SANTA CLARA, Calif., Jan. 26, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release fourth quarter and fiscal year 2025 financial results after the market close on Thursday, February 12, 2026. John Kibarian, CEO, and Adnan Raza, CFO, will host a live teleconference on Thursday, February 12, 2026, beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results. To part ...

The Zacks Computer - Services industry participants like PDF Solutions (PDFS) , WidePoint (WYY) and Forian (FORA) are riding on the ongoing digital transformation, which is increasing the demand for cloud-enabled software solutions. The growing adoption of digital transformative techniques in healthcare and financial services has been a silver lining for industry participants. The growing need for consulting, research and cybersecurity solutions, stringent regulations, digital healthcare and the growing ado ...

PDF Solutions, Inc. (NASDAQ:PDFS) is one of the best rising tech stocks to buy now. Analyst Sentiment Positive on PDF Solutions (PDFS) Amid Strong Future Outlook Pixabay/Public Domain As of December 19, 2025, all analysts covering PDF Solutions, Inc. (NASDAQ:PDFS) are bullish, with a consensus 1-year median price target of $35.00. This translates into a healthy upside potential of 18.10%. On December 10, 2025, PDF Solutions, Inc. (NASDAQ:PDFS) reached its 52-week high of $31.84, showcasing its positive ...

Core Insights - The article discusses the potential of technology stocks to continue their upward trajectory following a strong performance in 2025, supported by historical trends indicating that top-performing sectors often maintain their leadership [1][2]. Industry Overview - Technology sector is projected to experience significant earnings growth, with a 24% increase in 2025, expected to accelerate to approximately 30% in 2026 and 20% in 2027, indicating strong outperformance compared to the overall market [3]. - Valuation concerns that arose after the late-October peak have eased, with the technology sector's premium to its long-term average narrowing significantly by December 23, 2025 [4]. Stock Selection Methodology - The selection process for the best rising tech stocks involved screening companies with over 5% returns in the past month, followed by identifying those with a positive technical trend indicated by the 50-day simple moving average crossing above the 200-day SMA [7]. - Stocks were further filtered based on a forward price-to-earnings (P/E) ratio between 10 and 30 to ensure reasonable valuations despite recent price increases [8]. - Analyst sentiment was incorporated, focusing on stocks with at least 10% upside potential and significant hedge fund interest, assessed using Insider Monkey's hedge fund database [9][10]. Featured Stocks PDF Solutions, Inc. (NASDAQ:PDFS) - Forward P/E of 29.02, with a one-month gain of 14.22% and an upside potential of 25.20% [11]. - Analysts are bullish, with a consensus price target of $35.00, indicating an 18.10% upside [12]. - Management projects a revenue growth of 20% year-over-year and a 700-basis point expansion in non-GAAP operating margin [14]. Synaptics Incorporated (NASDAQ:SYNA) - Forward P/E of 16.57, with a one-month gain of 22.94% and an upside potential of 14.70% [15]. - Wells Fargo initiated coverage with an "Overweight" rating and a $95 price target, citing an attractive risk/reward profile [16]. - The company is transitioning to an IoT chip supplier, launching the Astra SL2600 Series of multimodal Edge AI processors [17][19]. Pegasystems Inc. (NASDAQ:PEGA) - Forward P/E of 29.71, with a one-month gain of 13.24% and an upside potential of 21.80% [21]. - Recent updates to its Pega Client Lifecycle Management platform enhance automation and compliance processes, aligning with market demand for modernization [22][23]. - JPMorgan reiterated an "Overweight" rating, raising the price target to $74, reflecting confidence in the company's growth amid enterprise migration to cloud-based platforms [25].

Core Insights - PDF Solutions, Inc. announced that its Exensio® analytics software has significantly contributed to DENSO CORPORATION's success in 300mm IGBT manufacturing operations [1][2] Group 1: Company Overview - PDF Solutions is a leading provider of data and analytics solutions for the semiconductor and electronics industries [1] - The company offers an end-to-end analytics platform that enhances yield, quality, and profitability for semiconductor products [4] - PDF Solutions operates globally with subsidiaries in multiple countries including Canada, China, France, Germany, Italy, Japan, Korea, and Taiwan [5] Group 2: Customer Relationship - DENSO CORPORATION, a long-time customer, has credited PDF's Exensio software for improving the quality and output of their manufacturing processes [2][3] - The relationship between PDF Solutions and DENSO has been strong over several years, indicating a successful partnership [3] Group 3: Product Impact - The Exensio software has played a crucial role in accelerating production-level yields and launching high-yield new products in DENSO's manufacturing [2] - By integrating diverse data from multiple production facilities, Exensio provides a stable data management and analytics solution that supports manufacturing efforts [2]

