
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. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $252.40M |
| Gross Profit (TTM) | $180.82M |
| EBITDA | $39.74M |
| Operating Margin | 12.10% |
| Return on Equity | 4.90% |
| Return on Assets | 3.64% |
| Revenue/Share (TTM) | $6.21 |
| Book Value | $9.08 |
| Price-to-Book | 3.92 |
| Price-to-Sales (TTM) | 6.29 |
| EV/Revenue | 5.87 |
| EV/EBITDA | 39.63 |
| Quarterly Earnings Growth (YoY) | 433.30% |
| Quarterly Revenue Growth (YoY) | 19.60% |
| Shares Outstanding | $42.23M |
| Float | $34.46M |
| % Insiders | 10.55% |
| % Institutions | 101.12% |
Volatility is currently expanding

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

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.

Investors need to pay close attention to PDFS stock based on the movements in the options market lately.

SANTA CLARA, Calif., Oct. 19, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release third quarter fiscal 2026 financial results after the market close on Thursday, November 5, 2026.

ONTO's AI-driven packaging demand, record revenue and rising estimates give it an edge over PDFS, whose bookings and analytics business are gaining momentum.

PDF Solutions (PDFS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on PDFS and any ticker you trade — then tracks every position and per-strategy win rate.