PDF Solutions slightly beats  Q4 revenue  estimates

PDF Solutions

12/02/2026 21:10

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$62.40 mln
$61.95 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.30
$0.24 (4 Analysts)
Q4 EPS
$0
Q4 Adjusted Net Income
Beat
$12 mln
$9.22 mln (3 Analysts)
Q4 Net Income
-$48,000
Q4 Gross Margin
73.00%
Q4 Adjusted Gross Margin
77.00%
Q4 Pretax Profit
$2.64 mln


*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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(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.)