Sei Investments Co. Boosts Stock Position in PDF Solutions, Inc. $PDFS

Sei Investments Co. increased its position in shares of PDF Solutions, Inc. (NASDAQ:PDFS) by 114.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 90,393 shares of the technology company’s stock after acquiring an additional 48,184 shares during the period. Sei Investments Co. owned about 0.23% of PDF Solutions worth $2,957,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Hantz Financial Services Inc. increased its stake in PDF Solutions by 122.8% during the fourth quarter. Hantz Financial Services Inc. now owns 1,116 shares of the technology company’s stock worth $32,000 after purchasing an additional 615 shares during the period. Tower Research Capital LLC TRC boosted its stake in shares of PDF Solutions by 257.1% in the second quarter. Tower Research Capital LLC TRC now owns 3,392 shares of the technology company’s stock valued at $73,000 after purchasing an additional 2,442 shares during the period. Kestra Advisory Services LLC acquired a new position in shares of PDF Solutions in the fourth quarter valued at approximately $82,000. Johnson Financial Group Inc. purchased a new stake in PDF Solutions during the 3rd quarter worth approximately $83,000. Finally, iSAM Funds UK Ltd purchased a new stake in PDF Solutions during the 3rd quarter worth approximately $100,000. 79.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have commented on PDFS. Wall Street Zen cut shares of PDF Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings raised PDF Solutions from a “sell (d)” rating to a “sell (d+)” rating in a research report on Monday, May 11th. Rosenblatt Securities reiterated a “buy” rating and issued a $63.00 price objective on shares of PDF Solutions in a research note on Friday. Wells Fargo & Company began coverage on PDF Solutions in a report on Tuesday. They issued an “equal weight” rating and a $50.00 target price for the company. Finally, DA Davidson reissued a “buy” rating and set a $56.00 target price on shares of PDF Solutions in a research note on Monday, May 18th. Two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, PDF Solutions has an average rating of “Hold” and an average price target of $56.33.

Trending Headlines about 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.

PDF Solutions Price Performance

Shares of NASDAQ:PDFS opened at $49.45 on Friday. PDF Solutions, Inc. has a 12 month low of $18.12 and a 12 month high of $71.68. The firm has a market capitalization of $1.97 billion, a P/E ratio of 197.80 and a beta of 1.67. The company has a debt-to-equity ratio of 0.23, a current ratio of 2.34 and a quick ratio of 2.34. The company’s fifty day moving average price is $55.94 and its 200 day moving average price is $43.98.

PDF Solutions (NASDAQ:PDFS) last released its quarterly earnings data 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 net margin of 4.27% and a return on equity of 7.88%. The company had revenue of $61.53 million during the quarter, compared to the consensus estimate of $61.17 million. As a group, sell-side analysts predict that PDF Solutions, Inc. will post 0.67 earnings per share for the current fiscal year.

PDF Solutions Company Profile

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.