PDF Solutions will host a live webcast of its Analyst Day on December 3, 2025, featuring executive presentations.
Quiver AI Summary
PDF Solutions, Inc. announced that it will host a live webcast of its 2025 Analyst Day event on December 3, 2025, featuring presentations from CFO Adnan Raza and CEO John Kibarian. The webcast will be accessible on the company's Investor Relations website, beginning at 3:15 p.m. PDT. The event will also coincide with a User Conference, with in-person attendance by invitation only. PDF Solutions reaffirmed its expected annual revenue growth of 21-23% for 2025, highlighting its role in providing data solutions for the semiconductor and electronics industries to enhance product yield and operational efficiency. The press release includes cautionary forward-looking statements regarding the company's future performance and acknowledges inherent risks in achieving these projections.
Potential Positives
- PDF Solutions is hosting a 2025 Analyst Day event, indicating proactive engagement with investors and analysts, which can strengthen investor relations and company visibility.
- The company reaffirmed its annual revenue growth guidance of 21-23%, signaling confidence in its financial performance and strategic direction.
- The live webcast and availability of presentation materials demonstrate transparency and a commitment to keeping stakeholders informed about the company’s progress and initiatives.
- The event is part of a broader User Conference, suggesting efforts to build community and collaboration within the semiconductor and electronics sectors.
Potential Negatives
- In-person attendance at the Analyst Day is by invitation only, potentially limiting stakeholder engagement and transparency.
- The reaffirmation of revenue growth guidance suggests that there may not be significant upward revisions expected, which could be interpreted as a lack of optimism about exceeding current performance expectations.
- Warnings about potential risks affecting future performance may raise concerns among investors about the company's stability amidst current macroeconomic challenges and industry competition.
FAQ
What is the date and time of the PDF Solutions Analyst Day 2025?
The Analyst Day is on December 3, 2025, starting at 3:15 p.m. PDT.
Where can I watch the PDF Solutions Analyst Day live webcast?
You can watch the live webcast on the Investor Relations section of PDF Solutions' website at https://ir.pdf.com/webcasts.
Will there be a replay of the Analyst Day presentation available?
Yes, a replay of the webcast will be available on the same website after the live event concludes.
Who will present at the Analyst Day event?
The presentation will be given by Adnan Raza, CFO, and John Kibarian, CEO and President.
Is in-person attendance allowed at the Analyst Day?
In-person attendance at the Analyst Day is by invitation only due to limited capacity.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$PDFS had revenues of $57.1M in Q3 2025. This is an increase of 23.07% from the same period in the prior year.
You can track PDFS financials on Quiver Quantitative's PDFS stock page.
$PDFS Hedge Fund Activity
We have seen 101 institutional investors add shares of $PDFS stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP removed 643,555 shares (-54.0%) from their portfolio in Q3 2025, for an estimated $16,616,590
- ARROWMARK COLORADO HOLDINGS LLC added 386,788 shares (+595.1%) to their portfolio in Q3 2025, for an estimated $9,986,866
- CANNELL CAPITAL LLC added 337,315 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,709,473
- LOOMIS SAYLES & CO L P added 321,637 shares (+774.2%) to their portfolio in Q3 2025, for an estimated $8,304,667
- NUVEEN, LLC removed 228,005 shares (-73.9%) from their portfolio in Q3 2025, for an estimated $5,887,089
- MORGAN STANLEY removed 210,432 shares (-37.1%) from their portfolio in Q3 2025, for an estimated $5,433,354
- ROUBAIX CAPITAL, LLC added 206,348 shares (+inf%) to their portfolio in Q3 2025, for an estimated $5,327,905
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$PDFS Analyst Ratings
Wall Street analysts have issued reports on $PDFS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 09/23/2025
- Rosenblatt issued a "Buy" rating on 08/05/2025
To track analyst ratings and price targets for $PDFS, check out Quiver Quantitative's $PDFS forecast page.