Core Insights - Samjo Management, LLC has increased its stake in PDF Solutions, making it the fund's largest holding, now accounting for 11.1% of its assets under management (AUM) [1][3][8] - The fund acquired an additional 184,925 shares in the third quarter, bringing the total to 551,250 shares with a market value of approximately $14.23 million as of September 30, 2025 [2][3] - PDF Solutions reported trailing twelve months (TTM) revenue of $206.71 million and a net loss of $0.05 million, with a market capitalization of $1.03 billion [3][6] Company Overview - PDF Solutions, Inc. specializes in advanced software and hardware solutions for semiconductor manufacturing and analytics, helping clients optimize production processes and improve yield [5][7] - The company generates revenue primarily through software licensing, hardware sales, and professional services aimed at enhancing semiconductor yield and manufacturing efficiency [7] - PDF Solutions serves a global customer base, including integrated device manufacturers, fabless semiconductor companies, foundries, and electronics manufacturing suppliers [7] Financial Performance - As of November 12, 2025, PDF Solutions' shares were priced at $25.97, reflecting a 20.9% decline over the past year, underperforming the S&P 500 by 36.07 percentage points [6] - The position in PDF Solutions was previously 8.4% of the fund's AUM, indicating a significant increase in investment [6][8] - The company appears to have been acquired at near five-year lows, suggesting a strategic move by Samjo Management to capitalize on a potential bargain [11]

Core Insights - The semiconductor industry is transitioning into a "3D era" and is projected to reach a market size of $1.1 trillion by 2030, indicating significant growth potential [3]. Group 1 - The company is hosting its Analyst Day briefing, which occurs every two years, with the last one held in 2023 [2]. - The event aims to address themes relevant to both investors and customers, highlighting the evolving landscape of the semiconductor industry [3].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Summary of PDF Solutions Investor Day 2025 Company Overview - **Company**: PDF Solutions (NasdaqGS:PDFS) - **Event**: 2025 Investor Day - **Date**: December 03, 2025 Industry Insights - **Semiconductor Industry Growth**: Expected to reach approximately $1.1 trillion by 2030, with a compound annual growth rate (CAGR) of around 10% to 12% [13][16][64] - **AI Integration**: 67% of all silicon is related to AI, with significant growth in edge computing applications [16] - **3D Technology**: Innovations in 3D manufacturing processes are crucial, impacting both packaging and front-end factories [17][19] - **Data Governance**: Increasing importance of data management and governance due to global operations and varying regulations across regions [20][21] Company Strategy and Developments - **Unified Analytics Platform**: Emphasis on the need for a unified analytics platform in the semiconductor industry, with PDF Solutions positioned as the largest independent analytics platform provider [15][16] - **Partnerships and Collaborations**: Focus on building partnerships with equipment vendors and fabless companies to enhance connectivity and data sharing [14][25][32] - **Cloud Transition**: Transitioning to cloud-based solutions began in 2019, with significant advancements in analytics capabilities [14][39] Financial Performance - **Revenue Growth**: Projected revenue growth rate of 21%-23% for 2025, with a historical growth rate of 19.5% [45][48] - **Gross Margin**: Non-GAAP gross margins have improved from the low 60s to approximately 76% [50] - **Operating Margin**: Targeting an operating margin of over 27%, up from previous targets of 20% [65] Key Metrics and Projections - **Market Opportunity**: Addressable market expected to double over the next seven years, driven by increasing software importance in manufacturing [37][38] - **Recurring Revenue**: Approximately 80% of total revenue is recurring, indicating a stable revenue model [57] - **Backlog Growth**: Backlog has increased from over $100 million in 2020 to over $290 million, reflecting strong customer relationships and long-term contracts [58] Product Innovations - **Exensio Platform Enhancements**: Excitement around scalable analytics capabilities and the ability to handle large datasets effectively [69] - **Subscription Model**: Transitioning to a subscription model for machine sales, providing customers with cost-effective options and ongoing value [58][67] Conclusion - **Strategic Positioning**: PDF Solutions is well-positioned to capitalize on the growth of the semiconductor industry, particularly through its analytics platform and partnerships - **Future Outlook**: The company aims to leverage AI and 3D technologies to drive efficiency and innovation in manufacturing processes, while maintaining strong financial performance and customer relationships [23][64]

Semiconductor Industry & Market - The semiconductor industry is evolving to the 3D era[5] - The semiconductor market is projected to reach approximately $1100 billion ($1.1T) in 2030[5] - AI is expected to represent about 67% of the semiconductor market by 2030, growing at a CAGR of approximately 30%[8] - The 2030 foundry market for <2nm wafers is estimated to be around $100 billion, and the advanced packaging market is projected to be about $80 billion[14] Global Investments & Supply Chain - Governments are expected to deploy over $1500 billion ($1.5T) in the semiconductor ecosystem through 2030[17] - The European Union aims to double its share of global chip output to 20% by 2030 with €43 billion in public funding[16] PDF Solutions Performance & Strategy - Analytics revenue as a percentage of total revenue reached 94% in TTM Q3'25, compared to 65% in 2020[50] - The company's revenue CAGR from 2020 to TTM Q3 2025 is 20%[73] - The company's total backlog has grown to $292 million in Q3'2025, a 2.7X increase since 2020[72] - The company is targeting Non-GAAP gross margins of >77% and Non-GAAP operating margin of >27%[78]