PDFS
PDF SOLUTIONS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 13 PDF Solutions filed a 424B5 prospectus supplement for a mixed primar…
- R May 14 PDF Solutions is pricing a 4,568,308-share common stock offering at…
- R May 14 PDF Solutions priced a public offering of 4,568,308 shares at $44.00…
- I Jun 30 6 funds open new positions (13F)
- S Aug 12 1 insider sell $77.3K at $51.47
- S Aug 31 1 insider sell $150.7K at $44.41
- X Aug 31 Short interest jumps 25.9% to 3.07M
- A Sep 25 Needham initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $228.0K.
- InstitutionsBULLISH
Q2 2026: 31 added (6 new), 10 trimmed or exited. Largest new: Jennison Associates $50.7M, Atreides Management $46.6M.
- AnalystsBULLISH
11 of 13 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
12% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WASATCH ADVISORS LP | DOUBLED | $97.7M |
| JPMORGAN CHASE & CO | DOUBLED | $61.1M |
| JENNISON ASSOCIATES LLC | NEW | $50.7M |
| Atreides Management, LP | NEW | $46.6M |
| Point72 Asset Management, L.P. | NEW | $42.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | $39.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $26.3M |
| BAILLIE GIFFORD & CO | NEW | $24.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +49%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | DA Davidson MAINTAIN | Buy |
| Sep 25, 2026 | Needham INITIATE | Buy |
| Sep 21, 2026 | DA Davidson MAINTAIN | Buy |
| Sep 8, 2026 | Morgan Stanley INITIATE | Overweight |
| Aug 11, 2026 | Bernstein INITIATE | Outperform |
| Aug 7, 2026 | Rosenblatt MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 1, 2026 | Raza Adnan EVP, Finance and CFO | AWARD | 70,000 sh |
| Sep 1, 2026 | KIBARIAN JOHN KACHIG President and CEO | AWARD | 71,000 sh |
| Sep 1, 2026 | Strojwas Andrzej Chief Technology Officer | AWARD | 20,000 sh |
| Sep 1, 2026 | MICHAELS KIMON EVP of Products and Solutions | AWARD | 71,000 sh |
| Aug 31, 2026 | Strojwas Andrzej Chief Technology Officer | SELL | $150.7K |
| Aug 12, 2026 | Zhang Shuo Director | SELL | $77.3K |
| Jul 1, 2026 | Zhang Shuo Director | AWARD | 2,689 sh |
| Jul 1, 2026 | Li Ye Jane Director | AWARD | 2,689 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.38 | $0.35–$0.40 | -0.3% | $74.4M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 2 press releases · 0 bullish · 2 bearish · 4 neutral- NEUTRAL PRESS-RELEASEOct 19, 2026
PDF Solutions, Inc. announced it will report its fiscal Q3 2026 results on November 5, 2026.
- NEUTRAL SC 13GOct 9, 2026
Wasatch Advisors LP disclosed a new 6.3% passive stake in PDF Solutions Inc via Schedule 13G…
Wasatch Advisors is a growth-oriented asset manager; their new 6.3% position signals conviction in PDF Solutions' software/analytics business. Monitor future 13G amendments for accumulation or…
- BEARISH PRESS RELEASEMay 15, 2026
PDF Solutions closed an underwritten public offering of 5,253,554 shares at $44.00 per share, with…
The offering adds ~$85.7M to PDFS's cash balance but dilutes existing holders by ~5%. The selling stockholder's large secondary component (~63% of shares sold) signals potential reduced strategic…
- BEARISH 424B5May 14, 2026
PDF Solutions is pricing a 4,568,308-share common stock offering at $44.00 per share, a 13.6%…
The 13.6% discount to the prior close signals aggressive pricing, likely to clear the large secondary block from Advantest. The offering adds ~3.2% dilution from the primary component alone. Watch…
All PDFS filing & press-release reports (8)
- PRESS-RELEASE reportOct 19, 2026
- SC 13G reportOct 9, 2026
- PRESS-RELEASE reportMay 15, 2026
- 424B5 reportMay 14, 2026
- PRESS-RELEASE reportMay 14, 2026
- 424B5 reportMay 13, 2026
- 8-K reportApr 24, 2026
- PRESS-RELEASE reportApr 20, 2026