$PDFS Price Targets
Multiple analysts have issued price targets for $PDFS recently. We have seen 2 analysts offer price targets for $PDFS in the last 6 months, with a median target of $28.5.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $33.0 on 10/30/2025
- Thomas Diffely from DA Davidson set a target price of $24.0 on 09/23/2025
Full Release
SANTA CLARA, Calif., Dec. 01, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced it will provide a live webcast of the presentation to be given by Adnan Raza, Chief Financial Officer, and John Kibarian, Chief Execuitve Officer and President and Co-Founder, at the PDF Solutions 2025 Analyst Day event on Wednesday, December 3, 2025. Both the live webcast and the presentation materials will be available on the Investor Relations section of the Company’s website at https://ir.pdf.com/webcasts . The presentation will begin at 3:15 p.m. PDT (6:15 p.m. EDT) and conclude at approximately 4:30 p.m. PDT (7:30 p.m. EDT). A replay of the webcast will also be available at the at https://ir.pdf.com/webcasts after completion of the live event.
2025 User Conference and Analyst Day
As previously announced, the Company will host its 2025 Analyst Day on Wednesday, December 3, 2025, in conjunction with its User Conference, at the Marriott Hotel in Santa Clara, CA. Due to limited capacity, in-person attendance is by invitation only.
2025 Financial Outlook
The Company also reaffirmed the 21-23% annual revenue growth prior guidance range for this year.
About PDF Solutions
PDF Solutions (Nasdaq: PDFS) provides comprehensive data solutions designed to empower organizations across the semiconductor and electronics industry ecosystems to improve the yield and quality of their products and operational efficiency for increased profitability. The Company’s products and services are used by Fortune 500 companies across the semiconductor ecosystem to achieve smart manufacturing goals by connecting and controlling equipment, collecting data generated during manufacturing and test operations, and performing advanced analytics and machine learning to enable profitable, high-volume manufacturing.
Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia. The Company (directly or through one or more subsidiaries) is an active member of SEMI, INEMI, TPCA, IPC, the OPC Foundation, and DMDII. For the latest news and information about PDF Solutions or to find office locations, visit https://www.pdf.com/ .
PDF Solutions and the PDF Solutions logo are trademarks or registered trademarks of PDF Solutions, Inc. or its subsidiaries.
Forward-Looking Statements
The statements made on the planned analyst day include forward-looking statements regarding the Company’s future expected business performance and financial results, including expectations about total revenue growth for 2025, portfolio strength and momentum and other statements identified by words such as “could,” “expects,” “intends,” “may,” “plans,” “potential,” “should,” “will,” “would,” or similar expressions and the negatives of those terms, that are subject to future events and circumstances. Other than statements of historical fact, all statements contained in this press release and the planned analyst day are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those expressed in these forward-looking statements. Risks and uncertainties that could cause results to differ materially include risks associated with: the effectiveness of the Company’s business and technology strategies; current semiconductor industry trends and competition; rates of adoption of the Company’s solutions by new and existing customers; project milestones or delays and performance criteria achieved; cost and schedule of new product development and investments in research and development; the continuing impact of macroeconomic conditions, including inflation, changing interest rates and tariffs, the evolving trade regulatory environment and geopolitical tensions, [government shutdowns,] and other trends impacting the semiconductor industry, the Company’s customers, operations, and supply and demand for its products; supply chain disruptions; changes in laws and regulations, including recent tax and data privacy laws and regulations, or the interpretation or enforcement thereof; the success of the Company’s strategic growth opportunities and partnerships; recent and future acquisitions, strategic alliances and relationships and the Company’s ability to successfully integrate acquired businesses and technologies; whether the Company can successfully convert backlog into revenue; customers’ production volumes under contracts that provide Gainshare; the sufficiency of the Company’s cash resources and anticipated funds from operations; the Company’s ability to obtain additional financing if needed and its ability to use support and updates for certain open-source software; and other risks and uncertainties discussed in PDF Solutions’ periodic public filings with the Securities and Exchange Commission, including, without limitation, its Annual Report on Form 10-K for the year ended December 31, 2024, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K and any amendments to such reports. All forward-looking statements made in this press release and the conference call are made as of the date hereof, and PDF Solutions does not assume any obligation to update such statements nor the reasons why actual results could differ materially from those projected in such statements.
| Company Contacts: | ||
| Adnan Raza | Sonia Segovia | |
| Chief Financial Officer | Investor Relations | |
| Email: [email protected] | Email: [email protected] |