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

Sei Investments Co. boosted its position in PDF Solutions, Inc. (NASDAQ:PDFS) by 114.2% in the first quarter, Holdings Channel.com reports. The firm owned 90,393 shares of the technology company’s stock after acquiring an additional 48,184 shares during the quarter. Sei Investments Co.’s holdings in PDF Solutions were worth $2,957,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Hantz Financial Services Inc. increased its position in PDF Solutions by 122.8% during the 4th 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 lifted its holdings in shares of PDF Solutions by 257.1% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,392 shares of the technology company’s stock valued at $73,000 after buying an additional 2,442 shares during the period. Kestra Advisory Services LLC purchased a new stake in shares of PDF Solutions in the fourth quarter valued at approximately $82,000. Johnson Financial Group Inc. purchased a new stake in shares of PDF Solutions in the third quarter valued at approximately $83,000. Finally, iSAM Funds UK Ltd acquired a new position in PDF Solutions during the third quarter worth $100,000. Hedge funds and other institutional investors own 79.51% of the company’s stock.

Analyst Ratings Changes

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

More PDF Solutions News

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 Stock Performance

PDF Solutions stock opened at $49.45 on Friday. PDF Solutions, Inc. has a fifty-two week low of $18.12 and a fifty-two week high of $71.68. The company has a market capitalization of $1.97 billion, a price-to-earnings ratio of 197.80 and a beta of 1.67. The stock has a fifty day moving average of $55.94 and a two-hundred day moving average of $43.98. The company has a debt-to-equity ratio of 0.23, a quick ratio of 2.34 and a current ratio of 2.34.

PDF Solutions (NASDAQ:PDFS) last issued 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. The business had revenue of $61.53 million for the quarter, compared to the consensus estimate of $61.17 million. PDF Solutions had a return on equity of 7.88% and a net margin of 4.27%. On average, analysts anticipate that PDF Solutions, Inc. will post 0.67 EPS 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.