PDF Solutions, Inc. (PDFS)

In the past six months, PDF Solutions' stock (PDFS) has demonstrated significant momentum, reaching a 52-week high of $32.37 and a new 12-month high of $32.70 on January 13, 2026, with a 38.44% return. Key events impacting the stock price include the Q3 2025 earnings report with EPS of $0.25 and revenue of $57.1 million, Q2 2025 financial results with record revenues, analyst rating updates with mixed consensus, the acquisition of SecureWISE expanding the analytics portfolio, and overall growth with a significant backlog indicating strong future demand.

While specific demand seasonality for PDF Solutions' products and services is not explicitly detailed, the company's business is influenced by broader semiconductor industry trends. The semiconductor industry is experiencing a shift towards advanced nodes and the emergence of new foundries, which supports the growth potential of PDF Solutions' tools. The company's strong backlog indicates sustained customer commitment and strong future demand for its offerings, suggesting a generally robust demand rather than significant seasonality. PDF Solutions also notes that AI-driven digitization is a driver of customer activity and platform development. Historical stock data suggests that November has the highest probability of a positive return for PDFS stock, while August has the lowest.

PDF Solutions, Inc. (PDFS) is an American multinational software and engineering services company specializing in the semiconductor industry, providing data solutions and technologies to improve yield, quality, and profitability. The company operates within the Big Data Analytics and Semiconductor industries, with its primary industry identified as Business/Productivity Software. Its offerings empower engineers and data scientists to enhance integrated circuit (IC) design and manufacturing processes. Major products and services include the Exensio® Analytics Platform, Exensio® Control, Exensio® Test, Exensio® Char, Cimetrix Connectivity & Control, Characterization Vehicle® (CV®) electrical test chip infrastructure, Design-for-Inspection™ (DFI) System, Sapience™ Manufacturing Hub, secureWISE®, Integrated Yield Ramp (IYR) services, and Professional Services.

PDF Solutions, Inc. is headquartered in Santa Clara, California, United States. The company serves over 500 clients in 36 countries and operates worldwide with additional offices in North America, Europe (France, Germany, Italy), and Asia (China, Japan, Korea, Taiwan).

PDF Solutions has an established reputation as a leading provider of comprehensive data solutions for the semiconductor ecosystem. The company's mission is to empower clients to break down data silos and leverage advanced analytics to improve key performance indicators across their supply chains. Its focus on a unified platform that addresses collaboration and data security across the supply chain is a key differentiator. The company is recognized for its innovative technologies and deep expertise in semiconductor manufacturing and design complexities. No specific events negatively impacting PDF Solutions, Inc.'s brand reputation in the past year were found in the search results.

PDF Solutions, Inc. (PDFS) is predominantly owned by institutional investors, holding approximately 76.2% of the company's shares as of August 15, 2025, with around 399 institutional owners. Insider ownership is approximately 19.52%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., Wasatch Advisors Inc. / Wasatch Advisors LP, Needham Investment Management Llc, William Blair Investment Management, Llc, State Street Corp / State Street Global Advisors, Inc., iShares Core S&P Small-Cap ETF, Needham Aggressive Growth Fund, Silverberg Bernstein Capital Management LLC, JPMorgan Chase & Co., and Ranger Investment Management, L.P. The co-founders, John K. Kibarian and Kimon W. Michaels, also hold meaningful insider stakes.