-Q
FORM 10-Q
2025-11-06

PDFS filed its Form 10-Q on November 6, 2025. Due to the limited content provided in the excerpts, specific financial highlights and risk factors are not available for summary.

8-K
FORM 8-K
2025-11-06

PDF Solutions, Inc. filed an 8-K on November 6, 2025, likely to announce its third quarter financial results.

10-Q
FORM 10-Q
2025-08-07

PDFS filed its Form 10-Q on August 7, 2025. The provided excerpts do not contain specific financial highlights or detailed risk factor disclosures.

8-K
FORM 8-K
2025-08-07

PDF Solutions, Inc. likely filed this 8-K to report its second-quarter financial results.

8-K
FORM 8-K
2025-06-23
10-Q
10-Q
2025-05-08

PDFS filed its 10-Q on May 8, 2025. The provided excerpt identifies the presence of Risk Factors under Item 1A, although specific financial highlights and detailed risk descriptions were not included in the available text.

8-K
8-K
2025-05-08

PDF Solutions, Inc. filed an 8-K on May 8, 2025, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2025-04-29
8-K
8-K
2025-03-07
10-K
10-K
2025-02-27
8-K
8-K
2025-02-19
8-K
8-K
2025-02-13
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
4 analysts
DA Davidson
2026-02-27
Maintains
Buy Buy
DA Davidson
2026-02-17
Maintains
Buy Buy
Rosenblatt
2026-02-13
Maintains
Buy Buy
DA Davidson
2026-02-10
Maintains
Buy Buy
Rosenblatt
2026-02-09
Maintains
Buy Buy
DA Davidson
2025-12-05
Maintains
Buy Buy
Rosenblatt
2025-10-30
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning PDFS from our newsroom.

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