PDF Solutions Q2 revenue up 24%, beats estimates

PDF Solutions

07/08/2025 21:09

Overview

PDF Solutions Q2 revenue rises 24% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 meets consensus

Adjusted net income for Q2 beats analyst estimates

Outlook

PDF Solutions reaffirms 21-23% annual revenue growth guidance for 2025

Result Drivers

AI-DRIVEN DIGITIZATION - Strong customer activity and platform development driven by AI digitization, per CEO John Kibarian

RECORD BOOKINGS - Record bookings in Sapience Manufacturing Hub and secureWISE offering contributed to Q2 results

ANALYTICS REVENUE - Analytics revenue rose 28% yr/yr, driving overall revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$51.73 mln
$51.60 mln (4 Analysts)
Q2 Adjusted EPS
Meet
$0.19
$0.19 (4 Analysts)
Q2 Adjusted Net Income
Beat
$7.30 mln
$6.83 mln (3 Analysts)
Q2 Net Income
$1.15 mln
Q2 Gross Margin
71.0%
Q2 Adjusted Gross Margin
76.0%
Q2 Pretax Profit
$71,000


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 $33.50, about 33.4% above its August 6 closing price of $22.30

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX95V4tF

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)