NASDAQ · PDFS
PDF Solutions, Inc.
Technology · Software - Application
$47.88▼ 1.14% ($0.55)at close
As of 4:00 PM ET
Market cap
$2.00B
P/E
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 53.0% revenue growth a year for 10 years. Our scenarios assume 7.5–13.0%.
That's 2.9× its past 4-year pace.
Value per share
Base case
$3.96
Price used $47.88 is 12.1× this
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
Revenue each value needs
Revenue today $241M. The price needs $17B by 2036. Base case: $651M. At its recent pace: $1.3B. Bear to Bull: $498M to $821M.
Revenue today $241M. The price needs $17B by 2036. Base case: $651M. At its recent pace: $1.3B. Bear to Bull: $498M to $821M.
Revenue in 2036
today $241M
+$16.3Bmore than the Base case · 26.1×
Value per share · Base case
$3.96
Price $47.88
12.1× this
- 10-yr revenue CAGR
- 10.4%
- Ending operating margin
- 11.2%
- Discount rate
- 13.8%
USD · TTM ending Jun 30, 2026 · Price Sep 24, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 88.06% over the last year. Revenue grew 23.05% over the trailing twelve months. Operating margin moved from -0.11% to 8.15%. Free cash flow grew 84.05% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 50th percentile of their historical P/E range.
What would invalidate this read
Operating margin is at 8.15%. Revenue grew 23.05% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
PDF Solutions, Inc. offers a comprehensive array of solutions to the semiconductor sector, encompassing proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware, proven methodologies, and professional services.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
5
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 5, 2026
Q4 FY26 · EPS est $0.34 · Revenue est $67.47M
View
Institutional Sentiment
PDF Solutions, Inc. · PDFS
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.