Connor Clark & Lunn Investment Management Ltd. Purchases Shares of 193,520 PDF Solutions, Inc. $PDFS

Posted by Brian Himes on Aug 26th, 2026

Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of PDF Solutions, Inc. (NASDAQ:PDFS – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 193,520 shares of the technology company’s stock, valued at approximately $13,699,000.

Several other institutional investors have also recently made changes to their positions in the business. BlackRock Inc. bought a new stake in PDF Solutions during the second quarter valued at approximately $392,908,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in PDF Solutions during the second quarter valued at approximately $93,416,000. Wasatch Advisors LP raised its position in PDF Solutions by 171.9% in the second quarter. Wasatch Advisors LP now owns 1,380,739 shares of the technology company’s stock worth $97,743,000 after acquiring an additional 873,002 shares during the period. Ophir Asset Management Pty Ltd bought a new position in PDF Solutions in the fourth quarter worth approximately $20,631,000. Finally, William Blair Investment Management LLC purchased a new position in shares of PDF Solutions during the 2nd quarter worth $39,234,000. Institutional investors own 79.51% of the company’s stock.

Insiders Place Their Bets

In other PDF Solutions news, Director Shuo Zhang sold 1,501 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $51.47, for a total value of $77,256.47. Following the completion of the transaction, the director directly owned 23,380 shares in the company, valued at $1,203,368.60. This represents a 6.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 11.08% of the stock is owned by insiders.

PDF Solutions Price Performance

NASDAQ:PDFS opened at $44.28 on Wednesday. The business’s 50-day simple moving average is $53.49 and its two-hundred day simple moving average is $45.30. PDF Solutions, Inc. has a 52 week low of $18.93 and a 52 week high of $71.68. The stock has a market cap of $1.77 billion, a PE ratio of 177.12 and a beta of 1.67. The company has a quick ratio of 3.45, a current ratio of 3.45 and a debt-to-equity ratio of 0.17.

PDF Solutions (NASDAQ:PDFS – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The technology company reported $0.27 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.27. PDF Solutions had a return on equity of 7.21% and a net margin of 4.27%.The firm had revenue of $61.53 million during the quarter, compared to analyst estimates of $61.17 million. As a group, analysts forecast that PDF Solutions, Inc. will post 0.77 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on PDFS. Weiss Ratings raised shares of PDF Solutions from a “sell (d+)” rating to a “hold (c)” rating in a research report on Friday. Wells Fargo & Company assumed coverage on PDF Solutions in a report on Tuesday, August 4th. They issued an “equal weight” rating and a $50.00 target price on the stock. Sanford C. Bernstein began coverage on PDF Solutions in a research report on Tuesday, August 11th. They set an “outperform” rating and a $65.00 target price on the stock. DA Davidson set a $74.00 price target on PDF Solutions in a report on Monday, August 17th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $63.00 price target on shares of PDF Solutions in a research report on Friday, August 7th. Three analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, PDF Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $63.00.

View Our Latest Report on PDF Solutions

PDF Solutions Company Profile

(Free Report)

PDF Solutions, Inc, headquartered in Santa Clara, California, is a technology company that provides data-driven solutions for the semiconductor manufacturing industry. Founded in 1991, the company specializes in software and services designed to improve yield, productivity and profitability for semiconductor fabricators. Over its history, PDF Solutions has positioned itself as a partner to foundries, integrated device manufacturers (IDMs), assembly and test operations, offering tailored data analytics and engineering expertise.

The company’s flagship offering, the Exensio platform, aggregates and analyzes data from process equipment, metrology and inspection systems to identify yield-limiting defects and process excursions.