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PDF Solutions, Inc. (PDFS) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 14, 2026

Current Price
$33.25
Market reference
Price Target
$36.00
+8.3% Upside
Target Range
$36.00 — $36.00
High conviction
Analyst Rating
Buy
5 analysts
Forward P/E29.8x
Trailing P/E332.5x
Forward PEG—
Implied Growth—
Median Target$36.00
Analyst Spread0.0%

PDFS trades near analyst consensus with +8.3% potential upside. Limited near-term catalysts may be priced in at current levels.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$33.25
Consensus$36.00
High$36.00
Low$36.00
Model$33.25
Bear Case
$36
+8.3%
Consensus
$36
+8.3%
Bull Case
$36
+8.3%
Valuation Model TargetsConfidence: 42/100
Bear$59
Base$33
Bull$-100

Analyst Ratings Distribution

Breakdown of 5 published analyst recommendations for PDFS

5/5 analysts are bullish
+50
BearishBullish
Weighted analyst sentiment score based on 5 ratings
ConsensusBuy
Coverage5 Analysts
Net Score+50
Bull / Bear100% / 0%
Strong Buy00%
Buy5100%
Hold00%
Sell00%
Strong Sell00%
Strong Buy
00%
Buy
5100%
Hold
00%
Sell
00%
Strong Sell
00%
Recommendation Mix100% Buy · 0% Hold · 0% Sell
Buy (5)Hold (0)Sell (0)

PDFS Price Target Analysis

Updated February 20, 2026

As of February 20, 2026, PDF Solutions, Inc. (PDFS) has a Wall Street consensus price target of $36.00, based on estimates from 5 covering analysts. With the stock currently trading at $33.25, this represents a potential upside of +8.3%. The company has a market capitalization of $1.31B.

Analyst price targets range from a low of $36.00 to a high of $36.00, representing a 0% spread in expectations. The median target of $36.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.

The current analyst consensus rating is Buy, with 5 analysts rating the stock as a Buy or Strong Buy,0 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, PDFS trades at a trailing P/E of 332.5x and forward P/E of 29.8x.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $33.25, with bear and bull scenarios of $59.26 and $-100.49 respectively. Model confidence stands at 42/100, suggesting limited visibility into future performance.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Technology stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside+106.9%
Avg Forward P/E35.3x
Peers with Coverage7 / 10
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
PDFSPDF Solutions, Inc.
$1.3B$33.25$36.00+8.3%Buy29.8x5
CDNSCadence Design Systems, Inc.$83.5B$305.01$382.17+25.3%Buy37.9x30
ADSKAutodesk, Inc.$48.7B$229.74$370.65+61.3%Buy22.4x50
PTCPTC Inc.$18.5B$155.50$204.83+31.7%Buy19.2x33
UUnity Software Inc.$8.0B$18.55$37.70+103.2%Buy19.7x26
FIGFigma, Inc.$1.9B$24.19$42.17+74.3%Hold96.8x6
MTLSMaterialise N.V.$318M$5.40——Buy21.5x12
AZA2Z Cust2Mate Solutions Corp.$243M$5.79——Buy—1
SVCOSilvaco Group, Inc. Common Stock$111M$3.63$19.75+444.1%Buy—5
ORKTOrangekloud Technology Inc.$2M$1.06—————

Upside Potential Comparison

SVCO
+444.1%
U
+103.2%
FIG
+74.3%
ADSK
+61.3%
PTC
+31.7%
CDNS
+25.3%
PDFS
+8.3%

See PDFS's True Return

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Is PDFS Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Compare PDFS vs NVDA

See how PDFS stacks up against sector leader NVIDIA Corporation.

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Frequently Asked Questions

What is the PDFS stock price target for 2026?

The consensus price target for PDFS is $36, close to the current price of $33.25 (8.3% implied move). Based on 5 analyst estimates, the stock appears fairly valued near current levels.

Is PDFS a buy, sell, or hold?

PDFS has a consensus rating of "Buy" based on 5 Wall Street analysts. The rating breakdown is predominantly bullish, with 5 Buy/Strong Buy ratings. The consensus 12-month price target of $36 implies 8.3% upside from current levels.

Is PDFS stock overvalued or undervalued?

PDFS trades at a forward P/E of 29.8206x, representing a moderate valuation. With analysts targeting $36 (8.3% implied move), the stock appears reasonably valued with upside.

How high can PDFS stock go?

The most bullish Wall Street analyst has a price target of $36 for PDFS, while the most conservative target is $36. The consensus of $36 represents the median expectation. Our quantitative valuation model projects a bull case target of $-100 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover PDFS stock?

PDFS is moderately covered, with 5 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 have Buy ratings, 0 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the PDFS stock forecast?

The 12-month PDFS stock forecast based on 5 Wall Street analysts shows a consensus price target of $36, with estimates ranging from $36 (bear case) to $36 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $33, with bear/bull scenarios of $59/$-100.

What is PDFS's fair value based on fundamentals?

Our quantitative valuation model calculates PDFS's fair value at $33 (base case), with a bear case of $59 and bull case of $-100. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 42/100.

What is PDFS's forward P/E ratio?

PDFS trades at a forward P/E ratio of 29.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 332.5x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy PDFS stock?

PDFS appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $36 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do PDFS price targets vary so much?

PDFS analyst price targets range from $36 to $36, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $36 consensus represents the middle ground. Our model's $59-$-100 range provides an independent fundamental perspective.

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