PDF Solutions Shares Surge on Major Contract: Is the Rally Sustainable?

Shares of PDF Solutions (PDF) have experienced a significant rally following the announcement of a substantial multi-year agreement with a leading global semiconductor manufacturer. The deal centers on the expanded deployment of PDF Solutions’ proprietary technology suite, including its eProbe tools, Characterization Vehicle infrastructure, and Exensio analytics software, across multiple high-volume manufacturing facilities. The market’s reaction was swift and positive, with the stock posting a robust 12% gain over the past week.

This recent price surge comes on the heels of a strong second-quarter earnings report for 2025. The company reported revenue of $51.7 million, exceeding expectations and representing a 24% year-over-year increase. Earnings per share (EPS) came in at $0.19, matching analyst forecasts. Despite a challenging previous year where the stock declined by... Read more...