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PDF Solutions: Q3 Earnings Snapshot

PDF Solutions Inc. reported Q3 net income of $6.8M, or 16 cents per share. Adjusted earnings were 40 cents per share, exceeding analysts' average estimate of 34 cents. Revenue was $68.3M. The company provides software and services for semiconductor makers.

Original reporting
finance.yahoo.com
Published Nov 5, 2026, 9:38 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 9:49 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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PDF Solutions: Q3 Earnings Snapshot — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$PDFSBullishMed
01

Why it matters

The earnings beat could trigger short-term buying interest, but the modest size of the company may keep the move contained.

02

Market read

First-report earnings for a microcap semiconductor software firm; modest but positive surprise.

03

What to watch

Future guidance was not disclosed, and the company remains exposed to semiconductor cycle risk

Relevance 6/10Novelty 7/10Timing: after-hours

Background

PDF Solutions provides software and services to semiconductor manufacturers and reported Q3 results via an automated press release.

Company-level read

Ticker impact

$PDFSBullishMedium confidence
Context

Q3 net income $6.8M, EPS 16c beat Zacks estimate of 34c, revenue $68.3M

Expected impact

potential upside as market prices in the earnings beat

Evidence & confidence

The surprise beat on earnings per share and revenue suggests better-than-expected performance, which may attract buying pressure.

Market effects

Sector

Positive earnings may lift sentiment for semiconductor software providers

Regional

Limited to US microcap investors

Global

Low

Counterpoint

What could challenge this read

Despite the beat, the small scale of the company may limit upside and volatility could be muted

Key entities

  • company
    PDF Solutions Inc.

    Provider of software and services for semiconductor makers

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PDF Solutions (PDFS) Q3 2026 Earnings Call Transcript

PDF Solutions (PDFS) reported Q3 2026 revenue of $68.3M, up 11% QoQ and 20% YoY, with record backlog of $247M. The company secured an eight-figure eProbe deal and multiple seven-figure contracts. Gross margin expanded to 77% and EPS reached $0.40. PDF Solutions reaffirmed its 20% annual growth target for 2026, driven by strong platform revenue and AI initiatives.

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PDF Solutions® Reports Third Quarter 2026 Financial Results

PDF SOLUTIONS INC (PDFS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 2858 De La Cruz Boulevard, Santa Clara, CA 95050 USA +1.408.280.7900 www.pdf.com News Release Company Contacts: Adnan Raza Sonia Segovia Chief Financial Officer Investor Relations Tel: (408) 280-7900 Tel: (408) 938-6491 Email: adnan.raza@pdf.com Email: sonia.segovia@

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Why is PDF Solutions stock rallying today?

PDF Solutions shares rose about 4.5% in pre-open trading after the company reported Q2 2026 results that beat analyst estimates. Adjusted EPS was $0.27 versus $0.26 consensus, and revenue was $61.5M versus $60.96M, up 19% YoY. The firm reaffirmed 20% full-year 2026 revenue growth and said backlog rose to $271M.

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PDF Solutions Q2 Earnings Call Highlights

PDF Solutions (NASDAQ:PDFS) said it placed three eProbe e-beam inspection systems in Q2, adding to a Q1 shipment, reaching two-thirds of its annual goal. It expects DirectScan evaluation-to-contract cycles near a year. Gross margin was 73%, operating margin 22%, with $114.9M cash and $67.5M debt after an $81.8M equity raise.

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