Needham Initiates Coverage of PDF Solutions with Buy Rating
Fintel reports that on September 25, 2026, Needham initiated coverage of PDF Solutions (NASDAQGS:PDFS) (DB:PD9) with a Buy recommendation.
PDF Solutions, Inc., based in the United States, operates primarily within the semiconductor and electronics industry, providing software and expertise that enhance the efficacy of integrated circuit manufacturing. The company offers a comprehensive suite of solutions focused on data analytics, process control, and yield management, addressing the complexities of microfabrication. Its key projects often revolve around Exensio®, a platform delivering real-time analytics and big data processing capabilities, which are crucial for optimizing the performance and quality of semiconductors.
Prior to the rating action, the stock closed at $47.88 on September 24, 2026. On September 25, 2026, the latest close was recorded at $49.57. The stock's price change over one week was +11.95% from a baseline close of $44.28 on September 18, 2026. Over one month, the price change was also +11.95% from a baseline close of $44.28 on August 25, 2026.
Separate from Needham's individual rating, aggregate consensus data as of September 15, 2026, showed a current consensus target mean of $62.90 and a median of $62.73, representing an implied change of +26.89%. The prior consensus target mean was $62.90 as of August 28, 2026. For the recommendation period of September 1, 2026, the total recommendation count was 12, with 3 strong buy, 7 buy, and 2 hold recommendations, yielding a positive percentage of 83.3% and a hold percentage of 16.7%. This compares to the prior recommendation period of August 1, 2026, which had a total recommendation count of 10, including 2 strong buy, 7 buy, and 1 hold recommendations, representing a positive percentage of 90.0% and a hold percentage of 10.0%.
In other recent analyst actions, DA Davidson maintained a Buy rating on September 21, 2026. Additionally, Morgan Stanley initiated coverage on PDF Solutions with an Overweight rating on September 8, 2026. The company's latest earnings report, published on August 6, 2026, showed an actual EPS of 0.27 against an estimated EPS of 0.2734, representing an EPS surprise of -1.24%. Actual revenue for the quarter was $61,529,000.00, compared to an estimated revenue of $62,390,136.00.
Recent analyst actions
| Date | Analyst | Prior | Latest recommendation | Action |
|---|---|---|---|---|
| September 25, 2026 | Needham | Buy | initiated coverage | |
| September 21, 2026 | DA Davidson | Buy | Buy | maintained |
| September 8, 2026 | Morgan Stanley | Overweight | initiated coverage |
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This story originally appeared on Fintel.