SecBot SecBot

PDFS

PDF SOLUTIONS INC
Nasdaq· Services-Prepackaged Software· Inc. DE· CIK 0001120914 Software & IT
$40.82 +1.50 (+3.81%)
Oct 26 4:00 PM ET · prev $39.32
Market cap
$1.7B
Small cap
Consensus
Buy
85% Buy or better · 13 analysts
Median target
$61.00
+49% · range $50.00–68.00
Next earnings
Nov 5
in 10 days
1 year
+42.1%
from $28.73 · Oct 27
30 days
−17.9%
from $49.75
52-week range
$23.97–70.79
−42% from high · low Nov 18
Avg volume 20D
590.9K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$228.0K
0 buyers · 2 sellers · 12 mo
New fund stakes
6
Q2 2026 13F · 0 exits
Filing reports
6
analyzed by SecBot
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 2/2 ·Next Earnings date, Nov 5, 2026

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

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
6
new positions
0
exits
$193.3M
in new stakes
FundMoveSharesValue
WASATCH ADVISORS LPDOUBLED1,380,739$97.7M
JPMORGAN CHASE & CODOUBLED927,267$61.1M
JENNISON ASSOCIATES LLCNEW716,075$50.7M
Atreides Management, LPNEW658,536$46.6M
Point72 Asset Management, L.P.NEW598,902$42.4M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM554,226$39.2M
GOLDMAN SACHS GROUP INCDOUBLED371,392$26.3M
BAILLIE GIFFORD & CONEW345,472$24.5M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

13 analysts
Buy 85% rate it Buy or better
Strong Buy3Buy8Hold2Sell0Strong Sell0
12-month targets · 8 analysts

Price is below the lowest target. Median implies +49%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 19, 2026DA Davidson
MAINTAIN
MAINTAINBuy
Sep 25, 2026Needham
INITIATE
INITIATEBuy
Sep 21, 2026DA Davidson
MAINTAIN
MAINTAINBuy
Sep 8, 2026Morgan Stanley
INITIATE
INITIATEOverweight
Aug 11, 2026Bernstein
INITIATE
INITIATEOutperform
Aug 7, 2026Rosenblatt
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$228.0K
sold · 2 insiders
DateInsiderTypeValue
Sep 1, 2026
Raza Adnan
EVP, Finance and CFO
AWARD70,000 sh
Sep 1, 2026
KIBARIAN JOHN KACHIG
President and CEO
AWARD71,000 sh
Sep 1, 2026
Strojwas Andrzej
Chief Technology Officer
AWARD20,000 sh
Sep 1, 2026
MICHAELS KIMON
EVP of Products and Solutions
AWARD71,000 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
AWARD2,689 sh
Jul 1, 2026
Li Ye Jane
Director
AWARD2,689 sh

Earnings setup

Estimates
Nov 5
reports in 10 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D 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, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 19, 2026 SEC
PDF Solutions, Inc. announced it will report its fiscal Q3 2026 results on November 5, 2026.
PRESS-RELEASE — Impact 1/10
Oct 19, 2026 Earnings
PDF Solutions to Report Third Quarter Fiscal 2026 Financial Results on November 5, 2026
SANTA CLARA, Calif., Oct. 19, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading
Oct 9, 2026 SEC
Wasatch Advisors LP disclosed a new 6.3% passive stake in PDF Solutions Inc via Schedule 13G, holding 2,646,572 shares…
SC 13G — Impact 4/10
Sep 1, 2026 Insider
Raza Adnan was granted 70,000 shares
EVP, Finance and CFO
Sep 1, 2026 Insider
KIBARIAN JOHN KACHIG was granted 71,000 shares
President and CEO
Sep 1, 2026 Insider
Strojwas Andrzej was granted 20,000 shares
Chief Technology Officer
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — DOUBLED
1,380,739 shares ($97.7M)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — DOUBLED
927,267 shares ($61.1M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent

SecBot reports

6 filings · 2 press releases · 0 bullish · 2 bearish · 4 neutral
All PDFS filing & press-release reports (8)