PDF Solutions is executing a strategic pivot toward subscription-based analytics and factory software, evidenced by revenue growth accelerating to 18.9% year-over-year in 2026Q2 and a return to sustained profitability after the 2025Q1 trough.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.40+21.7% vs $0.33 | $68M+1.3% vs $67M |
Q3 2026 Aug 6, 2026 | $0.27+0.7% vs $0.27 | $62M+0.6% vs $61M |
Q2 2026 May 7, 2026 | $0.31+34.8% vs $0.23 | $60M+0.7% vs $60M |
Q1 2026 Feb 12, 2026 | $0.30+25.0% vs $0.24 | $62M+0.7% vs $62M |
PDF Solutions NASDAQ: PDFS reported record third-quarter revenue of $68.3 million and reaffirmed its target for 20% revenue growth in 2026, citing strong demand from semiconductor equipment vendors and a pipeline of large customer contracts.
PDF Solutions, Inc. (PDFS) Q3 2026 Earnings Call Transcript
PDF Solutions (PDFS) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.25 per share a year ago.
During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.
Benchmark PDFS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for PDF Solutions, Inc. (PDFS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.61 | $1.57B | 101.95 | 22.04% | 6.28% | 4.85% | — | |
| $173.28 | $8.62B | 64.92 | 1.82% | 11.84% | 6.5% | — | |
| $38.49 | $1.82B | -92.66 | 12.74% | -3.97% | -2.9% | — | |
| $99.24 | $3.05B | 29.52 | -17.57% | 11.75% | 9.82% | — | |
| $43.50 | $1.78B | 19.53 | 29.79% | 9.24% | 18.36% | 0.04% | |
| $138.49 | $180.91B | 34.53 | 11.71% | 36.25% | 87.02% | 0.58% |
PDF Solutions, Inc. (PDFS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
PDF Solutions, Inc. (PDFS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 18, 2026·SEC
May 15, 2026·SEC
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PDF Solutions, Inc. (PDFS) stock FAQ — growth, dividends, profitability & financials explained
PDF Solutions, Inc. (PDFS) reported $252.4M in revenue over the trailing twelve months. Revenue was $219.0M in fiscal year 2025. That is 988% more than the $20.1M of fiscal year 2000.
PDF Solutions, Inc. (PDFS) grew revenue by 22.1% over the trailing twelve months, compared with the twelve months before.
Yes. PDF Solutions, Inc. (PDFS) earned $15.9M in net income over the trailing twelve months (a 6.3% net margin).
PDF Solutions, Inc. (PDFS) had a return on equity (ROE) of 4.9% over the trailing twelve months. That is below the market's typical 10-15%.
PDF Solutions, Inc. (PDFS) had negative free cash flow of $0.1M over the trailing twelve months.
