Zacks Investment Research·2d ago
2 Stocks to Watch From the Challenging Computer-Services IndustryThe Zacks Computer - Services industry players like CACI and PDFS are poised to benefit from digital transformation despite macroeconomic headwinds.
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. The Cimetrix acqu...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 6, 2025 | $0.25+0.0% vs $0.25 | $57M-7.8% vs $62M |
The Zacks Computer - Services industry players like CACI and PDFS are poised to benefit from digital transformation despite macroeconomic headwinds.
PDF Solutions (PDFS) could produce exceptional returns because of its solid growth attributes.
SANTA CLARA, Calif., Sept. 09, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystems, today unveils Exensio Aurora, the new, highly-scalable Exensio analytics architecture. Exensio Aurora is purpose-built to handle semiconductor manufacturing data at petabyte scale and to securely deploy agentic AI across manufacturing operations and the supply chain.
The sale, conducted on Aug. 31, was valued at approximately $150,728. The traded shares were equal to 4% of the equity stake held before the filing.
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 |
|---|---|---|---|---|---|---|---|
| $48.43 | $2.03B | -2971.17 | 22.04% | -0.29% | -0.25% | — | |
| $282.31 | $14.04B | 101.55 | 1.82% | 11.84% | 6.5% | — | |
| $64.48 | $3.04B | -40.55 | 12.74% | -7.43% | -4.91% | — | |
| $118.43 | $3.64B | 31.17 | -17.57% | 10.71% | 8.91% | — | |
| $41.03 | $1.68B | 24.72 | 29.79% | 8.87% | 18.16% | — | |
| $187.86 | $245.4B | 51.33 | 11.71% | 35.57% | 85.38% | — |
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 $241.2M in revenue for fiscal year 2025. This represents a 1098% increase from $20.1M in 2000.
PDF Solutions, Inc. (PDFS) grew revenue by 22.0% over the past year. This is strong growth.
Yes, PDF Solutions, Inc. (PDFS) is profitable, generating $10.3M in net income for fiscal year 2025 (-0.3% net margin).
PDF Solutions, Inc. (PDFS) has a return on equity (ROE) of -0.2%. Negative ROE indicates the company is unprofitable.
PDF Solutions, Inc. (PDFS) had negative free cash flow of $2.0M in fiscal year 2025, likely due to heavy capital investments.
