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(20:02 GMT) PDF Solutions Price Target Raised to $36.00/Share From $34.00 by DA Davidson
Semiconductor market growth is accelerating, led by AI and 3D innovations, with a unified analytics platform driving digital transformation. Recurring revenue, margin expansion, and a global customer base support new long-term targets of >20% revenue growth and >77% gross margin.
Original document: PDF Solutions, Inc. [PDFS] Slides Release — Dec. 3 2025
The company is targeting 20% annual revenue growth, >77% gross margin, and >27% operating margin, driven by a shift to analytics and SaaS models, major product innovations in scalable analytics, and expanded partnerships. Recurring revenue now makes up 80% of total revenue, and the addressable market is set to more than double by 2030.
Based on PDF Solutions, Inc. [PDFS] Investor Day 2025 Audio Transcript — Dec. 3 2025
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