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 ...

In this piece, we shed light on the 7 Best Rising Tech Stocks to Buy Now.Amid a technology stocks rally that continues to extend, investors cannot help but ask whether the sector can keep surging after such a strong run. In his Reuters interview on December 23, 2025, CFRA Research chief investment strategist Sam Stovall addressed the debate through the lens of market history. He noted that leadership often persists.The analyst highlighted a historical trend in which the three best-performing sectors tend to ...

SANTA CLARA, Calif., Dec. 15, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of differentiated data and analytics solutions for the semiconductor and electronics industries, today announced that long-time customer DENSO CORPORATION is highlighting how PDF’s Exensio® analytics software has contributed to the success of Denso’s 300mm IGBT manufacturing operations. DENSO is a global automotive parts manufacturer specializing in advanced automotive technologies, systems, and pro ...

The position now accounts for 11.1% of AUM, making it the fund's largest holding.Samjo Management, LLC increased its stake in the software and engineering service company, PDF Solutions, (PDFS +0.19%) turning what was the second-largest holding into the fund's largest.What happenedAccording to a filing with the Securities and Exchange Commission published on November 13, 2025, Samjo Management, LLC acquired 184,925 additional shares of PDF Solutions (PDFS +0.19%) in the third quarter. The fund's total holdi ...

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].

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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]

2025 Users Conference Financial Analyst Briefing John Kibarian, Adnan Raza, Kimon Michaels December 3, 2025 Key Themes for Today The semiconductor industry is evolving to the 3D era The semiconductor market is growing rapidly: ~$1.1T in 2030 The industry needs a unified analytics platform PDF is the largest independent analytics platform, growing in industry relevance © 2025 PDF Solutions, Inc. or its subsidiaries 2 Semiconductor Industry Growth Driven By AI ▪ By 2030, AI represents ~67% of the semi market ...

Core Insights - PDF Solutions, Inc. will host its 2025 Analyst Day on December 3, 2025, featuring presentations from key executives [1][2] - The company reaffirmed its annual revenue growth guidance for 2025, projecting a range of 21-23% [3] Company Overview - PDF Solutions provides comprehensive data solutions aimed at enhancing yield, quality, and operational efficiency within the semiconductor and electronics industries [4] - The company serves Fortune 500 clients, focusing on smart manufacturing through data collection, advanced analytics, and machine learning [4] - Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with a global presence across North America, Europe, and Asia [5]

Core Insights - The semiconductor industry is undergoing rapid innovation, with unprecedented demand and complexity, prompting PDF Solutions to provide advanced data and AI solutions to enhance operational effectiveness across the supply chain [2][11]. Event Overview - PDF Solutions will host its Users Conference and Analyst Day on December 3rd and 4th, 2025, in Santa Clara, CA, focusing on the semiconductor industry's transformation [1][2]. - The conference will feature presentations from major industry players such as Qualcomm, Intel, and GlobalFoundries, providing a platform for sharing insights and fostering industry relationships [4][11]. Conference Themes - The conference will address three key themes: the need for scalable solutions for cross-industry collaboration, the transformative role of AI in the semiconductor supply chain, and the importance of connectivity, security, and trust through a neutral industry platform [8]. Agenda Highlights - The agenda includes a morning plenary session, financial analysts session, and various presentations on topics such as AI strategies, manufacturing data analytics, and digital transformation in semiconductor manufacturing [5][6][10]. - Keynote speakers include Mike Campbell from Qualcomm and Aziz Safa from Intel, along with presentations on eBeam solutions and AI model operations [9]. Company Background - PDF Solutions, founded in 1991 and headquartered in Santa Clara, California, provides comprehensive data solutions aimed at improving yield and operational efficiency in the semiconductor and electronics industry [11][12].