PDF Solutions slightly beats  Q4 revenue  estimates

Overview

• Semiconductor data solutions firm's Q4 revenue rose 25% yr/yr, slightly beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company completed acquisition of SecureWise LLC

Outlook

• PDF Solutions expects 2026 revenue growth consistent with its 20% long-term target

• Company cites industry changes and strategic acquisitions as factors for future growth

Result Drivers

• ACQUISITION IMPACT - The acquisition of SecureWise LLC contributed to PDF Solutions' record revenue growth in Q4 2025

• PLATFORM EXPANSION - PDF Solutions expanded its platform capabilities, including licensing Tiber AI Studio code, contributing to revenue growth

• INDUSTRY CHANGES - Adoption of 3D architecture and global production cycles supported growth, per CEO Dr. John Kibarian

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

• Wall Street's median 12-month price target for PDF Solutions Inc is $35.00, about 7.6% above its February 11 closing price of $32.52

• The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nGNX8FSZSy

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