PDF Solutions (NASDAQ:PDFS) Given New $39.00 Price Target at Wells Fargo & Company

Posted by Brenda Bartman on Nov 7th, 2026

PDF Solutions (NASDAQ:PDFS – Free Report) had its price objective lowered by Wells Fargo & Company from $50.00 to $39.00 in a report released on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the technology company’s stock.

A number of other research analysts have also weighed in on PDFS. UBS Group reissued a “neutral” rating on shares of PDF Solutions in a report on Monday, September 21st. Weiss Ratings raised shares of PDF Solutions from a “sell (d+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Rosenblatt Securities reiterated a “buy” rating and set a $63.00 price objective on shares of PDF Solutions in a research report on Friday, August 7th. Sanford C. Bernstein initiated coverage on shares of PDF Solutions in a research note on Tuesday, August 11th. They issued an “outperform” rating and a $65.00 price objective for the company. Finally, DA Davidson reduced their target price on shares of PDF Solutions from $74.00 to $68.00 and set a “buy” rating on the stock in a report on Monday, October 19th. Six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $58.17.

View Our Latest Research Report on PDF Solutions

PDF Solutions Price Performance

Shares of PDF Solutions stock traded up $3.09 during trading on Friday, reaching $37.61. 1,121,854 shares of the stock traded hands, compared to its average volume of 635,885. PDF Solutions has a 52-week low of $23.55 and a 52-week high of $71.68. The company has a debt-to-equity ratio of 0.17, a current ratio of 3.45 and a quick ratio of 3.45. The business has a fifty day simple moving average of $45.51 and a two-hundred day simple moving average of $44.60. The company has a market capitalization of $1.50 billion, a price-to-earnings ratio of 98.98 and a beta of 1.75.

PDF Solutions (NASDAQ:PDFS – Get Free Report) last posted its earnings results on Thursday, November 5th. The technology company reported $0.40 EPS for the quarter, topping analysts’ consensus estimates of $0.33 by $0.07. PDF Solutions had a return on equity of 7.21% and a net margin of 4.27%. The company had revenue of $68.33 million for the quarter, compared to the consensus estimate of $67.48 million. Sell-side analysts expect that PDF Solutions will post 0.78 EPS for the current year.

Insider Activity at PDF Solutions

In related news, Director Shuo Zhang sold 1,501 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $51.47, for a total transaction of $77,256.47. Following the sale, the director owned 23,380 shares in the company, valued at approximately $1,203,368.60. This represents a 6.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CTO Andrzej Strojwas sold 3,394 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $44.41, for a total value of $150,727.54. Following the completion of the sale, the chief technology officer owned 90,965 shares of the company’s stock, valued at approximately $4,039,755.65. This represents a 3.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 11.08% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Aberdeen Group plc bought a new stake in PDF Solutions in the third quarter worth about $12,511,000. Maryland State Retirement & Pension System grew its stake in shares of PDF Solutions by 53.9% during the third quarter. Maryland State Retirement & Pension System now owns 8,437 shares of the technology company’s stock valued at $431,000 after buying an additional 2,956 shares during the last quarter. Illinois Municipal Retirement Fund raised its holdings in shares of PDF Solutions by 11.1% in the third quarter. Illinois Municipal Retirement Fund now owns 18,261 shares of the technology company’s stock worth $932,000 after buying an additional 1,828 shares during the period. Keybank National Association OH raised its holdings in shares of PDF Solutions by 31.3% in the third quarter. Keybank National Association OH now owns 7,136 shares of the technology company’s stock worth $364,000 after buying an additional 1,702 shares during the period. Finally, Penn Capital Management Company LLC raised its holdings in shares of PDF Solutions by 34.7% in the third quarter. Penn Capital Management Company LLC now owns 273,589 shares of the technology company’s stock worth $13,981,000 after buying an additional 70,453 shares during the period. Institutional investors own 79.51% of the company’s stock.

Key Headlines Impacting PDF Solutions

Here are the key news stories impacting PDF Solutions this week:

Positive Sentiment: PDF Solutions reported Q3 2026 earnings of $0.40 per share, above analyst estimates of roughly $0.33–$0.34 and up from $0.25 a year earlier. Revenue was $68.33 million, topping the $67.48 million consensus; the earnings-call coverage also highlighted record revenue and expanding margins. These results likely supported the stock’s advance. PDF Solutions Q3 results
Negative Sentiment: Wells Fargo cut its price target to $39 from $50 and maintained an “equal weight” rating. The new target implies only modest upside from the share price cited in the report, potentially tempering enthusiasm despite the earnings beat. Wells Fargo recommendations

About PDF Solutions

(Get Free Report)

PDF Solutions, Inc (NASDAQ: PDFS) provides software, analytics and engineering services for the semiconductor industry. Its solutions help chip manufacturers and their supply-chain partners collect, integrate and analyze data from design, wafer fabrication, assembly, packaging and testing operations.

The company’s product portfolio includes the Exensio platform, which is designed to support semiconductor manufacturing analytics, yield improvement, quality management, test optimization and supply-chain visibility.