Loading
PDF Solutions Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 14 May 2025.
PDF Solutions Inc: what insiders have been doing
PDF Solutions Inc, founded in 1991, is a Technology company based in San Jose, United States. Its directors and officers file their transactions with SEC (Form 4). The last twelve months, up to 18 October 2026, brought 8 filings signed by 7 insiders.
The flow runs one way only: 2 sales worth €197k, from 2 insiders, and no purchase. At €130k, the sale published on 1 September 2026 by Strojwas Andrzej is the largest of the period (0.0073% of market cap).
For context, the typical company on the same exchange (median of 5,811 companies) published 19 filings over the same period, against 8 filings here. Over the whole record (from 2021), the tally stands at 3 purchases and 24 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 219.0 m USD and net income at -640,000 USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Elsewhere in the same sector, our signals recently picked up insider purchases at Core Scientific, Inc./tx and Gitlab Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
119
Thresholds
n/a
Buy Volume
€966,282
3 ops. · all time
Sell Volume
€4M
24 ops. · all time
Who traded when
BuySaleAndrzej Strojwas3 sales
Michael B. Gustafson2 buys
John Kachig Kibarian1 buy
Nancy Erba1 sale
Shuo Zhang1 sale
Since the insiders bought
- +118.2%Entry US$20.49 · Close at T+365 US$44.70
- +43.4%Entry US$23.67 · Close at T+365 US$33.95
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,863 of 24,148 companies
38.4
score / 100
Value33
Quality44
FCF yld-0.5%
Earn yld-0.0%
EV/EBITDA·
ROE3.3%
Gross mgn72%
Net mgn-0.3%
Debt/EBITDA3.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$52.69
Analyst consensus
8 analysts1.50/5
US$50.00Target US$61.50(+17%)US$74.00
Income statement
RevenueUS$219M
Gross profitUS$158.4M72% margin
EBITDAUS$18.5M8% margin
Net income-US$640k4.3% margin
Valuation
PER (trailing)202.7x
PER (forward)31.9x
P/Book5.9x
Beta1.66
Balance sheet & cash
Market capUS$2.2B
Total debtUS$72.8M
Free Cash Flow-US$8.8M
Debt / Equity19%
Profitability & ownership
ROE3.3%
ROA3.3%
% insiders10.5%
% institutions94.3%
Last declaration on 1 September 2026
Declarations119 total
3,394 shares@ US$44.410.0073% mcap9.7% of flowCommon StockSEC:0001437749-26-029384:0
3,394 shares@ US$44.41110.0091% mcap100.0% of flowCommonSEC144:0001950047-26-008848
1,501 shares@ US$51.47050.0047% mcap100.0% of flowCommonSEC144:0001950047-26-008003
1,501 shares@ US$51.470.0038% mcap10.3% of flowCommon StockSEC:0001437749-26-027449:0
2,689 sharesCommon StockSEC:0001437749-26-022537:0
2,762 shares@ US$28.535.0% of flowCommon StockSEC:0001437749-26-000381:0
5,498 shares@ US$28.535.4% of flowCommon StockSEC:0001437749-26-000374:0
5,070 shares0Common StockSEC:0001437749-25-037538:0
35,000 sharesCommon StockSEC:0001437749-25-024679:0
8,000 sharesCommon StockSEC:0001437749-25-024672:0
4,921 shares@ US$21.873.7% of flowCommon StockSEC:0001437749-25-022122:0
798 shares@ US$21.877.8% of flowCommon StockSEC:0001437749-25-022174:0
2,497 shares@ US$21.873.5% of flowCommon StockSEC:0001437749-25-022120:0
7,429 sharesCommon StockSEC:0001437749-25-021992:0
7,429 sharesCommon StockSEC:0001437749-25-021976:0
7,429 sharesCommon StockSEC:0001437749-25-022003:0
7,429 sharesCommon StockSEC:0001437749-25-021998:0
7,429 sharesCommon StockSEC:0001437749-25-021972:0
7,429 sharesCommon StockSEC:0001437749-25-021964:0
7,500 shares@ US$19.4515.0% of flowCommon StockSEC:0001415889-25-012951:0
Canonical exit: 11 Aug 2025 (T+90)
4,000 shares@ US$23.0610.1% of flowCommon StockSEC:0001415889-25-005624:0
Canonical exit: 25 May 2025 (T+90)
34,356 shares@ US$22.80100.0% of flowCommon StockSEC:0001415889-25-005622:0
Canonical exit: 25 May 2025 (T+90)
2,833 sharesCommon StockSEC:0001415889-25-000332:0
5,258 sharesCommon StockSEC:0001415889-25-000335:0
870 sharesCommon StockSEC:0001415889-25-000337:0
25 of 119 declarations
About PDF Solutions Inc
PDF Solutions, Inc. (NASDAQ: PDFS) is a U.S.-based technology company focused on data solutions for the semiconductor and electronics ecosystem. It is listed in the United States on the NASDAQ market, not NYSE, and serves chipmakers, foundries, test companies, and broader electronics manufacturers seeking better yield, quality, and operational efficiency. The company was founded in 1991 by Drs. John Kibarian and Kimon Michaels, and its headquarters are in Santa Clara, California, in the heart of Silicon Valley. ([pdf.com](https://www.pdf.com/company/overview/))
PDF Solutions’ core investment thesis is built around turning manufacturing and test data into actionable insight. In its annual report and corporate overview, the company says it has served more than 130 semiconductor companies since inception. It reports two main revenue sources: Analytics and Integrated Yield Ramp. Analytics includes on-premise software, SaaS offerings, hardware systems, and professional services. Integrated Yield Ramp includes characterization services and a variable, performance-linked royalty model called Gainshare. This mix gives the business exposure to both software-style recurring revenue and engineering services tied to customer manufacturing outcomes. ([pdf.com](https://www.pdf.com/company/overview/))
Read moreShow less
On the product side, PDF Solutions highlights platforms and technologies such as Exensio, Cimetrix, secureWISE, and CV/DFI systems. These products and services sit at the intersection of semiconductor process optimization, factory data collection, analytics, and secure equipment connectivity. In practical terms, the company helps customers break down data silos, improve yield, shorten time to market, and enhance product reliability. That positioning gives PDF Solutions a specialized niche rather than a broad-based software footprint: it is highly focused on semiconductor manufacturing intelligence and adjacent industrial connectivity use cases. ([pdf.com](https://www.pdf.com/company/overview/))
Competitively, the company benefits from deep domain expertise, a long operating history, and a portfolio that combines software, hardware, IP, and services. Its customer base is global, with operations described across the United States, Japan, China, and other international markets. This international reach matters because semiconductor manufacturing is geographically dispersed and highly technical, requiring localized support and close customer integration. ([stockanalysis.com](https://stockanalysis.com/stocks/pdfs/company/?utm_source=openai))
Recent developments have been supportive of the narrative. In Q1 2025, PDF Solutions reported total revenue of $47.8 million, up 16% year over year, with Analytics revenue of $42.5 million and a sharp increase in Integrated Yield Ramp revenue. The company also pointed to continued adoption of Exensio and the contribution of secureWISE following its acquisition, reinforcing the view that management is expanding the platform beyond its legacy core. For investors, PDF Solutions remains a specialized NASDAQ-listed U.S. technology name tied to the semiconductor cycle, but one with recurring software characteristics and differentiated data-driven offerings. ([pdfsolutions.gcs-web.com](https://pdfsolutions.gcs-web.com/static-files/f92552d0-1eb5-477c-ad66-5f15d84d0250))
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
