$PDFS

PDF SOLUTIONS INC

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No SEC Form 4 filings for $PDFS in the last 30 days.

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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.

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.

PDF Solutions® Reports Second Quarter 2026 Financial Results

PDF Solutions, Inc. (Nasdaq: PDFS) reported Q2 2026 results for the quarter ended June 30. Revenue was $61.5 million, up 19% year over year. GAAP gross margin was 69% and GAAP diluted EPS was $0.10. Ending backlog was $270.7 million. The company reaffirmed a 20% 2026 annual revenue growth target.

PDFS sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning PDFS (PDF SOLUTIONS INC). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.

Recent PDFS coverage spans earnings, financial news and corporate actions.

What's driving PDFS

  • The stock’s pre-market rebound is tied to an earnings beat, reaffirmed growth guidance, and a higher backlog, offsetting an earlier after-hours dip.

    investing.com · Aug 7, 2026

  • Q2 call highlights point to expanding DirectScan adoption (more mature nodes, memory evaluations) and broader secureWISE deployments, with margin and cash flow details plus a follow-on equity raise.

    yahoo.com · Aug 7, 2026

  • The print shows revenue growth and a sizable backlog build, with margin and EPS dynamics that could drive near-term estimate revisions.

    itnewsonline.com · Aug 6, 2026

  • The filing provides fresh quarterly performance plus a reiterated full-year growth target, with backlog as the key forward-looking datapoint.

    SEC EDGAR 8-K · Aug 6, 2026

  • This sets a specific earnings-event date and provides management participation, which can drive positioning into the Aug. 6 print.

    itnewsonline.com · Jul 16, 2026

alphai scores every news story that mentions PDFS with an AI model for sentiment and relevance, and aggregates insider trades from PDF SOLUTIONS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PDFS

Score

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.

$PDFSMed

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.

$PDFSLow

PDF SOLUTIONS INC (PDFS): Submission of Matters to a Vote of Security Holders

PDF SOLUTIONS INC (PDFS) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. EX-10.1 2 ex_977231.htm EXHIBIT 10.1 ex_977231.htm Exhibit 10.1 PDF Solutions, Inc. Eleventh Amended and Restated 2011 Stock Incentive Plan SECTION 1. INTRODUCTION On November 16, 2011, the original 2011 Stock Incentive Plan became effective upon approval by our stockholders (the

PDF Solutions earnings on deck: Sequential decline in focus By Investing.com

PDF Solutions Inc. is set to report its first-quarter fiscal 2026 earnings, with analysts anticipating a sequential decline in both revenue and earnings per share after a record-breaking previous quarter. Investors will be closely watching management's commentary on whether this dip is seasonal or indicative of broader customer spending changes, especially concerning backlog conversion and the impact of AI on the semiconductor industry. Despite the expected decline, the stock has rallied, trading near its 52-week high, and analysts maintain a "strong buy" rating.

$PDFSMed

PDF Solutions Ups Revolving Credit Facility to $75 Million, Adds Leverage-Based Fees With Wells Fargo

PDF Solutions has amended its credit agreement, increasing its revolving credit facility to $75 million and implementing leverage-based commitment fees. This change, effective April 23, 2026, is intended to boost liquidity and better align pricing with the company's leverage. The annual fee will vary from 0.20% to 0.50% based on the total debt to EBITDA ratio.

$PDFSMed

The Truth About PDF Solutions Inc: Why Wall Street Suddenly Cares

PDF Solutions Inc (PDFS) is gaining attention on Wall Street as a quiet but crucial player in the semiconductor industry, particularly in enabling AI chip manufacturing efficiency. The company offers software and data platforms that help chipmakers improve yield and reduce defects, functioning as an "infrastructure SaaS for chips." While not a meme stock, its position in the critical chip supply chain makes it attractive to long-term tech investors seeking AI-adjacent exposure beyond mega-caps.

$PDFSMed

Walleye Capital LLC Purchases Shares of 46,604 PDF Solutions, Inc. $PDFS

Walleye Capital LLC has acquired a new stake of 46,604 shares in PDF Solutions (NASDAQ:PDFS), valued at approximately $996,000, representing 0.12% ownership as of Q2. Institutional investors now hold 79.51% of PDFS, with several firms recently increasing or initiating positions. Analysts currently rate PDFS as a "Moderate Buy" with an average target price of $38.00.

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