PDF Solutions Set to Announce Q4 Earnings on February 12, 2026

PDF Solutions, Inc. (NASDAQ: PDFS) will announce its Q4 2025 earnings on February 12, 2026, following the market’s closure. Analysts anticipate that the company will report earnings of $0.24 per share along with revenue of $61.952 million for the quarter. Those interested can find details regarding the conference call on the company’s earnings report page, with the call scheduled for 5:00 PM ET.

Current Stock Performance and Analyst Ratings

On February 10, 2026, shares of PDF Solutions opened at $30.64. The company boasts a market capitalization of $1.21 billion, a price-to-earnings (PE) ratio of -3,064.00, and a beta of 1.55. Notably, PDF Solutions has a quick ratio of 2.21 and a debt-to-equity ratio of 0.25. The stock has exhibited a 50-day moving average price of $30.97 and a two-hundred day moving average price of $26.42. Over the past year, the stock has fluctuated between a low of $15.91 and a high of $36.99.

Recent evaluations from research analysts reflect varied perspectives on the stock. On December 29, 2025, Weiss Ratings maintained a “sell (d)” rating for PDF Solutions. Conversely, DA Davidson raised its price target from $34.00 to $36.00 and assigned a “buy” rating on December 5, 2025. Similarly, Rosenblatt Securities reiterated a “buy” rating with a price objective of $34.00. Currently, two investment analysts have rated the stock as a buy, while one has assigned it a sell rating. According to data from MarketBeat.com, the consensus rating stands at “hold,” with a target price of $35.00.

Institutional Investor Activity

Recent changes in institutional ownership have impacted PDF Solutions. Tower Research Capital LLC increased its stake in the company by 257.1% during the second quarter, now owning 3,392 shares valued at approximately $73,000. Johnson Financial Group Inc. acquired a new position in the third quarter, worth about $83,000, while iSAM Funds UK Ltd invested around $100,000 in the same period. Strs Ohio purchased a stake valued at approximately $105,000 in the first quarter, and Brevan Howard Capital Management LP bought a new stake worth about $226,000 during the second quarter. Institutional investors currently hold 79.51% of PDF Solutions’ stock.

PDF Solutions, headquartered in Santa Clara, California, specializes in technology solutions for the semiconductor manufacturing industry. Founded in 1991, the company focuses on software and services that enhance yield, productivity, and profitability for semiconductor fabricators. Its flagship product, the Exensio platform, aggregates and analyzes data from various manufacturing processes to identify defects and process excursions.

As PDF Solutions prepares for its upcoming earnings announcement, investors and analysts will closely monitor the results to gauge the company’s performance and future prospects.